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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2K- 74.07% |
$59.9K - $64.6K
|
700
$21.9K
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-1.99K- 43.8% |
$59.5K - $64.1K
|
2.55K
$79.8K
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.62K- 12.51% |
$48.4K - $52.2K
|
11.3K
$354K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.55K- 14.25% |
$46.5K - $50.1K
|
9.34K
$293K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.53K- 13.83% |
$45.9K - $49.5K
|
9.55K
$299K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-1.32K- 59.37% |
$39.7K - $42.7K
|
906
$28.4K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-784- 7.63% |
$23.5K - $25.3K
|
9.49K
$297K
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-750- 6.53% |
$22.5K - $24.2K
|
10.7K
$336K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-723- 7.99% |
$21.7K - $23.3K
|
8.32K
$261K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-500- 8.4% |
$15K - $16.1K
|
5.45K
$171K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-347- 3.57% |
$10.4K - $11.2K
|
9.38K
$294K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-204Closed |
$6.11K - $6.59K
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-201- 16.74% |
$6.02K - $6.49K
|
1K
$31.3K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-193- 0.95% |
$5.78K - $6.23K
|
20.2K
$633K
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-59- 19.09% |
$1.77K - $1.9K
|
250
$7.83K
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-10- 0.03% |
$300 - $323
|
33.8K
$1.06M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.48M- 63.57% |
$46.5M - $52.3M
|
848K
$26.5M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-234K- 96.74% |
$7.34M - $8.27M
|
7.89K
$247K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-29.7K- 7.47% |
$933K - $1.05M
|
368K
$11.5M
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-29.6K- 2.02% |
$930K - $1.05M
|
1.44M
$45M
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16.4K- 97.51% |
$514K - $578K
|
417
$13.1K
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-13.8K- 45.85% |
$434K - $489K
|
16.3K
$512K
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-10.3K- 1.46% |
$323K - $363K
|
696K
$21.8M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-8.47K- 15.8% |
$266K - $300K
|
45.2K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.74KClosed |
$180K - $203K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.67K- 36.52% |
$146K - $165K
|
8.11K
$254K
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-3.29K- 28.69% |
$103K - $116K
|
8.18K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-2.75K- 23.52% |
$86.4K - $97.3K
|
8.95K
$280K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.71K- 42.69% |
$85K - $95.7K
|
3.64K
$114K
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.22K- 22.85% |
$69.6K - $78.3K
|
7.48K
$234K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.8KClosed |
$56.6K - $63.7K
|
0
$0
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.68K- 5.61% |
$52.8K - $59.5K
|
28.3K
$887K
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-791- 0.12% |
$24.8K - $28K
|
648K
$20.3M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-760- 9.27% |
$23.9K - $26.9K
|
7.44K
$233K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-658- 1.79% |
$20.7K - $23.3K
|
36.1K
$1.13M
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-596- 8.48% |
$18.7K - $21.1K
|
6.43K
$201K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-400- 60.15% |
$12.6K - $14.1K
|
265
$8.3K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-275- 24.44% |
$8.64K - $9.72K
|
850
$26.6K
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 41.67% |
$7.85K - $8.84K
|
350
$11K
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-220- 1.15% |
$6.91K - $7.78K
|
18.9K
$593K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-150- 2.18% |
$4.71K - $5.3K
|
6.74K
$211K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-143- 2.04% |
$4.49K - $5.06K
|
6.88K
$215K
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-113- 0.33% |
$3.55K - $3.99K
|
34K
$1.06M
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-86- 10.41% |
$2.7K - $3.04K
|
740
$23.2K
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-20- 0.13% |
$628 - $707
|
14.8K
$463K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-10- 52.63% |
$314 - $354
|
9
$282
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1- 50.0% |
$31.4 - $35.4
|
1
$31.3
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-1.28MClosed |
$41M - $46.4M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-424KClosed |
$13.6M - $15.4M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-318KClosed |
$10.2M - $11.5M
|
0
$0
|