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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.57K+ 4.66% |
$111K - $120K
|
80.1K
$2.47M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.45K- 6.33% |
$139K - $149K
|
65.9K
$2.03M
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
144New |
$4.5K - $4.83K
|
144
$4.44K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.7K- 11.85% |
$209K - $225K
|
49.9K
$1.54M
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.97K- 3.33% |
$92.8K - $99.6K
|
86.4K
$2.66M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
6.69KNew |
$209K - $224K
|
6.69K
$207K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
78.8K+ 330.2% |
$2.46M - $2.64M
|
103K
$3.17M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-991K- 96.64% |
$31M - $33.2M
|
34.5K
$1.06M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.71K- 11.21% |
$272K - $292K
|
69K
$2.13M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.45K- 12.79% |
$76.5K - $82K
|
16.7K
$515K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
17+ 0.15% |
$531 - $570
|
11.7K
$360K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.41K- 4.13% |
$44K - $47.2K
|
32.7K
$1.01M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.88% |
$125 - $134
|
460
$14.2K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.85% |
$93.7 - $101
|
165
$5.09K
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-665- 1.19% |
$20.8K - $22.3K
|
55.5K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
4.02K+ 5.39% |
$125K - $135K
|
78.5K
$2.42M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.4K+ 20.39% |
$262K - $282K
|
49.6K
$1.53M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 2.74% |
$31.7K - $34K
|
38.1K
$1.17M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.7K- 3.64% |
$84.2K - $90.3K
|
71.4K
$2.2M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
685New |
$21.4K - $23K
|
685
$21.1K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
28.4KNew |
$888K - $953K
|
28.4K
$877K
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
120KNew |
$3.75M - $4.02M
|
120K
$3.7M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.47K- 9.46% |
$140K - $150K
|
42.8K
$1.32M
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
47+ 0.22% |
$1.47K - $1.57K
|
21.7K
$670K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.4K- 9.64% |
$43.8K - $47K
|
13.2K
$406K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.6K+ 34.14% |
$457K - $490K
|
57.4K
$1.77M
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
174KNew |
$5.44M - $5.84M
|
174K
$5.37M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-790- 3.82% |
$24.7K - $26.5K
|
19.9K
$613K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 13.19% |
$63.3K - $67.9K
|
13.3K
$411K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.1K+ 306.52% |
$440K - $472K
|
18.7K
$577K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.66K- 3.79% |
$145K - $156K
|
118K
$3.64M
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 8.27% |
$54.5K - $58.5K
|
22.8K
$705K
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.55K- 32.3% |
$236K - $253K
|
15.8K
$488K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.15KNew |
$161K - $173K
|
5.15K
$159K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.24K- 6.14% |
$38.6K - $41.5K
|
18.9K
$583K
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.58K+ 1.08% |
$49.3K - $52.9K
|
148K
$4.56M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.38K+ 104.52% |
$168K - $180K
|
10.5K
$325K
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-8.45K- 12.74% |
$264K - $283K
|
57.9K
$1.79M
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
165+ 0.49% |
$5.15K - $5.53K
|
33.9K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.04% |
$93.7 - $101
|
6.91K
$213K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.8K+ 9.26% |
$87.4K - $93.7K
|
33K
$1.02M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.43K- 16.04% |
$201K - $215K
|
33.7K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-876- 8.57% |
$27.4K - $29.4K
|
9.35K
$288K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
850New |
$26.5K - $28.5K
|
850
$26.2K
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-360- 0.69% |
$11.2K - $12.1K
|
51.8K
$1.6M
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
155+ 1.57% |
$4.84K - $5.19K
|
10K
$309K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6.79K- 40.2% |
$212K - $227K
|
10.1K
$311K
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-8.03K- 24.61% |
$251K - $269K
|
24.6K
$759K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.5K- 3.26% |
$47K - $50.4K
|
44.6K
$1.38M
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.73K+ 58.57% |
$210K - $226K
|
18.2K
$562K
|