Latest Institutional Transactions on Ishares Trust Ishares Pfd And (PFF)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Pfd And (PFF) 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34New |
$1.06K - $1.14K
|
34
$1.05K
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-81.3K- 67.42% |
$2.54M - $2.73M
|
39.3K
$1.21M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.1K- 37.52% |
$159K - $171K
|
8.49K
$262K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
609+ 3.96% |
$19K - $20.4K
|
16K
$494K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
122K+ 110.8% |
$3.8M - $4.08M
|
232K
$7.14M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
368KNew |
$11.5M - $12.3M
|
368K
$11.4M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 0.3% |
$2.15K - $2.31K
|
23.2K
$715K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
614+ 2.18% |
$19.2K - $20.6K
|
28.8K
$888K
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.33K+ 25.19% |
$72.8K - $78.1K
|
11.6K
$357K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
47K+ 287.35% |
$1.47M - $1.58M
|
63.4K
$1.96M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37- 0.49% |
$1.16K - $1.24K
|
7.52K
$232K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
772+ 2.43% |
$24.1K - $25.9K
|
32.5K
$1M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.61K+ 6.14% |
$175K - $188K
|
97K
$2.99M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
23K+ 1.39% |
$718K - $771K
|
1.67M
$51.6M
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-970- 4.41% |
$30.3K - $32.5K
|
21K
$648K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19.7K- 9.24% |
$615K - $660K
|
193K
$5.96M
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-7.29K- 8.78% |
$228K - $244K
|
75.8K
$2.34M
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.85K- 8.46% |
$57.8K - $62K
|
20K
$618K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3KNew |
$93.7K - $101K
|
3K
$92.6K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.37K- 2.96% |
$42.7K - $45.8K
|
44.8K
$1.38M
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.02K+ 1.13% |
$31.9K - $34.2K
|
91.6K
$2.83M
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.58% |
$67.1K - $72K
|
20.3K
$626K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
504+ 2.08% |
$15.7K - $16.9K
|
24.7K
$761K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.07K- 24.54% |
$158K - $170K
|
15.6K
$481K
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.48K- 30.05% |
$140K - $150K
|
10.4K
$322K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.64K- 3.43% |
$176K - $189K
|
158K
$4.89M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.2K- 55.77% |
$569K - $611K
|
14.5K
$446K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
70.9K+ 117.88% |
$2.21M - $2.38M
|
131K
$4.04M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-33.5K- 4.24% |
$1.04M - $1.12M
|
755K
$23.3M
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
280+ 0.55% |
$8.74K - $9.38K
|
51.1K
$1.58M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.39K+ 15.27% |
$74.6K - $80.1K
|
18K
$557K
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$701K - $753K
|
22.5K
$693K
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.09KNew |
$284K - $305K
|
9.09K
$280K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.14% |
$312 - $335
|
7.15K
$220K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.1KNew |
$346K - $371K
|
11.1K
$342K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
134+ 0.92% |
$4.18K - $4.49K
|
14.7K
$452K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.54K+ 7.58% |
$173K - $186K
|
78.7K
$2.43M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-413- 3.73% |
$12.9K - $13.8K
|
10.7K
$329K
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
23.4K+ 32.03% |
$730K - $783K
|
96.3K
$2.97M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-62.5K- 73.2% |
$1.95M - $2.1M
|
22.9K
$706K
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
26.9K+ 21.72% |
$839K - $901K
|
151K
$4.65M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.88K+ 99.31% |
$215K - $231K
|
13.8K
$426K
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.55K- 8.66% |
$48.3K - $51.8K
|
16.3K
$503K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.18% |
$1.25K - $1.34K
|
22.7K
$699K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.54K- 37.8% |
$204K - $219K
|
10.8K
$332K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.34K- 4.18% |
$41.9K - $45K
|
30.8K
$950K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
7+ 1.04% |
$219 - $235
|
678
$20.9K
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
68+ 0.49% |
$2.12K - $2.28K
|
13.9K
$428K
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
17.9K+ 2.23% |
$558K - $599K
|
821K
$25.3M
|