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 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
37+ 13.26% |
$1.16K - $1.31K
|
316
$9.69K
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
16+ 0.25% |
$502 - $566
|
6.32K
$194K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
6+ 1.21% |
$188 - $212
|
501
$15.4K
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.27% |
$31.4 - $35.4
|
80
$2.45K
|
|
Q2 2022 | |||||||
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.18MNew |
$37.7M - $42.7M
|
1.18M
$36.2M
|
|
Jul 26, 2022
Q2 2022
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
578KNew |
$18.5M - $21M
|
578K
$17.7M
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
240KNew |
$7.68M - $8.7M
|
240K
$7.36M
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
112KNew |
$3.59M - $4.06M
|
112K
$3.44M
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
73.2K+ 88.64% |
$2.34M - $2.65M
|
156K
$4.78M
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
66.2KNew |
$2.12M - $2.4M
|
66.2K
$2.03M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57.3K+ 52602.75% |
$1.84M - $2.08M
|
57.4K
$1.76M
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
36.3K+ 254.04% |
$1.16M - $1.32M
|
50.6K
$1.55M
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
15.1K+ 68.25% |
$484K - $548K
|
37.2K
$1.14M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
15KNew |
$480K - $544K
|
15K
$460K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.96KNew |
$255K - $288K
|
7.96K
$244K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.77KNew |
$249K - $282K
|
7.77K
$238K
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.88KNew |
$220K - $249K
|
6.88K
$211K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.51KNew |
$208K - $236K
|
6.51K
$200K
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.14KNew |
$197K - $223K
|
6.14K
$188K
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
5KNew |
$160K - $181K
|
5K
$153K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.2KNew |
$102K - $116K
|
3.2K
$98.1K
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 33.72% |
$81K - $91.8K
|
10K
$308K
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.17K+ 6.04% |
$69.5K - $78.7K
|
38.1K
$1.17M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.16K+ 790.11% |
$69.1K - $78.2K
|
2.43K
$74.5K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.02KNew |
$64.7K - $73.2K
|
2.02K
$62K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.55KNew |
$49.6K - $56.2K
|
1.55K
$47.5K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.38KNew |
$44K - $49.9K
|
1.38K
$42.2K
|
|
Aug 02, 2022
Q2 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
840+ 0.75% |
$26.9K - $30.5K
|
112K
$3.44M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
817New |
$26.2K - $29.6K
|
817
$25.1K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$25.6K - $29K
|
800
$24.5K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
685+ 2.49% |
$21.9K - $24.8K
|
28.2K
$866K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
622+ 11.32% |
$19.9K - $22.6K
|
6.12K
$188K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
607+ 17.19% |
$19.4K - $22K
|
4.14K
$127K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
494New |
$15.8K - $17.9K
|
494
$15.2K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
253New |
$8.1K - $9.17K
|
253
$7.76K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
233New |
$7.46K - $8.45K
|
233
$7.15K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
216+ 10.17% |
$6.92K - $7.83K
|
2.34K
$71.7K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
200New |
$6.4K - $7.25K
|
200
$6.13K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
125+ 11.36% |
$4K - $4.53K
|
1.23K
$37.6K
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
83New |
$2.66K - $3.01K
|
83
$2.55K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
75+ 18.38% |
$2.4K - $2.72K
|
483
$14.8K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8+ 0.08% |
$256 - $290
|
9.55K
$293K
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4+ 0.05% |
$128 - $145
|
7.71K
$236K
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$32 - $36.3
|
1
$30.7
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.66MNew |
$128M - $143M
|
3.66M
$112M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
52.8K+ 963.51% |
$1.84M - $2.07M
|
58.2K
$1.79M
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
29KNew |
$1.01M - $1.13M
|
29K
$889K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
11.7KNew |
$409K - $459K
|
11.7K
$360K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
11KNew |
$384K - $432K
|
11K
$338K
|