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 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
3.01KNew |
$93.9K - $101K
|
3.01K
$92.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13.2K+ 16.74% |
$413K - $443K
|
92.2K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.36K+ 14.82% |
$42.3K - $45.4K
|
10.5K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-531- 4.0% |
$16.6K - $17.8K
|
12.7K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
252New |
$7.87K - $8.44K
|
252
$7.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.1K+ 46.36% |
$159K - $171K
|
16.1K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
90KNew |
$2.81M - $3.02M
|
90K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
109K+ 30.17% |
$3.42M - $3.67M
|
472K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-528- 0.3% |
$16.5K - $17.7K
|
177K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.13KNew |
$35.3K - $37.9K
|
1.13K
$34.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$62.5 - $67
|
2
$61.8
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7New |
$219 - $235
|
7
$216
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-110- 8.94% |
$3.44K - $3.69K
|
1.12K
$34.6K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
6.7KNew |
$209K - $224K
|
6.7K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
741+ 8.58% |
$23.1K - $24.8K
|
9.38K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.13K- 3.99% |
$97.6K - $105K
|
75.1K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 0.12% |
$219 - $235
|
5.66K
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-63.8K- 82.74% |
$1.99M - $2.14M
|
13.3K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.5K+ 25.0% |
$78.1K - $83.8K
|
12.5K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.17K+ 2.15% |
$36.6K - $39.3K
|
55.6K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 5.0% |
$12.5K - $13.4K
|
7.6K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
132+ 2.07% |
$4.12K - $4.42K
|
6.5K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$9.37K - $10.1K
|
300
$9.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
90New |
$2.81K - $3.02K
|
90
$2.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$76.9K - $82.5K
|
2.46K
$76.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
20.6KNew |
$643K - $690K
|
20.6K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
181New |
$5.65K - $6.07K
|
181
$5.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
27KNew |
$843K - $905K
|
27K
$834K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-378- 3.14% |
$11.8K - $12.7K
|
11.6K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 0.82% |
$1.06K - $1.14K
|
4.1K
$127K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$34.1K - $36.6K
|
1.09K
$33.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.92K- 21.04% |
$59.9K - $64.2K
|
7.19K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-591- 74.72% |
$18.5K - $19.8K
|
200
$6.18K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
565+ 9.3% |
$17.6K - $18.9K
|
6.64K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
500New |
$15.6K - $16.8K
|
500
$15.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34New |
$1.06K - $1.14K
|
34
$1.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3KNew |
$93.7K - $101K
|
3K
$92.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.58% |
$67.1K - $72K
|
20.3K
$627K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.2K- 55.77% |
$569K - $611K
|
14.5K
$446K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
7+ 1.04% |
$219 - $235
|
678
$20.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
110New |
$3.44K - $3.69K
|
110
$3.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
608+ 5.46% |
$19K - $20.4K
|
11.7K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-24.8K- 5.51% |
$775K - $832K
|
426K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.83K- 19.58% |
$57.1K - $61.2K
|
7.5K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-200- 66.67% |
$6.25K - $6.7K
|
100
$3.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
275New |
$8.59K - $9.22K
|
275
$8.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 40.04% |
$136K - $146K
|
6.54K
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$248K - $266K
|
7.94K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.64KNew |
$270K - $289K
|
8.64K
$267K
|
|