Latest Institutional Purchases of Ishares Trust Ishares Pfd And (PFF)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Pfd And (PFF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
39KNew |
$1.14M - $1.23M
|
39K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
21.4K+ 104.1% |
$627K - $672K
|
41.9K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
21KNew |
$616K - $661K
|
21K
$649K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
16.8KNew |
$493K - $528K
|
16.8K
$519K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.6KNew |
$400K - $429K
|
13.6K
$421K
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13KNew |
$381K - $409K
|
13K
$402K
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$362K - $389K
|
12.4K
$381K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.5KNew |
$307K - $329K
|
10.5K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
10KNew |
$293K - $315K
|
10K
$309K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
8.2KNew |
$240K - $258K
|
8.2K
$253K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.72KNew |
$109K - $117K
|
3.72K
$115K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71KNew |
$50.1K - $53.7K
|
1.71K
$52.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 8.99% |
$29.3K - $31.5K
|
12.1K
$375K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
900New |
$26.4K - $28.3K
|
900
$27.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
826New |
$24.2K - $26K
|
826
$25.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
768New |
$22.5K - $24.2K
|
768
$23.7K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
511+ 124.33% |
$15K - $16.1K
|
922
$28.5K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
460+ 1150.0% |
$13.5K - $14.5K
|
500
$15.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
440+ 1.7% |
$12.9K - $13.8K
|
26.3K
$811K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
395New |
$11.6K - $12.4K
|
395
$12.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
249New |
$7.3K - $7.83K
|
249
$7.69K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 1.44% |
$3.14K - $3.37K
|
7.54K
$233K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
46+ 0.66% |
$1.35K - $1.45K
|
7.03K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
32+ 0.06% |
$939 - $1.01K
|
49.8K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 1.97% |
$176 - $189
|
310
$9.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$29.3 - $31.5
|
1
$30.9
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
900K+ 900.0% |
$26.9M - $30.4M
|
1M
$30.9M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
148K+ 40.55% |
$4.41M - $4.99M
|
511K
$15.8M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
96.6KNew |
$2.88M - $3.26M
|
96.6K
$2.98M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.1KNew |
$2.66M - $3.01M
|
89.1K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
42.5KNew |
$1.27M - $1.44M
|
42.5K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
37.2KNew |
$1.11M - $1.26M
|
37.2K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
34.6KNew |
$1.03M - $1.17M
|
34.6K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
27.9KNew |
$832K - $942K
|
27.9K
$861K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
22KNew |
$658K - $745K
|
22K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.7K+ 28.84% |
$467K - $529K
|
69.9K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$460K - $521K
|
15.4K
$476K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
15.1KNew |
$451K - $511K
|
15.1K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$377K - $427K
|
12.6K
$390K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$373K - $422K
|
12.5K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
12.3K+ 3.86% |
$367K - $415K
|
330K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.1KNew |
$300K - $340K
|
10.1K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.55KNew |
$196K - $222K
|
6.55K
$202K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.55KNew |
$196K - $221K
|
6.55K
$202K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 52.1% |
$100K - $113K
|
9.8K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.76K+ 16.24% |
$52.6K - $59.5K
|
12.6K
$389K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.24K+ 11.18% |
$37.1K - $42K
|
12.4K
$382K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
935+ 7.81% |
$27.9K - $31.6K
|
12.9K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
645New |
$19.3K - $21.8K
|
645
$19.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
550New |
$16.4K - $18.6K
|
550
$17K
|
|