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 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
442+ 5.7% |
$13.8K - $14.4K
|
8.19K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
425+ 3.76% |
$13.2K - $13.8K
|
11.7K
$375K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
420+ 2.98% |
$13.1K - $13.7K
|
14.5K
$465K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
405+ 4.91% |
$12.6K - $13.2K
|
8.65K
$277K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
404+ 11.43% |
$12.6K - $13.1K
|
3.94K
$126K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
388+ 157.09% |
$12.1K - $12.6K
|
635
$20.3K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
378+ 0.27% |
$11.8K - $12.3K
|
140K
$4.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
369+ 1.11% |
$11.5K - $12K
|
33.6K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
363+ 1.4% |
$11.3K - $11.8K
|
26.3K
$841K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
360+ 2.3% |
$11.2K - $11.7K
|
16K
$511K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
357+ 1.24% |
$11.1K - $11.6K
|
29.1K
$932K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
335+ 0.49% |
$10.4K - $10.9K
|
68.9K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
327+ 7.88% |
$10.2K - $10.6K
|
4.48K
$143K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
315+ 0.39% |
$9.8K - $10.3K
|
80.5K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
314+ 20.75% |
$9.77K - $10.2K
|
1.83K
$58.4K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
312+ 3.37% |
$9.71K - $10.2K
|
9.57K
$306K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
300New |
$9.34K - $9.76K
|
300
$9.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
267+ 0.64% |
$8.31K - $8.69K
|
42K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
266+ 143.78% |
$8.28K - $8.66K
|
451
$14.4K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
257+ 1.83% |
$8K - $8.36K
|
14.3K
$457K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
252+ 3.17% |
$7.84K - $8.2K
|
8.2K
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
252+ 3.34% |
$7.84K - $8.2K
|
7.79K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
249+ 2.3% |
$7.75K - $8.1K
|
11.1K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
247+ 3.11% |
$7.69K - $8.04K
|
8.19K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
235+ 0.56% |
$7.31K - $7.65K
|
42.1K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
232New |
$7.22K - $7.55K
|
232
$7.42K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
226+ 3.01% |
$7.03K - $7.35K
|
7.73K
$247K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
213+ 0.34% |
$6.63K - $6.93K
|
62.3K
$1.99M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
210New |
$6.54K - $6.83K
|
210
$6.72K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
203+ 383.02% |
$6.32K - $6.61K
|
256
$8.19K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 33.33% |
$6.22K - $6.51K
|
800
$25.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 0.49% |
$6.22K - $6.51K
|
40.8K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
190+ 0.82% |
$5.91K - $6.18K
|
23.4K
$748K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
188+ 0.79% |
$5.85K - $6.12K
|
24K
$768K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
188+ 7.87% |
$5.85K - $6.12K
|
2.58K
$82.4K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
164+ 1.77% |
$5.1K - $5.34K
|
9.42K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
152+ 0.18% |
$4.73K - $4.95K
|
84.2K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$4.67K - $4.88K
|
150
$4.8K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
145New |
$4.51K - $4.72K
|
145
$4.64K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
144+ 0.97% |
$4.48K - $4.69K
|
15K
$481K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
143+ 1.98% |
$4.45K - $4.65K
|
7.36K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
135+ 1.01% |
$4.2K - $4.39K
|
13.4K
$430K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
135+ 0.11% |
$4.2K - $4.39K
|
124K
$3.98M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
129+ 1.09% |
$4.01K - $4.2K
|
12K
$384K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
120+ 0.33% |
$3.73K - $3.9K
|
36.1K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
115+ 8.03% |
$3.58K - $3.74K
|
1.55K
$49.5K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
115+ 0.44% |
$3.58K - $3.74K
|
26.4K
$846K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
111+ 0.71% |
$3.45K - $3.61K
|
15.8K
$505K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
108+ 1.06% |
$3.36K - $3.51K
|
10.3K
$329K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
102+ 1.08% |
$3.17K - $3.32K
|
9.51K
$304K
|