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 10, 2024
Q1 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-8.26KClosed |
$307K - $318K
|
0
$0
|
|
Mar 10, 2023
Q1 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.46K- 13.84% |
$54.2K - $56.2K
|
9.09K
$279K
|
|
Jun 07, 2021
Q1 2021
|
Founders Capital Management
|
SELL
|
- |
-400Closed |
$14.9K - $15.4K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.28KClosed |
$84.8K - $87.8K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.28KClosed |
$84.8K - $87.8K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-27K- 77.14% |
$1M - $1.04M
|
8K
$245K
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.68KClosed |
$99.4K - $103K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-22Closed |
$817 - $846
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30KClosed |
$1.11M - $1.15M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-15.5KClosed |
$576K - $596K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.72KClosed |
$250K - $259K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Wms Partners, LLC
|
SELL
|
- |
-6KClosed |
$223K - $231K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-115- 20.35% |
$4.27K - $4.42K
|
450
$13.8K
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.26KClosed |
$195K - $202K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.54MClosed |
$57.1M - $59.1M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.6KNew |
$96.6K - $100K
|
2.6K
$79.7K
|
|
May 12, 2021
Q1 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-8.5KClosed |
$316K - $327K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.98KClosed |
$222K - $230K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.29KClosed |
$159K - $165K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-63.9KClosed |
$2.37M - $2.46M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.64KClosed |
$61.1K - $63.2K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
400+ 133.33% |
$14.9K - $15.4K
|
700
$21.5K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.73KClosed |
$101K - $105K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.96KClosed |
$73K - $75.5K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.72KClosed |
$324K - $335K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$416K - $430K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.62KClosed |
$60.1K - $62.2K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-38Closed |
$1.41K - $1.46K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-48.2KClosed |
$1.79M - $1.85M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-6.36KClosed |
$236K - $245K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Mjp Associates Inc
|
SELL
|
- |
-12.5KClosed |
$464K - $481K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-5Closed |
$186 - $192
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-553KClosed |
$20.5M - $21.3M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.45KClosed |
$202K - $210K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
SELL
|
- |
-34KClosed |
$1.26M - $1.31M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-480Closed |
$17.8K - $18.5K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-162KClosed |
$6.01M - $6.23M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Hyman Charles D
|
SELL
|
- |
-13.8KClosed |
$514K - $532K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-49.2KClosed |
$1.83M - $1.89M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-48.3KClosed |
$1.79M - $1.86M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-8.39KClosed |
$312K - $323K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
134New |
$4.98K - $5.15K
|
134
$4.11K
|
|
Apr 19, 2021
Q1 2021
|
Berkshire Bank
|
SELL
|
- |
-5.66KClosed |
$210K - $218K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-43.9KClosed |
$1.63M - $1.69M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-5.28KClosed |
$196K - $203K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.86KClosed |
$255K - $264K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 13, 2025
Q4 2020
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-22.7KClosed |
$821K - $875K
|
0
$0
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
40.7KNew |
$1.47M - $1.57M
|
40.7K
$1.25M
|
|
Sep 05, 2023
Q4 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
466+ 10.38% |
$16.8K - $17.9K
|
4.96K
$152K
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-300Closed |
$10.8K - $11.6K
|
0
$0
|