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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.88K+ 53.4% |
$149K - $157K
|
14K
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.48KNew |
$107K - $112K
|
3.48K
$107K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.1K+ 20.92% |
$64.4K - $67.5K
|
12.1K
$372K
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.6K+ 34.78% |
$49K - $51.4K
|
6.2K
$190K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
859New |
$26.3K - $27.6K
|
859
$26.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
684New |
$21K - $22K
|
684
$21K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
627New |
$19.2K - $20.1K
|
627
$19.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
249New |
$7.63K - $8K
|
249
$7.64K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
200+ 1.65% |
$6.13K - $6.43K
|
12.3K
$378K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
100+ 0.27% |
$3.07K - $3.21K
|
37.4K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
62New |
$1.9K - $1.99K
|
62
$1.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
50New |
$1.53K - $1.61K
|
50
$1.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45+ 0.16% |
$1.38K - $1.45K
|
28.7K
$881K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14+ 0.2% |
$429 - $450
|
6.86K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.09% |
$245 - $257
|
8.6K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.17% |
$30.7 - $32.1
|
47
$1.44K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.4MNew |
$43.5M - $45.5M
|
1.4M
$42.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
388KNew |
$12.1M - $12.6M
|
388K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
161K+ 58.46% |
$5.01M - $5.24M
|
437K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
148KNew |
$4.59M - $4.8M
|
148K
$4.53M
|
|
|
May 13, 2024
Q1 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
100K+ 100.0% |
$3.11M - $3.25M
|
200K
$6.13M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
58KNew |
$1.8M - $1.89M
|
58K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
55.8KNew |
$1.74M - $1.82M
|
55.8K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.6K+ 8.24% |
$1.51M - $1.58M
|
639K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
32.1K+ 472.98% |
$1M - $1.05M
|
38.9K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
31.2K+ 25.61% |
$970K - $1.01M
|
153K
$4.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.4KNew |
$854K - $893K
|
27.4K
$842K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.7KNew |
$707K - $740K
|
22.7K
$697K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
16KNew |
$497K - $519K
|
16K
$490K
|
|
|
May 13, 2024
Q1 2024
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
14.1K+ 38.74% |
$439K - $459K
|
50.5K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12.3K+ 2.59% |
$381K - $399K
|
486K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.1KNew |
$346K - $362K
|
11.1K
$341K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
9.56K+ 108.37% |
$297K - $311K
|
18.4K
$564K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.55KNew |
$297K - $311K
|
9.55K
$293K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.05KNew |
$250K - $262K
|
8.05K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.64KNew |
$238K - $249K
|
7.64K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.28KNew |
$227K - $237K
|
7.28K
$223K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.99KNew |
$218K - $228K
|
6.99K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.63K+ 4.25% |
$206K - $216K
|
163K
$4.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.45KNew |
$201K - $210K
|
6.45K
$198K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.79KNew |
$180K - $188K
|
5.79K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
5.1K+ 41.13% |
$159K - $166K
|
17.5K
$537K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.95K+ 3.42% |
$154K - $161K
|
150K
$4.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.77KNew |
$117K - $123K
|
3.77K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
3.5K+ 46.67% |
$109K - $114K
|
11K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.16KNew |
$98.3K - $103K
|
3.16K
$96.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.92K+ 2.86% |
$90.7K - $94.9K
|
105K
$3.21M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.47KNew |
$76.7K - $80.2K
|
2.47K
$75.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.75KNew |
$54.5K - $56.9K
|
1.75K
$53.7K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.67KNew |
$52K - $54.3K
|
1.67K
$51.2K
|
|