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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.98K- 11.73% |
$124K - $133K
|
29.9K
$977K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.68K+ 5.58% |
$52.4K - $56.3K
|
31.8K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-18.5K- 50.72% |
$575K - $618K
|
17.9K
$586K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 6.79% |
$112K - $120K
|
56.6K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$31.2 - $33.5
|
6.91K
$226K
|
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
12.7KNew |
$397K - $427K
|
12.7K
$416K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.05K+ 20.95% |
$126K - $136K
|
23.4K
$764K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.74K+ 4.73% |
$117K - $125K
|
82.8K
$2.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.04K- 17.95% |
$63.7K - $68.4K
|
9.33K
$305K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-354- 2.25% |
$11K - $11.9K
|
15.4K
$503K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
295+ 2.07% |
$9.2K - $9.88K
|
14.6K
$476K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.49K+ 7.76% |
$46.3K - $49.7K
|
20.6K
$674K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
305K+ 6.74% |
$9.5M - $10.2M
|
4.83M
$158M
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
7.61K+ 27.91% |
$237K - $255K
|
34.9K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2K+ 65.24% |
$62.3K - $67K
|
5.06K
$165K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
20.2K+ 66.1% |
$630K - $677K
|
50.8K
$1.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-454- 3.73% |
$14.2K - $15.2K
|
11.7K
$383K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
190+ 1.77% |
$5.92K - $6.37K
|
10.9K
$356K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
12.5K+ 7.51% |
$390K - $419K
|
179K
$5.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 8.28% |
$77.8K - $83.6K
|
32.6K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.35K- 21.37% |
$260K - $280K
|
30.7K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
9.28KNew |
$289K - $311K
|
9.28K
$303K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.07K+ 0.65% |
$33.2K - $35.7K
|
165K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.16KNew |
$98.5K - $106K
|
3.16K
$103K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 15.14% |
$40.5K - $43.6K
|
7.29K
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.09K+ 10.57% |
$96.4K - $104K
|
32.3K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
59.7KNew |
$1.86M - $2M
|
59.7K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.2K+ 3.5% |
$99.8K - $107K
|
94.8K
$3.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-842- 8.01% |
$26.3K - $28.2K
|
9.67K
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.41K+ 16.44% |
$106K - $114K
|
24.2K
$790K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.6K+ 9.8% |
$457K - $491K
|
164K
$5.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 1.25% |
$62.4 - $67
|
162
$5.29K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 0.76% |
$50.9K - $54.7K
|
216K
$7.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.48K+ 8.68% |
$77.5K - $83.2K
|
31.1K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-16- 0.39% |
$499 - $536
|
4.13K
$135K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-38- 1.41% |
$1.18K - $1.27K
|
2.65K
$86.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
355+ 1.21% |
$11.1K - $11.9K
|
29.7K
$971K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.63K- 29.55% |
$175K - $188K
|
13.4K
$438K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
834+ 1.56% |
$26K - $27.9K
|
54.4K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.58K+ 97.74% |
$205K - $220K
|
13.3K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.64K- 4.38% |
$113K - $122K
|
79.5K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.12K- 7.53% |
$66K - $70.9K
|
26K
$849K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.82K+ 4.17% |
$87.8K - $94.3K
|
70.4K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-711- 1.34% |
$22.2K - $23.8K
|
52.3K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-24- 1.9% |
$748 - $804
|
1.24K
$40.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
370+ 2.87% |
$11.5K - $12.4K
|
13.3K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
13.5K+ 1.92% |
$422K - $453K
|
717K
$23.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.8K+ 0.88% |
$56.1K - $60.2K
|
205K
$6.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4+ 0.05% |
$125 - $134
|
7.5K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-49- 0.08% |
$1.53K - $1.64K
|
60.2K
$1.97M
|