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 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
148K+ 40.55% |
$4.41M - $4.99M
|
511K
$16.8M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
96.6KNew |
$2.88M - $3.26M
|
96.6K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.1KNew |
$2.66M - $3.01M
|
89.1K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
60.2KNew |
$1.8M - $2.03M
|
60.2K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
42.5KNew |
$1.27M - $1.44M
|
42.5K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
37.2KNew |
$1.11M - $1.26M
|
37.2K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
34.6KNew |
$1.03M - $1.17M
|
34.6K
$1.14M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
27.9KNew |
$832K - $942K
|
27.9K
$915K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
22KNew |
$658K - $745K
|
22K
$723K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
19.7K+ 76.47% |
$588K - $665K
|
45.4K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.7K+ 28.84% |
$467K - $529K
|
69.9K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$460K - $521K
|
15.4K
$506K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
15.1KNew |
$451K - $511K
|
15.1K
$496K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$377K - $427K
|
12.6K
$414K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$373K - $422K
|
12.5K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
12.3K+ 3.86% |
$367K - $415K
|
330K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.1KNew |
$300K - $340K
|
10.1K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.55KNew |
$196K - $222K
|
6.55K
$215K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.55KNew |
$196K - $221K
|
6.55K
$215K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 52.1% |
$100K - $113K
|
9.8K
$322K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.76K+ 16.24% |
$52.6K - $59.5K
|
12.6K
$414K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.24K+ 11.18% |
$37.1K - $42K
|
12.4K
$406K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
935+ 7.81% |
$27.9K - $31.6K
|
12.9K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
645New |
$19.3K - $21.8K
|
645
$21.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
550New |
$16.4K - $18.6K
|
550
$18.1K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
496+ 2.09% |
$14.8K - $16.8K
|
24.2K
$795K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
493New |
$14.7K - $16.7K
|
493
$16.2K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
423+ 1.94% |
$12.6K - $14.3K
|
22.2K
$729K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.85K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.85K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
282New |
$8.42K - $9.53K
|
282
$9.26K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
250New |
$7.47K - $8.45K
|
250
$8.21K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
166+ 0.26% |
$4.96K - $5.61K
|
63.6K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
105+ 0.97% |
$3.14K - $3.55K
|
10.9K
$359K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60New |
$1.79K - $2.03K
|
60
$1.97K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
16+ 0.24% |
$478 - $541
|
6.77K
$222K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
86.2KNew |
$2.58M - $2.78M
|
86.2K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
82KNew |
$2.46M - $2.65M
|
82K
$2.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
34.2KNew |
$1.03M - $1.1M
|
34.2K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
26.8KNew |
$803K - $865K
|
26.8K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
20.5KNew |
$615K - $662K
|
20.5K
$674K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
18.1K+ 210.47% |
$542K - $584K
|
26.7K
$877K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.7KNew |
$499K - $538K
|
16.7K
$547K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$432K - $465K
|
14.4K
$473K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.2KNew |
$334K - $360K
|
11.2K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9.6KNew |
$288K - $310K
|
9.6K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.16K+ 21.36% |
$274K - $296K
|
52K
$1.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9KNew |
$270K - $291K
|
9K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.06KNew |
$241K - $260K
|
8.06K
$265K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
7.95KNew |
$238K - $257K
|
7.95K
$261K
|
|