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
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.86K- 8.62% |
$88.9K - $92.9K
|
30.3K
$951K
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.86K- 7.1% |
$89.1K - $93.2K
|
37.5K
$1.18M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.87K- 1.22% |
$89.4K - $93.5K
|
232K
$7.3M
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.9K- 4.41% |
$90.3K - $94.5K
|
63K
$1.98M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.94K- 1.95% |
$91.6K - $95.8K
|
148K
$4.65M
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.01K- 7.09% |
$93.7K - $97.9K
|
39.4K
$1.24M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.04K- 20.16% |
$94.6K - $98.9K
|
12K
$378K
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-3.05K- 22.22% |
$94.9K - $99.2K
|
10.7K
$335K
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-3.05K- 21.0% |
$94.9K - $99.2K
|
11.5K
$361K
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-3.06K- 0.98% |
$95.3K - $99.6K
|
308K
$9.68M
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.07K- 1.94% |
$95.6K - $100K
|
155K
$4.87M
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.17K- 19.37% |
$98.6K - $103K
|
13.2K
$415K
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.19K- 6.93% |
$99.2K - $104K
|
42.8K
$1.34M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.23K- 8.16% |
$100K - $105K
|
36.3K
$1.14M
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.26K- 3.56% |
$101K - $106K
|
88.3K
$2.78M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.28K- 51.69% |
$102K - $107K
|
3.06K
$96.2K
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.3K- 26.99% |
$103K - $107K
|
8.93K
$280K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.4K- 4.34% |
$106K - $111K
|
74.9K
$2.35M
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.44K- 5.83% |
$107K - $112K
|
55.5K
$1.74M
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.49K- 4.45% |
$108K - $113K
|
74.9K
$2.35M
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.5K- 7.77% |
$109K - $114K
|
41.5K
$1.3M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.51K- 13.8% |
$109K - $114K
|
22K
$690K
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.53K- 9.19% |
$110K - $115K
|
34.9K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.54K- 14.24% |
$110K - $115K
|
21.3K
$669K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.63K- 10.06% |
$113K - $118K
|
32.4K
$1.02M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.64K- 46.4% |
$113K - $118K
|
4.2K
$132K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.64K- 48.44% |
$113K - $118K
|
3.87K
$122K
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.78K- 27.0% |
$118K - $123K
|
10.2K
$321K
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.92K- 31.78% |
$122K - $128K
|
8.42K
$265K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.98K- 0.58% |
$124K - $130K
|
685K
$21.5M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.03K- 26.05% |
$125K - $131K
|
11.4K
$359K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.06K- 3.02% |
$126K - $132K
|
130K
$4.09M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.22K- 4.15% |
$131K - $137K
|
97.5K
$3.06M
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-4.31K- 2.02% |
$134K - $140K
|
209K
$6.57M
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-4.39K- 22.25% |
$137K - $143K
|
15.3K
$482K
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.39K- 19.89% |
$137K - $143K
|
17.7K
$556K
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.4K- 5.99% |
$137K - $143K
|
69K
$2.17M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.55K- 27.44% |
$142K - $148K
|
12K
$378K
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.63K- 38.27% |
$144K - $151K
|
7.47K
$235K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.71K- 25.71% |
$147K - $153K
|
13.6K
$428K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.83K- 97.85% |
$150K - $157K
|
106
$3.33K
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.84K- 11.24% |
$151K - $157K
|
38.2K
$1.2M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.01K- 12.61% |
$156K - $163K
|
34.7K
$1.09M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.24K- 17.99% |
$163K - $171K
|
23.9K
$751K
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.33K- 45.53% |
$166K - $173K
|
6.38K
$200K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 16.7% |
$169K - $177K
|
27.1K
$852K
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.45K- 20.19% |
$170K - $177K
|
21.5K
$677K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.56KClosed |
$173K - $181K
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.91K- 13.63% |
$184K - $192K
|
37.4K
$1.18M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.18K- 7.39% |
$192K - $201K
|
77.4K
$2.43M
|