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 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.16K- 4.51% |
$66.3K - $69.6K
|
45.6K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 1.03% |
$66.8K - $70.2K
|
209K
$6.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.3K- 0.15% |
$70.5K - $74K
|
1.55M
$47M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.3K- 22.89% |
$70.7K - $74.2K
|
7.75K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.32K- 2.26% |
$71.2K - $74.8K
|
100K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-2.37K- 1.16% |
$72.9K - $76.6K
|
201K
$6.09M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.45K- 2.95% |
$75.1K - $78.9K
|
80.4K
$2.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-2.53K- 3.85% |
$77.8K - $81.7K
|
63.2K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.54K- 6.52% |
$78.1K - $81.9K
|
36.4K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.65K- 3.41% |
$81.3K - $85.4K
|
75K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.65K- 14.25% |
$81.4K - $85.4K
|
15.9K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.7K- 3.4% |
$83K - $87.1K
|
76.6K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.73K- 1.65% |
$83.8K - $88K
|
163K
$4.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.77K- 22.17% |
$85K - $89.3K
|
9.72K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.86K- 7.52% |
$87.9K - $92.3K
|
35.2K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-2.9K- 20.98% |
$89K - $93.4K
|
10.9K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.9K- 9.42% |
$89.1K - $93.6K
|
27.9K
$843K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.99K- 4.05% |
$91.7K - $96.3K
|
70.8K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3K- 35.07% |
$92.2K - $96.8K
|
5.56K
$168K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.05K- 8.92% |
$93.6K - $98.2K
|
31.1K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.16K- 1.99% |
$97K - $102K
|
156K
$4.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-3.19K- 6.3% |
$98K - $103K
|
47.4K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.22K- 1.82% |
$99K - $104K
|
174K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-3.24K- 9.84% |
$99.4K - $104K
|
29.6K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-3.25K- 30.79% |
$99.9K - $105K
|
7.31K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.38K- 7.02% |
$104K - $109K
|
44.7K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-3.4K- 16.7% |
$104K - $110K
|
17K
$513K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-3.4K- 27.43% |
$104K - $110K
|
9K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-3.4K- 8.73% |
$104K - $110K
|
35.6K
$1.08M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.45K- 13.69% |
$106K - $111K
|
21.7K
$657K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.46K- 15.14% |
$106K - $112K
|
19.4K
$586K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.55K- 23.99% |
$109K - $114K
|
11.2K
$340K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-3.56K- 30.52% |
$109K - $115K
|
8.09K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.64K- 6.29% |
$112K - $117K
|
54.2K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.87K- 4.98% |
$119K - $125K
|
73.8K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-3.9K- 19.51% |
$120K - $126K
|
16.1K
$486K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-3.92K- 24.31% |
$120K - $126K
|
12.2K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.02K- 12.81% |
$124K - $130K
|
27.4K
$827K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-4.11K- 6.17% |
$126K - $133K
|
62.6K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.22K- 16.76% |
$130K - $136K
|
20.9K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-4.43K- 9.88% |
$136K - $143K
|
40.4K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.68K- 7.1% |
$144K - $151K
|
61.2K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.74K- 10.49% |
$146K - $153K
|
40.4K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.82K- 12.48% |
$148K - $155K
|
33.8K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.84K- 10.85% |
$149K - $156K
|
39.7K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.86K- 2.14% |
$149K - $157K
|
222K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.93K- 7.98% |
$152K - $159K
|
56.9K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.97K- 19.13% |
$153K - $160K
|
21K
$636K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.03K- 38.42% |
$155K - $162K
|
8.07K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-5.04K- 4.54% |
$155K - $163K
|
106K
$3.21M
|