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 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-18.7K- 22.5% |
$585K - $628K
|
64.5K
$1.99M
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
797+ 1.39% |
$24.9K - $26.7K
|
58K
$1.79M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.45K- 1.03% |
$45.3K - $48.6K
|
139K
$4.28M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.45K+ 4.68% |
$76.5K - $82.1K
|
54.8K
$1.69M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-658- 22.32% |
$20.5K - $22K
|
2.29K
$70.6K
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
3.69K+ 7.88% |
$115K - $124K
|
50.5K
$1.56M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.34K+ 7.55% |
$104K - $112K
|
47.5K
$1.47M
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.78K+ 16.04% |
$86.8K - $93.2K
|
20.1K
$620K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.34K- 4.67% |
$41.9K - $44.9K
|
27.4K
$845K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.95K- 20.21% |
$311K - $334K
|
39.3K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.4K- 17.42% |
$512K - $549K
|
77.7K
$2.4M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-22.1K- 5.93% |
$691K - $741K
|
351K
$10.8M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 4.9% |
$35.9K - $38.5K
|
24.6K
$759K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.14K+ 21.11% |
$223K - $239K
|
41K
$1.26M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.15K+ 12.62% |
$35.9K - $38.5K
|
10.3K
$316K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-508- 5.92% |
$15.9K - $17K
|
8.08K
$249K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-190- 0.59% |
$5.93K - $6.37K
|
32.1K
$989K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 8.63% |
$106K - $113K
|
35.8K
$1.1M
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-508- 3.69% |
$15.9K - $17K
|
13.2K
$409K
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1K+ 2.95% |
$31.2K - $33.5K
|
34.9K
$1.08M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
36.5K+ 19.75% |
$1.14M - $1.22M
|
222K
$6.83M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
170+ 12.45% |
$5.31K - $5.7K
|
1.54K
$47.4K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.1% |
$219 - $235
|
6.83K
$211K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
9.77KNew |
$305K - $327K
|
9.77K
$301K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-354- 2.15% |
$11.1K - $11.9K
|
16.1K
$498K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
127K+ 7.6% |
$3.96M - $4.25M
|
1.8M
$55.4M
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
375+ 75.0% |
$11.7K - $12.6K
|
875
$27K
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
16.1K+ 3.38% |
$503K - $539K
|
492K
$15.2M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.56% |
$31.2 - $33.5
|
65
$2.01K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
697+ 1.33% |
$21.8K - $23.4K
|
53K
$1.63M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-549- 1.12% |
$17.1K - $18.4K
|
48.3K
$1.49M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
800+ 1.91% |
$25K - $26.8K
|
42.7K
$1.32M
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-233- 1.5% |
$7.28K - $7.81K
|
15.3K
$472K
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
115KNew |
$3.6M - $3.86M
|
115K
$3.56M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 2.02% |
$219 - $235
|
354
$10.9K
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
9.6K+ 2.78% |
$300K - $322K
|
355K
$11M
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
11.2KNew |
$349K - $374K
|
11.2K
$345K
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
994+ 1.05% |
$31K - $33.3K
|
95.8K
$2.95M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.12K- 3.3% |
$97.5K - $105K
|
91.4K
$2.82M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-490- 6.19% |
$15.3K - $16.4K
|
7.43K
$229K
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-24.7K- 1.86% |
$773K - $829K
|
1.31M
$40.3M
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.88K- 3.12% |
$121K - $130K
|
121K
$3.72M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.61K- 1.06% |
$50.3K - $54K
|
151K
$4.64M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
610+ 5.79% |
$19.1K - $20.4K
|
11.2K
$344K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
54.5KNew |
$1.7M - $1.83M
|
54.5K
$1.68M
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.41K+ 30.71% |
$138K - $148K
|
18.8K
$579K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
59.6K+ 45.69% |
$1.86M - $2M
|
190K
$5.86M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-300- 1.38% |
$9.37K - $10.1K
|
21.5K
$662K
|