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 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 0.43% |
$953 - $1K
|
7.27K
$220K
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
27+ 0.22% |
$830 - $871
|
12.4K
$375K
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
27+ 0.28% |
$830 - $871
|
9.54K
$288K
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
26+ 0.12% |
$799 - $839
|
21.7K
$657K
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
25+ 3.74% |
$768 - $807
|
694
$21K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 0.2% |
$738 - $774
|
11.8K
$355K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21+ 0.09% |
$645 - $677
|
22.3K
$673K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14+ 0.02% |
$430 - $452
|
78K
$2.36M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11New |
$338 - $355
|
11
$333
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
11+ 0.83% |
$338 - $355
|
1.33K
$40.2K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
11+ 0.03% |
$338 - $355
|
35.8K
$1.08M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
10+ 0.07% |
$307 - $323
|
14.4K
$436K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 0.07% |
$307 - $323
|
13.6K
$410K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.53% |
$277 - $290
|
1.7K
$51.2K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8+ 0.07% |
$246 - $258
|
11.3K
$342K
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.05% |
$184 - $194
|
12.6K
$381K
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 0.17% |
$184 - $194
|
3.51K
$106K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 1.15% |
$123 - $129
|
351
$10.6K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4+ 0.02% |
$123 - $129
|
19.6K
$594K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 1.13% |
$123 - $129
|
358
$10.8K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.65% |
$92.2 - $96.8
|
463
$14K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.82% |
$92.2 - $96.8
|
168
$5.08K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.1% |
$61.5 - $64.5
|
2.09K
$63.1K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.06% |
$61.5 - $64.5
|
3.29K
$99.3K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2+ 0.03% |
$61.5 - $64.5
|
7.5K
$227K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$30.7 - $32.3
|
8.59K
$260K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.54% |
$30.7 - $32.3
|
66
$2K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$30.7 - $32.3
|
6.92K
$209K
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2- 4.88% |
$61.5 - $64.5
|
39
$1.18K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 9.84% |
$184 - $194
|
55
$1.66K
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.11% |
$307 - $323
|
9.18K
$278K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-10- 0.07% |
$307 - $323
|
13.4K
$405K
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12- 0.08% |
$369 - $387
|
15.3K
$463K
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-13- 0.05% |
$399 - $419
|
27.5K
$830K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-16- 0.06% |
$492 - $516
|
27.3K
$826K
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-17- 0.11% |
$522 - $548
|
15.7K
$474K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-20- 1.51% |
$615 - $645
|
1.3K
$39.4K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-37- 0.24% |
$1.14K - $1.19K
|
15.5K
$469K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-48- 1.22% |
$1.48K - $1.55K
|
3.89K
$118K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-50- 0.23% |
$1.54K - $1.61K
|
21.6K
$651K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 0.76% |
$1.54K - $1.61K
|
6.55K
$198K
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-55- 0.54% |
$1.69K - $1.77K
|
10.1K
$305K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-72- 0.84% |
$2.21K - $2.32K
|
8.53K
$258K
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-74- 0.07% |
$2.27K - $2.39K
|
103K
$3.11M
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-76- 0.85% |
$2.34K - $2.45K
|
8.82K
$267K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-86- 74.14% |
$2.64K - $2.77K
|
30
$907
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-91- 65.0% |
$2.8K - $2.94K
|
49
$1.48K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-96- 66.67% |
$2.95K - $3.1K
|
48
$1.45K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 0.38% |
$3.01K - $3.16K
|
25.4K
$769K
|