Purchases and Sales Made in Q2 2025 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 2025. 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 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
135K+ 15.5% |
$3.92M - $4.15M
|
1.01M
$31.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
90.5K+ 11.4% |
$2.63M - $2.78M
|
884K
$27.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
84.1KNew |
$2.44M - $2.58M
|
84.1K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
77.2K+ 21.22% |
$2.24M - $2.37M
|
441K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
64K+ 3.4% |
$1.86M - $1.96M
|
1.95M
$60.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
50.4K+ 11.74% |
$1.46M - $1.55M
|
480K
$14.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
47.2K+ 10.53% |
$1.37M - $1.45M
|
495K
$15.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
44.8K+ 61.0% |
$1.3M - $1.37M
|
118K
$3.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
35.7KNew |
$1.04M - $1.1M
|
35.7K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
29.9K+ 58.94% |
$868K - $918K
|
80.7K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
29.3K+ 15.17% |
$849K - $898K
|
222K
$6.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
27.9KNew |
$810K - $857K
|
27.9K
$869K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
26.9K+ 33.41% |
$779K - $824K
|
107K
$3.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
25.4K+ 209.8% |
$736K - $778K
|
37.5K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24.1K+ 4.49% |
$699K - $739K
|
561K
$17.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
22.6KNew |
$655K - $693K
|
22.6K
$703K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.9K+ 89.63% |
$635K - $672K
|
46.4K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
21.1K+ 51.18% |
$611K - $647K
|
62.3K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
16.8K+ 95.88% |
$487K - $516K
|
34.3K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.3K+ 18.92% |
$444K - $470K
|
96.3K
$2.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
13.6K+ 10.77% |
$395K - $417K
|
140K
$4.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
12.5K+ 7.95% |
$362K - $383K
|
170K
$5.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.9KNew |
$344K - $364K
|
11.9K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.8KNew |
$341K - $361K
|
11.8K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.7K+ 1.11% |
$339K - $359K
|
1.06M
$33.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
11.2K+ 11.86% |
$326K - $345K
|
106K
$3.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
9.6KNew |
$278K - $295K
|
9.6K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
9.23KNew |
$268K - $283K
|
9.23K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.67K+ 7.0% |
$251K - $266K
|
132K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.01K+ 2.39% |
$232K - $246K
|
343K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
7.85K+ 25.74% |
$228K - $241K
|
38.3K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
7.85K+ 14.81% |
$228K - $241K
|
60.8K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
7.58K+ 71.67% |
$220K - $233K
|
18.2K
$565K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.51K+ 55.87% |
$218K - $231K
|
21K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.03KNew |
$204K - $216K
|
7.03K
$219K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.78K+ 7.25% |
$197K - $208K
|
100K
$3.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
6.33K+ 29.94% |
$184K - $194K
|
27.5K
$855K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.19K+ 20.32% |
$180K - $190K
|
36.7K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6.14K+ 3.41% |
$178K - $188K
|
186K
$5.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.03K+ 2.9% |
$175K - $185K
|
214K
$6.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.61K+ 9.52% |
$163K - $172K
|
64.5K
$2.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.56K+ 47.37% |
$161K - $171K
|
17.3K
$538K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.43KNew |
$157K - $167K
|
5.43K
$169K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.33K+ 3.25% |
$154K - $163K
|
169K
$5.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.26K+ 2.74% |
$153K - $161K
|
197K
$6.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.02K+ 8.9% |
$145K - $154K
|
61.4K
$1.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
4.92K+ 6.25% |
$143K - $151K
|
83.7K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.85K+ 26.52% |
$141K - $149K
|
23.1K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.14K+ 9.83% |
$120K - $127K
|
46.2K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.7K+ 15.2% |
$107K - $113K
|
28K
$871K
|