Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3K- 29.64% |
$85K - $94.2K
|
7.12K
$225K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-2.81K- 22.35% |
$79.5K - $88.1K
|
9.75K
$308K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.65K- 2.45% |
$75K - $83.1K
|
105K
$3.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.61K- 19.44% |
$73.9K - $81.8K
|
10.8K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.76K- 14.59% |
$50K - $55.4K
|
10.3K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.19K- 13.89% |
$33.7K - $37.4K
|
7.38K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 12.73% |
$29.8K - $33K
|
7.2K
$227K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-915- 4.7% |
$25.9K - $28.7K
|
18.5K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-819- 98.79% |
$23.2K - $25.7K
|
10
$316
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-700- 9.84% |
$19.8K - $22K
|
6.41K
$202K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-670- 3.19% |
$19K - $21K
|
20.3K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-650- 5.48% |
$18.4K - $20.4K
|
11.2K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 5.93% |
$14.2K - $15.7K
|
7.94K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 23.26% |
$14.2K - $15.7K
|
1.65K
$52.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-300- 2.47% |
$8.5K - $9.42K
|
11.8K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-296- 36.27% |
$8.39K - $9.29K
|
520
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-275- 43.44% |
$7.79K - $8.64K
|
358
$11.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-175- 2.41% |
$4.96K - $5.5K
|
7.1K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-142- 3.66% |
$4.02K - $4.46K
|
3.74K
$118K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-89- 64.03% |
$2.52K - $2.79K
|
50
$1.58K
|
|
| Q3 2023 | |||||||
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-462K- 89.49% |
$13.8M - $14.4M
|
54.2K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-425K- 98.19% |
$12.8M - $13.3M
|
7.85K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-354K- 99.99% |
$10.6M - $11.1M
|
22
$694
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-107KClosed |
$3.21M - $3.35M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-32.6K- 67.02% |
$976K - $1.02M
|
16K
$506K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-32.4K- 50.47% |
$971K - $1.01M
|
31.8K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-23.6K- 53.37% |
$707K - $736K
|
20.6K
$650K
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-12.5K- 47.76% |
$375K - $390K
|
13.7K
$431K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-11.4K- 62.65% |
$343K - $357K
|
6.81K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10.7KClosed |
$320K - $333K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4.39K- 78.79% |
$132K - $137K
|
1.18K
$37.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.8K- 30.08% |
$114K - $119K
|
8.83K
$278K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.43K- 15.93% |
$42.8K - $44.6K
|
7.54K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.2K- 6.91% |
$36K - $37.5K
|
16.2K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.13K- 0.63% |
$33.9K - $35.3K
|
178K
$5.6M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.06KClosed |
$31.7K - $33K
|
0
$0
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-842- 2.28% |
$25.3K - $26.3K
|
36K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-710- 8.58% |
$21.3K - $22.2K
|
7.57K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-603- 7.77% |
$18.1K - $18.8K
|
7.16K
$226K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-580- 24.63% |
$17.4K - $18.1K
|
1.78K
$56K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 6.78% |
$15K - $15.6K
|
6.87K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-459- 5.23% |
$13.8K - $14.3K
|
8.31K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-310- 4.96% |
$9.3K - $9.68K
|
5.94K
$188K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-247- 48.72% |
$7.41K - $7.71K
|
260
$8.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-224- 2.44% |
$6.72K - $6.99K
|
8.97K
$283K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200- 10.26% |
$6K - $6.24K
|
1.75K
$55.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-87- 1.04% |
$2.61K - $2.72K
|
8.26K
$261K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-57- 14.54% |
$1.71K - $1.78K
|
335
$10.6K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-568K- 50.0% |
$16.6M - $17.9M
|
568K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-265K- 53.0% |
$7.77M - $8.34M
|
235K
$7.41M
|
|