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 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.09K+ 41.09% |
$94.9K - $99.6K
|
10.6K
$321K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.08KNew |
$94.5K - $99.2K
|
3.08K
$93K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.08K+ 22.76% |
$94.5K - $99.2K
|
16.6K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.05K+ 23.99% |
$93.6K - $98.3K
|
15.7K
$476K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.99K+ 1.74% |
$91.9K - $96.5K
|
175K
$5.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.94K+ 12.85% |
$90.3K - $94.8K
|
25.8K
$780K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.9K+ 17.03% |
$89.1K - $93.5K
|
19.9K
$602K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.87K+ 6.36% |
$88.1K - $92.5K
|
48K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.87K+ 38.71% |
$88.1K - $92.5K
|
10.3K
$310K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.77K+ 3.41% |
$85.2K - $89.5K
|
84K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.77K+ 2.89% |
$85.1K - $89.3K
|
98.5K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 3.98% |
$84.5K - $88.7K
|
71.9K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.73K+ 21.42% |
$83.8K - $88K
|
15.5K
$468K
|
|
|
Apr 09, 2025
Q1 2025
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.65K+ 0.93% |
$81.4K - $85.5K
|
286K
$8.65M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
2.64K+ 22.28% |
$81.1K - $85.2K
|
14.5K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.5KNew |
$76.8K - $80.7K
|
2.5K
$75.6K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.41K+ 4.13% |
$74K - $77.7K
|
60.6K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.37K+ 22.05% |
$72.9K - $76.5K
|
13.1K
$397K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.37K+ 2.23% |
$72.7K - $76.3K
|
108K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.32K+ 175.57% |
$71.3K - $74.9K
|
3.64K
$110K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
2.31K+ 1.53% |
$70.9K - $74.4K
|
153K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.31K+ 5.57% |
$70.8K - $74.4K
|
43.7K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.31K+ 10.17% |
$70.8K - $74.4K
|
25K
$755K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.23K+ 2.83% |
$68.6K - $72K
|
80.9K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.17K+ 6.82% |
$66.6K - $69.9K
|
33.9K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.15K+ 149.17% |
$66.1K - $69.4K
|
3.59K
$109K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.15K+ 4.94% |
$66K - $69.3K
|
45.6K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.11K+ 5.57% |
$64.7K - $67.9K
|
39.9K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
2.1K+ 4.39% |
$64.5K - $67.7K
|
50K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.1K+ 1.96% |
$64.5K - $67.7K
|
109K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.09K+ 5.55% |
$64.3K - $67.6K
|
39.8K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.03K+ 9.25% |
$62.3K - $65.4K
|
23.9K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.99K+ 11.9% |
$61K - $64.1K
|
18.7K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.98K+ 20.27% |
$60.8K - $63.8K
|
11.7K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.97K+ 5.02% |
$60.4K - $63.5K
|
41.1K
$1.24M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.95KNew |
$59.8K - $62.8K
|
1.95K
$58.9K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 4.98% |
$59.8K - $62.8K
|
41K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.91K+ 3.44% |
$58.7K - $61.6K
|
57.4K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.91K+ 1.57% |
$58.6K - $61.5K
|
123K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.9KNew |
$58.4K - $61.4K
|
1.9K
$57.5K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.9K+ 1.78% |
$58.3K - $61.2K
|
108K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 250.34% |
$57.3K - $60.2K
|
2.61K
$78.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 1.45% |
$56.8K - $59.6K
|
129K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.83K+ 16.49% |
$56.1K - $58.9K
|
12.9K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.8K+ 7.53% |
$55.3K - $58K
|
25.7K
$776K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.77K+ 10.31% |
$54.5K - $57.2K
|
19K
$573K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
1.77K+ 2.0% |
$54.4K - $57.1K
|
90.1K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
1.76K+ 25.77% |
$54.1K - $56.8K
|
8.59K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.75K+ 5.47% |
$53.9K - $56.6K
|
33.8K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.73K+ 5.24% |
$53.1K - $55.8K
|
34.7K
$1.05M
|