Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.56MNew |
$47.7M - $50M
|
1.56M
$50.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.39M+ 6.18% |
$42.6M - $44.6M
|
23.9M
$778M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.02M+ 3048.81% |
$31.3M - $32.8M
|
1.06M
$34.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
929KNew |
$28.5M - $29.9M
|
929K
$30.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
891KNew |
$27.3M - $28.6M
|
891K
$29M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
677K+ 3689.16% |
$20.8M - $21.8M
|
696K
$22.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
532K+ 6.83% |
$16.3M - $17.1M
|
8.33M
$271M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
500KNew |
$15.3M - $16.1M
|
500K
$16.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
441K+ 5465.7% |
$13.5M - $14.2M
|
449K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
285KNew |
$8.74M - $9.17M
|
285K
$9.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
217KNew |
$6.66M - $6.98M
|
217K
$7.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
217KNew |
$6.64M - $6.96M
|
217K
$7.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
209K+ 45.51% |
$6.42M - $6.73M
|
669K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
206K+ 3193.67% |
$6.31M - $6.62M
|
212K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
164K+ 267.58% |
$5.01M - $5.25M
|
225K
$7.32M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149K+ 24.64% |
$4.57M - $4.79M
|
754K
$24.6M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
132K+ 1100.37% |
$4.04M - $4.24M
|
144K
$4.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
123K+ 419.0% |
$3.78M - $3.96M
|
153K
$4.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
117K+ 60.39% |
$3.58M - $3.76M
|
310K
$10.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
111KNew |
$3.39M - $3.55M
|
111K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
109K+ 40.76% |
$3.34M - $3.5M
|
376K
$12.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
101KNew |
$3.1M - $3.25M
|
101K
$3.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90.5K+ 30.7% |
$2.77M - $2.91M
|
385K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.3K+ 7.1% |
$2.74M - $2.87M
|
1.35M
$43.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
89.1K+ 6.18% |
$2.73M - $2.86M
|
1.53M
$49.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88K+ 1.92% |
$2.7M - $2.83M
|
4.67M
$152M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
86.1K+ 99.71% |
$2.64M - $2.76M
|
172K
$5.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
84.8K+ 94.04% |
$2.6M - $2.73M
|
175K
$5.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
84.7K+ 1274.27% |
$2.59M - $2.72M
|
91.3K
$2.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
72.5KNew |
$2.22M - $2.33M
|
72.5K
$2.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.2K+ 184.72% |
$2.18M - $2.29M
|
110K
$3.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
70.3K+ 16.47% |
$2.15M - $2.26M
|
497K
$16.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
70.2K+ 6.19% |
$2.15M - $2.26M
|
1.21M
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
68.8K+ 330.42% |
$2.11M - $2.21M
|
89.7K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
68.4K+ 47.46% |
$2.1M - $2.2M
|
213K
$6.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.2K+ 11.1% |
$2.09M - $2.19M
|
683K
$22.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
67.5KNew |
$2.07M - $2.17M
|
67.5K
$2.2M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
66.9KNew |
$2.05M - $2.15M
|
66.9K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.6K+ 14.59% |
$1.92M - $2.01M
|
492K
$16M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
61K+ 120.04% |
$1.87M - $1.96M
|
112K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60.7K+ 496.43% |
$1.86M - $1.95M
|
73K
$2.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
54K+ 20.51% |
$1.65M - $1.73M
|
317K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52K+ 6.59% |
$1.59M - $1.67M
|
840K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51.1K+ 29.72% |
$1.57M - $1.64M
|
223K
$7.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
51.1KNew |
$1.57M - $1.64M
|
51.1K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
50KNew |
$1.53M - $1.61M
|
50K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.7K+ 7.23% |
$1.49M - $1.56M
|
722K
$23.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
47K+ 94.0% |
$1.44M - $1.51M
|
97K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45.7K+ 71.37% |
$1.4M - $1.47M
|
110K
$3.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
45.6K+ 53.75% |
$1.4M - $1.46M
|
130K
$4.25M
|