Latest Institutional Purchases of Ishares Trust Ishares Pfd And (PFF)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Pfd And (PFF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
9.37KNew |
$287K - $301K
|
9.37K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.3KNew |
$285K - $299K
|
9.3K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
7.02KNew |
$215K - $225K
|
7.02K
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.64KNew |
$204K - $213K
|
6.64K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.56KNew |
$201K - $211K
|
6.56K
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
6.42KNew |
$197K - $206K
|
6.42K
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6KNew |
$184K - $193K
|
6K
$186K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.76K+ 43.63% |
$176K - $185K
|
18.9K
$589K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.5KNew |
$169K - $177K
|
5.5K
$171K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.04KNew |
$154K - $162K
|
5.04K
$157K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5.01KNew |
$153K - $161K
|
5.01K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.88K+ 53.4% |
$149K - $157K
|
14K
$435K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.48KNew |
$107K - $112K
|
3.48K
$108K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.1K+ 20.92% |
$64.4K - $67.5K
|
12.1K
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.8K+ 21.95% |
$55.2K - $57.8K
|
10K
$311K
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.6K+ 34.78% |
$49K - $51.4K
|
6.2K
$193K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$41.8K - $43.9K
|
1.37K
$42.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.27K+ 30.29% |
$39K - $40.9K
|
5.47K
$170K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 5.31% |
$33.5K - $35.1K
|
21.6K
$673K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
859New |
$26.3K - $27.6K
|
859
$26.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
796+ 7.74% |
$24.4K - $25.6K
|
11.1K
$344K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
684New |
$21K - $22K
|
684
$21.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
640+ 3.3% |
$19.6K - $20.6K
|
20K
$623K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
627New |
$19.2K - $20.1K
|
627
$19.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
559+ 4.52% |
$17.1K - $18K
|
12.9K
$402K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
385+ 2.83% |
$11.8K - $12.4K
|
14K
$434K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
384New |
$11.8K - $12.3K
|
384
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
297+ 4.23% |
$9.1K - $9.54K
|
7.32K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
249New |
$7.63K - $8K
|
249
$7.74K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
200+ 1.65% |
$6.13K - $6.43K
|
12.3K
$383K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.9% |
$3.95K - $4.14K
|
14.5K
$450K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
100+ 0.27% |
$3.07K - $3.21K
|
37.4K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
62New |
$1.9K - $1.99K
|
62
$1.93K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
50New |
$1.53K - $1.61K
|
50
$1.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45+ 0.16% |
$1.38K - $1.45K
|
28.7K
$892K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14+ 0.2% |
$429 - $450
|
6.86K
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.09% |
$245 - $257
|
8.6K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.17% |
$30.7 - $32.1
|
47
$1.46K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$30.7 - $32.1
|
9
$280
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.4MNew |
$43.5M - $45.5M
|
1.4M
$43.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
388KNew |
$12.1M - $12.6M
|
388K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
161K+ 58.46% |
$5.01M - $5.24M
|
437K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
148KNew |
$4.59M - $4.8M
|
148K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
100K+ 100.0% |
$3.11M - $3.25M
|
200K
$6.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
78.2KNew |
$2.43M - $2.54M
|
78.2K
$2.43M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
58KNew |
$1.8M - $1.89M
|
58K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
55.8KNew |
$1.74M - $1.82M
|
55.8K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.6K+ 8.24% |
$1.51M - $1.58M
|
639K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
46.5KNew |
$1.45M - $1.51M
|
46.5K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
32.1K+ 472.98% |
$1M - $1.05M
|
38.9K
$1.21M
|
|