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 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-52- 0.14% |
$1.59K - $1.67K
|
36.4K
$1.22M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
318+ 91.64% |
$9.75K - $10.2K
|
665
$22.2K
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
22.8K+ 99.57% |
$699K - $733K
|
45.7K
$1.53M
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-682- 3.34% |
$20.9K - $21.9K
|
19.7K
$660K
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.19K- 7.83% |
$97.7K - $102K
|
37.5K
$1.25M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.76K- 7.49% |
$299K - $314K
|
121K
$4.03M
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.18K+ 19.04% |
$128K - $134K
|
26.1K
$874K
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-6.92KClosed |
$212K - $222K
|
0
$0
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-12K- 4.06% |
$369K - $387K
|
284K
$9.5M
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.51K- 10.37% |
$76.9K - $80.6K
|
21.7K
$725K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.62K- 75.3% |
$49.6K - $52K
|
531
$17.8K
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
41KNew |
$1.26M - $1.32M
|
41K
$1.37M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.89K- 13.28% |
$150K - $157K
|
31.9K
$1.07M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
509+ 0.59% |
$15.6K - $16.4K
|
86.2K
$2.88M
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-1.32M- 61.8% |
$40.4M - $42.3M
|
814K
$27.2M
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
371+ 2.47% |
$11.4K - $11.9K
|
15.4K
$516K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.67K- 12.78% |
$174K - $182K
|
38.7K
$1.29M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-300K- 6.22% |
$9.19M - $9.63M
|
4.52M
$151M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.35K- 19.6% |
$225K - $236K
|
30.1K
$1.01M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10.5KNew |
$321K - $336K
|
10.5K
$350K
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
575+ 6.94% |
$17.6K - $18.5K
|
8.86K
$296K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.53K+ 28.77% |
$139K - $145K
|
20.3K
$678K
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.8K+ 21.95% |
$55.2K - $57.8K
|
10K
$335K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-951- 4.8% |
$29.1K - $30.6K
|
18.9K
$631K
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-542- 1.97% |
$16.6K - $17.4K
|
26.9K
$900K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
27+ 0.22% |
$828 - $868
|
12.5K
$418K
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-28.9K- 51.41% |
$884K - $927K
|
27.3K
$912K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.38K+ 1.52% |
$226K - $237K
|
493K
$16.5M
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
70.2K+ 6.19% |
$2.15M - $2.26M
|
1.21M
$40.3M
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
29K+ 1.8% |
$889K - $932K
|
1.64M
$54.9M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.58K- 7.47% |
$140K - $147K
|
56.7K
$1.9M
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
8.03K+ 1.04% |
$246K - $258K
|
780K
$26.1M
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-335- 17.99% |
$10.3K - $10.8K
|
1.53K
$51.1K
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
275+ 6.85% |
$8.43K - $8.84K
|
4.29K
$144K
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-7.23K- 1.45% |
$222K - $232K
|
493K
$16.5M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-181K- 2.7% |
$5.55M - $5.82M
|
6.52M
$218M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39.7K+ 93.12% |
$1.22M - $1.28M
|
82.4K
$2.76M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.27K+ 30.29% |
$39K - $40.9K
|
5.47K
$183K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
214+ 0.36% |
$6.56K - $6.88K
|
59.3K
$1.98M
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
14.6K+ 94.29% |
$446K - $467K
|
30K
$1M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.76K+ 0.73% |
$53.9K - $56.5K
|
242K
$8.1M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-6.97K- 20.81% |
$214K - $224K
|
26.5K
$888K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
967+ 10.14% |
$29.6K - $31.1K
|
10.5K
$351K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36.6K+ 32.48% |
$1.12M - $1.18M
|
149K
$5M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-32.3K- 60.44% |
$991K - $1.04M
|
21.2K
$708K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
45.6K+ 53.75% |
$1.4M - $1.46M
|
130K
$4.36M
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
63New |
$1.93K - $2.02K
|
63
$2.11K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.29K- 11.89% |
$131K - $138K
|
31.8K
$1.06M
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6KNew |
$184K - $193K
|
6K
$201K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.8K+ 9.75% |
$361K - $379K
|
133K
$4.44M
|