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 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.13K+ 49.46% |
$130K - $146K
|
12.5K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4KNew |
$126K - $141K
|
4K
$131K
|
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4K+ 38.2% |
$126K - $141K
|
14.5K
$475K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.97K+ 55.07% |
$125K - $140K
|
11.2K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.76K+ 30.44% |
$118K - $133K
|
16.1K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.92K+ 34.69% |
$91.8K - $103K
|
11.3K
$373K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
727+ 3.47% |
$22.8K - $25.7K
|
21.7K
$711K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
700+ 6.8% |
$22K - $24.7K
|
11K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
450+ 2.54% |
$14.1K - $15.9K
|
18.2K
$597K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
400+ 3.55% |
$12.6K - $14.1K
|
11.7K
$383K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$9.42K - $10.6K
|
300
$9.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
209+ 0.5% |
$6.56K - $7.39K
|
42.2K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
185+ 0.6% |
$5.81K - $6.54K
|
30.8K
$1.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100+ 13.42% |
$3.14K - $3.54K
|
845
$27.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
85+ 0.96% |
$2.67K - $3K
|
8.95K
$294K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
37+ 13.26% |
$1.16K - $1.31K
|
316
$10.4K
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
16+ 0.25% |
$502 - $566
|
6.32K
$207K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
6+ 1.21% |
$188 - $212
|
501
$16.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.27% |
$31.4 - $35.4
|
80
$2.63K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.18MNew |
$37.7M - $42.7M
|
1.18M
$38.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
578KNew |
$18.5M - $21M
|
578K
$19M
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
240KNew |
$7.68M - $8.7M
|
240K
$7.88M
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
112KNew |
$3.59M - $4.06M
|
112K
$3.68M
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
73.2K+ 88.64% |
$2.34M - $2.65M
|
156K
$5.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
66.2KNew |
$2.12M - $2.4M
|
66.2K
$2.17M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57.3K+ 52602.75% |
$1.84M - $2.08M
|
57.4K
$1.89M
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
36.3K+ 254.04% |
$1.16M - $1.32M
|
50.6K
$1.66M
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
15.1K+ 68.25% |
$484K - $548K
|
37.2K
$1.22M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
15KNew |
$480K - $544K
|
15K
$493K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.96KNew |
$255K - $288K
|
7.96K
$261K
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.77KNew |
$249K - $282K
|
7.77K
$255K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.03K+ 91.45% |
$225K - $255K
|
14.7K
$483K
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.88KNew |
$220K - $249K
|
6.88K
$226K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.51KNew |
$208K - $236K
|
6.51K
$214K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.14KNew |
$197K - $223K
|
6.14K
$202K
|
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
5KNew |
$160K - $181K
|
5K
$164K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.2KNew |
$102K - $116K
|
3.2K
$105K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 33.72% |
$81K - $91.8K
|
10K
$330K
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.17K+ 6.04% |
$69.5K - $78.7K
|
38.1K
$1.25M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.16K+ 790.11% |
$69.1K - $78.2K
|
2.43K
$79.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.02KNew |
$64.7K - $73.2K
|
2.02K
$66.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.55KNew |
$49.6K - $56.2K
|
1.55K
$50.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.38KNew |
$44K - $49.9K
|
1.38K
$45.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
840+ 0.75% |
$26.9K - $30.5K
|
112K
$3.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
817New |
$26.2K - $29.6K
|
817
$26.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$25.6K - $29K
|
800
$26.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
685+ 2.49% |
$21.9K - $24.8K
|
28.2K
$927K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
622+ 11.32% |
$19.9K - $22.6K
|
6.12K
$201K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
607+ 17.19% |
$19.4K - $22K
|
4.14K
$136K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
494New |
$15.8K - $17.9K
|
494
$16.2K
|
|