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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
20.9KNew |
$652K - $700K
|
20.9K
$650K
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20.7K+ 1.17% |
$646K - $694K
|
1.79M
$55.6M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
20.2K+ 66.1% |
$630K - $677K
|
50.8K
$1.58M
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
19.6K+ 71.96% |
$611K - $656K
|
46.8K
$1.45M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.4K+ 110.74% |
$605K - $650K
|
36.9K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.1KNew |
$596K - $640K
|
19.1K
$594K
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
18.9K+ 6.09% |
$589K - $633K
|
329K
$10.2M
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
18.9K+ 12.32% |
$589K - $633K
|
172K
$5.35M
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
18.4K+ 4.02% |
$574K - $617K
|
476K
$14.8M
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 2.72% |
$569K - $611K
|
688K
$21.4M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18.1K+ 24.69% |
$564K - $606K
|
91.4K
$2.84M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
18KNew |
$562K - $604K
|
18K
$560K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.9K+ 86.79% |
$560K - $601K
|
38.6K
$1.2M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.7K+ 12.56% |
$552K - $593K
|
159K
$4.93M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
17.2K+ 14.55% |
$535K - $575K
|
135K
$4.2M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.1K+ 24.17% |
$533K - $573K
|
87.9K
$2.73M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
16.5K+ 62.98% |
$513K - $551K
|
42.6K
$1.32M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 0.79% |
$500K - $537K
|
2.05M
$63.6M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
15.5K+ 124.23% |
$484K - $520K
|
28K
$871K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.4K+ 7.25% |
$480K - $516K
|
228K
$7.08M
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
15.2K+ 9.19% |
$475K - $511K
|
181K
$5.63M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
15.2K+ 16.88% |
$473K - $508K
|
105K
$3.26M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.9K+ 120.98% |
$464K - $498K
|
27.2K
$844K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.6K+ 9.8% |
$457K - $491K
|
164K
$5.1M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.6K+ 18.4% |
$456K - $490K
|
94.1K
$2.92M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
14.5K+ 26.95% |
$452K - $486K
|
68.3K
$2.12M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.4K+ 10.51% |
$448K - $481K
|
151K
$4.7M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
14.3K+ 37.83% |
$446K - $479K
|
52.1K
$1.62M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 23.63% |
$431K - $463K
|
72.3K
$2.25M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6K+ 65.38% |
$425K - $457K
|
34.5K
$1.07M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.6KNew |
$424K - $455K
|
13.6K
$423K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5K+ 168.1% |
$422K - $453K
|
21.6K
$671K
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
13.5K+ 1.92% |
$422K - $453K
|
717K
$22.3M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.1K+ 43.09% |
$407K - $437K
|
43.4K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
13K+ 39.77% |
$405K - $435K
|
45.7K
$1.42M
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
13K+ 40.79% |
$404K - $434K
|
44.7K
$1.39M
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
12.8K+ 42.72% |
$399K - $429K
|
42.8K
$1.33M
|
|
Nov 06, 2024
Q3 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
12.7KNew |
$397K - $427K
|
12.7K
$396K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
12.5K+ 7.51% |
$390K - $419K
|
179K
$5.57M
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$385K - $414K
|
12.3K
$384K
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
12.1K+ 10.84% |
$377K - $405K
|
124K
$3.85M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 15.96% |
$366K - $394K
|
85.4K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
11.6K+ 13.76% |
$363K - $390K
|
96.1K
$2.99M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.6KNew |
$361K - $388K
|
11.6K
$360K
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
11.5KNew |
$360K - $387K
|
11.5K
$359K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
11.5K+ 13.58% |
$359K - $386K
|
96.3K
$2.99M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 69.48% |
$358K - $384K
|
28K
$869K
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$345K - $371K
|
11.1K
$344K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.9K+ 3.36% |
$340K - $366K
|
336K
$10.4M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.7K+ 27.53% |
$334K - $358K
|
49.5K
$1.54M
|