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 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 47.37% |
$281 - $302
|
10
$296
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-15- 0.2% |
$468 - $503
|
7.65K
$226K
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-16- 0.39% |
$499 - $536
|
4.13K
$122K
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-21- 0.08% |
$655 - $704
|
25.8K
$764K
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-21- 0.19% |
$655 - $704
|
11.1K
$330K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-22- 2.27% |
$686 - $737
|
947
$28.1K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-24- 1.9% |
$748 - $804
|
1.24K
$36.8K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-38- 1.41% |
$1.18K - $1.27K
|
2.65K
$78.6K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-40- 0.3% |
$1.25K - $1.34K
|
13.3K
$394K
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-49- 0.23% |
$1.53K - $1.64K
|
21K
$621K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-49- 0.08% |
$1.53K - $1.64K
|
60.2K
$1.78M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-50- 0.14% |
$1.56K - $1.68K
|
36K
$1.07M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-57- 0.34% |
$1.78K - $1.91K
|
16.9K
$500K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 0.79% |
$1.81K - $1.94K
|
7.26K
$215K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-60- 4.84% |
$1.87K - $2.01K
|
1.18K
$35K
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-63- 0.19% |
$1.96K - $2.11K
|
33.9K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-67- 0.42% |
$2.09K - $2.24K
|
15.9K
$471K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-78- 0.81% |
$2.43K - $2.61K
|
9.5K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
SELL
|
- |
-80- 0.19% |
$2.49K - $2.68K
|
41.2K
$1.22M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-81- 1.06% |
$2.53K - $2.71K
|
7.55K
$224K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-81- 98.78% |
$2.53K - $2.71K
|
1
$29.6
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-89- 0.31% |
$2.78K - $2.98K
|
28.7K
$851K
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-95- 1.13% |
$2.96K - $3.18K
|
8.3K
$246K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 9.01% |
$3.09K - $3.32K
|
1K
$29.6K
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 50.0% |
$3.12K - $3.35K
|
100
$2.96K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-100- 11.83% |
$3.12K - $3.35K
|
745
$22.1K
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-106- 0.87% |
$3.31K - $3.55K
|
12.1K
$358K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-108- 1.53% |
$3.37K - $3.62K
|
6.93K
$205K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-114- 18.48% |
$3.55K - $3.82K
|
503
$14.9K
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-128- 1.32% |
$3.99K - $4.29K
|
9.54K
$283K
|
|
Oct 11, 2024
Q3 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-130- 0.6% |
$4.05K - $4.36K
|
21.5K
$637K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-130- 0.28% |
$4.05K - $4.36K
|
45.6K
$1.35M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-137- 0.32% |
$4.27K - $4.59K
|
42.9K
$1.27M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-151- 1.11% |
$4.71K - $5.06K
|
13.4K
$397K
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-155- 0.7% |
$4.83K - $5.19K
|
21.9K
$648K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-163- 1.4% |
$5.08K - $5.46K
|
11.5K
$339K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-171- 0.76% |
$5.33K - $5.73K
|
22.3K
$662K
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-179- 0.66% |
$5.58K - $6K
|
27K
$799K
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-187- 1.78% |
$5.83K - $6.26K
|
10.3K
$306K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-200- 2.9% |
$6.24K - $6.7K
|
6.7K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-206- 1.65% |
$6.42K - $6.9K
|
12.3K
$364K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-209- 1.95% |
$6.52K - $7K
|
10.5K
$311K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-212- 5.73% |
$6.61K - $7.1K
|
3.49K
$103K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-220- 0.52% |
$6.86K - $7.37K
|
41.9K
$1.24M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-225- 0.84% |
$7.02K - $7.54K
|
26.6K
$788K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 63.97% |
$7.14K - $7.67K
|
129
$3.82K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-231- 1.96% |
$7.2K - $7.74K
|
11.6K
$343K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 12.5% |
$7.8K - $8.38K
|
1.75K
$51.8K
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 0.4% |
$7.8K - $8.38K
|
61.9K
$1.83M
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-255- 1.07% |
$7.95K - $8.54K
|
23.7K
$701K
|