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 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
100+ 0.27% |
$3.07K - $3.21K
|
37.4K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
97+ 0.83% |
$2.97K - $3.12K
|
11.8K
$384K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
86+ 0.41% |
$2.64K - $2.76K
|
21K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
85+ 1.52% |
$2.61K - $2.73K
|
5.66K
$185K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
85+ 0.88% |
$2.61K - $2.73K
|
9.79K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
82+ 0.74% |
$2.51K - $2.63K
|
11.2K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
82+ 0.86% |
$2.51K - $2.63K
|
9.58K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
81+ 8100.0% |
$2.48K - $2.6K
|
82
$2.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
81+ 1.21% |
$2.48K - $2.6K
|
6.8K
$222K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
72+ 0.46% |
$2.21K - $2.31K
|
15.9K
$517K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
70+ 0.69% |
$2.15K - $2.25K
|
10.2K
$331K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
69+ 1.01% |
$2.11K - $2.22K
|
6.88K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
67+ 0.51% |
$2.05K - $2.15K
|
13.1K
$428K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
63New |
$1.93K - $2.02K
|
63
$2.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
62New |
$1.9K - $1.99K
|
62
$2.02K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
60+ 0.05% |
$1.84K - $1.93K
|
132K
$4.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60+ 1.52% |
$1.84K - $1.93K
|
4.01K
$131K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
50+ 0.01% |
$1.53K - $1.61K
|
354K
$11.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
50New |
$1.53K - $1.61K
|
50
$1.63K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
46+ 0.49% |
$1.41K - $1.48K
|
9.41K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
45+ 0.16% |
$1.38K - $1.45K
|
28.7K
$936K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38+ 0.71% |
$1.16K - $1.22K
|
5.39K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32+ 0.06% |
$981 - $1.03K
|
56.5K
$1.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 0.27% |
$950 - $996
|
11.4K
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
29+ 0.2% |
$889 - $932
|
14.9K
$485K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
29+ 0.0% |
$889 - $932
|
1.17M
$38.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
28+ 0.3% |
$858 - $900
|
9.49K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
27+ 0.22% |
$828 - $868
|
12.5K
$407K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
24+ 0.05% |
$736 - $771
|
52.5K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23+ 0.33% |
$705 - $739
|
6.98K
$228K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
21+ 0.07% |
$644 - $675
|
31.7K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 0.53% |
$613 - $643
|
3.81K
$124K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14+ 0.2% |
$429 - $450
|
6.86K
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.05% |
$245 - $257
|
16.1K
$523K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8+ 0.27% |
$245 - $257
|
2.94K
$95.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.09% |
$245 - $257
|
8.6K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$215 - $225
|
7
$228
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 1.52% |
$153 - $161
|
335
$10.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 1.48% |
$153 - $161
|
342
$11.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.67% |
$91.9 - $96.4
|
454
$14.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3+ 0.02% |
$91.9 - $96.4
|
13.6K
$442K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3+ 0.21% |
$91.9 - $96.4
|
1.43K
$46.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.06% |
$61.3 - $64.3
|
3.28K
$107K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.03% |
$61.3 - $64.3
|
6.91K
$225K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 12.5% |
$30.7 - $32.1
|
9
$293
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.17% |
$30.7 - $32.1
|
47
$1.53K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1- 0.01% |
$30.7 - $32.1
|
13.3K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 2.38% |
$30.7 - $32.1
|
41
$1.34K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2- 0.01% |
$61.3 - $64.3
|
34.7K
$1.13M
|