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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
406+ 4.22% |
$12.2K - $12.7K
|
10K
$329K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
364+ 5.52% |
$10.9K - $11.4K
|
6.96K
$228K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
305+ 2.17% |
$9.15K - $9.52K
|
14.4K
$473K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
279New |
$8.37K - $8.71K
|
279
$9.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
233+ 6.53% |
$6.99K - $7.27K
|
3.8K
$125K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200New |
$6K - $6.24K
|
200
$6.57K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
176+ 1.54% |
$5.28K - $5.49K
|
11.6K
$381K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
175+ 1.5% |
$5.25K - $5.46K
|
11.8K
$388K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
140New |
$4.2K - $4.37K
|
140
$4.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
124New |
$3.72K - $3.87K
|
124
$4.07K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
91New |
$2.73K - $2.84K
|
91
$2.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
84New |
$2.52K - $2.62K
|
84
$2.76K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
42+ 0.45% |
$1.26K - $1.31K
|
9.31K
$306K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 27.94% |
$570 - $593
|
87
$2.86K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$360 - $375
|
12
$394
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
327KNew |
$9.58M - $10.3M
|
327K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
39KNew |
$1.14M - $1.23M
|
39K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
25.9KNew |
$760K - $815K
|
25.9K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
21.4K+ 104.1% |
$627K - $672K
|
41.9K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
21KNew |
$616K - $661K
|
21K
$690K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
16.8KNew |
$493K - $528K
|
16.8K
$552K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
15.6KNew |
$458K - $491K
|
15.6K
$512K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.6KNew |
$400K - $429K
|
13.6K
$448K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13KNew |
$381K - $409K
|
13K
$427K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$362K - $389K
|
12.4K
$406K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3KNew |
$331K - $355K
|
11.3K
$370K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.5KNew |
$307K - $329K
|
10.5K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
10KNew |
$293K - $315K
|
10K
$328K
|
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
9K+ 30.0% |
$264K - $283K
|
39K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
8.2KNew |
$240K - $258K
|
8.2K
$269K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.72KNew |
$109K - $117K
|
3.72K
$122K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71KNew |
$50.1K - $53.7K
|
1.71K
$56.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 8.99% |
$29.3K - $31.5K
|
12.1K
$398K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
995+ 8.62% |
$29.2K - $31.3K
|
12.5K
$412K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
900New |
$26.4K - $28.3K
|
900
$29.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
826New |
$24.2K - $26K
|
826
$27.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
768New |
$22.5K - $24.2K
|
768
$25.2K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
511+ 124.33% |
$15K - $16.1K
|
922
$30.3K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
460+ 1150.0% |
$13.5K - $14.5K
|
500
$16.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
440+ 1.7% |
$12.9K - $13.8K
|
26.3K
$862K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
395New |
$11.6K - $12.4K
|
395
$13K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
249New |
$7.3K - $7.83K
|
249
$8.18K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 1.44% |
$3.14K - $3.37K
|
7.54K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
71New |
$2.08K - $2.23K
|
71
$2.33K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
46+ 0.66% |
$1.35K - $1.45K
|
7.03K
$231K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
32+ 0.06% |
$939 - $1.01K
|
49.8K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 1.97% |
$176 - $189
|
310
$10.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.6% |
$117 - $126
|
670
$22K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$29.3 - $31.5
|
1
$32.8
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
900K+ 900.0% |
$26.9M - $30.4M
|
1M
$32.8M
|
|