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
$178M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.33M+ 79.73% |
$41M - $43.1M
|
3.01M
$91M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.02MNew |
$31.4M - $33M
|
1.02M
$30.9M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
832KNew |
$25.6M - $26.9M
|
832K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
442KNew |
$13.6M - $14.3M
|
442K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
360K+ 40.68% |
$11.1M - $11.6M
|
1.24M
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
356K+ 3.47% |
$10.9M - $11.5M
|
10.6M
$321M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
319K+ 13230.2% |
$9.81M - $10.3M
|
322K
$9.73M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
305KNew |
$9.37M - $9.84M
|
305K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
285KNew |
$8.74M - $9.18M
|
285K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
278KNew |
$8.54M - $8.97M
|
278K
$8.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
234K+ 2098.39% |
$7.19M - $7.55M
|
245K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
195KNew |
$6.01M - $6.31M
|
195K
$5.91M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
195KNew |
$5.99M - $6.29M
|
195K
$5.89M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
151K+ 27.97% |
$4.65M - $4.89M
|
693K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146K+ 9.32% |
$4.5M - $4.73M
|
1.72M
$51.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
144K+ 12.07% |
$4.41M - $4.63M
|
1.33M
$40.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
133K+ 150.09% |
$4.09M - $4.3M
|
222K
$6.71M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
132K+ 57.26% |
$4.07M - $4.27M
|
364K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
123K+ 7.17% |
$3.76M - $3.95M
|
1.83M
$55.4M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
119K+ 386.05% |
$3.66M - $3.84M
|
150K
$4.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118K+ 11.32% |
$3.63M - $3.81M
|
1.16M
$35.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
116K+ 14.13% |
$3.57M - $3.74M
|
937K
$28.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
115K+ 16.94% |
$3.53M - $3.71M
|
794K
$24M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
114K+ 51.34% |
$3.49M - $3.67M
|
335K
$10.1M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
107K+ 139.5% |
$3.28M - $3.45M
|
183K
$5.54M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
102K+ 47.06% |
$3.15M - $3.3M
|
320K
$9.68M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
98.4K+ 12.7% |
$3.02M - $3.17M
|
873K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
95.8K+ 2.64% |
$2.94M - $3.09M
|
3.72M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.5K+ 1.95% |
$2.9M - $3.05M
|
4.95M
$150M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
91.3K+ 28.34% |
$2.81M - $2.94M
|
413K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
89.3KNew |
$2.74M - $2.88M
|
89.3K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
88.8K+ 4.94% |
$2.73M - $2.86M
|
1.88M
$57M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
81.1K+ 35.56% |
$2.49M - $2.62M
|
309K
$9.34M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
80K+ 781.24% |
$2.46M - $2.58M
|
90.2K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
77.8K+ 9.06% |
$2.39M - $2.51M
|
937K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
77.1K+ 12.36% |
$2.37M - $2.49M
|
701K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
75.3K+ 10.05% |
$2.31M - $2.43M
|
825K
$24.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
74.2K+ 20.89% |
$2.28M - $2.39M
|
429K
$13M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
74K+ 9.79% |
$2.27M - $2.39M
|
829K
$25.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
73.4KNew |
$2.26M - $2.37M
|
73.4K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
72.3K+ 34.11% |
$2.22M - $2.33M
|
284K
$8.59M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
68.1K+ 61.27% |
$2.09M - $2.2M
|
179K
$5.41M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
60.3K+ 420.8% |
$1.85M - $1.94M
|
74.6K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
58.8KNew |
$1.81M - $1.9M
|
58.8K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
55.9KNew |
$1.72M - $1.8M
|
55.9K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
53.9K+ 6.86% |
$1.66M - $1.74M
|
839K
$25.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
52.1K+ 4.8% |
$1.6M - $1.68M
|
1.14M
$34.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
51.6K+ 2.93% |
$1.59M - $1.67M
|
1.81M
$54.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
49.6K+ 99234.0% |
$1.52M - $1.6M
|
49.7K
$1.5M
|