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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-587- 7.48% |
$18K - $18.9K
|
7.26K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-589- 10.26% |
$18.1K - $18.9K
|
5.15K
$168K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-610- 6.21% |
$18.7K - $19.6K
|
9.21K
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-630- 2.73% |
$19.3K - $20.2K
|
22.4K
$731K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-664- 1.74% |
$20.4K - $21.3K
|
37.5K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-675- 2.74% |
$20.7K - $21.7K
|
23.9K
$779K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-682- 3.34% |
$20.9K - $21.9K
|
19.7K
$643K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-685- 1.83% |
$21K - $22K
|
36.8K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-687- 3.48% |
$21.1K - $22.1K
|
19K
$620K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-700- 3.13% |
$21.5K - $22.5K
|
21.7K
$706K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-710- 8.42% |
$21.8K - $22.8K
|
7.73K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-747- 4.66% |
$22.9K - $24K
|
15.3K
$499K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-756- 4.73% |
$23.2K - $24.3K
|
15.2K
$497K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-764- 2.83% |
$23.4K - $24.5K
|
26.2K
$854K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-795- 5.06% |
$24.4K - $25.5K
|
14.9K
$486K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-795- 8.34% |
$24.4K - $25.5K
|
8.73K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-820- 0.65% |
$25.1K - $26.3K
|
125K
$4.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-823- 7.39% |
$25.2K - $26.4K
|
10.3K
$336K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-825- 8.29% |
$25.3K - $26.5K
|
9.13K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-835- 6.54% |
$25.6K - $26.8K
|
11.9K
$389K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-837- 0.53% |
$25.7K - $26.9K
|
158K
$5.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-847- 1.79% |
$26K - $27.2K
|
46.5K
$1.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-869- 9.82% |
$26.6K - $27.9K
|
7.98K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-876- 96.16% |
$26.8K - $28.1K
|
35
$1.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-886- 49.41% |
$27.2K - $28.5K
|
907
$29.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-900- 1.31% |
$27.6K - $28.9K
|
68K
$2.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-919- 18.13% |
$28.2K - $29.5K
|
4.15K
$135K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-951- 4.8% |
$29.1K - $30.6K
|
18.9K
$615K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-953- 4.97% |
$29.2K - $30.6K
|
18.2K
$594K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-955- 3.1% |
$29.3K - $30.7K
|
29.9K
$974K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-975- 5.76% |
$29.9K - $31.3K
|
16K
$520K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-975- 1.55% |
$29.9K - $31.3K
|
61.8K
$2.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-980- 2.05% |
$30K - $31.5K
|
46.8K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-1K- 6.72% |
$30.7K - $32.1K
|
13.9K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.03K- 2.08% |
$31.4K - $32.9K
|
48.2K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.05K- 1.25% |
$32.3K - $33.9K
|
83.2K
$2.71M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.06K- 1.89% |
$32.5K - $34.1K
|
54.9K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.07K- 7.03% |
$32.7K - $34.3K
|
14.1K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 1.8% |
$32.8K - $34.4K
|
58.4K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.1K- 1.97% |
$33.7K - $35.3K
|
54.7K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.11K- 3.66% |
$34.1K - $35.7K
|
29.2K
$953K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.12K- 5.99% |
$34.2K - $35.9K
|
17.5K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.13K- 13.8% |
$34.6K - $36.3K
|
7.06K
$230K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 13.76% |
$34.7K - $36.4K
|
7.1K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.13K- 3.81% |
$34.8K - $36.4K
|
28.6K
$933K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.16K- 2.2% |
$35.4K - $37.1K
|
51.4K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 4.35% |
$36K - $37.8K
|
25.9K
$843K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.19K- 3.02% |
$36.5K - $38.2K
|
38.2K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.24K- 16.09% |
$38.1K - $40K
|
6.49K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.25K- 6.68% |
$38.3K - $40.2K
|
17.5K
$569K
|