Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-49- 0.23% |
$1.53K - $1.64K
|
21K
$655K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-50- 0.14% |
$1.56K - $1.68K
|
36K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-57- 0.34% |
$1.78K - $1.91K
|
16.9K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 0.79% |
$1.81K - $1.94K
|
7.26K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-60- 4.84% |
$1.87K - $2.01K
|
1.18K
$36.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-63- 0.19% |
$1.96K - $2.11K
|
33.9K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-67- 0.42% |
$2.09K - $2.24K
|
15.9K
$496K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-78- 0.81% |
$2.43K - $2.61K
|
9.5K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-80- 0.19% |
$2.49K - $2.68K
|
41.2K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-81- 98.78% |
$2.53K - $2.71K
|
1
$31.2
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-81- 1.06% |
$2.53K - $2.71K
|
7.55K
$236K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-89- 0.31% |
$2.78K - $2.98K
|
28.7K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-95- 1.13% |
$2.96K - $3.18K
|
8.3K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 9.01% |
$3.09K - $3.32K
|
1K
$31.2K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-100- 11.83% |
$3.12K - $3.35K
|
745
$23.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 50.0% |
$3.12K - $3.35K
|
100
$3.12K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-106- 0.87% |
$3.31K - $3.55K
|
12.1K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-108- 1.53% |
$3.37K - $3.62K
|
6.93K
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-114- 18.48% |
$3.55K - $3.82K
|
503
$15.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-128- 1.32% |
$3.99K - $4.29K
|
9.54K
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-130- 0.6% |
$4.05K - $4.36K
|
21.5K
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-130- 0.28% |
$4.05K - $4.36K
|
45.6K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-137- 0.32% |
$4.27K - $4.59K
|
42.9K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-151- 1.11% |
$4.71K - $5.06K
|
13.4K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-155- 0.7% |
$4.83K - $5.19K
|
21.9K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-163- 1.4% |
$5.08K - $5.46K
|
11.5K
$358K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-171- 0.76% |
$5.33K - $5.73K
|
22.3K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-179- 0.66% |
$5.58K - $6K
|
27K
$842K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-187- 1.78% |
$5.83K - $6.26K
|
10.3K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-200- 2.9% |
$6.24K - $6.7K
|
6.7K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-206- 1.65% |
$6.42K - $6.9K
|
12.3K
$384K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-209- 1.95% |
$6.52K - $7K
|
10.5K
$327K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-212- 5.73% |
$6.61K - $7.1K
|
3.49K
$109K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-220- 0.52% |
$6.86K - $7.37K
|
41.9K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-225- 0.84% |
$7.02K - $7.54K
|
26.6K
$830K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 63.97% |
$7.14K - $7.67K
|
129
$4.03K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-231- 1.96% |
$7.2K - $7.74K
|
11.6K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 0.4% |
$7.8K - $8.38K
|
61.9K
$1.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 12.5% |
$7.8K - $8.38K
|
1.75K
$54.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-255- 1.07% |
$7.95K - $8.54K
|
23.7K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-260- 1.58% |
$8.11K - $8.71K
|
16.2K
$505K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-275- 0.89% |
$8.57K - $9.21K
|
30.6K
$955K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-276- 0.22% |
$8.61K - $9.25K
|
124K
$3.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-279- 2.76% |
$8.7K - $9.35K
|
9.82K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-285- 1.54% |
$8.89K - $9.55K
|
18.3K
$570K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 2.91% |
$9.35K - $10.1K
|
10K
$312K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-303- 0.21% |
$9.45K - $10.2K
|
147K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-304- 46.91% |
$9.48K - $10.2K
|
344
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-310- 11.53% |
$9.67K - $10.4K
|
2.38K
$74.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-312- 1.73% |
$9.73K - $10.5K
|
17.7K
$553K
|