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 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-388K- 58.28% |
$11.9M - $12.5M
|
278K
$8.7M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-418K- 68.31% |
$12.8M - $13.4M
|
194K
$6.08M
|
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-435K- 96.83% |
$13.3M - $14M
|
14.2K
$446K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-490K- 35.54% |
$15M - $15.7M
|
888K
$27.8M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-491K- 33.77% |
$15M - $15.8M
|
963K
$30.2M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.15M- 44.34% |
$35.3M - $37M
|
1.44M
$45.3M
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-1.32M- 61.8% |
$40.4M - $42.3M
|
814K
$25.5M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.54M- 60.63% |
$47.1M - $49.4M
|
998K
$31.3M
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.56M- 96.8% |
$78.5M - $82.3M
|
84.6K
$2.65M
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.64M- 16.07% |
$81M - $84.9M
|
13.8M
$432M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3M- 80.98% |
$91.9M - $96.4M
|
704K
$22.1M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.66M- 82.89% |
$143M - $150M
|
963K
$30.2M
|