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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.3KNew |
$219K - $235K
|
7.3K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.99KNew |
$210K - $226K
|
6.99K
$230K
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.74KNew |
$202K - $218K
|
6.74K
$221K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.68K+ 5.26% |
$200K - $216K
|
134K
$4.39M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.41K+ 94.65% |
$192K - $207K
|
13.2K
$433K
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
5.35K+ 59.67% |
$160K - $173K
|
14.3K
$470K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.78K+ 15.94% |
$143K - $154K
|
34.8K
$1.14M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.78K+ 59.73% |
$113K - $122K
|
10.1K
$332K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
2.93KNew |
$87.6K - $94.4K
|
2.93K
$96.1K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.14KNew |
$64.2K - $69.2K
|
2.14K
$70.4K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$57.4K - $61.8K
|
1.92K
$62.9K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.63KNew |
$48.8K - $52.6K
|
1.63K
$53.5K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$47.7K - $51.4K
|
1.59K
$52.2K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$43.9K - $47.3K
|
1.47K
$48.1K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.41K+ 21.77% |
$42.1K - $45.4K
|
7.86K
$258K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.23KNew |
$36.9K - $39.7K
|
1.23K
$40.4K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.15KNew |
$34.4K - $37.1K
|
1.15K
$37.7K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.14KNew |
$34.2K - $36.9K
|
1.14K
$37.5K
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 14.22% |
$32.9K - $35.4K
|
8.81K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
970New |
$29.1K - $31.3K
|
970
$31.9K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
835New |
$25K - $27K
|
835
$27.4K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
700New |
$21K - $22.6K
|
700
$23K
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
500+ 1.0% |
$15K - $16.1K
|
50.5K
$1.66M
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
403New |
$12.1K - $13K
|
403
$13.2K
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
387+ 1.94% |
$11.6K - $12.5K
|
20.3K
$667K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
384New |
$11.5K - $12.4K
|
384
$12.6K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
265New |
$7.94K - $8.55K
|
265
$8.7K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
236New |
$7.07K - $7.62K
|
236
$7.75K
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
215+ 2.14% |
$6.44K - $6.94K
|
10.3K
$338K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
182New |
$5.45K - $5.87K
|
182
$5.98K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
179+ 2.42% |
$5.36K - $5.78K
|
7.58K
$249K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
162New |
$4.85K - $5.23K
|
162
$5.32K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
37+ 0.53% |
$1.11K - $1.19K
|
7K
$230K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10New |
$300 - $323
|
10
$328
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9+ 1.66% |
$270 - $291
|
550
$18.1K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$30 - $32.3
|
1
$32.8
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
386K+ 5852.69% |
$12.1M - $13.6M
|
392K
$12.9M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
182KNew |
$5.72M - $6.44M
|
182K
$5.98M
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
67.4KNew |
$2.12M - $2.38M
|
67.4K
$2.21M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
65.5K+ 709.4% |
$2.06M - $2.32M
|
74.8K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
24.7KNew |
$776K - $873K
|
24.7K
$811K
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
20.5KNew |
$644K - $725K
|
20.5K
$674K
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
13.7K+ 6.42% |
$431K - $486K
|
228K
$7.48M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.92K+ 80.69% |
$280K - $315K
|
20K
$656K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
7.9KNew |
$248K - $279K
|
7.9K
$259K
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7.67KNew |
$241K - $271K
|
7.67K
$252K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7.19KNew |
$226K - $254K
|
7.19K
$236K
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
6.55KNew |
$206K - $232K
|
6.55K
$215K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.5K+ 3.85% |
$141K - $159K
|
121K
$3.98M
|