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 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$6.15K - $6.45K
|
200
$6.05K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 2.94% |
$6.15K - $6.45K
|
6.99K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
200New |
$6.15K - $6.45K
|
200
$6.05K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
198+ 1.11% |
$6.08K - $6.39K
|
18K
$546K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
196+ 0.39% |
$6.02K - $6.32K
|
50.7K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
191+ 0.87% |
$5.87K - $6.16K
|
22K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
190+ 0.32% |
$5.84K - $6.13K
|
59.1K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
189+ 1.23% |
$5.81K - $6.1K
|
15.5K
$469K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
176+ 0.68% |
$5.41K - $5.68K
|
25.9K
$782K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
170+ 1.93% |
$5.22K - $5.48K
|
9K
$272K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$4.61K - $4.84K
|
150
$4.53K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
137+ 0.4% |
$4.21K - $4.42K
|
34.6K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
130+ 0.58% |
$3.99K - $4.19K
|
22.6K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
123+ 0.3% |
$3.78K - $3.97K
|
41.2K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
118+ 1311.11% |
$3.63K - $3.81K
|
127
$3.84K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
117+ 0.42% |
$3.6K - $3.77K
|
27.8K
$839K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
111+ 0.95% |
$3.41K - $3.58K
|
11.8K
$356K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
111+ 1.11% |
$3.41K - $3.58K
|
10.1K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
111+ 2.02% |
$3.41K - $3.58K
|
5.61K
$170K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
110+ 0.81% |
$3.38K - $3.55K
|
13.7K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 2.85% |
$3.38K - $3.55K
|
3.97K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
110+ 0.6% |
$3.38K - $3.55K
|
18.5K
$559K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
109+ 1.01% |
$3.35K - $3.52K
|
10.9K
$330K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
109+ 8.7% |
$3.35K - $3.52K
|
1.36K
$41.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
105+ 0.25% |
$3.23K - $3.39K
|
42.8K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
100+ 0.13% |
$3.07K - $3.23K
|
75.4K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
93+ 0.66% |
$2.86K - $3K
|
14.1K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
92New |
$2.83K - $2.97K
|
92
$2.78K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90+ 0.49% |
$2.77K - $2.9K
|
18.5K
$559K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
88+ 0.27% |
$2.7K - $2.84K
|
33.2K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
82+ 0.82% |
$2.52K - $2.65K
|
10.1K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
80+ 0.27% |
$2.46K - $2.58K
|
29.5K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
78+ 18.06% |
$2.4K - $2.52K
|
510
$15.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
76+ 0.71% |
$2.34K - $2.45K
|
10.7K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
75+ 0.63% |
$2.3K - $2.42K
|
12K
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
75+ 1.1% |
$2.3K - $2.42K
|
6.87K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
72+ 1.1% |
$2.21K - $2.32K
|
6.6K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
64New |
$1.97K - $2.06K
|
64
$1.93K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
63+ 0.64% |
$1.94K - $2.03K
|
9.84K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
60+ 0.59% |
$1.84K - $1.94K
|
10.2K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
56+ 0.84% |
$1.72K - $1.81K
|
6.69K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
50+ 0.29% |
$1.54K - $1.61K
|
17.3K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
47+ 0.26% |
$1.44K - $1.52K
|
18.3K
$552K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
46+ 1.11% |
$1.41K - $1.48K
|
4.21K
$127K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
44+ 0.23% |
$1.35K - $1.42K
|
18.8K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
43+ 0.03% |
$1.32K - $1.39K
|
151K
$4.57M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
40+ 0.31% |
$1.23K - $1.29K
|
13.1K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
39+ 0.11% |
$1.2K - $1.26K
|
34K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
38+ 0.42% |
$1.17K - $1.23K
|
9.16K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 0.26% |
$1.08K - $1.13K
|
13.4K
$405K
|