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 |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.49K- 10.39% |
$46.2K - $48.4K
|
12.8K
$403K
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.49K- 3.35% |
$46.4K - $48.5K
|
43K
$1.35M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.5K- 31.46% |
$46.7K - $48.8K
|
3.27K
$103K
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.58K- 1.52% |
$49.1K - $51.4K
|
103K
$3.22M
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-1.58K- 3.33% |
$49.2K - $51.4K
|
45.9K
$1.44M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.61K- 7.96% |
$50.1K - $52.4K
|
18.6K
$586K
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.63K- 6.76% |
$50.7K - $53K
|
22.5K
$706K
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.63K- 11.8% |
$50.9K - $53.2K
|
12.2K
$384K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 2.86% |
$51.3K - $53.6K
|
56K
$1.76M
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.65K- 4.37% |
$51.5K - $53.8K
|
36.2K
$1.14M
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.66K- 8.01% |
$51.6K - $54K
|
19.1K
$599K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.68K- 23.55% |
$52.1K - $54.5K
|
5.44K
$171K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.7K- 8.62% |
$52.9K - $55.3K
|
18K
$566K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.71K- 14.32% |
$53.3K - $55.7K
|
10.2K
$322K
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 6.55% |
$53.9K - $56.4K
|
24.7K
$776K
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.75K- 5.89% |
$54.6K - $57K
|
28K
$881K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.76K- 21.47% |
$54.6K - $57.1K
|
6.42K
$202K
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 0.83% |
$56.5K - $59.1K
|
218K
$6.84M
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.83K- 9.07% |
$57K - $59.6K
|
18.4K
$577K
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.84K- 11.92% |
$57.3K - $59.9K
|
13.6K
$428K
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.85K- 3.87% |
$57.6K - $60.2K
|
46K
$1.45M
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.87K- 2.16% |
$58.2K - $60.9K
|
84.7K
$2.66M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.87K- 11.66% |
$58.3K - $60.9K
|
14.2K
$445K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.88K- 3.34% |
$58.4K - $61K
|
54.3K
$1.71M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.01K- 3.85% |
$62.4K - $65.2K
|
50K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.01K- 21.43% |
$62.6K - $65.4K
|
7.37K
$232K
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.02K- 2.43% |
$62.9K - $65.8K
|
81.2K
$2.55M
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.02K- 2.91% |
$63K - $65.9K
|
67.5K
$2.12M
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.1K- 17.3% |
$65.4K - $68.3K
|
10K
$315K
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.13K- 1.58% |
$66.3K - $69.3K
|
132K
$4.16M
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.17K- 12.59% |
$67.4K - $70.4K
|
15K
$472K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.3K- 2.25% |
$71.4K - $74.7K
|
99.6K
$3.13M
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.39K- 9.97% |
$74.4K - $77.8K
|
21.6K
$678K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.39K- 11.01% |
$74.4K - $77.8K
|
19.3K
$607K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.39K- 25.55% |
$74.4K - $77.8K
|
6.97K
$219K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.4K- 11.29% |
$74.7K - $78.1K
|
18.9K
$593K
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.43K- 6.68% |
$75.5K - $78.9K
|
33.9K
$1.07M
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.43K- 4.07% |
$75.5K - $78.9K
|
57.2K
$1.8M
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.57K- 6.58% |
$79.9K - $83.5K
|
36.4K
$1.14M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.62K- 1.65% |
$81.4K - $85.1K
|
156K
$4.91M
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2.63K- 2.67% |
$81.7K - $85.4K
|
95.7K
$3.01M
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.65K- 6.11% |
$82.4K - $86.1K
|
40.6K
$1.28M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.66K- 7.64% |
$82.9K - $86.7K
|
32.2K
$1.01M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.72K- 1.9% |
$84.6K - $88.4K
|
140K
$4.4M
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.72K- 3.06% |
$84.7K - $88.5K
|
86.2K
$2.71M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.76K- 5.27% |
$86K - $89.9K
|
49.7K
$1.56M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.76K- 9.05% |
$86K - $89.9K
|
27.8K
$873K
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.8K- 4.67% |
$87.1K - $91.1K
|
57.1K
$1.79M
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.82K- 2.09% |
$87.7K - $91.7K
|
132K
$4.15M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.83K- 14.97% |
$87.9K - $91.9K
|
16K
$504K
|