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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-327- 10.8% |
$10K - $10.5K
|
2.7K
$81.6K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-330- 3.66% |
$10.1K - $10.6K
|
8.69K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-330- 2.43% |
$10.1K - $10.6K
|
13.3K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-338- 1.31% |
$10.4K - $10.9K
|
25.5K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-340- 0.34% |
$10.4K - $11K
|
101K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-342- 1.9% |
$10.5K - $11K
|
17.7K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-344- 4.12% |
$10.6K - $11.1K
|
8K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-356- 1.15% |
$10.9K - $11.5K
|
30.5K
$921K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-373- 31.21% |
$11.5K - $12K
|
822
$24.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-379- 0.62% |
$11.6K - $12.2K
|
61K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-380- 3.68% |
$11.7K - $12.3K
|
9.95K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-381- 0.33% |
$11.7K - $12.3K
|
115K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-383- 0.87% |
$11.8K - $12.4K
|
43.7K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-384- 1.02% |
$11.8K - $12.4K
|
37.4K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-410- 3.17% |
$12.6K - $13.2K
|
12.5K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-419- 2.89% |
$12.9K - $13.5K
|
14.1K
$425K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-425- 4.26% |
$13.1K - $13.7K
|
9.56K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-427- 26.28% |
$13.1K - $13.8K
|
1.2K
$36.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-432- 0.3% |
$13.3K - $13.9K
|
141K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-432- 0.62% |
$13.3K - $13.9K
|
69.3K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-432- 1.1% |
$13.3K - $13.9K
|
38.7K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-434- 0.33% |
$13.3K - $14K
|
129K
$3.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-435- 4.03% |
$13.4K - $14K
|
10.4K
$313K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-453- 2.64% |
$13.9K - $14.6K
|
16.7K
$506K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-454- 1.45% |
$14K - $14.6K
|
30.9K
$935K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-475- 0.32% |
$14.6K - $15.3K
|
150K
$4.54M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-479- 1.49% |
$14.7K - $15.5K
|
31.8K
$961K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-482- 2.5% |
$14.8K - $15.5K
|
18.8K
$567K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-483- 4.04% |
$14.8K - $15.6K
|
11.5K
$347K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-484- 3.9% |
$14.9K - $15.6K
|
11.9K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-500- 0.97% |
$15.4K - $16.1K
|
51K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-509- 1.02% |
$15.6K - $16.4K
|
49.3K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-540- 17.86% |
$16.6K - $17.4K
|
2.48K
$75.1K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-551- 0.54% |
$16.9K - $17.8K
|
101K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-584- 2.13% |
$17.9K - $18.8K
|
26.8K
$810K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-590- 2.5% |
$18.1K - $19K
|
23K
$696K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-593- 0.49% |
$18.2K - $19.1K
|
120K
$3.63M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-607- 53.11% |
$18.7K - $19.6K
|
536
$16.2K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-623- 3.7% |
$19.1K - $20.1K
|
16.2K
$490K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-638- 8.04% |
$19.6K - $20.6K
|
7.29K
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-645- 1.58% |
$19.8K - $20.8K
|
40.2K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-650- 8.66% |
$20K - $21K
|
6.86K
$207K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-650- 3.25% |
$20K - $21K
|
19.4K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-653- 0.76% |
$20.1K - $21.1K
|
85.1K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-667- 0.01% |
$20.5K - $21.5K
|
5.89M
$178M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-688- 73.19% |
$21.1K - $22.2K
|
252
$7.62K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-700- 1.05% |
$21.5K - $22.6K
|
65.8K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-703- 1.22% |
$21.6K - $22.7K
|
56.7K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-745- 1.1% |
$22.9K - $24K
|
67K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-750- 5.6% |
$23K - $24.2K
|
12.6K
$382K
|