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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.98K+ 20.27% |
$60.8K - $63.8K
|
11.7K
$360K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
235+ 2.16% |
$7.22K - $7.58K
|
11.1K
$340K
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.48K+ 22.75% |
$45.4K - $47.6K
|
7.96K
$244K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.7KNew |
$144K - $152K
|
4.7K
$144K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$6.15K - $6.45K
|
200
$6.13K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-410- 3.17% |
$12.6K - $13.2K
|
12.5K
$384K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.3K- 6.15% |
$684K - $718K
|
340K
$10.4M
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.09K+ 5.55% |
$64.3K - $67.6K
|
39.8K
$1.22M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.83K+ 16.49% |
$56.1K - $58.9K
|
12.9K
$396K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-5.04K- 4.54% |
$155K - $163K
|
106K
$3.26M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.4K- 36.82% |
$413K - $433K
|
23K
$706K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-122K- 16.15% |
$3.75M - $3.94M
|
634K
$19.4M
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-11.8K- 4.26% |
$363K - $381K
|
265K
$8.14M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.22K- 1.82% |
$99K - $104K
|
174K
$5.33M
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1K+ 9.49% |
$30.7K - $32.3K
|
11.5K
$354K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.09K+ 41.09% |
$94.9K - $99.6K
|
10.6K
$325K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
12.7K+ 22.25% |
$390K - $409K
|
69.6K
$2.14M
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.31K- 4.37% |
$40.1K - $42.1K
|
28.6K
$877K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$228K - $239K
|
7.42K
$227K
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
40+ 0.31% |
$1.23K - $1.29K
|
13.1K
$401K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-419- 2.89% |
$12.9K - $13.5K
|
14.1K
$431K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
123K+ 7.17% |
$3.76M - $3.95M
|
1.83M
$56.2M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.41K+ 4.13% |
$74K - $77.7K
|
60.6K
$1.86M
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
9.75K+ 5.48% |
$299K - $314K
|
188K
$5.75M
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.43K+ 7.02% |
$44K - $46.2K
|
21.8K
$669K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.72KNew |
$176K - $185K
|
5.72K
$176K
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 13.44% |
$37.6K - $39.4K
|
7.87K
$241K
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
195KNew |
$5.99M - $6.29M
|
195K
$5.98M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-8K- 14.37% |
$246K - $258K
|
47.6K
$1.46M
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.18K+ 8.1% |
$97.8K - $103K
|
42.5K
$1.3M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
176+ 0.68% |
$5.41K - $5.68K
|
25.9K
$794K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.87K- 4.98% |
$119K - $125K
|
73.8K
$2.26M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.73K+ 21.42% |
$83.8K - $88K
|
15.5K
$474K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.5K+ 5.47% |
$384K - $403K
|
241K
$7.38M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-153- 1.69% |
$4.7K - $4.94K
|
8.91K
$273K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
109+ 8.7% |
$3.35K - $3.52K
|
1.36K
$41.8K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.54% |
$30.7 - $32.3
|
66
$2.02K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.15K+ 149.17% |
$66.1K - $69.4K
|
3.59K
$110K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
550+ 9.84% |
$16.9K - $17.7K
|
6.14K
$188K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
88+ 0.27% |
$2.7K - $2.84K
|
33.2K
$1.02M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
74K+ 9.79% |
$2.27M - $2.39M
|
829K
$25.4M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-384- 1.02% |
$11.8K - $12.4K
|
37.4K
$1.15M
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.02K+ 20.8% |
$124K - $130K
|
23.4K
$717K
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-94.4K- 37.11% |
$2.9M - $3.05M
|
160K
$4.91M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
310+ 3.16% |
$9.53K - $10K
|
10.1K
$311K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
7.59KNew |
$233K - $245K
|
7.59K
$233K
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-5.87K- 7.75% |
$180K - $189K
|
69.9K
$2.14M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.48K+ 27.96% |
$230K - $241K
|
34.2K
$1.05M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.95K- 2.85% |
$60K - $63K
|
66.7K
$2.05M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.65K- 3.41% |
$81.3K - $85.4K
|
75K
$2.3M
|