Latest Institutional Transactions on Etfis Ser Tr I (PFFA)
This table provides information on the latest institutional transactions involving Etfis Ser Tr I (PFFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-434K- 97.83% |
$9.21M - $9.69M
|
9.62K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
30.1KNew |
$638K - $670K
|
30.1K
$650K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.1KNew |
$23.3K - $24.5K
|
1.1K
$23.8K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
225New |
$4.77K - $5.02K
|
225
$4.86K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
16+ 1.55% |
$339 - $357
|
1.05K
$22.6K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.84KNew |
$106K - $112K
|
4.84K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79+ 39.11% |
$1.72K - $1.83K
|
281
$6.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27KNew |
$590K - $627K
|
27K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.8K- 52.97% |
$236K - $251K
|
9.62K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-139K- 92.86% |
$3.03M - $3.22M
|
10.7K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
19.3KNew |
$421K - $448K
|
19.3K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
170+ 1.75% |
$3.71K - $3.95K
|
9.86K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5KNew |
$109K - $116K
|
5K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.08K- 27.79% |
$23.5K - $25K
|
2.8K
$60.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
201+ 7.45% |
$4.39K - $4.67K
|
2.9K
$62.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
48.5K+ 52.86% |
$1.06M - $1.12M
|
140K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 30.08% |
$73.4K - $78.1K
|
14.6K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
190New |
$4.15K - $4.41K
|
190
$4.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 2.08% |
$43.6 - $46.4
|
98
$2.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15KNew |
$327K - $348K
|
15K
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
612New |
$13.4K - $14.2K
|
612
$13.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.6K+ 29.87% |
$100K - $107K
|
20K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
10.7KNew |
$234K - $249K
|
10.7K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
32New |
$698 - $743
|
32
$692
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
380New |
$8.29K - $8.82K
|
380
$8.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.44KNew |
$31.4K - $33.4K
|
1.44K
$31.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43.8KNew |
$956K - $1.02M
|
43.8K
$947K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.1KNew |
$395K - $420K
|
18.1K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
63New |
$1.37K - $1.46K
|
63
$1.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.01K+ 18.72% |
$22.1K - $23.5K
|
6.42K
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
165+ 36.67% |
$3.6K - $3.83K
|
615
$13.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.19K+ 10.32% |
$91.5K - $97.3K
|
44.8K
$969K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
300New |
$6.55K - $6.96K
|
300
$6.49K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
410New |
$8.95K - $9.52K
|
410
$8.86K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.27KClosed |
$27.8K - $29.5K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.41K+ 8.58% |
$29.4K - $32.3K
|
17.8K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
600+ 5.36% |
$12.6K - $13.8K
|
11.8K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
46+ 0.45% |
$963 - $1.06K
|
10.2K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
34.6KNew |
$725K - $796K
|
34.6K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.62KNew |
$54.9K - $60.2K
|
2.62K
$56.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.19K- 11.16% |
$24.9K - $27.3K
|
9.47K
$205K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
72+ 0.73% |
$1.51K - $1.65K
|
9.9K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
11.1KNew |
$233K - $256K
|
11.1K
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$20.9K - $23K
|
1K
$21.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$251K - $276K
|
12K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 30.52% |
$292K - $320K
|
59.6K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
184+ 0.41% |
$3.85K - $4.23K
|
45.1K
$975K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.47K+ 41.97% |
$198K - $218K
|
32K
$693K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.86K- 48.43% |
$39K - $42.8K
|
1.98K
$42.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
176KNew |
$3.68M - $4.03M
|
176K
$3.8M
|
|