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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-142- 4.94% |
$4.35K - $4.56K
|
2.73K
$83.8K
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-110- 0.76% |
$3.37K - $3.53K
|
14.3K
$439K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-100- 0.15% |
$3.07K - $3.21K
|
64.7K
$1.99M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-58- 1.88% |
$1.78K - $1.86K
|
3.03K
$92.8K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32- 1.26% |
$981 - $1.03K
|
2.5K
$76.7K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-196K- 96.68% |
$6.1M - $6.38M
|
6.74K
$207K
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-139K- 90.77% |
$4.33M - $4.52M
|
14.1K
$434K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-16K- 70.24% |
$497K - $520K
|
6.77K
$207K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.7K- 29.22% |
$426K - $445K
|
33.1K
$1.02M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-13K- 17.78% |
$403K - $422K
|
60K
$1.84M
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 46.31% |
$245K - $256K
|
9.11K
$279K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 16.7% |
$169K - $177K
|
27.1K
$832K
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.78K- 27.0% |
$118K - $123K
|
10.2K
$313K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.4K- 4.34% |
$106K - $111K
|
74.9K
$2.3M
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-3.05K- 22.22% |
$94.9K - $99.2K
|
10.7K
$327K
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.87K- 2.16% |
$58.2K - $60.9K
|
84.7K
$2.6M
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.65K- 4.37% |
$51.5K - $53.8K
|
36.2K
$1.11M
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.35K- 10.24% |
$42K - $43.9K
|
11.8K
$363K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.25K- 8.48% |
$38.9K - $40.7K
|
13.5K
$414K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-960- 10.69% |
$29.9K - $31.2K
|
8.02K
$246K
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-927- 86.47% |
$28.8K - $30.2K
|
145
$4.45K
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-866- 3.32% |
$26.9K - $28.2K
|
25.2K
$773K
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-838- 4.28% |
$26.1K - $27.3K
|
18.8K
$575K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-819- 10.44% |
$25.5K - $26.7K
|
7.02K
$215K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-550- 61.87% |
$17.1K - $17.9K
|
339
$10.4K
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-469- 5.7% |
$14.6K - $15.3K
|
7.76K
$238K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-424- 83.14% |
$13.2K - $13.8K
|
86
$2.64K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-400- 14.29% |
$12.4K - $13K
|
2.4K
$73.6K
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-341- 3.7% |
$10.6K - $11.1K
|
8.89K
$273K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-331- 68.81% |
$10.3K - $10.8K
|
150
$4.6K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-289- 3.68% |
$8.99K - $9.4K
|
7.55K
$232K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-280- 21.71% |
$8.71K - $9.11K
|
1.01K
$31K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-225- 16.36% |
$7K - $7.32K
|
1.15K
$35.3K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-176- 2.85% |
$5.48K - $5.73K
|
6.01K
$184K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-159- 50.0% |
$4.95K - $5.17K
|
159
$4.88K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-159- 22.21% |
$4.95K - $5.17K
|
557
$17.1K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-157- 2.04% |
$4.89K - $5.11K
|
7.54K
$231K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-141- 0.86% |
$4.39K - $4.59K
|
16.3K
$500K
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-100- 1.44% |
$3.11K - $3.25K
|
6.85K
$210K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-66- 1.01% |
$2.05K - $2.15K
|
6.47K
$198K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 89.47% |
$1.06K - $1.11K
|
4
$123
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 46.67% |
$654 - $683
|
24
$736
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-44.3K- 85.61% |
$1.26M - $1.39M
|
7.45K
$228K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.6K- 70.07% |
$472K - $522K
|
7.11K
$218K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4K- 17.98% |
$113K - $126K
|
18.2K
$560K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.36K- 10.92% |
$95.3K - $106K
|
27.4K
$841K
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.36K- 14.95% |
$95.2K - $105K
|
19.1K
$586K
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.13K- 23.71% |
$88.6K - $98.2K
|
10.1K
$309K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3K- 29.64% |
$85K - $94.2K
|
7.12K
$218K
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-2.81K- 22.35% |
$79.5K - $88.1K
|
9.75K
$299K
|