Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-275- 2.65% |
$8.56K - $8.95K
|
10.1K
$318K
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-277- 0.52% |
$8.62K - $9.01K
|
53.2K
$1.67M
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-280- 21.71% |
$8.71K - $9.11K
|
1.01K
$31.7K
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-281- 11.69% |
$8.74K - $9.14K
|
2.12K
$66.7K
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-284- 1.73% |
$8.84K - $9.24K
|
16.1K
$506K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-289- 3.68% |
$8.99K - $9.4K
|
7.55K
$237K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-289- 2.18% |
$8.99K - $9.4K
|
13K
$407K
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-298- 1.43% |
$9.27K - $9.7K
|
20.5K
$645K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-308- 7.24% |
$9.58K - $10K
|
3.95K
$124K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-310- 0.83% |
$9.65K - $10.1K
|
37K
$1.16M
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-317- 1.12% |
$9.87K - $10.3K
|
28K
$879K
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-317- 2.13% |
$9.87K - $10.3K
|
14.6K
$458K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-331- 68.81% |
$10.3K - $10.8K
|
150
$4.71K
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-332- 1.53% |
$10.3K - $10.8K
|
21.3K
$670K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-335- 4.98% |
$10.4K - $10.9K
|
6.39K
$201K
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-340- 2.17% |
$10.6K - $11.1K
|
15.3K
$481K
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-341- 3.7% |
$10.6K - $11.1K
|
8.89K
$279K
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-343- 2.47% |
$10.7K - $11.2K
|
13.6K
$426K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-350- 5.29% |
$10.9K - $11.4K
|
6.27K
$197K
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-352- 4.65% |
$11K - $11.5K
|
7.22K
$227K
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-366- 1.33% |
$11.4K - $11.9K
|
27.1K
$853K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-366- 4.52% |
$11.4K - $11.9K
|
7.73K
$243K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-383- 1.4% |
$11.9K - $12.5K
|
27K
$850K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-383- 1.96% |
$11.9K - $12.5K
|
19.2K
$602K
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-401- 5.6% |
$12.5K - $13K
|
6.76K
$212K
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-420- 1.4% |
$13.1K - $13.7K
|
29.6K
$931K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-424- 83.14% |
$13.2K - $13.8K
|
86
$2.7K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-424- 1.74% |
$13.2K - $13.8K
|
23.9K
$751K
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-445- 4.26% |
$13.8K - $14.5K
|
10K
$314K
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-450- 5.48% |
$14K - $14.6K
|
7.77K
$244K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-450- 44.6% |
$14K - $14.6K
|
559
$17.6K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-456- 1.96% |
$14.2K - $14.8K
|
22.8K
$715K
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-469- 5.7% |
$14.6K - $15.3K
|
7.76K
$244K
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-484- 4.12% |
$15.1K - $15.7K
|
11.3K
$354K
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-485- 0.21% |
$15.1K - $15.8K
|
233K
$7.33M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-500- 4.95% |
$15.6K - $16.3K
|
9.6K
$301K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-522- 2.16% |
$16.2K - $17K
|
23.6K
$743K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-530- 8.45% |
$16.5K - $17.2K
|
5.74K
$180K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-542- 5.55% |
$16.9K - $17.6K
|
9.22K
$290K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-550- 61.87% |
$17.1K - $17.9K
|
339
$10.7K
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-552- 3.16% |
$17.2K - $18K
|
16.9K
$532K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-559- 2.76% |
$17.4K - $18.2K
|
19.7K
$619K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-560- 5.32% |
$17.4K - $18.2K
|
9.96K
$313K
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-588- 8.38% |
$18.3K - $19.1K
|
6.43K
$202K
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-616- 5.27% |
$19.2K - $20K
|
11.1K
$348K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-625- 49.1% |
$19.5K - $20.3K
|
648
$20.4K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-626- 3.06% |
$19.5K - $20.4K
|
19.8K
$623K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-640- 31.28% |
$19.9K - $20.8K
|
1.41K
$44.2K
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-650- 2.22% |
$20.2K - $21.2K
|
28.7K
$901K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-666- 22.1% |
$20.7K - $21.7K
|
2.35K
$73.7K
|