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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$362K - $389K
|
12.4K
$379K
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 11.21% |
$117K - $125K
|
31.5K
$966K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
46+ 0.66% |
$1.35K - $1.45K
|
7.03K
$216K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 9.52% |
$1.47K - $1.57K
|
475
$14.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
440+ 1.7% |
$12.9K - $13.8K
|
26.3K
$805K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.25K- 14.18% |
$36.7K - $39.4K
|
7.57K
$232K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.08K- 84.31% |
$31.5K - $33.8K
|
200
$6.13K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.17K- 77.26% |
$152K - $163K
|
1.52K
$46.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
71New |
$2.08K - $2.23K
|
71
$2.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
8.2KNew |
$240K - $258K
|
8.2K
$251K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-958- 36.14% |
$28.1K - $30.1K
|
1.69K
$51.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-89- 1.35% |
$2.61K - $2.8K
|
6.52K
$200K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 1.44% |
$3.14K - $3.37K
|
7.54K
$231K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-424- 0.81% |
$12.4K - $13.3K
|
52.1K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-123K- 25.1% |
$3.61M - $3.87M
|
367K
$11.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.66K- 62.0% |
$195K - $209K
|
4.08K
$125K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-2.94K- 10.16% |
$86.3K - $92.6K
|
26K
$798K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-370K- 86.05% |
$11M - $12.5M
|
60K
$1.84M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
493New |
$14.7K - $16.7K
|
493
$15.1K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
282New |
$8.42K - $9.53K
|
282
$8.65K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.52K- 3.53% |
$75.2K - $85.1K
|
68.7K
$2.11M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-5K- 85.37% |
$149K - $169K
|
857
$26.3K
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
148K+ 40.55% |
$4.41M - $4.99M
|
511K
$15.7M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.24K+ 11.18% |
$37.1K - $42K
|
12.4K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
12.3K+ 3.86% |
$367K - $415K
|
330K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
42.5KNew |
$1.27M - $1.44M
|
42.5K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 5.94% |
$14.9K - $16.9K
|
7.92K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.61K- 90.01% |
$78K - $88.3K
|
290
$8.89K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
60.2KNew |
$1.8M - $2.03M
|
60.2K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-400- 8.79% |
$11.9K - $13.5K
|
4.15K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-46.8K- 79.84% |
$1.4M - $1.58M
|
11.8K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Aozora Bank, Ltd.
|
SELL
|
- |
-2M- 30.96% |
$59.7M - $67.6M
|
4.46M
$137M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
900K+ 900.0% |
$26.9M - $30.4M
|
1M
$30.7M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.55KNew |
$196K - $222K
|
6.55K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$377K - $427K
|
12.6K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 50.0% |
$503K - $569K
|
16.8K
$516K
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-692- 4.29% |
$20.7K - $23.4K
|
15.4K
$474K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.7K+ 28.84% |
$467K - $529K
|
69.9K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
645New |
$19.3K - $21.8K
|
645
$19.8K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.76K+ 16.24% |
$52.6K - $59.5K
|
12.6K
$386K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.1KNew |
$300K - $340K
|
10.1K
$309K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
96.6KNew |
$2.88M - $3.26M
|
96.6K
$2.96M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-249K- 95.35% |
$7.43M - $8.42M
|
12.1K
$372K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$460K - $521K
|
15.4K
$473K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
22KNew |
$658K - $745K
|
22K
$675K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-120- 1.49% |
$3.58K - $4.06K
|
7.94K
$244K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.1KNew |
$2.66M - $3.01M
|
89.1K
$2.73M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
34.6KNew |
$1.03M - $1.17M
|
34.6K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-891- 3.7% |
$26.6K - $30.1K
|
23.2K
$712K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-968- 8.61% |
$28.9K - $32.7K
|
10.3K
$315K
|
|