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 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
426+ 1.44% |
$13.1K - $13.7K
|
30.1K
$980K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
417+ 2.05% |
$12.8K - $13.4K
|
20.7K
$676K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
385+ 2.83% |
$11.8K - $12.4K
|
14K
$455K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
384New |
$11.8K - $12.3K
|
384
$12.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
381+ 2.36% |
$11.7K - $12.2K
|
16.5K
$538K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
371+ 2.47% |
$11.4K - $11.9K
|
15.4K
$502K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
369+ 2.51% |
$11.3K - $11.9K
|
15.1K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
365+ 15.05% |
$11.2K - $11.7K
|
2.79K
$90.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
364+ 13.48% |
$11.2K - $11.7K
|
3.06K
$99.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
352+ 0.39% |
$10.8K - $11.3K
|
89.9K
$2.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
348+ 1.63% |
$10.7K - $11.2K
|
21.7K
$706K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
340+ 2.97% |
$10.4K - $10.9K
|
11.8K
$384K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
318+ 91.64% |
$9.75K - $10.2K
|
665
$21.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
316+ 2.1% |
$9.69K - $10.2K
|
15.3K
$500K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300+ 1.66% |
$9.2K - $9.64K
|
18.3K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
297+ 4.23% |
$9.1K - $9.54K
|
7.32K
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
292+ 0.39% |
$8.95K - $9.38K
|
75.2K
$2.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
291+ 0.74% |
$8.92K - $9.35K
|
39.7K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
284+ 13.38% |
$8.7K - $9.12K
|
2.41K
$78.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
275+ 8.12% |
$8.43K - $8.84K
|
3.66K
$119K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
275+ 6.85% |
$8.43K - $8.84K
|
4.29K
$140K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
274+ 1.65% |
$8.4K - $8.8K
|
16.9K
$550K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
265+ 1.27% |
$8.12K - $8.51K
|
21.2K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
257+ 1.31% |
$7.88K - $8.26K
|
19.8K
$646K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
253+ 3.94% |
$7.75K - $8.13K
|
6.68K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
250+ 3.89% |
$7.66K - $8.03K
|
6.67K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
249New |
$7.63K - $8K
|
249
$8.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
239+ 0.9% |
$7.33K - $7.68K
|
26.8K
$872K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
229+ 177.52% |
$7.02K - $7.36K
|
358
$11.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
223+ 0.97% |
$6.83K - $7.16K
|
23.2K
$755K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
214+ 0.36% |
$6.56K - $6.88K
|
59.3K
$1.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
200+ 1.65% |
$6.13K - $6.43K
|
12.3K
$401K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
199+ 1.65% |
$6.1K - $6.39K
|
12.2K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
197+ 1.51% |
$6.04K - $6.33K
|
13.2K
$431K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
196+ 0.74% |
$6.01K - $6.3K
|
26.6K
$868K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
194+ 2.04% |
$5.95K - $6.23K
|
9.7K
$316K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
183+ 1.52% |
$5.61K - $5.88K
|
12.3K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
182+ 1.52% |
$5.58K - $5.85K
|
12.2K
$397K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
155+ 1.51% |
$4.75K - $4.98K
|
10.4K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
139+ 0.46% |
$4.26K - $4.47K
|
30.1K
$982K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.9% |
$3.95K - $4.14K
|
14.5K
$472K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 4.79% |
$3.77K - $3.95K
|
2.69K
$87.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
121+ 0.41% |
$3.71K - $3.89K
|
29.6K
$964K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
120+ 1.73% |
$3.68K - $3.86K
|
7.04K
$229K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
115+ 0.68% |
$3.52K - $3.69K
|
16.9K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
112+ 0.5% |
$3.43K - $3.6K
|
22.4K
$731K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
109+ 3.16% |
$3.34K - $3.5K
|
3.55K
$116K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
106+ 3533.33% |
$3.25K - $3.41K
|
109
$3.55K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
105+ 10.56% |
$3.22K - $3.37K
|
1.1K
$35.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
102+ 1.02% |
$3.13K - $3.28K
|
10.1K
$329K
|