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 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.2% |
$3.11K - $3.25K
|
48.8K
$1.54M
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
190+ 0.82% |
$5.91K - $6.18K
|
23.4K
$738K
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-820- 3.34% |
$25.5K - $26.7K
|
23.7K
$749K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.04K- 20.16% |
$94.6K - $98.9K
|
12K
$380K
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.75K- 5.89% |
$54.6K - $57K
|
28K
$884K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-560- 5.32% |
$17.4K - $18.2K
|
9.96K
$314K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.51K- 26.14% |
$234K - $244K
|
21.2K
$669K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.4MNew |
$43.5M - $45.5M
|
1.4M
$44.2M
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
51+ 0.75% |
$1.59K - $1.66K
|
6.81K
$215K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.1K- 60.99% |
$751K - $785K
|
15.4K
$487K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.96K- 49.98% |
$279K - $291K
|
8.97K
$283K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-176- 0.88% |
$5.48K - $5.73K
|
19.7K
$622K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-974- 4.26% |
$30.3K - $31.7K
|
21.9K
$690K
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 285.16% |
$681K - $712K
|
29.5K
$932K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$31.1 - $32.5
|
17.6K
$556K
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 46.31% |
$245K - $256K
|
9.11K
$287K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
618+ 6.12% |
$19.2K - $20.1K
|
10.7K
$338K
|
|
May 07, 2024
Q1 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$109K - $114K
|
3.5K
$110K
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-39- 0.02% |
$1.21K - $1.27K
|
159K
$5.01M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-275- 2.65% |
$8.56K - $8.95K
|
10.1K
$319K
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.86K- 8.62% |
$88.9K - $92.9K
|
30.3K
$955K
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
125K+ 387.48% |
$3.89M - $4.06M
|
157K
$4.96M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 122.71% |
$661K - $691K
|
38.6K
$1.22M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
92.7K+ 32.09% |
$2.88M - $3.02M
|
382K
$12M
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
830+ 9.1% |
$25.8K - $27K
|
9.95K
$314K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-190- 0.72% |
$5.91K - $6.18K
|
26.1K
$822K
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.4K- 5.99% |
$137K - $143K
|
69K
$2.18M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.64K- 46.4% |
$113K - $118K
|
4.2K
$133K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-625- 49.1% |
$19.5K - $20.3K
|
648
$20.4K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3K+ 74.17% |
$693K - $725K
|
52.3K
$1.65M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.26KNew |
$226K - $236K
|
7.26K
$229K
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
281KNew |
$8.74M - $9.14M
|
281K
$8.86M
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
58+ 0.61% |
$1.8K - $1.89K
|
9.5K
$300K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-350- 5.29% |
$10.9K - $11.4K
|
6.27K
$198K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
14K+ 20.07% |
$435K - $455K
|
83.6K
$2.64M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
80.1K+ 3.37% |
$2.49M - $2.61M
|
2.46M
$77.6M
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-151K- 23.21% |
$4.7M - $4.92M
|
500K
$15.8M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-550- 61.87% |
$17.1K - $17.9K
|
339
$10.7K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.51K+ 12.74% |
$203K - $212K
|
57.6K
$1.82M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-17.6K- 6.52% |
$547K - $572K
|
252K
$7.96M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.64KNew |
$238K - $249K
|
7.64K
$241K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.88K- 3.34% |
$58.4K - $61K
|
54.3K
$1.71M
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-700- 3.3% |
$21.8K - $22.8K
|
20.5K
$647K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
507+ 5.07% |
$15.8K - $16.5K
|
10.5K
$331K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-65.4K- 49.24% |
$2.03M - $2.13M
|
67.4K
$2.13M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.56KNew |
$235K - $246K
|
7.56K
$239K
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-29K- 79.44% |
$903K - $944K
|
7.51K
$237K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-12.4K- 11.99% |
$386K - $403K
|
90.9K
$2.87M
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
607+ 5.12% |
$18.9K - $19.8K
|
12.5K
$393K
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
78K+ 67.55% |
$2.43M - $2.54M
|
194K
$6.11M
|