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 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-638- 8.04% |
$19.6K - $20.6K
|
7.29K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-645- 1.58% |
$19.8K - $20.8K
|
40.2K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-650- 8.66% |
$20K - $21K
|
6.86K
$215K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-650- 3.25% |
$20K - $21K
|
19.4K
$607K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-653- 0.76% |
$20.1K - $21.1K
|
85.1K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-667- 0.01% |
$20.5K - $21.5K
|
5.89M
$185M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-688- 73.19% |
$21.1K - $22.2K
|
252
$7.9K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-700- 1.05% |
$21.5K - $22.6K
|
65.8K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-703- 1.22% |
$21.6K - $22.7K
|
56.7K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-745- 1.1% |
$22.9K - $24K
|
67K
$2.1M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-750- 5.6% |
$23K - $24.2K
|
12.6K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-757- 4.46% |
$23.3K - $24.4K
|
16.2K
$509K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-764- 7.49% |
$23.5K - $24.6K
|
9.43K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-767- 1.9% |
$23.6K - $24.7K
|
39.5K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-780- 7.44% |
$24K - $25.2K
|
9.71K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-783- 7.52% |
$24.1K - $25.3K
|
9.62K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-837- 5.87% |
$25.7K - $27K
|
13.4K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-842- 7.77% |
$25.9K - $27.2K
|
10K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-845- 50.0% |
$26K - $27.3K
|
845
$26.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-850- 8.72% |
$26.1K - $27.4K
|
8.89K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-854Closed |
$26.2K - $27.6K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-860- 3.9% |
$26.4K - $27.7K
|
21.2K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-870- 0.06% |
$26.7K - $28.1K
|
1.55M
$48.7M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-883- 4.95% |
$27.1K - $28.5K
|
16.9K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-906- 4.79% |
$27.8K - $29.2K
|
18K
$564K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-914- 8.49% |
$28.1K - $29.5K
|
9.85K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-918- 2.15% |
$28.2K - $29.6K
|
41.9K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-934- 2.14% |
$28.7K - $30.1K
|
42.7K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-941- 10.06% |
$28.9K - $30.4K
|
8.41K
$263K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-950- 51.38% |
$29.2K - $30.6K
|
899
$28.2K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-979- 11.76% |
$30.1K - $31.6K
|
7.34K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-985- 2.21% |
$30.3K - $31.8K
|
43.6K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-988- 1.34% |
$30.4K - $31.9K
|
72.6K
$2.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-988- 8.27% |
$30.4K - $31.9K
|
11K
$344K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-990- 6.31% |
$30.4K - $31.9K
|
14.7K
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-994- 1.04% |
$30.5K - $32.1K
|
94.8K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-998- 6.9% |
$30.7K - $32.2K
|
13.5K
$422K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1K- 13.69% |
$30.7K - $32.3K
|
6.3K
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.01K- 12.52% |
$31.1K - $32.6K
|
7.07K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.02K- 13.28% |
$31.3K - $32.9K
|
6.66K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.02K- 9.12% |
$31.4K - $33K
|
10.2K
$319K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.04K- 2.93% |
$31.8K - $33.4K
|
34.4K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.05K- 10.71% |
$32.2K - $33.8K
|
8.73K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.05K- 7.93% |
$32.3K - $33.9K
|
12.2K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.07K- 9.31% |
$32.9K - $34.6K
|
10.4K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.07K- 1.79% |
$33K - $34.6K
|
58.7K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.08K- 11.68% |
$33.1K - $34.8K
|
8.15K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.1K- 11.81% |
$33.8K - $35.5K
|
8.22K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.13K- 8.17% |
$34.6K - $36.3K
|
12.6K
$396K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.15K- 2.8% |
$35.3K - $37.1K
|
39.8K
$1.25M
|