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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49K+ 27.24% |
$1.51M - $1.58M
|
229K
$6.92M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.7K+ 12.97% |
$1.5M - $1.57M
|
424K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.5K+ 14.16% |
$1.49M - $1.56M
|
391K
$11.8M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
47KNew |
$1.45M - $1.52M
|
47K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
43.9KNew |
$1.35M - $1.42M
|
43.9K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
43.8KNew |
$1.35M - $1.41M
|
43.8K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.6KNew |
$1.34M - $1.41M
|
43.6K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.6K+ 2.01% |
$1.25M - $1.31M
|
2.06M
$62.2M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
40.5K+ 33.71% |
$1.24M - $1.31M
|
161K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
37.1K+ 2.7% |
$1.14M - $1.2M
|
1.41M
$42.6M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
35.8K+ 238.62% |
$1.1M - $1.15M
|
50.8K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35.7K+ 385.91% |
$1.1M - $1.15M
|
45K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
35.2K+ 7.03% |
$1.08M - $1.14M
|
536K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
33.8K+ 153.51% |
$1.04M - $1.09M
|
55.8K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.7K+ 940.86% |
$943K - $989K
|
33.9K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.6K+ 3.0% |
$940K - $987K
|
1.05M
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
29.6KNew |
$910K - $955K
|
29.6K
$895K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.2K+ 83.22% |
$837K - $878K
|
59.9K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
26K+ 19.12% |
$799K - $839K
|
162K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.9K+ 4.06% |
$735K - $771K
|
613K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
23.6K+ 23.56% |
$725K - $761K
|
124K
$3.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23K+ 100.85% |
$706K - $741K
|
45.7K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
23K+ 12.75% |
$705K - $740K
|
203K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22.9K+ 609.28% |
$704K - $739K
|
26.7K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22.9K+ 8.33% |
$702K - $737K
|
297K
$8.99M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
22.4K+ 11.3% |
$688K - $722K
|
221K
$6.67M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.1K+ 13.05% |
$680K - $714K
|
192K
$5.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
22K+ 30.85% |
$677K - $711K
|
93.5K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
20.9K+ 13.97% |
$641K - $673K
|
170K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
20.8K+ 21.55% |
$638K - $670K
|
117K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19.8K+ 15.14% |
$610K - $640K
|
151K
$4.56M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19.5KNew |
$598K - $628K
|
19.5K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.9K+ 4.15% |
$580K - $609K
|
474K
$14.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
18.6K+ 8.56% |
$572K - $601K
|
236K
$7.14M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.2KNew |
$560K - $588K
|
18.2K
$551K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
18.1K+ 2.77% |
$556K - $584K
|
672K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
17.7K+ 11.09% |
$544K - $571K
|
177K
$5.36M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17.5KNew |
$539K - $566K
|
17.5K
$530K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
17.5K+ 16.09% |
$538K - $565K
|
126K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
16.9K+ 25.83% |
$521K - $547K
|
82.6K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2K+ 12.67% |
$498K - $523K
|
144K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
15.8K+ 25.96% |
$486K - $511K
|
76.8K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
15.8KNew |
$484K - $508K
|
15.8K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
15.6K+ 49.68% |
$480K - $503K
|
47K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
15.3K+ 10.73% |
$471K - $495K
|
158K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
15.1K+ 14.19% |
$465K - $488K
|
122K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Delphi Financial Group, Inc.
|
BUY
|
- |
14.5K+ 144.99% |
$446K - $468K
|
24.5K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.5K+ 98.57% |
$445K - $467K
|
29.2K
$882K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
14.4K+ 3.33% |
$443K - $466K
|
448K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
14.3KNew |
$441K - $463K
|
14.3K
$434K
|