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 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
115+ 1.19% |
$3.59K - $3.85K
|
9.78K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.7K+ 24.84% |
$490K - $525K
|
78.8K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.17K+ 2.15% |
$36.6K - $39.3K
|
55.6K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2K+ 74.38% |
$62.5K - $67K
|
4.69K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 5.0% |
$12.5K - $13.4K
|
7.6K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
158+ 1.74% |
$4.93K - $5.29K
|
9.23K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-681K- 47.4% |
$21.3M - $22.8M
|
756K
$23.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-455- 2.05% |
$14.2K - $15.2K
|
21.7K
$669K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
10.5K+ 10.93% |
$328K - $352K
|
107K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74K- 4.8% |
$2.31M - $2.48M
|
1.47M
$45.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 17.82% |
$39.9M - $42.8M
|
8.45M
$261M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.7K+ 13.69% |
$804K - $863K
|
214K
$6.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
132+ 2.07% |
$4.12K - $4.42K
|
6.5K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$9.37K - $10.1K
|
300
$9.26K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
206KNew |
$6.44M - $6.91M
|
206K
$6.36M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
10.3K+ 7.4% |
$321K - $345K
|
149K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.23K- 14.84% |
$69.8K - $74.9K
|
12.8K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$363K - $390K
|
11.6K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-520- 0.31% |
$16.2K - $17.4K
|
168K
$5.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-179- 13.54% |
$5.59K - $6K
|
1.14K
$35.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-29.7K- 29.57% |
$927K - $994K
|
70.7K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.57K+ 15.14% |
$48.9K - $52.4K
|
11.9K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.47K+ 29.55% |
$233K - $250K
|
32.7K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.44KNew |
$264K - $283K
|
8.44K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-210- 0.76% |
$6.56K - $7.04K
|
27.3K
$841K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55+ 0.41% |
$1.72K - $1.84K
|
13.4K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.7K- 19.4% |
$147K - $157K
|
19.5K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.6KNew |
$269K - $288K
|
8.6K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.87K+ 7.28% |
$152K - $163K
|
71.8K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
12.2KNew |
$381K - $409K
|
12.2K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
13.4KNew |
$418K - $449K
|
13.4K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.39KNew |
$74.5K - $79.9K
|
2.39K
$73.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.34K- 26.39% |
$41.7K - $44.8K
|
3.73K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-531- 16.72% |
$16.6K - $17.8K
|
2.64K
$81.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-500- 5.5% |
$15.6K - $16.8K
|
8.59K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.9K- 1.41% |
$902K - $967K
|
2.02M
$62.3M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-7.7K- 4.3% |
$240K - $258K
|
172K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-76.3K- 60.53% |
$2.38M - $2.56M
|
49.7K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.89K+ 41.39% |
$246K - $264K
|
26.9K
$831K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.18K- 13.88% |
$99.2K - $106K
|
19.7K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-71.9K- 4.98% |
$2.25M - $2.41M
|
1.37M
$42.4M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-489- 1.36% |
$15.3K - $16.4K
|
35.4K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5+ 0.35% |
$156 - $168
|
1.44K
$44.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-70.1K- 12.97% |
$2.19M - $2.35M
|
471K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
4.87K+ 9.59% |
$152K - $163K
|
55.6K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
850+ 17.93% |
$26.5K - $28.5K
|
5.59K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-4.01K- 1.43% |
$125K - $134K
|
277K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-3.72K- 0.48% |
$116K - $125K
|
774K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
8.9KNew |
$278K - $298K
|
8.9K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 29.82% |
$51.2K - $55K
|
3.86K
$119K
|