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 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
773+ 4.61% |
$23.8K - $24.9K
|
17.5K
$530K
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
760+ 0.33% |
$23.4K - $24.5K
|
229K
$6.93M
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
744+ 6.68% |
$22.9K - $24K
|
11.9K
$359K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
700New |
$21.5K - $22.6K
|
700
$21.2K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
685+ 3.49% |
$21.1K - $22.1K
|
20.3K
$615K
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
670+ 9.21% |
$20.6K - $21.6K
|
7.95K
$240K
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
641+ 8.19% |
$19.7K - $20.7K
|
8.47K
$256K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
550+ 9.84% |
$16.9K - $17.7K
|
6.14K
$186K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
545+ 1.67% |
$16.7K - $17.6K
|
33.1K
$1M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
523+ 5.62% |
$16.1K - $16.9K
|
9.82K
$297K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
510New |
$15.7K - $16.5K
|
510
$15.4K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
500New |
$15.4K - $16.1K
|
500
$15.1K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500+ 531.91% |
$15.4K - $16.1K
|
594
$18K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
497+ 0.42% |
$15.3K - $16K
|
119K
$3.59M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
490+ 1.5% |
$15.1K - $15.8K
|
33.2K
$1M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
481+ 1.84% |
$14.8K - $15.5K
|
26.6K
$805K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
481New |
$14.8K - $15.5K
|
481
$14.5K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
431New |
$13.2K - $13.9K
|
431
$13K
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
419+ 6.56% |
$12.9K - $13.5K
|
6.81K
$206K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
400+ 4.13% |
$12.3K - $12.9K
|
10.1K
$305K
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
400+ 2.0% |
$12.3K - $12.9K
|
20.4K
$618K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
375+ 1.96% |
$11.5K - $12.1K
|
19.5K
$590K
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
370+ 0.64% |
$11.4K - $11.9K
|
58.3K
$1.76M
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
365+ 0.65% |
$11.2K - $11.8K
|
56.4K
$1.7M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
348New |
$10.7K - $11.2K
|
348
$10.5K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
337+ 3.71% |
$10.4K - $10.9K
|
9.43K
$285K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
335+ 0.49% |
$10.3K - $10.8K
|
69.3K
$2.1M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
331+ 0.72% |
$10.2K - $10.7K
|
46.2K
$1.4M
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
329+ 2.38% |
$10.1K - $10.6K
|
14.1K
$428K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
317+ 3.09% |
$9.74K - $10.2K
|
10.6K
$319K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
312New |
$9.59K - $10.1K
|
312
$9.43K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
310+ 3.16% |
$9.53K - $10K
|
10.1K
$306K
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
300+ 2.68% |
$9.22K - $9.68K
|
11.5K
$347K
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
294+ 0.52% |
$9.03K - $9.48K
|
57.2K
$1.73M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
294+ 3.1% |
$9.03K - $9.48K
|
9.77K
$295K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
266+ 1.84% |
$8.17K - $8.58K
|
14.8K
$446K
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
265New |
$8.14K - $8.55K
|
265
$8.01K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
265+ 3.11% |
$8.14K - $8.55K
|
8.78K
$265K
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
256+ 2.44% |
$7.87K - $8.26K
|
10.8K
$325K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
255+ 4.08% |
$7.84K - $8.23K
|
6.51K
$197K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
244+ 1.07% |
$7.5K - $7.87K
|
23.1K
$699K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
244+ 9.37% |
$7.5K - $7.87K
|
2.85K
$86.1K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
235+ 2.16% |
$7.22K - $7.58K
|
11.1K
$335K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
225New |
$6.91K - $7.26K
|
225
$6.8K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
220+ 2.22% |
$6.76K - $7.1K
|
10.1K
$307K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
204+ 0.19% |
$6.27K - $6.58K
|
106K
$3.2M
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
203+ 1.02% |
$6.24K - $6.55K
|
20K
$605K
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
200+ 2.11% |
$6.15K - $6.45K
|
9.7K
$293K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
200New |
$6.15K - $6.45K
|
200
$6.05K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 0.93% |
$6.15K - $6.45K
|
21.7K
$655K
|