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 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
11.7K+ 8.18% |
$363K - $380K
|
154K
$4.87M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-220- 0.72% |
$6.85K - $7.16K
|
30.3K
$955K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
249+ 2.3% |
$7.75K - $8.1K
|
11.1K
$350K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 35.7% |
$487K - $509K
|
59.5K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.12K+ 10.78% |
$66K - $69K
|
21.8K
$687K
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-726- 2.28% |
$22.6K - $23.6K
|
31.1K
$981K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-196K- 96.68% |
$6.1M - $6.38M
|
6.74K
$212K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-90.5K- 19.89% |
$2.82M - $2.95M
|
364K
$11.5M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16.8K- 6.68% |
$522K - $546K
|
234K
$7.39M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
15KNew |
$468K - $489K
|
15K
$474K
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
526+ 0.32% |
$16.4K - $17.1K
|
163K
$5.14M
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
36+ 0.1% |
$1.12K - $1.17K
|
36.6K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
221K+ 9.3% |
$6.87M - $7.19M
|
2.6M
$81.9M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.54K- 14.24% |
$110K - $115K
|
21.3K
$671K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.27% |
$342 - $358
|
4.13K
$130K
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-866- 3.32% |
$26.9K - $28.2K
|
25.2K
$796K
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-48.9K- 47.75% |
$1.52M - $1.59M
|
53.5K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
907New |
$28.2K - $29.5K
|
907
$28.6K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.28K+ 3.09% |
$39.8K - $41.6K
|
42.7K
$1.35M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.54K+ 6.38% |
$266K - $278K
|
142K
$4.49M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.54K+ 25.46% |
$204K - $213K
|
32.2K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.35K+ 3.27% |
$135K - $142K
|
137K
$4.34M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
46.5KNew |
$1.45M - $1.51M
|
46.5K
$1.47M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$4.67K - $4.88K
|
150
$4.73K
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
11K+ 20.17% |
$343K - $358K
|
65.6K
$2.07M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
864+ 6.17% |
$26.9K - $28.1K
|
14.9K
$469K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.14K+ 42.85% |
$253K - $265K
|
27.1K
$856K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.03K- 26.05% |
$125K - $131K
|
11.4K
$361K
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-125- 0.6% |
$3.89K - $4.07K
|
20.5K
$648K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 1.2% |
$124 - $130
|
337
$10.6K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.87K- 8.24% |
$214K - $223K
|
76.4K
$2.41M
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-341- 3.7% |
$10.6K - $11.1K
|
8.89K
$280K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-13.3K- 17.2% |
$414K - $433K
|
64.1K
$2.02M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 16.7% |
$169K - $177K
|
27.1K
$856K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.51K- 13.8% |
$109K - $114K
|
22K
$693K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-249- 1.41% |
$7.75K - $8.1K
|
17.4K
$550K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.6K+ 8.24% |
$1.51M - $1.58M
|
639K
$20.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
161K+ 58.46% |
$5.01M - $5.24M
|
437K
$13.8M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 40.33% |
$335K - $351K
|
37.5K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.78K+ 75.07% |
$180K - $188K
|
13.5K
$425K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
38.3K+ 199.56% |
$1.19M - $1.25M
|
57.5K
$1.81M
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
468New |
$14.6K - $15.2K
|
468
$14.8K
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.63K- 38.27% |
$144K - $151K
|
7.47K
$236K
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-62K- 7.92% |
$1.93M - $2.02M
|
721K
$22.7M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
40.9K+ 0.65% |
$1.27M - $1.33M
|
6.33M
$200M
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 6.55% |
$53.9K - $56.4K
|
24.7K
$780K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
253K+ 5.53% |
$7.86M - $8.22M
|
4.82M
$152M
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-317- 1.12% |
$9.87K - $10.3K
|
28K
$882K
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.25K+ 24.93% |
$132K - $138K
|
21.3K
$672K
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.73K+ 88.96% |
$241K - $252K
|
16.4K
$518K
|