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 22, 2020
Q2 2020
|
Human Investing LLC
|
SELL
|
- |
-363Closed |
$10.9K - $13K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-90Closed |
$2.7K - $3.23K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-64.3KClosed |
$1.93M - $2.31M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.92KClosed |
$208K - $248K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.23KNew |
$187K - $223K
|
6.23K
$191K
|
|
|
Jul 14, 2020
Q2 2020
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-10.9KClosed |
$327K - $390K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Ballew Advisors, Inc
|
SELL
|
- |
-6.79KClosed |
$204K - $243K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Manchester Financial Inc
|
SELL
|
- |
-125Closed |
$3.75K - $4.48K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-13.4KClosed |
$402K - $480K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-5.08KClosed |
$153K - $182K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.98KClosed |
$59.3K - $70.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 24, 2021
Q1 2020
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.83KClosed |
$146K - $223K
|
0
$0
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
480+ 126.32% |
$12.1K - $18.4K
|
860
$26.4K
|
|
|
Jun 01, 2020
Q1 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.48KClosed |
$138K - $210K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-43.8KClosed |
$1.1M - $1.68M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-240Closed |
$6.03K - $9.19K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-7.63KClosed |
$192K - $292K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fore Capital, LLC
|
SELL
|
PUT |
-550KClosed |
$13.8M - $21.1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
100KNew |
$2.51M - $3.83M
|
100K
$3.07M
|
|
|
May 15, 2020
Q1 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-26.2KClosed |
$657K - $1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Contrarian Capital Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-28.3KClosed |
$710K - $1.08M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-82.5KClosed |
$2.07M - $3.16M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.31KClosed |
$108K - $165K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-50.2KClosed |
$1.26M - $1.92M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.5KNew |
$62.7K - $95.6K
|
2.5K
$76.6K
|
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.32KClosed |
$134K - $204K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-420KClosed |
$10.6M - $16.1M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2KClosed |
$50.2K - $76.6K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-16.2KClosed |
$407K - $620K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-342Closed |
$8.59K - $13.1K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-11.6KClosed |
$292K - $445K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3KClosed |
$75.4K - $115K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-6.3KClosed |
$158K - $241K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.88KClosed |
$148K - $225K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-14.9KClosed |
$373K - $569K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-75.7KClosed |
$1.9M - $2.9M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
First National Bank Of Hutchinson
|
SELL
|
- |
-5.45KClosed |
$137K - $209K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.16KClosed |
$180K - $274K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.98MClosed |
$49.8M - $75.9M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Univest Financial Corp
|
SELL
|
- |
-2.41K- 19.72% |
$60.5K - $92.3K
|
9.81K
$301K
|
|
|
May 05, 2020
Q1 2020
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-36.6KClosed |
$919K - $1.4M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-292Closed |
$7.34K - $11.2K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-664Closed |
$16.7K - $25.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.25KClosed |
$157K - $239K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Newfound Research LLC
|
SELL
|
- |
-34.8KClosed |
$875K - $1.33M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-138KClosed |
$3.46M - $5.27M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-503KClosed |
$12.6M - $19.3M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-52KClosed |
$1.31M - $1.99M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-492Closed |
$12.4K - $18.8K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.07K+ 12.88% |
$26.8K - $40.8K
|
9.34K
$287K
|
|