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 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.41KClosed |
$247K - $253K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-667Closed |
$25.7K - $26.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9+ 3.2% |
$342 - $354
|
290
$8.96K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
250New |
$9.49K - $9.84K
|
250
$7.72K
|
|
|
Aug 16, 2021
Q2 2021
|
Bts Asset Management, Inc.
|
SELL
|
- |
-20.8KClosed |
$788K - $817K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-47.8KClosed |
$1.81M - $1.88M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-770Closed |
$29.2K - $30.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-10.9KClosed |
$415K - $430K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-300KClosed |
$11.4M - $11.8M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-56.5KClosed |
$2.15M - $2.22M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-468Closed |
$17.8K - $18.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2KClosed |
$75.7K - $78.5K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-7.48KClosed |
$284K - $294K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-20KClosed |
$759K - $787K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-6.51KClosed |
$247K - $256K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4.62KClosed |
$175K - $182K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-833Closed |
$31.6K - $32.8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-456- 28.52% |
$17.3K - $17.9K
|
1.14K
$35.3K
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-237KClosed |
$9M - $9.32M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-10KClosed |
$380K - $393K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-24Closed |
$911 - $944
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-244Closed |
$9.26K - $9.6K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
125+ 1.21% |
$4.75K - $4.92K
|
10.4K
$322K
|
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
SELL
|
- |
-8.08KClosed |
$307K - $318K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-7.66KClosed |
$291K - $301K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.71KClosed |
$330K - $342K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-7.13KClosed |
$271K - $280K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.7K+ 20.48% |
$64.5K - $66.9K
|
10K
$309K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-196- 67.35% |
$7.44K - $7.71K
|
95
$2.93K
|
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-208Closed |
$7.9K - $8.18K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.65KClosed |
$62.6K - $64.9K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
35.1KNew |
$1.33M - $1.38M
|
35.1K
$1.09M
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
161New |
$6.11K - $6.33K
|
161
$4.97K
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-8.77KClosed |
$333K - $345K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Kennicott Capital Management LLC
|
SELL
|
- |
-41KClosed |
$1.55M - $1.61M
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Security National Bank
|
SELL
|
- |
-7.78KClosed |
$295K - $306K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
920New |
$34.9K - $36.2K
|
920
$28.4K
|
|
| Q1 2021 | |||||||
|
Mar 10, 2023
Q1 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.46K- 13.84% |
$54.2K - $56.2K
|
9.09K
$281K
|
|
|
Jun 07, 2021
Q1 2021
|
Founders Capital Management
|
SELL
|
- |
-400Closed |
$14.9K - $15.4K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.28KClosed |
$84.8K - $87.8K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.28KClosed |
$84.8K - $87.8K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-27K- 77.14% |
$1M - $1.04M
|
8K
$247K
|
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.68KClosed |
$99.4K - $103K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-22Closed |
$817 - $846
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30KClosed |
$1.11M - $1.15M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-15.5KClosed |
$576K - $596K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.72KClosed |
$250K - $259K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wms Partners, LLC
|
SELL
|
- |
-6KClosed |
$223K - $231K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-115- 20.35% |
$4.27K - $4.42K
|
450
$13.9K
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.26KClosed |
$195K - $202K
|
0
$0
|
|