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
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-10.1K- 29.74% |
$309K - $325K
|
23.8K
$719K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-10.1K- 54.42% |
$311K - $326K
|
8.47K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10.1K- 54.42% |
$311K - $326K
|
8.47K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 25.91% |
$313K - $329K
|
29.1K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10.5K- 29.44% |
$324K - $340K
|
25.3K
$764K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-10.5K- 50.33% |
$324K - $340K
|
10.4K
$315K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11K- 13.02% |
$339K - $356K
|
73.7K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11K- 6.96% |
$339K - $356K
|
147K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-11.1K- 42.06% |
$341K - $357K
|
15.3K
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-11.4K- 57.62% |
$350K - $368K
|
8.38K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 10.06% |
$359K - $377K
|
104K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
SELL
|
- |
-11.8K- 4.26% |
$363K - $381K
|
265K
$8.02M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-11.8K- 23.11% |
$363K - $381K
|
39.3K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-12K- 13.45% |
$370K - $388K
|
77.4K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-12.3K- 13.09% |
$377K - $395K
|
81.4K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.3K- 26.72% |
$377K - $396K
|
33.7K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-13.1K- 7.8% |
$403K - $423K
|
155K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.4K- 36.82% |
$413K - $433K
|
23K
$696K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-13.4K- 49.83% |
$413K - $434K
|
13.5K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-13.8K- 21.59% |
$424K - $446K
|
50.2K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-13.9K- 48.39% |
$428K - $449K
|
14.9K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-14.3K- 11.27% |
$440K - $462K
|
113K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14.4K- 7.59% |
$443K - $466K
|
176K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15.5K- 19.39% |
$476K - $500K
|
64.4K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-15.5K- 12.99% |
$477K - $501K
|
104K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15.6K- 3.14% |
$478K - $502K
|
481K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.6K- 13.19% |
$479K - $502K
|
103K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15.8K- 20.07% |
$486K - $510K
|
63K
$1.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.8K- 35.91% |
$486K - $511K
|
28.3K
$854K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-16.9K- 14.04% |
$520K - $546K
|
104K
$3.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-17K- 21.47% |
$522K - $548K
|
62.1K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-17.5K- 2.4% |
$538K - $565K
|
712K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-17.8K- 32.42% |
$545K - $573K
|
37K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18K- 17.82% |
$554K - $581K
|
83.1K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-18.2K- 17.73% |
$559K - $587K
|
84.5K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.6K- 5.19% |
$571K - $599K
|
340K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-18.9K- 85.04% |
$581K - $610K
|
3.33K
$101K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-19.8K- 57.33% |
$609K - $639K
|
14.7K
$446K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.3K- 20.61% |
$623K - $654K
|
78.1K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.8K- 2.22% |
$639K - $671K
|
914K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-21K- 9.79% |
$645K - $677K
|
193K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21K- 19.72% |
$645K - $678K
|
85.5K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.3K- 6.15% |
$684K - $718K
|
340K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-24.1K- 58.36% |
$739K - $776K
|
17.2K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-24.1K- 78.37% |
$740K - $776K
|
6.64K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-25.6K- 28.0% |
$786K - $825K
|
65.8K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-26.3K- 40.19% |
$807K - $847K
|
39.1K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-26.3K- 72.03% |
$810K - $850K
|
10.2K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-26.5K- 7.55% |
$813K - $854K
|
324K
$9.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.6K- 5.64% |
$816K - $857K
|
444K
$13.4M
|