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 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5.19K- 10.83% |
$159K - $167K
|
42.7K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-5.21K- 42.68% |
$160K - $168K
|
6.99K
$211K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5.29K- 30.95% |
$162K - $170K
|
11.8K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.33K- 58.04% |
$164K - $172K
|
3.85K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.39K- 1.97% |
$166K - $174K
|
268K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-5.4K- 17.19% |
$166K - $174K
|
26K
$787K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.45K- 32.48% |
$168K - $176K
|
11.3K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.54K- 11.16% |
$170K - $179K
|
44.1K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-5.55K- 11.47% |
$171K - $179K
|
42.9K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5.6K- 32.28% |
$172K - $181K
|
11.7K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.64K- 14.08% |
$173K - $182K
|
34.4K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.75K- 12.09% |
$177K - $185K
|
41.8K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.77K- 3.27% |
$177K - $186K
|
171K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-5.8K- 9.98% |
$178K - $187K
|
52.3K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-5.87K- 7.75% |
$180K - $189K
|
69.9K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.92K- 16.51% |
$182K - $191K
|
29.9K
$905K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-5.96K- 1.73% |
$183K - $192K
|
338K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-5.99K- 3.44% |
$184K - $193K
|
168K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.44K- 12.44% |
$198K - $208K
|
45.3K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.51K- 5.05% |
$200K - $210K
|
122K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-6.54K- 6.31% |
$201K - $211K
|
97.1K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.54K- 1.55% |
$201K - $211K
|
416K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-6.55K- 20.98% |
$201K - $211K
|
24.7K
$746K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-6.58KClosed |
$202K - $212K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.79K- 5.41% |
$209K - $219K
|
119K
$3.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.89K- 0.14% |
$212K - $222K
|
4.78M
$145M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-7.15K- 36.01% |
$220K - $231K
|
12.7K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.22K- 7.49% |
$222K - $233K
|
89.2K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.37K- 5.29% |
$226K - $238K
|
132K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.39K- 15.99% |
$227K - $238K
|
38.8K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-7.47K- 73.5% |
$229K - $241K
|
2.69K
$81.4K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.56K- 6.17% |
$232K - $244K
|
115K
$3.47M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-7.67K- 9.71% |
$236K - $248K
|
71.4K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.83K- 26.8% |
$241K - $252K
|
21.4K
$646K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-8K- 14.37% |
$246K - $258K
|
47.6K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-8.04K- 8.31% |
$247K - $259K
|
88.8K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-8.38K- 2.67% |
$258K - $270K
|
306K
$9.24M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.59K- 3.47% |
$264K - $277K
|
239K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.64K- 52.77% |
$266K - $279K
|
7.74K
$234K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-8.83K- 29.46% |
$271K - $285K
|
21.1K
$639K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-8.95K- 6.33% |
$275K - $289K
|
132K
$4M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-8.97K- 27.51% |
$276K - $289K
|
23.6K
$715K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-8.98K- 55.08% |
$276K - $290K
|
7.33K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.25K- 18.23% |
$284K - $298K
|
41.5K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.31K- 24.99% |
$286K - $300K
|
27.9K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.4K- 0.06% |
$289K - $303K
|
16.4M
$497M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-9.58K- 9.95% |
$294K - $309K
|
86.7K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-9.66K- 9.95% |
$297K - $312K
|
87.4K
$2.64M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.82K- 45.78% |
$302K - $317K
|
11.6K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-9.93K- 20.58% |
$305K - $320K
|
38.3K
$1.16M
|