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 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.5K- 54.56% |
$1.34M - $1.4M
|
36.2K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.86K- 2.14% |
$149K - $157K
|
222K
$6.82M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.6K- 5.19% |
$571K - $599K
|
340K
$10.4M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 51.38% |
$439K - $461K
|
42.1K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
370+ 0.64% |
$11.4K - $11.9K
|
58.3K
$1.79M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.32K+ 11.73% |
$133K - $139K
|
41.2K
$1.26M
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-918- 2.15% |
$28.2K - $29.6K
|
41.9K
$1.28M
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.63K+ 32.22% |
$173K - $182K
|
23.1K
$708K
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
37.1K+ 2.7% |
$1.14M - $1.2M
|
1.41M
$43.2M
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15.5K- 19.39% |
$476K - $500K
|
64.4K
$1.98M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 0.76% |
$1.54K - $1.61K
|
6.55K
$201K
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.3K- 22.89% |
$70.7K - $74.2K
|
7.75K
$238K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 6.17% |
$40.6K - $42.6K
|
20.1K
$616K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 42.64% |
$55.5K - $58.2K
|
2.43K
$74.5K
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15.8K- 20.07% |
$486K - $510K
|
63K
$1.93M
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
38+ 0.42% |
$1.17K - $1.23K
|
9.16K
$281K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
356K+ 3.47% |
$10.9M - $11.5M
|
10.6M
$325M
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.55K- 23.99% |
$109K - $114K
|
11.2K
$345K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
7.86K+ 114.07% |
$242K - $254K
|
14.8K
$453K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
481New |
$14.8K - $15.5K
|
481
$14.8K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.54K+ 27.57% |
$109K - $114K
|
16.4K
$502K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-231- 1.73% |
$7.1K - $7.45K
|
13.1K
$402K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.91K+ 4.7% |
$182K - $191K
|
132K
$4.04M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14+ 0.02% |
$430 - $452
|
78K
$2.39M
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7.71K+ 5.8% |
$237K - $249K
|
141K
$4.31M
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
4.3K+ 13.63% |
$132K - $139K
|
35.9K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.21K+ 3.57% |
$129K - $136K
|
122K
$3.74M
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58K+ 2.03% |
$48.5K - $50.9K
|
79.5K
$2.44M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
56+ 0.84% |
$1.72K - $1.81K
|
6.69K
$205K
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-3.9K- 19.51% |
$120K - $126K
|
16.1K
$493K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.5K+ 14.16% |
$1.49M - $1.56M
|
391K
$12M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.3K- 20.61% |
$623K - $654K
|
78.1K
$2.4M
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.66KNew |
$205K - $215K
|
6.66K
$204K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
869+ 6.46% |
$26.7K - $28K
|
14.3K
$439K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 10.06% |
$359K - $377K
|
104K
$3.2M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.2K+ 17.51% |
$98.2K - $103K
|
21.5K
$658K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.73K- 1.65% |
$83.8K - $88K
|
163K
$4.99M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-432- 1.1% |
$13.3K - $13.9K
|
38.7K
$1.19M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-342K- 14.21% |
$10.5M - $11M
|
2.07M
$63.4M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
15.3K+ 10.73% |
$471K - $495K
|
158K
$4.85M
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-1.37K- 8.78% |
$42.1K - $44.2K
|
14.2K
$437K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
265+ 3.11% |
$8.14K - $8.55K
|
8.78K
$269K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-667- 0.01% |
$20.5K - $21.5K
|
5.89M
$181M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 0.26% |
$1.08K - $1.13K
|
13.4K
$411K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.25K- 18.23% |
$284K - $298K
|
41.5K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.08KNew |
$94.5K - $99.2K
|
3.08K
$94.3K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.46K+ 9.67% |
$45K - $47.2K
|
16.6K
$509K
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.9K+ 1.78% |
$58.3K - $61.2K
|
108K
$3.32M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12- 0.08% |
$369 - $387
|
15.3K
$469K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
75.3K+ 10.05% |
$2.31M - $2.43M
|
825K
$25.3M
|