Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.76M+ 4002.92% |
$177M - $186M
|
5.9M
$174M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
144K+ 12.07% |
$4.41M - $4.63M
|
1.33M
$39.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
115K+ 16.94% |
$3.53M - $3.71M
|
794K
$23.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
114K+ 51.34% |
$3.49M - $3.67M
|
335K
$9.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
88.8K+ 4.94% |
$2.73M - $2.86M
|
1.88M
$55.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
81.1K+ 35.56% |
$2.49M - $2.62M
|
309K
$9.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
74.2K+ 20.89% |
$2.28M - $2.39M
|
429K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
55.9KNew |
$1.72M - $1.8M
|
55.9K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
49.6K+ 99234.0% |
$1.52M - $1.6M
|
49.7K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43.8KNew |
$1.35M - $1.41M
|
43.8K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.6K+ 3.0% |
$940K - $987K
|
1.05M
$31.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
23K+ 12.75% |
$705K - $740K
|
203K
$5.99M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.1K+ 13.05% |
$680K - $714K
|
192K
$5.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
17.5K+ 16.09% |
$538K - $565K
|
126K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
15.1K+ 14.19% |
$465K - $488K
|
122K
$3.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
14.4K+ 3.33% |
$443K - $466K
|
448K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
14.3KNew |
$441K - $463K
|
14.3K
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
13.6K+ 21.12% |
$419K - $439K
|
78.1K
$2.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
13.4K+ 5.94% |
$412K - $432K
|
239K
$7.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.1KNew |
$372K - $390K
|
12.1K
$357K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.1KNew |
$371K - $390K
|
12.1K
$357K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.9K+ 3.95% |
$367K - $385K
|
314K
$9.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.4K+ 5.79% |
$350K - $368K
|
208K
$6.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10.3K+ 68.13% |
$318K - $333K
|
25.5K
$753K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 2.13% |
$315K - $331K
|
491K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.94K+ 192.18% |
$244K - $256K
|
12.1K
$356K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.28K+ 8.45% |
$224K - $235K
|
93.4K
$2.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
7.11KNew |
$218K - $229K
|
7.11K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
6.85K+ 5.83% |
$211K - $221K
|
124K
$3.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
6.73KNew |
$207K - $217K
|
6.73K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 58.06% |
$194K - $203K
|
17.2K
$506K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.99K+ 9.92% |
$184K - $193K
|
66.4K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
5.95K+ 3.42% |
$183K - $192K
|
180K
$5.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.9K+ 7.93% |
$181K - $190K
|
80.4K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.28K+ 5.75% |
$132K - $138K
|
78.7K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
4.17K+ 4.83% |
$128K - $134K
|
90.5K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.12K+ 7.52% |
$127K - $133K
|
58.9K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.92K+ 23.57% |
$120K - $126K
|
20.6K
$607K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.94K+ 12.85% |
$90.3K - $94.8K
|
25.8K
$762K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.77K+ 3.41% |
$85.2K - $89.5K
|
84K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.65K+ 0.93% |
$81.4K - $85.5K
|
286K
$8.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 22.05% |
$72.9K - $76.5K
|
13.1K
$387K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.15K+ 4.94% |
$66K - $69.3K
|
45.6K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.11K+ 5.57% |
$64.7K - $67.9K
|
39.9K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.91K+ 1.57% |
$58.6K - $61.5K
|
123K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 1.45% |
$56.8K - $59.6K
|
129K
$3.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.76K+ 25.77% |
$54.1K - $56.8K
|
8.59K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.75K+ 5.47% |
$53.9K - $56.6K
|
33.8K
$998K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.48K+ 7.03% |
$45.4K - $47.6K
|
22.5K
$664K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 4.98% |
$35.6K - $37.4K
|
24.4K
$722K
|