Latest Institutional Transactions on Ishares Trust Ishares Pfd And (PFF)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Pfd And (PFF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$432K - $465K
|
14.4K
$471K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.8KClosed |
$56.6K - $63.7K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
386K+ 5852.69% |
$12.1M - $13.6M
|
392K
$12.8M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-29.7K- 7.47% |
$933K - $1.05M
|
368K
$12M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
182KNew |
$5.72M - $6.44M
|
182K
$5.95M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$9.42K - $10.6K
|
300
$9.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
209+ 0.5% |
$6.56K - $7.39K
|
42.2K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
24.7KNew |
$776K - $873K
|
24.7K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
85+ 0.96% |
$2.67K - $3K
|
8.95K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.92K+ 34.69% |
$91.8K - $103K
|
11.3K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.74KClosed |
$180K - $203K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
450+ 2.54% |
$14.1K - $15.9K
|
18.2K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.9KNew |
$248K - $279K
|
7.9K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-791- 0.12% |
$24.8K - $28K
|
648K
$21.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
700+ 6.8% |
$22K - $24.7K
|
11K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4KNew |
$126K - $141K
|
4K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.48M- 63.57% |
$46.5M - $52.3M
|
848K
$27.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-2.75K- 23.52% |
$86.4K - $97.3K
|
8.95K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-13.8K- 45.85% |
$434K - $489K
|
16.3K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1- 50.0% |
$31.4 - $35.4
|
1
$32.7
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.76K+ 30.44% |
$118K - $133K
|
16.1K
$526K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-113- 0.33% |
$3.55K - $3.99K
|
34K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.5K+ 3.85% |
$141K - $159K
|
121K
$3.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
37+ 13.26% |
$1.16K - $1.31K
|
316
$10.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 41.67% |
$7.85K - $8.84K
|
350
$11.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
6+ 1.21% |
$188 - $212
|
501
$16.4K
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
16+ 0.25% |
$502 - $566
|
6.32K
$206K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-760- 9.27% |
$23.9K - $26.9K
|
7.44K
$243K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-29.6K- 2.02% |
$930K - $1.05M
|
1.44M
$47M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
67.4KNew |
$2.12M - $2.38M
|
67.4K
$2.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.6K- 98.09% |
$113K - $127K
|
70
$2.29K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-20- 0.13% |
$628 - $707
|
14.8K
$484K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.92K+ 80.69% |
$280K - $315K
|
20K
$652K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
400+ 3.55% |
$12.6K - $14.1K
|
11.7K
$381K
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-8.47K- 15.8% |
$266K - $300K
|
45.2K
$1.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100+ 13.42% |
$3.14K - $3.54K
|
845
$27.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.13K+ 49.46% |
$130K - $146K
|
12.5K
$407K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-658- 1.79% |
$20.7K - $23.3K
|
36.1K
$1.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-220- 1.15% |
$6.91K - $7.78K
|
18.9K
$619K
|
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4K+ 38.2% |
$126K - $141K
|
14.5K
$473K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-143- 2.04% |
$4.49K - $5.06K
|
6.88K
$225K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-234K- 96.74% |
$7.34M - $8.27M
|
7.89K
$258K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-10.3K- 1.46% |
$323K - $363K
|
696K
$22.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-10- 52.63% |
$314 - $354
|
9
$294
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.71K- 42.69% |
$85K - $95.7K
|
3.64K
$119K
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.22K- 22.85% |
$69.6K - $78.3K
|
7.48K
$244K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.27% |
$31.4 - $35.4
|
80
$2.61K
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
13.7K+ 6.42% |
$431K - $486K
|
228K
$7.44M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
20.5KNew |
$644K - $725K
|
20.5K
$670K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
727+ 3.47% |
$22.8K - $25.7K
|
21.7K
$707K
|
|