Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-288K- 29.58% |
$8.98M - $9.65M
|
685K
$22.5M
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-85.8K- 49.76% |
$2.67M - $2.87M
|
86.6K
$2.84M
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-74.5K- 37.17% |
$2.32M - $2.5M
|
126K
$4.14M
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-72.8K- 41.42% |
$2.27M - $2.44M
|
103K
$3.38M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-58.8K- 5.68% |
$1.83M - $1.97M
|
975K
$32M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-49.8K- 11.78% |
$1.55M - $1.67M
|
373K
$12.2M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-47.2K- 19.5% |
$1.47M - $1.58M
|
195K
$6.4M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-38.6K- 17.25% |
$1.2M - $1.29M
|
185K
$6.08M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33.2K- 29.96% |
$1.04M - $1.11M
|
77.7K
$2.55M
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-28.3K- 2.08% |
$881K - $947K
|
1.33M
$43.7M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-26.5K- 46.25% |
$827K - $889K
|
30.8K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-22.2K- 3.31% |
$691K - $742K
|
647K
$21.3M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-21.3K- 72.92% |
$665K - $714K
|
7.92K
$260K
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-18.9K- 36.7% |
$589K - $632K
|
32.5K
$1.07M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-18.6K- 28.65% |
$578K - $621K
|
46.2K
$1.52M
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18.2K- 8.23% |
$568K - $610K
|
203K
$6.67M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14.8K- 26.91% |
$460K - $494K
|
40.1K
$1.32M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13K- 1.06% |
$404K - $434K
|
1.21M
$39.8M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-12.8K- 10.33% |
$399K - $428K
|
111K
$3.65M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-12.6K- 9.58% |
$393K - $422K
|
119K
$3.91M
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-12.3K- 99.73% |
$383K - $411K
|
33
$1.08K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.2K- 43.91% |
$350K - $376K
|
14.4K
$471K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 11.89% |
$326K - $351K
|
77.6K
$2.55M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.92K- 5.12% |
$309K - $332K
|
184K
$6.03M
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.63K- 16.35% |
$300K - $323K
|
49.3K
$1.62M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.55K- 22.02% |
$298K - $320K
|
33.8K
$1.11M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9.46K- 9.46% |
$295K - $317K
|
90.6K
$2.98M
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-9.31K- 13.82% |
$290K - $312K
|
58.1K
$1.91M
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-8.85K- 2.5% |
$276K - $297K
|
345K
$11.3M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.83K- 17.84% |
$275K - $296K
|
40.6K
$1.33M
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-8.59K- 9.62% |
$268K - $288K
|
80.6K
$2.65M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.3K- 9.07% |
$259K - $278K
|
83.2K
$2.73M
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.21K- 14.39% |
$256K - $275K
|
48.8K
$1.6M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.28K- 5.56% |
$227K - $244K
|
124K
$4.06M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-7.16K- 15.3% |
$223K - $240K
|
39.6K
$1.3M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-6.78K- 20.23% |
$211K - $227K
|
26.7K
$878K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.77K- 19.8% |
$211K - $227K
|
27.4K
$901K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.95K- 12.59% |
$186K - $199K
|
41.3K
$1.36M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 15.5% |
$183K - $197K
|
32K
$1.05M
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-5.41K- 2.93% |
$169K - $181K
|
179K
$5.89M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.29K- 2.92% |
$165K - $177K
|
176K
$5.78M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.14K- 24.38% |
$160K - $172K
|
15.9K
$523K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-5.05K- 31.64% |
$158K - $169K
|
10.9K
$358K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.04K- 18.66% |
$157K - $169K
|
22K
$722K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.9K- 19.05% |
$153K - $164K
|
20.8K
$684K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.78K- 23.71% |
$149K - $160K
|
15.4K
$505K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.71K- 9.06% |
$147K - $158K
|
47.3K
$1.55M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.49K- 11.65% |
$140K - $151K
|
34.1K
$1.12M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.49K- 2.24% |
$140K - $150K
|
196K
$6.42M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.46K- 7.03% |
$139K - $149K
|
59K
$1.94M
|