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 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-8.02KClosed |
$250K - $269K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-67- 0.17% |
$2.09K - $2.25K
|
39.2K
$1.21M
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.22K+ 4.21% |
$38K - $40.8K
|
30.2K
$930K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.86K+ 3.34% |
$277K - $297K
|
274K
$8.47M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.41K+ 73.89% |
$231K - $248K
|
17.4K
$538K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.14K- 4.08% |
$35.5K - $38.1K
|
26.7K
$825K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8.82K- 33.84% |
$276K - $296K
|
17.3K
$532K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21M+ 13.42% |
$37.9M - $40.7M
|
10.3M
$316M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.24K+ 2.0% |
$38.9K - $41.7K
|
63.4K
$1.96M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.3K- 0.79% |
$1.2M - $1.28M
|
4.79M
$148M
|
|
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
$410K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.6K- 17.02% |
$81.3K - $87.2K
|
12.7K
$391K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.07K- 13.61% |
$127K - $136K
|
25.8K
$797K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.86% |
$31.2 - $33.5
|
36
$1.11K
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.12K+ 3.88% |
$66.3K - $71.2K
|
56.9K
$1.76M
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-317- 1.85% |
$9.9K - $10.6K
|
16.8K
$518K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.64K+ 38.58% |
$176K - $189K
|
20.3K
$625K
|
|
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
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.7K- 17.86% |
$147K - $157K
|
21.6K
$666K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49New |
$1.53K - $1.64K
|
49
$1.51K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
115+ 1.19% |
$3.59K - $3.85K
|
9.78K
$302K
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.7K+ 24.84% |
$490K - $525K
|
78.8K
$2.43M
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.17K+ 2.15% |
$36.6K - $39.3K
|
55.6K
$1.71M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2K+ 74.38% |
$62.5K - $67K
|
4.69K
$145K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 5.0% |
$12.5K - $13.4K
|
7.6K
$234K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
158+ 1.74% |
$4.93K - $5.29K
|
9.23K
$285K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-681K- 47.4% |
$21.3M - $22.8M
|
756K
$23.3M
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-455- 2.05% |
$14.2K - $15.2K
|
21.7K
$669K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
10.5K+ 10.93% |
$328K - $352K
|
107K
$3.29M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74K- 4.8% |
$2.31M - $2.48M
|
1.47M
$45.3M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 17.82% |
$39.9M - $42.8M
|
8.45M
$261M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.7K+ 13.69% |
$804K - $863K
|
214K
$6.6M
|
|
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
$9.26K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
206KNew |
$6.44M - $6.91M
|
206K
$6.36M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
10.3K+ 7.4% |
$321K - $345K
|
149K
$4.61M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.23K- 14.84% |
$69.8K - $74.9K
|
12.8K
$396K
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$363K - $390K
|
11.6K
$359K
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-520- 0.31% |
$16.2K - $17.4K
|
168K
$5.18M
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-179- 13.54% |
$5.59K - $6K
|
1.14K
$35.3K
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-29.7K- 29.57% |
$927K - $994K
|
70.7K
$2.18M
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.57K+ 15.14% |
$48.9K - $52.4K
|
11.9K
$367K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.47K+ 29.55% |
$233K - $250K
|
32.7K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.44KNew |
$264K - $283K
|
8.44K
$260K
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-210- 0.76% |
$6.56K - $7.04K
|
27.3K
$841K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55+ 0.41% |
$1.72K - $1.84K
|
13.4K
$412K
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.7K- 19.4% |
$147K - $157K
|
19.5K
$603K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.6KNew |
$269K - $288K
|
8.6K
$265K
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.87K+ 7.28% |
$152K - $163K
|
71.8K
$2.21M
|