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 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.63KNew |
$50.7K - $54.5K
|
1.63K
$50.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-378- 3.14% |
$11.8K - $12.7K
|
11.6K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.69K- 3.64% |
$209K - $224K
|
177K
$5.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
7.66K+ 60.16% |
$239K - $257K
|
20.4K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-281K- 47.23% |
$8.78M - $9.42M
|
314K
$9.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.92K- 21.65% |
$91.1K - $97.7K
|
10.6K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
83K+ 481.94% |
$2.59M - $2.78M
|
100K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 0.82% |
$1.06K - $1.14K
|
4.1K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-246K- 25.23% |
$7.69M - $8.25M
|
729K
$22.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.03% |
$781 - $838
|
79.5K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$34.1K - $36.6K
|
1.09K
$33.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.92K- 21.04% |
$59.9K - $64.2K
|
7.19K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
176+ 0.1% |
$5.5K - $5.9K
|
176K
$5.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 0.45% |
$9.37K - $10.1K
|
66.5K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.5K- 11.24% |
$46.8K - $50.3K
|
11.9K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.7K- 37.69% |
$1.3M - $1.4M
|
68.9K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-683- 7.06% |
$21.3K - $22.9K
|
9K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-766K- 96.82% |
$23.9M - $25.7M
|
25.2K
$776K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14+ 0.12% |
$437 - $469
|
11.3K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.41MNew |
$75.3M - $80.8M
|
2.41M
$74.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.96K+ 4.68% |
$248K - $267K
|
178K
$5.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-591- 74.72% |
$18.5K - $19.8K
|
200
$6.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
565+ 9.3% |
$17.6K - $18.9K
|
6.64K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-29.3K- 10.32% |
$915K - $981K
|
254K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.7K+ 30.18% |
$147K - $157K
|
20.3K
$625K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.62K- 14.44% |
$81.9K - $87.8K
|
15.5K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.02K+ 2.71% |
$188K - $202K
|
228K
$7.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-62.9K- 8.78% |
$1.96M - $2.11M
|
654K
$20.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
443+ 0.66% |
$13.8K - $14.8K
|
67.8K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5.64K- 13.36% |
$176K - $189K
|
36.6K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
14.9K+ 4.54% |
$467K - $501K
|
344K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.88K- 21.07% |
$184K - $197K
|
22K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.22K+ 5.17% |
$69.3K - $74.3K
|
45.1K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.38K+ 27.29% |
$262K - $281K
|
39.1K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
19.8KNew |
$618K - $663K
|
19.8K
$611K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
67+ 0.26% |
$2.09K - $2.25K
|
25.7K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 1.49% |
$3.12K - $3.35K
|
6.6K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
478+ 1.2% |
$14.9K - $16K
|
40.3K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
500New |
$15.6K - $16.8K
|
500
$15.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.91K- 4.03% |
$59.6K - $64K
|
45.5K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
636KNew |
$19.9M - $21.3M
|
636K
$19.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.97K+ 29.58% |
$187K - $200K
|
26.2K
$807K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
43+ 0.37% |
$1.34K - $1.44K
|
11.7K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.25K- 5.46% |
$70.3K - $75.4K
|
39K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-170- 0.33% |
$5.31K - $5.7K
|
51.5K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-30.3K- 1.33% |
$945K - $1.01M
|
2.24M
$69.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14K+ 4.62% |
$35.4K - $38K
|
25.7K
$794K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.41K- 30.35% |
$106K - $114K
|
7.83K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.25K- 5.34% |
$133K - $143K
|
75.3K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
58+ 0.45% |
$1.81K - $1.94K
|
13K
$402K
|