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 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-650- 5.48% |
$18.4K - $20.4K
|
11.2K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.9KNew |
$111K - $122K
|
3.9K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12.7KNew |
$361K - $400K
|
12.7K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.45KNew |
$183K - $203K
|
6.45K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
23K+ 30.96% |
$652K - $722K
|
97.3K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
10.6KNew |
$301K - $333K
|
10.6K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$340 - $377
|
12
$371
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$224K - $249K
|
7.92K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 5.93% |
$14.2K - $15.7K
|
7.94K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.8KNew |
$2.29M - $2.54M
|
80.8K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.38KNew |
$266K - $295K
|
9.38K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-175- 2.41% |
$4.96K - $5.5K
|
7.1K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.15KNew |
$60.9K - $67.4K
|
2.15K
$66.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-296- 36.27% |
$8.39K - $9.29K
|
520
$16.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 2.58% |
$113 - $126
|
159
$4.91K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.78K+ 2.69% |
$164K - $182K
|
220K
$6.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.19K- 13.89% |
$33.7K - $37.4K
|
7.38K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.8KNew |
$51K - $56.5K
|
1.8K
$55.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.36K- 14.95% |
$95.2K - $105K
|
19.1K
$590K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
15.6KNew |
$442K - $490K
|
15.6K
$482K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 12.73% |
$29.8K - $33K
|
7.2K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.49K+ 7.43% |
$42.3K - $46.9K
|
21.6K
$667K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
450New |
$12.8K - $14.1K
|
450
$13.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
94New |
$2.66K - $2.95K
|
94
$2.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-300- 2.47% |
$8.5K - $9.42K
|
11.8K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.5KNew |
$184K - $204K
|
6.5K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-44.3K- 85.61% |
$1.26M - $1.39M
|
7.45K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
7.65KNew |
$217K - $240K
|
7.65K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.2KNew |
$489K - $541K
|
17.2K
$533K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
7.52KNew |
$213K - $236K
|
7.52K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.6K- 70.07% |
$472K - $522K
|
7.11K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.5KNew |
$440K - $488K
|
15.5K
$480K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-670- 3.19% |
$19K - $21K
|
20.3K
$628K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
84KNew |
$2.38M - $2.64M
|
84K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
130KNew |
$3.68M - $4.08M
|
130K
$4.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-915- 4.7% |
$25.9K - $28.7K
|
18.5K
$573K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-700- 9.84% |
$19.8K - $22K
|
6.41K
$198K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.13K- 23.71% |
$88.6K - $98.2K
|
10.1K
$311K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47New |
$1.33K - $1.48K
|
47
$1.45K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.31KNew |
$37.1K - $41.1K
|
1.31K
$40.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
545+ 2.35% |
$15.4K - $17.1K
|
23.8K
$734K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.65K- 2.45% |
$75K - $83.1K
|
105K
$3.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
7.11KNew |
$201K - $223K
|
7.11K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
887New |
$25.1K - $27.9K
|
887
$27.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
63.9K+ 917.7% |
$1.81M - $2.01M
|
70.9K
$2.19M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.32K+ 2.53% |
$37.5K - $41.5K
|
53.6K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
20.8KNew |
$590K - $653K
|
20.8K
$643K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
358+ 3.42% |
$10.1K - $11.2K
|
10.8K
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
21.9KNew |
$622K - $689K
|
21.9K
$678K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
925KNew |
$26.2M - $29M
|
925K
$28.6M
|
|