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
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-27.8K- 23.34% |
$853K - $896K
|
91.2K
$2.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-28.3K- 93.14% |
$869K - $913K
|
2.09K
$63K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-28.8K- 14.91% |
$885K - $930K
|
164K
$4.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-30K- 24.39% |
$922K - $968K
|
93K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-30.7K- 42.47% |
$945K - $992K
|
41.6K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-31.9K- 90.72% |
$980K - $1.03M
|
3.26K
$98.5K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.2K- 44.85% |
$988K - $1.04M
|
39.5K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-32.4K- 23.4% |
$997K - $1.05M
|
106K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-32.8K- 3.67% |
$1.01M - $1.06M
|
861K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33.8KClosed |
$1.04M - $1.09M
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-35.1K- 92.16% |
$1.08M - $1.13M
|
2.99K
$90.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-40.8K- 5.53% |
$1.25M - $1.32M
|
697K
$21.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-42.2K- 25.8% |
$1.3M - $1.36M
|
121K
$3.67M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-42.4K- 25.08% |
$1.3M - $1.37M
|
127K
$3.83M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.5K- 54.56% |
$1.34M - $1.4M
|
36.2K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-47.5K- 56.07% |
$1.46M - $1.53M
|
37.2K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-48.3K- 81.09% |
$1.48M - $1.56M
|
11.3K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-48.9K- 2.18% |
$1.5M - $1.58M
|
2.19M
$66.3M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-48.9K- 59.13% |
$1.5M - $1.58M
|
33.8K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-50.5K- 27.26% |
$1.55M - $1.63M
|
135K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-58.1K- 20.68% |
$1.79M - $1.87M
|
223K
$6.73M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-61.6K- 5.3% |
$1.89M - $1.99M
|
1.1M
$33.3M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-62.7K- 82.86% |
$1.93M - $2.02M
|
13K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-64.2K- 89.85% |
$1.97M - $2.07M
|
7.26K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-65.3K- 30.52% |
$2.01M - $2.11M
|
149K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-68.2K- 19.57% |
$2.1M - $2.2M
|
280K
$8.48M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-70K- 89.11% |
$2.15M - $2.26M
|
8.55K
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-70.5K- 10.32% |
$2.17M - $2.27M
|
613K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-70.7K- 11.19% |
$2.17M - $2.28M
|
561K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-83.4K- 84.01% |
$2.56M - $2.69M
|
15.9K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-94.4K- 37.11% |
$2.9M - $3.05M
|
160K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-94.5K- 52.77% |
$2.91M - $3.05M
|
84.6K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-95.2K- 99.16% |
$2.93M - $3.07M
|
806
$24.4K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-102K- 22.8% |
$3.13M - $3.28M
|
344K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-105K- 23.87% |
$3.23M - $3.4M
|
336K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-122K- 16.15% |
$3.75M - $3.94M
|
634K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-136K- 91.98% |
$4.18M - $4.38M
|
11.8K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-185K- 12.59% |
$5.68M - $5.96M
|
1.28M
$38.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-229K- 98.96% |
$7.04M - $7.39M
|
2.41K
$73K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-285K- 84.58% |
$8.76M - $9.2M
|
52K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-316K- 3.74% |
$9.7M - $10.2M
|
8.14M
$246M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-316K- 92.93% |
$9.7M - $10.2M
|
24K
$726K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-336K- 95.89% |
$10.3M - $10.8M
|
14.4K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-342K- 14.21% |
$10.5M - $11M
|
2.07M
$62.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-353K- 92.56% |
$10.8M - $11.4M
|
28.4K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-435K- 74.01% |
$13.4M - $14M
|
153K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-465K- 20.55% |
$14.3M - $15M
|
1.8M
$54.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-478K- 97.27% |
$14.7M - $15.4M
|
13.4K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-782K- 3.06% |
$24M - $25.2M
|
24.7M
$748M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.55M- 74.73% |
$47.6M - $49.9M
|
523K
$15.8M
|