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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.71K+ 9.82% |
$52.6K - $55.3K
|
19.1K
$579K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.71K+ 3.81% |
$52.5K - $55.1K
|
46.5K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 1.23% |
$52.5K - $55.1K
|
141K
$4.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.67K+ 238.43% |
$51.3K - $53.8K
|
2.37K
$71.6K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58K+ 2.03% |
$48.5K - $50.9K
|
79.5K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.54KNew |
$47.2K - $49.6K
|
1.54K
$46.5K
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.53K+ 0.59% |
$47.1K - $49.4K
|
261K
$7.89M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
1.49K+ 2.33% |
$45.8K - $48.1K
|
65.6K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.48K+ 7.03% |
$45.4K - $47.6K
|
22.5K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.48K+ 22.75% |
$45.4K - $47.6K
|
7.96K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.46K+ 9.67% |
$45K - $47.2K
|
16.6K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 12.45% |
$44.5K - $46.7K
|
13.1K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.43K+ 7.02% |
$44K - $46.2K
|
21.8K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.33K+ 4.81% |
$40.8K - $42.8K
|
28.9K
$874K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.3K+ 10.27% |
$40.1K - $42.1K
|
14K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.3K+ 1.9% |
$39.9K - $41.9K
|
69.7K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.29K+ 2.03% |
$39.6K - $41.6K
|
64.7K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.26K+ 3.82% |
$38.8K - $40.7K
|
34.3K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.26K+ 4.57% |
$38.7K - $40.6K
|
28.8K
$869K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.26K+ 1.25% |
$38.6K - $40.5K
|
102K
$3.08M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.25K+ 1.59% |
$38.5K - $40.4K
|
79.8K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.23K+ 2.68% |
$37.9K - $39.8K
|
47.3K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 3.99% |
$36.3K - $38.1K
|
30.8K
$930K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 4.98% |
$35.6K - $37.4K
|
24.4K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.15K+ 3.55% |
$35.4K - $37.2K
|
33.7K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1.1K+ 5.59% |
$33.9K - $35.6K
|
20.8K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.1KNew |
$33.8K - $35.5K
|
1.1K
$33.3K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.05K+ 1.81% |
$32.2K - $33.8K
|
58.8K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.04K+ 7.82% |
$31.8K - $33.4K
|
14.3K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.02K+ 3.32% |
$31.5K - $33K
|
31.8K
$962K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.02K+ 13.37% |
$31.3K - $32.8K
|
8.62K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1KNew |
$30.7K - $32.3K
|
1K
$30.2K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1K+ 2.67% |
$30.7K - $32.3K
|
38.4K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1K+ 9.49% |
$30.7K - $32.3K
|
11.5K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
1K+ 2.15% |
$30.7K - $32.3K
|
47.6K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
992+ 1.46% |
$30.5K - $32K
|
68.7K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
971+ 1.67% |
$29.8K - $31.3K
|
59K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
876+ 6.27% |
$26.9K - $28.3K
|
14.8K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
869+ 6.46% |
$26.7K - $28K
|
14.3K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
850New |
$26.1K - $27.4K
|
850
$25.7K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
845+ 9.95% |
$26K - $27.3K
|
9.34K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
840+ 98.82% |
$25.8K - $27.1K
|
1.69K
$51.1K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
822+ 3.05% |
$25.3K - $26.5K
|
27.8K
$840K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
819+ 2.51% |
$25.2K - $26.4K
|
33.5K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
800+ 8.0% |
$24.6K - $25.8K
|
10.8K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
800New |
$24.6K - $25.8K
|
800
$24.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
795+ 4.31% |
$24.4K - $25.6K
|
19.2K
$581K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
795+ 32.34% |
$24.4K - $25.6K
|
3.25K
$98.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
790+ 9.99% |
$24.3K - $25.5K
|
8.7K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
780+ 6.51% |
$24K - $25.2K
|
12.8K
$386K
|