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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.53KNew |
$47.6K - $49.8K
|
1.53K
$49.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.53KNew |
$47.5K - $49.6K
|
1.53K
$48.9K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.51K+ 91.03% |
$47.1K - $49.2K
|
3.18K
$102K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.33K+ 5.72% |
$41.5K - $43.4K
|
24.6K
$790K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
907New |
$28.2K - $29.5K
|
907
$29.1K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
760New |
$23.7K - $24.7K
|
760
$24.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
635New |
$19.8K - $20.7K
|
635
$20.4K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
608+ 6.56% |
$18.9K - $19.8K
|
9.88K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
500New |
$15.6K - $16.3K
|
500
$16K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
468New |
$14.6K - $15.2K
|
468
$15K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
425+ 3.76% |
$13.2K - $13.8K
|
11.7K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
378+ 0.27% |
$11.8K - $12.3K
|
140K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
300New |
$9.34K - $9.76K
|
300
$9.62K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
252+ 3.34% |
$7.84K - $8.2K
|
7.79K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
247+ 3.11% |
$7.69K - $8.04K
|
8.19K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
232New |
$7.22K - $7.55K
|
232
$7.44K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
210New |
$6.54K - $6.83K
|
210
$6.74K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 33.33% |
$6.22K - $6.51K
|
800
$25.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
188+ 0.79% |
$5.85K - $6.12K
|
24K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$4.67K - $4.88K
|
150
$4.81K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
108+ 1.06% |
$3.36K - $3.51K
|
10.3K
$329K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
65New |
$2.02K - $2.12K
|
65
$2.09K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
52New |
$1.62K - $1.69K
|
52
$1.67K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
36+ 0.03% |
$1.12K - $1.17K
|
123K
$3.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$1.03K - $1.07K
|
33
$1.06K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
32New |
$996 - $1.04K
|
32
$1.03K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.64% |
$342 - $358
|
1.72K
$55.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
11+ 2.04% |
$342 - $358
|
551
$17.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.14% |
$156 - $163
|
444
$14.2K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 4.88% |
$62.2 - $65.1
|
43
$1.38K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
925KNew |
$26.2M - $29M
|
925K
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
618K+ 2762.7% |
$17.5M - $19.4M
|
640K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
464KNew |
$13.2M - $14.6M
|
464K
$14.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
130KNew |
$3.68M - $4.08M
|
130K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
118KNew |
$3.36M - $3.72M
|
118K
$3.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
84KNew |
$2.38M - $2.64M
|
84K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.8KNew |
$2.29M - $2.54M
|
80.8K
$2.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
63.9K+ 917.7% |
$1.81M - $2.01M
|
70.9K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
44.4KNew |
$1.26M - $1.39M
|
44.4K
$1.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
42.8KNew |
$1.21M - $1.34M
|
42.8K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
23K+ 30.96% |
$652K - $722K
|
97.3K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
22KNew |
$623K - $690K
|
22K
$705K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
21.9KNew |
$622K - $689K
|
21.9K
$704K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
20.8KNew |
$590K - $653K
|
20.8K
$667K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.2KNew |
$489K - $541K
|
17.2K
$553K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
15.6KNew |
$442K - $490K
|
15.6K
$500K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15.5K+ 76.41% |
$440K - $488K
|
35.9K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.5KNew |
$440K - $488K
|
15.5K
$498K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
14.6K+ 5.99% |
$414K - $459K
|
259K
$8.3M
|
|