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 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
315+ 0.39% |
$9.8K - $10.3K
|
80.5K
$2.54M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
314+ 20.75% |
$9.77K - $10.2K
|
1.83K
$57.6K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
312+ 3.37% |
$9.71K - $10.2K
|
9.57K
$302K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
300New |
$9.34K - $9.76K
|
300
$9.47K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
267+ 0.64% |
$8.31K - $8.69K
|
42K
$1.33M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
266+ 143.78% |
$8.28K - $8.66K
|
451
$14.2K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
252+ 3.34% |
$7.84K - $8.2K
|
7.79K
$246K
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
252+ 3.17% |
$7.84K - $8.2K
|
8.2K
$259K
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
249+ 2.3% |
$7.75K - $8.1K
|
11.1K
$350K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
247+ 3.11% |
$7.69K - $8.04K
|
8.19K
$258K
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
235+ 0.56% |
$7.31K - $7.65K
|
42.1K
$1.33M
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
232New |
$7.22K - $7.55K
|
232
$7.32K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
226+ 3.01% |
$7.03K - $7.35K
|
7.73K
$244K
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
213+ 0.34% |
$6.63K - $6.93K
|
62.3K
$1.96M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
203+ 383.02% |
$6.32K - $6.61K
|
256
$8.08K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 0.49% |
$6.22K - $6.51K
|
40.8K
$1.29M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 33.33% |
$6.22K - $6.51K
|
800
$25.2K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
190+ 0.82% |
$5.91K - $6.18K
|
23.4K
$738K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
188+ 7.87% |
$5.85K - $6.12K
|
2.58K
$81.3K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
188+ 0.79% |
$5.85K - $6.12K
|
24K
$758K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
164+ 1.77% |
$5.1K - $5.34K
|
9.42K
$297K
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
152+ 0.18% |
$4.73K - $4.95K
|
84.2K
$2.66M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$4.67K - $4.88K
|
150
$4.73K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
145New |
$4.51K - $4.72K
|
145
$4.57K
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
144+ 0.97% |
$4.48K - $4.69K
|
15K
$475K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
143+ 1.98% |
$4.45K - $4.65K
|
7.36K
$232K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
135+ 1.01% |
$4.2K - $4.39K
|
13.4K
$424K
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
129+ 1.09% |
$4.01K - $4.2K
|
12K
$378K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
120+ 0.33% |
$3.73K - $3.9K
|
36.1K
$1.14M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
115+ 8.03% |
$3.58K - $3.74K
|
1.55K
$48.8K
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
115+ 0.44% |
$3.58K - $3.74K
|
26.4K
$834K
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
111+ 0.71% |
$3.45K - $3.61K
|
15.8K
$498K
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
108+ 1.06% |
$3.36K - $3.51K
|
10.3K
$324K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
102+ 1.08% |
$3.17K - $3.32K
|
9.51K
$300K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
94+ 10.44% |
$2.93K - $3.06K
|
994
$31.4K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
80+ 0.98% |
$2.49K - $2.6K
|
8.24K
$260K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
68+ 0.97% |
$2.12K - $2.21K
|
7.1K
$224K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
65New |
$2.02K - $2.12K
|
65
$2.05K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
58+ 0.61% |
$1.8K - $1.89K
|
9.5K
$300K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
52New |
$1.62K - $1.69K
|
52
$1.64K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
51+ 0.75% |
$1.59K - $1.66K
|
6.81K
$215K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
45+ 0.54% |
$1.4K - $1.46K
|
8.44K
$266K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
43+ 1.1% |
$1.34K - $1.4K
|
3.95K
$125K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
43+ 0.63% |
$1.34K - $1.4K
|
6.84K
$216K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40+ 0.51% |
$1.24K - $1.3K
|
7.85K
$248K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
38+ 1.25% |
$1.18K - $1.24K
|
3.09K
$97.3K
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
36+ 0.03% |
$1.12K - $1.17K
|
123K
$3.87M
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
36+ 0.1% |
$1.12K - $1.17K
|
36.6K
$1.15M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
33+ 0.35% |
$1.03K - $1.07K
|
9.53K
$301K
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$1.03K - $1.07K
|
33
$1.04K
|