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 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
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-3.48K- 8.87% |
$108K - $116K
|
35.7K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-81- 1.06% |
$2.53K - $2.71K
|
7.55K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.4K+ 29.66% |
$43.7K - $46.9K
|
6.12K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-200- 2.9% |
$6.24K - $6.7K
|
6.7K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 2.74% |
$31.9K - $34.3K
|
38.4K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.46K+ 4.46% |
$233K - $250K
|
175K
$5.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
306+ 2.18% |
$9.54K - $10.3K
|
14.3K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
61.7K+ 12.42% |
$1.92M - $2.07M
|
559K
$18.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.4K+ 3.91% |
$853K - $916K
|
726K
$23.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.6K+ 66.67% |
$112K - $121K
|
9K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.4K+ 10.51% |
$448K - $481K
|
151K
$4.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-652- 4.73% |
$20.3K - $21.8K
|
13.1K
$429K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
780+ 1.41% |
$24.3K - $26.1K
|
56.1K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
72.7K+ 262.88% |
$2.27M - $2.44M
|
100K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-548- 10.77% |
$17.1K - $18.4K
|
4.54K
$148K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.99K- 24.29% |
$62K - $66.7K
|
6.2K
$203K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.55K- 1.25% |
$48.3K - $51.9K
|
123K
$4.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
169KNew |
$5.25M - $5.65M
|
169K
$5.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.61K+ 2.59% |
$175K - $188K
|
222K
$7.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-225- 0.84% |
$7.02K - $7.54K
|
26.6K
$868K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
17.2K+ 14.55% |
$535K - $575K
|
135K
$4.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
12.8K+ 42.72% |
$399K - $429K
|
42.8K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.52K+ 11.42% |
$47.5K - $51.1K
|
14.9K
$486K
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-565- 1.62% |
$17.6K - $18.9K
|
34.4K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.9K+ 120.98% |
$464K - $498K
|
27.2K
$887K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 3.35% |
$112K - $120K
|
111K
$3.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-6.78K- 20.23% |
$211K - $227K
|
26.7K
$873K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.62K+ 15.12% |
$113K - $121K
|
27.6K
$901K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
13K+ 40.79% |
$404K - $434K
|
44.7K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10.7K+ 138.17% |
$333K - $358K
|
18.4K
$601K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3K+ 5.27% |
$93.5K - $101K
|
60K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.29K- 2.92% |
$165K - $177K
|
176K
$5.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.83K- 2.44% |
$57.2K - $61.4K
|
73.3K
$2.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
44.3K+ 5.83% |
$1.38M - $1.48M
|
803K
$26.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.94K- 8.37% |
$91.5K - $98.4K
|
32.1K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
18.4K+ 4.02% |
$574K - $617K
|
476K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
593+ 1.25% |
$18.5K - $19.9K
|
48K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
98+ 0.37% |
$3.06K - $3.28K
|
26.3K
$857K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.78K- 23.71% |
$149K - $160K
|
15.4K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
17.5K+ 20.6% |
$544K - $585K
|
102K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-58.8K- 5.68% |
$1.83M - $1.97M
|
975K
$31.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.92K- 5.12% |
$309K - $332K
|
184K
$6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-9.31K- 13.82% |
$290K - $312K
|
58.1K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2K+ 0.63% |
$62.4K - $67K
|
319K
$10.4M
|