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 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
1.82K+ 2.17% |
$55.7K - $58.4K
|
85.5K
$2.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.28K+ 7.77% |
$101K - $105K
|
45.4K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-460- 0.47% |
$14.1K - $14.8K
|
96.7K
$2.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
540+ 1.69% |
$16.6K - $17.4K
|
32.4K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-243- 1.54% |
$7.45K - $7.81K
|
15.6K
$480K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.66KNew |
$235K - $246K
|
7.66K
$237K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.65K- 2.87% |
$50.6K - $53K
|
55.9K
$1.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
141KNew |
$4.34M - $4.54M
|
141K
$4.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
342+ 0.73% |
$10.5K - $11K
|
47.2K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.31K+ 2.42% |
$40.1K - $42K
|
55.2K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
222K+ 14.99% |
$6.8M - $7.12M
|
1.7M
$52.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
326New |
$10K - $10.5K
|
326
$10.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-928- 6.88% |
$28.5K - $29.8K
|
12.6K
$388K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$30.7 - $32.1
|
980
$30.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-925- 2.45% |
$28.4K - $29.7K
|
36.9K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.61K+ 3.07% |
$80K - $83.8K
|
87.7K
$2.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
778+ 0.59% |
$23.9K - $25K
|
133K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.6K+ 13.11% |
$387K - $406K
|
109K
$3.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.8K+ 6.76% |
$332K - $347K
|
171K
$5.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.16K+ 39.35% |
$220K - $230K
|
25.4K
$784K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4.98K+ 2.35% |
$153K - $160K
|
217K
$6.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
436+ 5.5% |
$13.4K - $14K
|
8.36K
$258K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
350New |
$10.7K - $11.2K
|
350
$10.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-186K- 22.54% |
$5.72M - $5.99M
|
641K
$19.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
549+ 0.6% |
$16.8K - $17.6K
|
92.7K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
13.7KNew |
$419K - $439K
|
13.7K
$422K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.19K+ 13.62% |
$36.5K - $38.2K
|
9.93K
$307K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3+ 0.01% |
$92 - $96.4
|
20K
$619K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3.82K+ 9.65% |
$117K - $123K
|
43.5K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
32.4KNew |
$994K - $1.04M
|
32.4K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
22.5KNew |
$690K - $723K
|
22.5K
$695K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
44.3K+ 37.51% |
$1.36M - $1.42M
|
163K
$5.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1.1KNew |
$33.7K - $35.3K
|
1.1K
$34K
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
82.8K+ 82.02% |
$2.54M - $2.66M
|
184K
$5.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-206- 83.4% |
$6.32K - $6.62K
|
41
$1.27K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
694New |
$21.3K - $22.3K
|
694
$21.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.14K- 3.37% |
$34.9K - $36.6K
|
32.6K
$1.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
128+ 1.74% |
$3.93K - $4.11K
|
7.48K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
21.7K+ 9.46% |
$664K - $696K
|
251K
$7.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.83K- 1.98% |
$56.1K - $58.8K
|
90.5K
$2.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.36KNew |
$195K - $204K
|
6.36K
$196K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.59K- 7.47% |
$172K - $180K
|
69.3K
$2.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
188+ 0.43% |
$5.77K - $6.04K
|
43.7K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-871- 1.13% |
$26.7K - $28K
|
75.9K
$2.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
945+ 10.86% |
$29K - $30.4K
|
9.64K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-8.72K- 53.48% |
$267K - $280K
|
7.58K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
95+ 0.28% |
$2.91K - $3.05K
|
33.6K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-42.8K- 44.85% |
$1.31M - $1.37M
|
52.6K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.19K- 2.65% |
$36.6K - $38.3K
|
43.8K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-210- 1.61% |
$6.44K - $6.75K
|
12.9K
$397K
|
|