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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 19.0% |
$68.3K - $73.3K
|
13.7K
$423K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
618K+ 42.49% |
$19.3M - $20.7M
|
2.07M
$63.9M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.83K- 20.25% |
$244K - $262K
|
30.8K
$951K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
421+ 35.68% |
$13.1K - $14.1K
|
1.6K
$49.4K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.75K- 6.35% |
$273K - $293K
|
129K
$3.98M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.7K+ 14.45% |
$396K - $425K
|
101K
$3.1M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.85K- 14.85% |
$151K - $162K
|
27.8K
$857K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
12.8K+ 12.2% |
$400K - $430K
|
118K
$3.64M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
54K+ 11.08% |
$1.69M - $1.81M
|
541K
$16.7M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.5K- 7.69% |
$327K - $351K
|
126K
$3.88M
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.38K- 11.71% |
$199K - $214K
|
48.1K
$1.48M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7New |
$219 - $235
|
7
$216
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.2K- 3.32% |
$162K - $174K
|
151K
$4.67M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
527+ 1.29% |
$16.5K - $17.7K
|
41.3K
$1.27M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-110- 8.94% |
$3.44K - $3.69K
|
1.12K
$34.6K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-333- 16.49% |
$10.4K - $11.2K
|
1.69K
$52K
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
9.6K+ 44.36% |
$300K - $322K
|
31.2K
$964K
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-15.5K- 19.49% |
$485K - $521K
|
64.2K
$1.98M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-8.29K- 7.18% |
$259K - $278K
|
107K
$3.31M
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-550- 2.63% |
$17.2K - $18.4K
|
20.4K
$628K
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
6.7KNew |
$209K - $224K
|
6.7K
$207K
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-215- 1.35% |
$6.71K - $7.2K
|
15.7K
$484K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.96K- 1.08% |
$61.3K - $65.8K
|
179K
$5.53M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.42K+ 1.36% |
$44.2K - $47.4K
|
106K
$3.26M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.4K- 9.83% |
$730K - $783K
|
214K
$6.62M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.4K+ 79.47% |
$450K - $483K
|
32.5K
$1M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.4K+ 39.53% |
$732K - $786K
|
82.7K
$2.55M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
741+ 8.58% |
$23.1K - $24.8K
|
9.38K
$289K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.13K- 3.99% |
$97.6K - $105K
|
75.1K
$2.32M
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-8.02KClosed |
$250K - $269K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-67- 0.17% |
$2.09K - $2.25K
|
39.2K
$1.21M
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.22K+ 4.21% |
$38K - $40.8K
|
30.2K
$930K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.86K+ 3.34% |
$277K - $297K
|
274K
$8.47M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.41K+ 73.89% |
$231K - $248K
|
17.4K
$538K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.14K- 4.08% |
$35.5K - $38.1K
|
26.7K
$825K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8.82K- 33.84% |
$276K - $296K
|
17.3K
$532K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21M+ 13.42% |
$37.9M - $40.7M
|
10.3M
$316M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.24K+ 2.0% |
$38.9K - $41.7K
|
63.4K
$1.96M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.3K- 0.79% |
$1.2M - $1.28M
|
4.79M
$148M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 0.12% |
$219 - $235
|
5.66K
$175K
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-63.8K- 82.74% |
$1.99M - $2.14M
|
13.3K
$410K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.6K- 17.02% |
$81.3K - $87.2K
|
12.7K
$391K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.07K- 13.61% |
$127K - $136K
|
25.8K
$797K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.86% |
$31.2 - $33.5
|
36
$1.11K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.12K+ 3.88% |
$66.3K - $71.2K
|
56.9K
$1.76M
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-317- 1.85% |
$9.9K - $10.6K
|
16.8K
$518K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.64K+ 38.58% |
$176K - $189K
|
20.3K
$625K
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.5K+ 25.0% |
$78.1K - $83.8K
|
12.5K
$386K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.7K- 17.86% |
$147K - $157K
|
21.6K
$666K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49New |
$1.53K - $1.64K
|
49
$1.51K
|