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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
105+ 0.97% |
$3.14K - $3.55K
|
10.9K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
166+ 0.26% |
$4.96K - $5.61K
|
63.6K
$1.95M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
423+ 1.94% |
$12.6K - $14.3K
|
22.2K
$681K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
37.2KNew |
$1.11M - $1.26M
|
37.2K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$373K - $422K
|
12.5K
$383K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
16+ 0.24% |
$478 - $541
|
6.77K
$208K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 52.1% |
$100K - $113K
|
9.8K
$300K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
27.9KNew |
$832K - $942K
|
27.9K
$855K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
15.1KNew |
$451K - $511K
|
15.1K
$463K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-21.4K- 79.36% |
$639K - $724K
|
5.57K
$171K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.55KNew |
$196K - $221K
|
6.55K
$201K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-31.8K- 51.2% |
$951K - $1.08M
|
30.4K
$931K
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-92.8K- 18.57% |
$2.77M - $3.14M
|
407K
$12.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 68.97% |
$2.99K - $3.38K
|
45
$1.38K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
250New |
$7.47K - $8.45K
|
250
$7.67K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-37.6K- 62.69% |
$1.12M - $1.27M
|
22.4K
$686K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.06K- 38.71% |
$151K - $171K
|
8.01K
$246K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.66K- 47.92% |
$49.4K - $56K
|
1.8K
$55.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-874- 3.07% |
$26.1K - $29.5K
|
27.6K
$846K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.31K- 7.04% |
$98.7K - $112K
|
43.7K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-177- 26.94% |
$5.29K - $5.98K
|
480
$14.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-527- 5.84% |
$15.7K - $17.8K
|
8.5K
$261K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
935+ 7.81% |
$27.9K - $31.6K
|
12.9K
$396K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-596- 7.97% |
$17.8K - $20.2K
|
6.88K
$211K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
550New |
$16.4K - $18.6K
|
550
$16.9K
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
167New |
$5K - $5.39K
|
167
$5.12K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-204Closed |
$6.11K - $6.59K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-500- 8.4% |
$15K - $16.1K
|
5.45K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-59- 19.09% |
$1.77K - $1.9K
|
250
$7.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
387+ 1.94% |
$11.6K - $12.5K
|
20.3K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.78K+ 15.94% |
$143K - $154K
|
34.8K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.14KNew |
$34.2K - $36.9K
|
1.14K
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
20.5KNew |
$615K - $662K
|
20.5K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$30 - $32.3
|
1
$30.7
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.99KNew |
$210K - $226K
|
6.99K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
970New |
$29.1K - $31.3K
|
970
$29.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.55K- 14.25% |
$46.5K - $50.1K
|
9.34K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-4K- 35.03% |
$120K - $129K
|
7.42K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9.6KNew |
$288K - $310K
|
9.6K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10New |
$300 - $323
|
10
$307
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
179+ 2.42% |
$5.36K - $5.78K
|
7.58K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.41K+ 94.65% |
$192K - $207K
|
13.2K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-131K- 85.96% |
$3.92M - $4.22M
|
21.4K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-750- 6.53% |
$22.5K - $24.2K
|
10.7K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
82KNew |
$2.46M - $2.65M
|
82K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
500+ 1.0% |
$15K - $16.1K
|
50.5K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9+ 1.66% |
$270 - $291
|
550
$16.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.78K+ 59.73% |
$113K - $122K
|
10.1K
$310K
|
|