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 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-9.08K- 25.41% |
$283K - $304K
|
26.6K
$822K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-898- 9.09% |
$28K - $30.1K
|
8.98K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-40- 0.17% |
$1.25K - $1.34K
|
23.6K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
409+ 3.33% |
$12.8K - $13.7K
|
12.7K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-267- 3.39% |
$8.34K - $8.95K
|
7.6K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.27K+ 4.23% |
$39.7K - $42.6K
|
31.4K
$968K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.94K+ 7.66% |
$91.9K - $98.6K
|
41.4K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9.15K- 5.24% |
$286K - $307K
|
165K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124K- 15.46% |
$3.88M - $4.16M
|
679K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.6K- 4.54% |
$737K - $791K
|
496K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
30.9KNew |
$964K - $1.03M
|
30.9K
$952K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.28K+ 237.34% |
$290K - $311K
|
13.2K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-40- 0.29% |
$1.25K - $1.34K
|
13.7K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
116New |
$3.62K - $3.89K
|
116
$3.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.4K- 63.22% |
$356K - $382K
|
6.63K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3K+ 15.84% |
$93.6K - $100K
|
21.9K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-71.3K- 47.24% |
$2.23M - $2.39M
|
79.7K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-6.19K- 6.52% |
$193K - $207K
|
88.7K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-7- 0.07% |
$219 - $235
|
10.1K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.41K- 28.49% |
$231K - $248K
|
18.6K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
232+ 0.39% |
$7.25K - $7.77K
|
60.2K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
90New |
$2.81K - $3.02K
|
90
$2.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-165- 1.2% |
$5.15K - $5.53K
|
13.6K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-777- 6.32% |
$24.3K - $26K
|
11.5K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-230- 0.72% |
$7.18K - $7.71K
|
31.6K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-158- 0.45% |
$4.93K - $5.29K
|
34.7K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
37.4KNew |
$1.17M - $1.25M
|
37.4K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.6K- 6.97% |
$331K - $355K
|
142K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-470- 13.45% |
$14.7K - $15.7K
|
3.02K
$93.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
126+ 0.65% |
$3.93K - $4.22K
|
19.6K
$606K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.32K+ 2.94% |
$41.1K - $44.1K
|
46.1K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.11K- 20.16% |
$65.8K - $70.6K
|
8.34K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.13K- 27.52% |
$160K - $172K
|
13.5K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.1K+ 19.02% |
$34.4K - $36.9K
|
6.88K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.68KNew |
$240K - $257K
|
7.68K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.6KNew |
$330K - $354K
|
10.6K
$326K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-474K- 34.9% |
$14.8M - $15.9M
|
884K
$27.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-22- 6.4% |
$687 - $737
|
322
$9.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-70- 0.3% |
$2.19K - $2.35K
|
23.3K
$718K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-843- 2.18% |
$26.3K - $28.2K
|
37.8K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.32K- 3.02% |
$72.3K - $77.6K
|
74.5K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.11K- 5.64% |
$128K - $138K
|
68.7K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.83K+ 2.21% |
$57K - $61.2K
|
84.6K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.99K+ 58.39% |
$156K - $167K
|
13.5K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 0.68% |
$968 - $1.04K
|
4.57K
$141K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-45.1K- 34.0% |
$1.41M - $1.51M
|
87.6K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
200+ 1.94% |
$6.25K - $6.7K
|
10.5K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-800- 9.57% |
$25K - $26.8K
|
7.56K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
48.4K+ 434.93% |
$1.51M - $1.62M
|
59.6K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.33K- 9.34% |
$41.6K - $44.6K
|
12.9K
$399K
|