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 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-250- 3.82% |
$8.01K - $9.07K
|
6.3K
$199K
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.62KClosed |
$276K - $313K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-5.61KClosed |
$180K - $203K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-37.1KClosed |
$1.19M - $1.34M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-27.4KClosed |
$876K - $992K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
216+ 10.17% |
$6.92K - $7.83K
|
2.34K
$74.1K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
253New |
$8.1K - $9.17K
|
253
$8.01K
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-34.1KClosed |
$1.09M - $1.24M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-18.5KClosed |
$594K - $672K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
233New |
$7.46K - $8.45K
|
233
$7.38K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
15KNew |
$480K - $544K
|
15K
$475K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-8.2KClosed |
$262K - $297K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-186K- 94.81% |
$5.97M - $6.76M
|
10.2K
$323K
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-838- 5.07% |
$26.8K - $30.4K
|
15.7K
$497K
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-6.8KClosed |
$218K - $247K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-5.53KClosed |
$177K - $200K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.96KNew |
$255K - $288K
|
7.96K
$252K
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-6.96KClosed |
$223K - $252K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.52KClosed |
$177K - $200K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
578KNew |
$18.5M - $21M
|
578K
$18.3M
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-424KClosed |
$13.6M - $15.4M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.2KClosed |
$295K - $334K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
622+ 11.32% |
$19.9K - $22.6K
|
6.12K
$194K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-7.14KClosed |
$229K - $259K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-14.4K- 42.66% |
$460K - $521K
|
19.3K
$611K
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-326Closed |
$10.4K - $11.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-40.6KClosed |
$1.3M - $1.47M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.66K- 52.26% |
$117K - $133K
|
3.35K
$106K
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 62.5% |
$3.2K - $3.63K
|
60
$1.9K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.77KNew |
$249K - $282K
|
7.77K
$246K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-13.5KClosed |
$433K - $490K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6.11KClosed |
$196K - $222K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6.65KClosed |
$213K - $241K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.03K+ 91.45% |
$225K - $255K
|
14.7K
$466K
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-9.43KClosed |
$302K - $342K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
36.3K+ 254.04% |
$1.16M - $1.32M
|
50.6K
$1.6M
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-150- 1.56% |
$4.8K - $5.44K
|
9.48K
$300K
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-7.16KClosed |
$229K - $260K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.6KClosed |
$179K - $203K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
817New |
$26.2K - $29.6K
|
817
$25.9K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-4Closed |
$128 - $145
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$25.6K - $29K
|
800
$25.3K
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-6.03KClosed |
$193K - $219K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31.7K- 79.36% |
$1.01M - $1.15M
|
8.24K
$261K
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 33.72% |
$81K - $91.8K
|
10K
$318K
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-13.6KClosed |
$434K - $492K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4+ 0.05% |
$128 - $145
|
7.71K
$244K
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
SELL
|
- |
-5.69KClosed |
$182K - $206K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-501Closed |
$16K - $18.2K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.18MNew |
$37.7M - $42.7M
|
1.18M
$37.3M
|