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 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.37K+ 173.42% |
$136K - $142K
|
6.89K
$217K
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.35K+ 3.27% |
$135K - $142K
|
137K
$4.34M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.25K+ 24.93% |
$132K - $138K
|
21.3K
$672K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.12K+ 20.39% |
$128K - $134K
|
24.3K
$767K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.08K+ 6.87% |
$127K - $133K
|
63.5K
$2M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
4.08K+ 1.85% |
$127K - $133K
|
224K
$7.06M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4K+ 9.62% |
$125K - $130K
|
45.6K
$1.44M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.9K+ 50.97% |
$121K - $127K
|
11.6K
$365K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.88K+ 1.9% |
$121K - $126K
|
208K
$6.58M
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.86K+ 6.46% |
$120K - $126K
|
63.7K
$2.01M
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.84K+ 4.39% |
$119K - $125K
|
91.2K
$2.88M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.8K+ 2.96% |
$118K - $123K
|
132K
$4.16M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.77KNew |
$117K - $123K
|
3.77K
$119K
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.76K+ 57.98% |
$117K - $122K
|
10.2K
$323K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.51K+ 15.95% |
$109K - $114K
|
25.5K
$804K
|
|
May 07, 2024
Q1 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$109K - $114K
|
3.5K
$110K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.47K+ 19.95% |
$108K - $113K
|
20.8K
$658K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.34K+ 23.08% |
$104K - $109K
|
17.8K
$563K
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
3.28K+ 4.26% |
$102K - $107K
|
80.3K
$2.53M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.27K+ 8.0% |
$102K - $106K
|
44.1K
$1.39M
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.18K+ 4.29% |
$99K - $103K
|
77.3K
$2.44M
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.16KNew |
$98.3K - $103K
|
3.16K
$99.6K
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3.14K+ 40.14% |
$97.8K - $102K
|
11K
$346K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.14K+ 49.27% |
$97.6K - $102K
|
9.5K
$300K
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.12K+ 2.17% |
$97K - $101K
|
147K
$4.64M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 11.76% |
$96.5K - $101K
|
29.5K
$929K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.1K+ 0.2% |
$96.5K - $101K
|
1.56M
$49.1M
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
3.09K+ 6.57% |
$96.3K - $101K
|
50.2K
$1.58M
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.99K+ 16.65% |
$93K - $97.3K
|
20.9K
$661K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.93K+ 568.93% |
$91.2K - $95.3K
|
3.45K
$109K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.92K+ 2.86% |
$90.7K - $94.9K
|
105K
$3.31M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.9K+ 18.48% |
$90.3K - $94.4K
|
18.6K
$587K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89KNew |
$90K - $94.1K
|
2.89K
$91.2K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.77K+ 6.34% |
$86.1K - $90K
|
46.4K
$1.46M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.74K+ 40.4% |
$85.2K - $89.1K
|
9.51K
$300K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.7KNew |
$84K - $87.9K
|
2.7K
$85.2K
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.61K+ 2.2% |
$81.2K - $84.9K
|
121K
$3.82M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.57K+ 1.15% |
$80K - $83.6K
|
227K
$7.15M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.53K+ 38.57% |
$78.6K - $82.2K
|
9.08K
$286K
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.51K+ 8.39% |
$78K - $81.5K
|
32.4K
$1.02M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.47KNew |
$76.7K - $80.2K
|
2.47K
$77.8K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.46K+ 9.83% |
$76.4K - $79.9K
|
27.4K
$866K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.44K+ 19.32% |
$76K - $79.5K
|
15.1K
$476K
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.4K+ 4.56% |
$74.7K - $78.1K
|
55.1K
$1.74M
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.36K+ 14.36% |
$73.5K - $76.9K
|
18.8K
$593K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 13.95% |
$71.9K - $75.2K
|
18.9K
$595K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.31K+ 23.63% |
$71.8K - $75.1K
|
12.1K
$381K
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 3.28% |
$68.4K - $71.5K
|
69.1K
$2.18M
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.13K+ 2.83% |
$66.4K - $69.4K
|
77.4K
$2.44M
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.12K+ 10.78% |
$66K - $69K
|
21.8K
$687K
|