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, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-8.2KClosed |
$262K - $297K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-838- 5.07% |
$26.8K - $30.4K
|
15.7K
$482K
|
|
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
$244K
|
|
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
$17.7M
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-424KClosed |
$13.6M - $15.4M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
622+ 11.32% |
$19.9K - $22.6K
|
6.12K
$188K
|
|
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
$592K
|
|
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
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.77KNew |
$249K - $282K
|
7.77K
$238K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-13.5KClosed |
$433K - $490K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-6.65KClosed |
$213K - $241K
|
0
$0
|
|
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
$1.55M
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-150- 1.56% |
$4.8K - $5.44K
|
9.48K
$291K
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-7.16KClosed |
$229K - $260K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
817New |
$26.2K - $29.6K
|
817
$25.1K
|
|
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
$24.5K
|
|
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
$253K
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 33.72% |
$81K - $91.8K
|
10K
$308K
|
|
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
$236K
|
|
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
$36.2M
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-12.9KClosed |
$412K - $466K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
112KNew |
$3.59M - $4.06M
|
112K
$3.44M
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250Closed |
$8.01K - $9.07K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-148- 2.03% |
$4.74K - $5.37K
|
7.16K
$220K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.51KClosed |
$176K - $200K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-15.8KClosed |
$505K - $571K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.55KNew |
$49.6K - $56.2K
|
1.55K
$47.5K
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
SELL
|
- |
-6.03KClosed |
$193K - $219K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1KClosed |
$32K - $36.3K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-180K- 75.18% |
$5.76M - $6.53M
|
59.4K
$1.82M
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-5.73KClosed |
$183K - $208K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
15.1K+ 68.25% |
$484K - $548K
|
37.2K
$1.14M
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-52.2KClosed |
$1.67M - $1.89M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
83New |
$2.66K - $3.01K
|
83
$2.55K
|
|
Q1 2022 | |||||||
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-18.3K- 82.13% |
$638K - $717K
|
3.99K
$122K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.45K+ 1709.41% |
$50.7K - $56.9K
|
1.54K
$47.2K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
11.7KNew |
$409K - $459K
|
11.7K
$360K
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.1KClosed |
$178K - $200K
|
0
$0
|