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 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
37.2KNew |
$1.11M - $1.26M
|
37.2K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
34.6KNew |
$1.03M - $1.17M
|
34.6K
$1.06M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
27.9KNew |
$832K - $942K
|
27.9K
$855K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
22KNew |
$658K - $745K
|
22K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.7K+ 28.84% |
$467K - $529K
|
69.9K
$2.15M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$460K - $521K
|
15.4K
$473K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
15.1KNew |
$451K - $511K
|
15.1K
$463K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$377K - $427K
|
12.6K
$387K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$373K - $422K
|
12.5K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
12.3K+ 3.86% |
$367K - $415K
|
330K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.1KNew |
$300K - $340K
|
10.1K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.55KNew |
$196K - $222K
|
6.55K
$201K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.55KNew |
$196K - $221K
|
6.55K
$201K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 52.1% |
$100K - $113K
|
9.8K
$300K
|
|
|
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
$386K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.24K+ 11.18% |
$37.1K - $42K
|
12.4K
$379K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
935+ 7.81% |
$27.9K - $31.6K
|
12.9K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
645New |
$19.3K - $21.8K
|
645
$19.8K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
550New |
$16.4K - $18.6K
|
550
$16.9K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
493New |
$14.7K - $16.7K
|
493
$15.1K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
423+ 1.94% |
$12.6K - $14.3K
|
22.2K
$681K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.2K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
282New |
$8.42K - $9.53K
|
282
$8.65K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
250New |
$7.47K - $8.45K
|
250
$7.67K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
166+ 0.26% |
$4.96K - $5.61K
|
63.6K
$1.95M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
105+ 0.97% |
$3.14K - $3.55K
|
10.9K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
16+ 0.24% |
$478 - $541
|
6.77K
$208K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
86.2KNew |
$2.58M - $2.78M
|
86.2K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
82KNew |
$2.46M - $2.65M
|
82K
$2.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
34.2KNew |
$1.03M - $1.1M
|
34.2K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
26.8KNew |
$803K - $865K
|
26.8K
$822K
|
|
|
Feb 14, 2023
Q4 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
20.5KNew |
$615K - $662K
|
20.5K
$629K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
18.1K+ 210.47% |
$542K - $584K
|
26.7K
$819K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.7KNew |
$499K - $538K
|
16.7K
$511K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$432K - $465K
|
14.4K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9.6KNew |
$288K - $310K
|
9.6K
$294K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9KNew |
$270K - $291K
|
9K
$276K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
7.95KNew |
$238K - $257K
|
7.95K
$244K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.3KNew |
$219K - $235K
|
7.3K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.99KNew |
$210K - $226K
|
6.99K
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.74KNew |
$202K - $218K
|
6.74K
$207K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.68K+ 5.26% |
$200K - $216K
|
134K
$4.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.41K+ 94.65% |
$192K - $207K
|
13.2K
$404K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
5.35K+ 59.67% |
$160K - $173K
|
14.3K
$439K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.78K+ 15.94% |
$143K - $154K
|
34.8K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.78K+ 59.73% |
$113K - $122K
|
10.1K
$310K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
2.93KNew |
$87.6K - $94.4K
|
2.93K
$89.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.14KNew |
$64.2K - $69.2K
|
2.14K
$65.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$57.4K - $61.8K
|
1.92K
$58.7K
|
|