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 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.14K+ 62.4% |
$34.9K - $36.6K
|
2.97K
$97.4K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.12K+ 15.51% |
$34.3K - $36K
|
8.33K
$274K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.12K+ 16.99% |
$34.2K - $35.8K
|
7.68K
$252K
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 9.96% |
$33.8K - $35.5K
|
12.2K
$400K
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 5.31% |
$33.5K - $35.1K
|
21.6K
$711K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
$30.7K - $32.1K
|
1K
$32.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
992+ 1.7% |
$30.4K - $31.9K
|
59.3K
$1.95M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
975+ 3.59% |
$29.9K - $31.3K
|
28.1K
$923K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
967+ 10.14% |
$29.6K - $31.1K
|
10.5K
$345K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
954+ 13.44% |
$29.2K - $30.7K
|
8.05K
$264K
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
859New |
$26.3K - $27.6K
|
859
$28.2K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
834+ 2.11% |
$25.6K - $26.8K
|
40.4K
$1.33M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
804+ 17.18% |
$24.6K - $25.8K
|
5.49K
$180K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
800+ 9.96% |
$24.5K - $25.7K
|
8.83K
$290K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
798+ 4.67% |
$24.5K - $25.6K
|
17.9K
$587K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
796+ 7.74% |
$24.4K - $25.6K
|
11.1K
$364K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
740+ 10.74% |
$22.7K - $23.8K
|
7.63K
$251K
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
727+ 1.38% |
$22.3K - $23.4K
|
53.6K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
687+ 5.07% |
$21.1K - $22.1K
|
14.2K
$468K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
684New |
$21K - $22K
|
684
$22.5K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
674+ 0.3% |
$20.7K - $21.7K
|
225K
$7.37M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
668+ 0.63% |
$20.5K - $21.5K
|
107K
$3.51M
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
640+ 3.3% |
$19.6K - $20.6K
|
20K
$658K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
627New |
$19.2K - $20.1K
|
627
$20.6K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
626+ 9.98% |
$19.2K - $20.1K
|
6.9K
$227K
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
600+ 1.47% |
$18.4K - $19.3K
|
41.3K
$1.36M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
584+ 151.69% |
$17.9K - $18.8K
|
969
$31.8K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
578+ 4.3% |
$17.7K - $18.6K
|
14K
$460K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
575+ 1.74% |
$17.6K - $18.5K
|
33.5K
$1.1M
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
575+ 6.94% |
$17.6K - $18.5K
|
8.86K
$291K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
559+ 4.52% |
$17.1K - $18K
|
12.9K
$425K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
544+ 0.84% |
$16.7K - $17.5K
|
65.4K
$2.15M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
509+ 0.59% |
$15.6K - $16.4K
|
86.2K
$2.83M
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
485+ 2.25% |
$14.9K - $15.6K
|
22K
$723K
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
417+ 2.05% |
$12.8K - $13.4K
|
20.7K
$681K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
385+ 2.83% |
$11.8K - $12.4K
|
14K
$459K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
384New |
$11.8K - $12.3K
|
384
$12.6K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
365+ 15.05% |
$11.2K - $11.7K
|
2.79K
$91.6K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
364+ 13.48% |
$11.2K - $11.7K
|
3.06K
$101K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
352+ 0.39% |
$10.8K - $11.3K
|
89.9K
$2.95M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
340+ 2.97% |
$10.4K - $10.9K
|
11.8K
$387K
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
297+ 4.23% |
$9.1K - $9.54K
|
7.32K
$240K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
291+ 0.74% |
$8.92K - $9.35K
|
39.7K
$1.3M
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
275+ 6.85% |
$8.43K - $8.84K
|
4.29K
$141K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
257+ 1.31% |
$7.88K - $8.26K
|
19.8K
$650K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
249New |
$7.63K - $8K
|
249
$8.18K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
239+ 0.9% |
$7.33K - $7.68K
|
26.8K
$879K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
200+ 1.65% |
$6.13K - $6.43K
|
12.3K
$404K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
182+ 1.52% |
$5.58K - $5.85K
|
12.2K
$400K
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
139+ 0.46% |
$4.26K - $4.47K
|
30.1K
$989K
|