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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.7K+ 132.05% |
$480K - $503K
|
27.5K
$850K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-100- 0.99% |
$3.07K - $3.21K
|
9.98K
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$368K - $386K
|
12K
$371K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.7KNew |
$205K - $215K
|
6.7K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 0.26% |
$1.66K - $1.74K
|
20.5K
$633K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
100+ 0.83% |
$3.07K - $3.21K
|
12.2K
$377K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-48.8K- 85.58% |
$1.5M - $1.57M
|
8.23K
$254K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-80- 0.13% |
$2.45K - $2.57K
|
63.2K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-355- 2.85% |
$10.9K - $11.4K
|
12.1K
$374K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.25KNew |
$69K - $72.3K
|
2.25K
$69.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 2.49% |
$342K - $358K
|
437K
$13.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
6.45KNew |
$198K - $207K
|
6.45K
$199K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.63K+ 25.48% |
$142K - $149K
|
22.8K
$704K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-135- 1.03% |
$4.14K - $4.34K
|
13K
$401K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.12K- 12.78% |
$34.4K - $36K
|
7.65K
$236K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-30- 0.28% |
$920 - $964
|
10.6K
$326K
|
|
|
Oct 29, 2025
Q3 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
65KNew |
$1.99M - $2.09M
|
65K
$2.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.87K- 21.75% |
$211K - $221K
|
24.7K
$763K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
17.4KNew |
$535K - $560K
|
17.4K
$539K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.33K+ 0.98% |
$102K - $107K
|
344K
$10.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-244- 2.58% |
$7.48K - $7.84K
|
9.22K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-2.79K- 2.77% |
$85.6K - $89.7K
|
98.1K
$3.03M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
766+ 1.35% |
$23.5K - $24.6K
|
57.5K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.9K- 1.49% |
$486K - $510K
|
1.05M
$32.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.88K- 15.47% |
$57.5K - $60.2K
|
10.2K
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.42KNew |
$228K - $239K
|
7.42K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-300- 4.38% |
$9.2K - $9.64K
|
6.56K
$202K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.03K- 3.82% |
$93K - $97.4K
|
76.2K
$2.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-12.2K- 25.79% |
$373K - $391K
|
35K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
20.7KNew |
$634K - $664K
|
20.7K
$638K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100+ 10.88% |
$3.07K - $3.21K
|
1.02K
$31.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-43.1K- 62.08% |
$1.32M - $1.38M
|
26.3K
$813K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
179New |
$5.49K - $5.75K
|
179
$5.53K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-14.5K- 42.92% |
$444K - $465K
|
19.3K
$595K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-475- 4.93% |
$14.6K - $15.3K
|
9.15K
$283K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-426- 1.55% |
$13.1K - $13.7K
|
27.1K
$836K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.91K+ 0.24% |
$212K - $222K
|
2.87M
$88.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
1.75K+ 1.12% |
$53.6K - $56.1K
|
158K
$4.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.36K+ 34.43% |
$103K - $108K
|
13.1K
$405K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.23K- 3.66% |
$68.3K - $71.6K
|
58.6K
$1.81M
|
|
|
Oct 29, 2025
Q3 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
SELL
|
- |
-15.6K- 42.66% |
$477K - $500K
|
20.9K
$646K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3.13K- 67.48% |
$96K - $101K
|
1.51K
$46.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 4.61% |
$1.53K - $1.61K
|
1.04K
$32K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-569K- 99.82% |
$17.5M - $18.3M
|
1K
$30.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
484+ 432.14% |
$14.8K - $15.6K
|
596
$18.4K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-12.2K- 35.84% |
$374K - $391K
|
21.8K
$674K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-828K- 82.15% |
$25.4M - $26.6M
|
180K
$5.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-90.3K- 60.76% |
$2.77M - $2.9M
|
58.4K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
74+ 0.43% |
$2.27K - $2.38K
|
17.5K
$539K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.18K+ 1.53% |
$36.1K - $37.8K
|
78.1K
$2.41M
|
|