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 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
6.73KNew |
$207K - $217K
|
6.73K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6.66KNew |
$205K - $215K
|
6.66K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.64K+ 10.48% |
$204K - $214K
|
70K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.59K+ 2.38% |
$202K - $213K
|
283K
$8.56M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.36K+ 2.51% |
$196K - $205K
|
259K
$7.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.35K+ 48.26% |
$195K - $205K
|
19.5K
$590K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 58.06% |
$194K - $203K
|
17.2K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
6.26K+ 11.49% |
$192K - $202K
|
60.8K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.16K+ 27.39% |
$189K - $199K
|
28.6K
$865K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.99K+ 9.92% |
$184K - $193K
|
66.4K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
5.95K+ 3.42% |
$183K - $192K
|
180K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.91K+ 4.7% |
$182K - $191K
|
132K
$3.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.9K+ 7.93% |
$181K - $190K
|
80.4K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.72KNew |
$176K - $185K
|
5.72K
$173K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.7K+ 77.87% |
$175K - $184K
|
13K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.64K+ 27.85% |
$173K - $182K
|
25.9K
$783K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.63K+ 32.22% |
$173K - $182K
|
23.1K
$698K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
5.53K+ 6.04% |
$170K - $178K
|
97.2K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.46K+ 41.39% |
$168K - $176K
|
18.6K
$564K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.43K+ 1.32% |
$167K - $175K
|
418K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.24K+ 4.13% |
$161K - $169K
|
132K
$3.99M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.1K+ 5.75% |
$157K - $165K
|
93.8K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.91K+ 19.63% |
$151K - $158K
|
29.9K
$904K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.7KNew |
$144K - $152K
|
4.7K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.54K+ 2.27% |
$140K - $146K
|
205K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.42K+ 66.48% |
$136K - $142K
|
11.1K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 62.25% |
$134K - $141K
|
11.4K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.32K+ 11.73% |
$133K - $139K
|
41.2K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
4.3K+ 13.63% |
$132K - $139K
|
35.9K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.28K+ 5.75% |
$132K - $138K
|
78.7K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
4.21K+ 3.57% |
$129K - $136K
|
122K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
4.17K+ 4.83% |
$128K - $134K
|
90.5K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.14K+ 19.53% |
$127K - $133K
|
25.3K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.13K+ 5.23% |
$127K - $133K
|
83K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.12K+ 7.52% |
$127K - $133K
|
58.9K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.03K+ 25.15% |
$124K - $130K
|
20K
$606K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.02K+ 20.8% |
$124K - $130K
|
23.4K
$707K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
3.95K+ 1.92% |
$122K - $128K
|
210K
$6.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 56.61% |
$121K - $127K
|
10.9K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.92K+ 23.57% |
$120K - $126K
|
20.6K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.88K+ 5.63% |
$119K - $125K
|
72.8K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
3.79K+ 0.91% |
$117K - $122K
|
421K
$12.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.72K+ 10.11% |
$114K - $120K
|
40.5K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
3.63K+ 7.93% |
$112K - $117K
|
49.4K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.58K+ 6.33% |
$110K - $116K
|
60.2K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.54K+ 27.57% |
$109K - $114K
|
16.4K
$495K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.27K+ 24.59% |
$100K - $105K
|
16.6K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.2K+ 17.51% |
$98.2K - $103K
|
21.5K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.18K+ 8.1% |
$97.8K - $103K
|
42.5K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.14K+ 35.03% |
$96.4K - $101K
|
12.1K
$365K
|