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 |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-142- 3.66% |
$4.02K - $4.46K
|
3.74K
$122K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-89- 64.03% |
$2.52K - $2.79K
|
50
$1.63K
|
|
Q3 2023 | |||||||
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-462K- 89.49% |
$13.8M - $14.4M
|
54.2K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-425K- 98.19% |
$12.8M - $13.3M
|
7.85K
$256K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-354K- 99.99% |
$10.6M - $11.1M
|
22
$717
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-107KClosed |
$3.21M - $3.35M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-32.6K- 67.02% |
$976K - $1.02M
|
16K
$522K
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-32.4K- 50.47% |
$971K - $1.01M
|
31.8K
$1.04M
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-23.6K- 53.37% |
$707K - $736K
|
20.6K
$671K
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-12.5K- 47.76% |
$375K - $390K
|
13.7K
$446K
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-11.4K- 62.65% |
$343K - $357K
|
6.81K
$222K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10.7KClosed |
$320K - $333K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4.39K- 78.79% |
$132K - $137K
|
1.18K
$38.5K
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.8K- 30.08% |
$114K - $119K
|
8.83K
$288K
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.43K- 15.93% |
$42.8K - $44.6K
|
7.54K
$246K
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.2K- 6.91% |
$36K - $37.5K
|
16.2K
$527K
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.13K- 0.63% |
$33.9K - $35.3K
|
178K
$5.79M
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.06KClosed |
$31.7K - $33K
|
0
$0
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-842- 2.28% |
$25.3K - $26.3K
|
36K
$1.17M
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-710- 8.58% |
$21.3K - $22.2K
|
7.57K
$247K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-603- 7.77% |
$18.1K - $18.8K
|
7.16K
$233K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-580- 24.63% |
$17.4K - $18.1K
|
1.78K
$57.8K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 6.78% |
$15K - $15.6K
|
6.87K
$224K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-459- 5.23% |
$13.8K - $14.3K
|
8.31K
$271K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-310- 4.96% |
$9.3K - $9.68K
|
5.94K
$194K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-247- 48.72% |
$7.41K - $7.71K
|
260
$8.47K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-224- 2.44% |
$6.72K - $6.99K
|
8.97K
$292K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200- 10.26% |
$6K - $6.24K
|
1.75K
$57K
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-87- 1.04% |
$2.61K - $2.72K
|
8.26K
$269K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-57- 14.54% |
$1.71K - $1.78K
|
335
$10.9K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-568K- 50.0% |
$16.6M - $17.9M
|
568K
$18.5M
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-265K- 53.0% |
$7.77M - $8.34M
|
235K
$7.66M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-123K- 25.1% |
$3.61M - $3.87M
|
367K
$12M
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-60.3KClosed |
$1.77M - $1.9M
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-38.6K- 17.02% |
$1.13M - $1.22M
|
188K
$6.14M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-31.4K- 65.02% |
$920K - $986K
|
16.9K
$550K
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-18.6K- 44.16% |
$545K - $584K
|
23.5K
$765K
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-7.89K- 53.53% |
$231K - $248K
|
6.85K
$223K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.66K- 62.0% |
$195K - $209K
|
4.08K
$133K
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.17K- 77.26% |
$152K - $163K
|
1.52K
$49.6K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.24K- 18.0% |
$124K - $133K
|
19.3K
$630K
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 11.21% |
$117K - $125K
|
31.5K
$1.03M
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-2.94K- 10.16% |
$86.3K - $92.6K
|
26K
$848K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.82K- 27.79% |
$82.6K - $88.6K
|
7.32K
$239K
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-2K- 20.13% |
$58.6K - $62.9K
|
7.93K
$259K
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-1.8K- 8.22% |
$52.8K - $56.6K
|
20.1K
$655K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.51K- 4.39% |
$44.2K - $47.4K
|
32.8K
$1.07M
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.44K- 1.87% |
$42.1K - $45.2K
|
75.4K
$2.46M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.25K- 14.18% |
$36.7K - $39.4K
|
7.57K
$247K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.08K- 84.31% |
$31.5K - $33.8K
|
200
$6.52K
|