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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-470- 13.45% |
$14.7K - $15.7K
|
3.02K
$93.3K
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
126+ 0.65% |
$3.93K - $4.22K
|
19.6K
$606K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.32K+ 2.94% |
$41.1K - $44.1K
|
46.1K
$1.42M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.11K- 20.16% |
$65.8K - $70.6K
|
8.34K
$257K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.13K- 27.52% |
$160K - $172K
|
13.5K
$417K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.7KNew |
$490K - $526K
|
15.7K
$484K
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.1K+ 19.02% |
$34.4K - $36.9K
|
6.88K
$212K
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.68KNew |
$240K - $257K
|
7.68K
$237K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.6KNew |
$330K - $354K
|
10.6K
$326K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-474K- 34.9% |
$14.8M - $15.9M
|
884K
$27.3M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-22- 6.4% |
$687 - $737
|
322
$9.93K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-70- 0.3% |
$2.19K - $2.35K
|
23.3K
$718K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-843- 2.18% |
$26.3K - $28.2K
|
37.8K
$1.17M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.32K- 3.02% |
$72.3K - $77.6K
|
74.5K
$2.3M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.11K- 5.64% |
$128K - $138K
|
68.7K
$2.12M
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.83K+ 2.21% |
$57K - $61.2K
|
84.6K
$2.61M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.99K+ 58.39% |
$156K - $167K
|
13.5K
$418K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 0.68% |
$968 - $1.04K
|
4.57K
$141K
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-45.1K- 34.0% |
$1.41M - $1.51M
|
87.6K
$2.7M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
200+ 1.94% |
$6.25K - $6.7K
|
10.5K
$323K
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-800- 9.57% |
$25K - $26.8K
|
7.56K
$233K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
12.5K+ 12.96% |
$390K - $418K
|
109K
$3.36M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
48.4K+ 434.93% |
$1.51M - $1.62M
|
59.6K
$1.84M
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.33K- 9.34% |
$41.6K - $44.6K
|
12.9K
$399K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 16.62% |
$354K - $380K
|
57K
$1.76M
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.01K+ 1.67% |
$31.5K - $33.8K
|
61.4K
$1.89M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
105+ 0.85% |
$3.28K - $3.52K
|
12.5K
$386K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 7.83% |
$34.4K - $36.9K
|
15.1K
$467K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-416- 1.29% |
$13K - $13.9K
|
31.7K
$979K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
370K+ 517.49% |
$11.5M - $12.4M
|
441K
$13.6M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63K+ 7.23% |
$1.97M - $2.11M
|
935K
$28.8M
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
4K+ 3.03% |
$125K - $134K
|
136K
$4.2M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.68K- 5.92% |
$52.3K - $56.1K
|
26.6K
$821K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
204+ 0.62% |
$6.37K - $6.84K
|
33.1K
$1.02M
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
85+ 2.09% |
$2.65K - $2.85K
|
4.16K
$128K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$76.9K - $82.5K
|
2.46K
$76K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.28K- 1.65% |
$196K - $211K
|
375K
$11.6M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
20.6KNew |
$643K - $690K
|
20.6K
$636K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5K- 17.88% |
$156K - $168K
|
23K
$709K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
181New |
$5.65K - $6.07K
|
181
$5.58K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.97K- 36.95% |
$280K - $301K
|
15.3K
$472K
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
27KNew |
$843K - $905K
|
27K
$833K
|
|
Feb 06, 2025
Q4 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$309K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.45K- 21.66% |
$108K - $116K
|
12.5K
$385K
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
156+ 1.49% |
$4.87K - $5.23K
|
10.6K
$328K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-206- 1.34% |
$6.43K - $6.9K
|
15.2K
$468K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.72K- 10.22% |
$84.9K - $91.1K
|
23.9K
$736K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
917+ 14.14% |
$28.6K - $30.7K
|
7.4K
$228K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.3K+ 9.03% |
$885K - $950K
|
342K
$10.6M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
69.1K+ 4.21% |
$2.16M - $2.32M
|
1.71M
$52.7M
|