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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-123K- 25.1% |
$3.61M - $3.87M
|
367K
$11.6M
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-60.3KClosed |
$1.77M - $1.9M
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-38.6K- 17.02% |
$1.13M - $1.22M
|
188K
$5.94M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-31.4K- 65.02% |
$920K - $986K
|
16.9K
$532K
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.16KClosed |
$239K - $257K
|
0
$0
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-7.89K- 53.53% |
$231K - $248K
|
6.85K
$216K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.66K- 62.0% |
$195K - $209K
|
4.08K
$129K
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.17K- 77.26% |
$152K - $163K
|
1.52K
$48K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.24K- 18.0% |
$124K - $133K
|
19.3K
$610K
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 11.21% |
$117K - $125K
|
31.5K
$993K
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-2.94K- 10.16% |
$86.3K - $92.6K
|
26K
$821K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.82K- 27.79% |
$82.6K - $88.6K
|
7.32K
$231K
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-2K- 20.13% |
$58.6K - $62.9K
|
7.93K
$250K
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-1.8K- 8.22% |
$52.8K - $56.6K
|
20.1K
$634K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.51K- 4.39% |
$44.2K - $47.4K
|
32.8K
$1.04M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.25K- 14.18% |
$36.7K - $39.4K
|
7.57K
$239K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.08K- 84.31% |
$31.5K - $33.8K
|
200
$6.31K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-958- 36.14% |
$28.1K - $30.1K
|
1.69K
$53.4K
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-830- 37.14% |
$24.3K - $26.1K
|
1.41K
$44.3K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-824- 0.52% |
$24.2K - $25.9K
|
157K
$4.95M
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-815- 8.78% |
$23.9K - $25.6K
|
8.47K
$267K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-678- 91.87% |
$19.9K - $21.3K
|
60
$1.89K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-424- 0.81% |
$12.4K - $13.3K
|
52.1K
$1.64M
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-359- 5.24% |
$10.5K - $11.3K
|
6.49K
$205K
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-200- 16.67% |
$5.87K - $6.29K
|
1K
$31.6K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-165- 62.26% |
$4.84K - $5.19K
|
100
$3.16K
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-89- 1.35% |
$2.61K - $2.8K
|
6.52K
$206K
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-56- 0.79% |
$1.64K - $1.76K
|
7.04K
$222K
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 9.52% |
$1.47K - $1.57K
|
475
$15K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.05% |
$587 - $629
|
38.5K
$1.21M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Aozora Bank, Ltd.
|
SELL
|
- |
-2M- 30.96% |
$59.7M - $67.6M
|
4.46M
$141M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-370K- 86.05% |
$11M - $12.5M
|
60K
$1.89M
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-249K- 95.35% |
$7.43M - $8.42M
|
12.1K
$383K
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-92.8K- 18.57% |
$2.77M - $3.14M
|
407K
$12.8M
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-46.8K- 79.84% |
$1.4M - $1.58M
|
11.8K
$373K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-39.1K- 49.73% |
$1.17M - $1.32M
|
39.6K
$1.25M
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-37.6K- 62.69% |
$1.12M - $1.27M
|
22.4K
$705K
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-31.8K- 51.2% |
$951K - $1.08M
|
30.4K
$958K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-21.4K- 79.36% |
$639K - $724K
|
5.57K
$176K
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 50.0% |
$503K - $569K
|
16.8K
$531K
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.06K- 38.71% |
$151K - $171K
|
8.01K
$253K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-5K- 85.37% |
$149K - $169K
|
857
$27K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.31K- 7.04% |
$98.7K - $112K
|
43.7K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.61K- 90.01% |
$78K - $88.3K
|
290
$9.15K
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.52K- 3.53% |
$75.2K - $85.1K
|
68.7K
$2.17M
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.66K- 47.92% |
$49.4K - $56K
|
1.8K
$56.8K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.59K- 16.56% |
$47.4K - $53.7K
|
8K
$252K
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-968- 8.61% |
$28.9K - $32.7K
|
10.3K
$324K
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-891- 3.7% |
$26.6K - $30.1K
|
23.2K
$732K
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-874- 3.07% |
$26.1K - $29.5K
|
27.6K
$870K
|