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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25K+ 92.0% |
$778K - $836K
|
52.1K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.2K+ 18.51% |
$37.4K - $40.2K
|
7.69K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.53K- 11.27% |
$47.8K - $51.4K
|
12.1K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
11.5K+ 13.58% |
$359K - $386K
|
96.3K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.9KNew |
$215K - $231K
|
6.9K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
65.3KNew |
$2.04M - $2.19M
|
65.3K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.07KNew |
$33.4K - $35.9K
|
1.07K
$35K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-206- 1.65% |
$6.42K - $6.9K
|
12.3K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.25K+ 0.88% |
$133K - $142K
|
487K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.45K- 11.97% |
$201K - $216K
|
47.4K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-430- 4.25% |
$13.4K - $14.4K
|
9.68K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
133+ 0.55% |
$4.15K - $4.46K
|
24.2K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.25K- 5.49% |
$70K - $75.2K
|
38.7K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.12K- 15.78% |
$191K - $205K
|
32.7K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
17+ 0.12% |
$530 - $570
|
14.3K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83.8K+ 5.38% |
$2.61M - $2.81M
|
1.64M
$53.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.14K- 6.15% |
$129K - $139K
|
63.1K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
6.37K+ 5.57% |
$199K - $213K
|
121K
$3.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
997+ 3.59% |
$31.1K - $33.4K
|
28.8K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
332+ 0.82% |
$10.4K - $11.1K
|
40.7K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-475- 3.33% |
$14.8K - $15.9K
|
13.8K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.7K+ 27.53% |
$334K - $358K
|
49.5K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.29K+ 14.57% |
$40.2K - $43.2K
|
10.1K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-43.5K- 2.74% |
$1.36M - $1.46M
|
1.54M
$50.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.18K- 2.9% |
$67.8K - $72.9K
|
72.8K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-231K- 91.79% |
$7.2M - $7.74M
|
20.7K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.37K+ 37.79% |
$105K - $113K
|
12.3K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.04K- 3.84% |
$126K - $135K
|
101K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.09% |
$281 - $302
|
10.5K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.19K+ 3.97% |
$68.2K - $73.2K
|
57.2K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32.7KNew |
$1.02M - $1.09M
|
32.7K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$202K - $217K
|
6.49K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6+ 0.02% |
$187 - $201
|
27.9K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-21- 0.08% |
$655 - $704
|
25.8K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$109K - $117K
|
3.5K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
64.8K+ 164.16% |
$2.02M - $2.17M
|
104K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
83.1KNew |
$2.59M - $2.78M
|
83.1K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
20.9KNew |
$652K - $700K
|
20.9K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-80- 0.19% |
$2.49K - $2.68K
|
41.2K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.07K- 3.12% |
$189K - $203K
|
188K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-120K- 83.13% |
$3.73M - $4.01M
|
24.3K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.02M- 96.84% |
$31.9M - $34.3M
|
33.3K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9K+ 4.48% |
$715K - $769K
|
535K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.37K- 2.89% |
$42.8K - $46K
|
46.1K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-383K- 47.07% |
$12M - $12.8M
|
431K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.93K- 5.43% |
$122K - $131K
|
68.4K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.5K- 80.0% |
$78K - $83.8K
|
625
$20.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.93K- 6.41% |
$60.1K - $64.6K
|
28.2K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.9K+ 3.36% |
$340K - $366K
|
336K
$11M
|