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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.01K+ 21.77% |
$61.5K - $64.5K
|
11.2K
$376K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-112K- 3.49% |
$3.43M - $3.6M
|
3.1M
$104M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
21.2KNew |
$651K - $682K
|
21.2K
$710K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 0.34% |
$655K - $687K
|
6.35M
$213M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.9K+ 4.42% |
$1.07M - $1.12M
|
823K
$27.5M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-418K- 68.31% |
$12.8M - $13.4M
|
194K
$6.49M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.2K+ 239.5% |
$802K - $841K
|
37.1K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 14.99% |
$109K - $114K
|
20.1K
$672K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-262- 17.44% |
$8.03K - $8.42K
|
1.24K
$41.5K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.3KNew |
$377K - $395K
|
12.3K
$411K
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-14.3K- 17.42% |
$438K - $459K
|
67.7K
$2.27M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.7K- 5.03% |
$604K - $634K
|
372K
$12.4M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
39.7K+ 8.96% |
$1.22M - $1.28M
|
483K
$16.2M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 3.23% |
$39.3K - $41.2K
|
40.9K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.47K- 9.75% |
$45.1K - $47.2K
|
13.6K
$455K
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
481+ 6.9% |
$14.7K - $15.5K
|
7.45K
$249K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-263- 0.85% |
$8.06K - $8.45K
|
30.6K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.55K+ 2.68% |
$109K - $114K
|
136K
$4.55M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.15K+ 17.4% |
$96.4K - $101K
|
21.2K
$710K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.5K- 16.25% |
$76.6K - $80.3K
|
12.9K
$431K
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-955- 3.1% |
$29.3K - $30.7K
|
29.9K
$1M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
84.8K+ 94.04% |
$2.6M - $2.73M
|
175K
$5.86M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.74K- 3.92% |
$83.9K - $88K
|
67.1K
$2.24M
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-207- 1.52% |
$6.34K - $6.65K
|
13.4K
$448K
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
650+ 0.46% |
$19.9K - $20.9K
|
141K
$4.71M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.74K- 22.18% |
$145K - $152K
|
16.6K
$557K
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-4.32K- 19.2% |
$132K - $139K
|
18.2K
$607K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 3.25% |
$647K - $678K
|
670K
$22.4M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
$30.7K - $32.1K
|
1K
$33.5K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-23.8K- 10.96% |
$730K - $766K
|
194K
$6.48M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.56MNew |
$47.7M - $50M
|
1.56M
$52M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-8.47K- 20.56% |
$260K - $272K
|
32.7K
$1.09M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
352+ 0.39% |
$10.8K - $11.3K
|
89.9K
$3.01M
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.93K- 2.05% |
$59K - $61.9K
|
92.2K
$3.08M
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 2.72% |
$46K - $48.2K
|
53.6K
$1.79M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
798+ 4.67% |
$24.5K - $25.6K
|
17.9K
$598K
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
38.3K+ 29.72% |
$1.17M - $1.23M
|
167K
$5.59M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-795- 8.34% |
$24.4K - $25.5K
|
8.73K
$292K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12K+ 415.67% |
$368K - $386K
|
14.9K
$499K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.66M- 82.89% |
$143M - $150M
|
963K
$32.2M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.6K+ 5.58% |
$49.1K - $51.4K
|
30.3K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
32.4KNew |
$994K - $1.04M
|
32.4K
$1.09M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.15M- 44.34% |
$35.3M - $37M
|
1.44M
$48.3M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.89KNew |
$242K - $253K
|
7.89K
$264K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-370- 91.36% |
$11.3K - $11.9K
|
35
$1.17K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-189- 31.4% |
$5.79K - $6.07K
|
413
$13.8K
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
9.04K+ 7.46% |
$277K - $290K
|
130K
$4.36M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.64KNew |
$204K - $213K
|
6.64K
$222K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.34K+ 12.1% |
$164K - $172K
|
49.5K
$1.65M
|