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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
727+ 3.47% |
$22.8K - $25.7K
|
21.7K
$707K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7.19KNew |
$226K - $254K
|
7.19K
$235K
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
185+ 0.6% |
$5.81K - $6.54K
|
30.8K
$1.01M
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-86- 10.41% |
$2.7K - $3.04K
|
740
$24.2K
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.68K- 5.61% |
$52.8K - $59.5K
|
28.3K
$925K
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
65.5K+ 709.4% |
$2.06M - $2.32M
|
74.8K
$2.44M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-3.29K- 28.69% |
$103K - $116K
|
8.18K
$267K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.67K- 36.52% |
$146K - $165K
|
8.11K
$265K
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-596- 8.48% |
$18.7K - $21.1K
|
6.43K
$210K
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
6.55KNew |
$206K - $232K
|
6.55K
$214K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16.4K- 97.51% |
$514K - $578K
|
417
$13.6K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.97K+ 55.07% |
$125K - $140K
|
11.2K
$365K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-400- 60.15% |
$12.6K - $14.1K
|
265
$8.65K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-275- 24.44% |
$8.64K - $9.72K
|
850
$27.8K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-150- 2.18% |
$4.71K - $5.3K
|
6.74K
$220K
|
|
Q2 2022 | |||||||
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57.3K+ 52602.75% |
$1.84M - $2.08M
|
57.4K
$1.88M
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.9KClosed |
$382K - $433K
|
0
$0
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-6.57K- 21.56% |
$210K - $238K
|
23.9K
$781K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-2.64K- 14.58% |
$84.7K - $95.9K
|
15.5K
$506K
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.92KClosed |
$222K - $251K
|
0
$0
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.88KNew |
$220K - $249K
|
6.88K
$225K
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
73.2K+ 88.64% |
$2.34M - $2.65M
|
156K
$5.09M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.2KNew |
$102K - $116K
|
3.2K
$105K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.55KClosed |
$210K - $237K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-25.2KClosed |
$808K - $915K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-6.87KClosed |
$220K - $249K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-7.25KClosed |
$232K - $263K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
66.2KNew |
$2.12M - $2.4M
|
66.2K
$2.16M
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$32 - $36.3
|
1
$32.7
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
240KNew |
$7.68M - $8.7M
|
240K
$7.84M
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.52K- 10.19% |
$48.7K - $55.2K
|
13.4K
$438K
|
|
Aug 15, 2022
Q2 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-318KClosed |
$10.2M - $11.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.23KClosed |
$39.2K - $44.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.14KNew |
$197K - $223K
|
6.14K
$201K
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-48.7KClosed |
$1.56M - $1.77M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
494New |
$15.8K - $17.9K
|
494
$16.1K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8+ 0.08% |
$256 - $290
|
9.55K
$312K
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-35Closed |
$1.12K - $1.27K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.43KClosed |
$45.8K - $51.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
200New |
$6.4K - $7.25K
|
200
$6.53K
|
|
Aug 15, 2022
Q2 2022
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-1.28MClosed |
$41M - $46.4M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
5KNew |
$160K - $181K
|
5K
$163K
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.7KClosed |
$118K - $134K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.01K- 32.13% |
$129K - $146K
|
8.48K
$277K
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-13KClosed |
$415K - $470K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-3.5K- 29.17% |
$112K - $127K
|
8.5K
$278K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
125+ 11.36% |
$4K - $4.53K
|
1.23K
$40K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.51KNew |
$208K - $236K
|
6.51K
$213K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-7.25K- 20.61% |
$232K - $263K
|
27.9K
$912K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
607+ 17.19% |
$19.4K - $22K
|
4.14K
$135K
|