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 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
12.2KNew |
$381K - $409K
|
12.2K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
13.4KNew |
$418K - $449K
|
13.4K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.39KNew |
$74.5K - $79.9K
|
2.39K
$73.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.34K- 26.39% |
$41.7K - $44.8K
|
3.73K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-531- 16.72% |
$16.6K - $17.8K
|
2.64K
$81.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-500- 5.5% |
$15.6K - $16.8K
|
8.59K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.9K- 1.41% |
$902K - $967K
|
2.02M
$62.3M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-7.7K- 4.3% |
$240K - $258K
|
172K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-76.3K- 60.53% |
$2.38M - $2.56M
|
49.7K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.89K+ 41.39% |
$246K - $264K
|
26.9K
$831K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.18K- 13.88% |
$99.2K - $106K
|
19.7K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-71.9K- 4.98% |
$2.25M - $2.41M
|
1.37M
$42.4M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-489- 1.36% |
$15.3K - $16.4K
|
35.4K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5+ 0.35% |
$156 - $168
|
1.44K
$44.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-70.1K- 12.97% |
$2.19M - $2.35M
|
471K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
4.87K+ 9.59% |
$152K - $163K
|
55.6K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
850+ 17.93% |
$26.5K - $28.5K
|
5.59K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-4.01K- 1.43% |
$125K - $134K
|
277K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-3.72K- 0.48% |
$116K - $125K
|
774K
$23.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
8.9KNew |
$278K - $298K
|
8.9K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 29.82% |
$51.2K - $55K
|
3.86K
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-9.08K- 25.41% |
$283K - $304K
|
26.6K
$822K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-898- 9.09% |
$28K - $30.1K
|
8.98K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-40- 0.17% |
$1.25K - $1.34K
|
23.6K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
409+ 3.33% |
$12.8K - $13.7K
|
12.7K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-267- 3.39% |
$8.34K - $8.95K
|
7.6K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.27K+ 4.23% |
$39.7K - $42.6K
|
31.4K
$968K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.94K+ 7.66% |
$91.9K - $98.6K
|
41.4K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9.15K- 5.24% |
$286K - $307K
|
165K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124K- 15.46% |
$3.88M - $4.16M
|
679K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.6K- 4.54% |
$737K - $791K
|
496K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
30.9KNew |
$964K - $1.03M
|
30.9K
$952K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.28K+ 237.34% |
$290K - $311K
|
13.2K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-40- 0.29% |
$1.25K - $1.34K
|
13.7K
$424K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
116New |
$3.62K - $3.89K
|
116
$3.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.4K- 63.22% |
$356K - $382K
|
6.63K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3K+ 15.84% |
$93.6K - $100K
|
21.9K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-71.3K- 47.24% |
$2.23M - $2.39M
|
79.7K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-6.19K- 6.52% |
$193K - $207K
|
88.7K
$2.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.59K+ 2.24% |
$80.9K - $86.8K
|
118K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-7- 0.07% |
$219 - $235
|
10.1K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.41K- 28.49% |
$231K - $248K
|
18.6K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
232+ 0.39% |
$7.25K - $7.77K
|
60.2K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
90New |
$2.81K - $3.02K
|
90
$2.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-165- 1.2% |
$5.15K - $5.53K
|
13.6K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-777- 6.32% |
$24.3K - $26K
|
11.5K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-230- 0.72% |
$7.18K - $7.71K
|
31.6K
$974K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-158- 0.45% |
$4.93K - $5.29K
|
34.7K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
37.4KNew |
$1.17M - $1.25M
|
37.4K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.6K- 6.97% |
$331K - $355K
|
142K
$4.37M
|