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 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.1KNew |
$341K - $358K
|
11.1K
$372K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-500- 5.31% |
$15.3K - $16.1K
|
8.92K
$299K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.5K- 48.5% |
$812K - $851K
|
28.1K
$941K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.69K- 2.73% |
$51.7K - $54.2K
|
60.1K
$2.01M
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-117- 0.61% |
$3.59K - $3.76K
|
19.1K
$640K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-91- 14.33% |
$2.79K - $2.92K
|
544
$18.2K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
992+ 1.7% |
$30.4K - $31.9K
|
59.3K
$1.98M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60+ 1.52% |
$1.84K - $1.93K
|
4.01K
$134K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.1K+ 650.94% |
$309K - $324K
|
11.6K
$389K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.73K- 3.7% |
$206K - $216K
|
175K
$5.85M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.17% |
$30.7 - $32.1
|
47
$1.57K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.68K+ 14.99% |
$82.1K - $86.1K
|
20.6K
$687K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.9K+ 28.88% |
$486K - $509K
|
70.8K
$2.37M
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
715+ 10.24% |
$21.9K - $23K
|
7.7K
$257K
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 5.31% |
$33.5K - $35.1K
|
21.6K
$724K
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4.75K+ 3.02% |
$146K - $153K
|
162K
$5.42M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-189- 73.83% |
$5.79K - $6.07K
|
67
$2.24K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-27K- 11.9% |
$827K - $867K
|
200K
$6.68M
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.5KNew |
$230K - $241K
|
7.5K
$251K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-100- 0.15% |
$3.07K - $3.21K
|
64.7K
$2.16M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.6K- 5.86% |
$49.1K - $51.5K
|
25.7K
$861K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.6K+ 10.16% |
$937K - $983K
|
332K
$11.1M
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
47K+ 94.0% |
$1.44M - $1.51M
|
97K
$3.24M
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.78K+ 4.32% |
$54.5K - $57.2K
|
43K
$1.44M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
182+ 1.52% |
$5.58K - $5.85K
|
12.2K
$407K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.12K+ 16.99% |
$34.2K - $35.8K
|
7.68K
$257K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.4K+ 17.59% |
$196K - $206K
|
42.8K
$1.43M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.05K+ 16.61% |
$124K - $130K
|
28.4K
$951K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
139+ 0.46% |
$4.26K - $4.47K
|
30.1K
$1.01M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
249New |
$7.63K - $8K
|
249
$8.33K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
975+ 3.59% |
$29.9K - $31.3K
|
28.1K
$941K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-710- 8.42% |
$21.8K - $22.8K
|
7.73K
$258K
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
36KNew |
$1.1M - $1.16M
|
36K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
19.3K+ 56.11% |
$593K - $621K
|
53.8K
$1.8M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
217KNew |
$6.64M - $6.96M
|
217K
$7.24M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
132K+ 1100.37% |
$4.04M - $4.24M
|
144K
$4.81M
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
70.3K+ 16.47% |
$2.15M - $2.26M
|
497K
$16.6M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.03K- 14.07% |
$124K - $130K
|
24.6K
$823K
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-110- 0.76% |
$3.37K - $3.53K
|
14.3K
$479K
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 1.25% |
$32.3K - $33.9K
|
83.2K
$2.78M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
804+ 17.18% |
$24.6K - $25.8K
|
5.49K
$183K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
14.9K+ 9.84% |
$458K - $480K
|
167K
$5.58M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.37K+ 6.78% |
$103K - $108K
|
53K
$1.77M
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-5.79K- 7.91% |
$177K - $186K
|
67.4K
$2.25M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.01K- 2.16% |
$153K - $161K
|
227K
$7.6M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.8K+ 13.61% |
$1.13M - $1.18M
|
307K
$10.3M
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.97K+ 1.71% |
$122K - $127K
|
237K
$7.91M
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.85K- 3.24% |
$56.7K - $59.5K
|
55.3K
$1.85M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.5KNew |
$169K - $177K
|
5.5K
$184K
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
15.2K+ 15.29% |
$466K - $489K
|
115K
$3.84M
|