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 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 5.3% |
$35.3K - $37.1K
|
20.6K
$644K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.19K- 3.65% |
$36.5K - $38.3K
|
31.3K
$981K
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.2K- 12.5% |
$36.9K - $38.7K
|
8.4K
$263K
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 13.44% |
$37.6K - $39.4K
|
7.87K
$247K
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.23K- 2.69% |
$37.6K - $39.5K
|
44.3K
$1.39M
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.23K- 1.09% |
$37.6K - $39.5K
|
111K
$3.47M
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.24K- 9.48% |
$38.2K - $40.1K
|
11.9K
$372K
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-1.29K- 1.83% |
$39.6K - $41.6K
|
69.1K
$2.16M
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.31K- 4.37% |
$40.1K - $42.1K
|
28.6K
$896K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.31K- 10.96% |
$40.3K - $42.3K
|
10.7K
$334K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 6.17% |
$40.6K - $42.6K
|
20.1K
$630K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-1.33K- 15.89% |
$40.8K - $42.8K
|
7.03K
$220K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.35K- 5.32% |
$41.5K - $43.6K
|
24K
$753K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.37K- 9.96% |
$42K - $44.1K
|
12.4K
$387K
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-1.37K- 8.78% |
$42.1K - $44.2K
|
14.2K
$446K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.37K- 11.78% |
$42.2K - $44.3K
|
10.3K
$322K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.38K- 89.81% |
$42.3K - $44.4K
|
156
$4.89K
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-1.38K- 23.9% |
$42.5K - $44.6K
|
4.41K
$138K
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-1.39K- 3.06% |
$42.7K - $44.8K
|
44K
$1.38M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.4K- 15.94% |
$42.9K - $45.1K
|
7.37K
$231K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.4K- 9.3% |
$43.1K - $45.2K
|
13.7K
$429K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.41K- 5.71% |
$43.3K - $45.4K
|
23.3K
$729K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.42K- 15.81% |
$43.6K - $45.8K
|
7.56K
$237K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.46K- 4.08% |
$44.8K - $47.1K
|
34.3K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.48K- 0.98% |
$45.4K - $47.7K
|
149K
$4.67M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.48K- 9.93% |
$45.6K - $47.8K
|
13.4K
$421K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.49K- 5.57% |
$45.6K - $47.9K
|
25.2K
$788K
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.49K- 14.28% |
$45.8K - $48.1K
|
8.94K
$280K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1.5K- 3.04% |
$46K - $48.3K
|
47.6K
$1.49M
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.5K- 5.5% |
$46.1K - $48.4K
|
25.8K
$807K
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 3.74% |
$46.1K - $48.4K
|
38.7K
$1.21M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.58K- 5.94% |
$48.6K - $51K
|
25K
$784K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.61K- 10.34% |
$49.5K - $52K
|
14K
$438K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.61K- 19.11% |
$49.6K - $52K
|
6.83K
$214K
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.64K- 7.08% |
$50.4K - $52.9K
|
21.5K
$674K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.66K- 1.55% |
$50.9K - $53.5K
|
105K
$3.29M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 7.87% |
$51.2K - $53.7K
|
19.5K
$611K
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.72K- 1.31% |
$52.7K - $55.3K
|
130K
$4.06M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.72K- 36.97% |
$52.9K - $55.5K
|
2.93K
$91.9K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.74K- 5.18% |
$53.5K - $56.2K
|
31.9K
$1M
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.77K- 5.87% |
$54.4K - $57.1K
|
28.4K
$889K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 42.64% |
$55.5K - $58.2K
|
2.43K
$76.1K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.81K- 7.9% |
$55.7K - $58.5K
|
21.2K
$663K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.82K- 11.5% |
$55.8K - $58.6K
|
14K
$438K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.82K- 51.84% |
$55.8K - $58.6K
|
1.69K
$52.9K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.82K- 11.6% |
$55.9K - $58.7K
|
13.9K
$435K
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.83K- 0.14% |
$56.3K - $59.1K
|
1.3M
$40.8M
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.89K- 1.12% |
$58K - $60.9K
|
167K
$5.23M
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.93K- 1.86% |
$59.2K - $62.2K
|
102K
$3.19M
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.94K- 3.49% |
$59.5K - $62.4K
|
53.6K
$1.68M
|