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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-315- 2.16% |
$9.82K - $10.6K
|
14.2K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-317- 0.98% |
$9.88K - $10.6K
|
32K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-333- 4.58% |
$10.4K - $11.2K
|
6.93K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-354- 2.25% |
$11K - $11.9K
|
15.4K
$481K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-370- 0.63% |
$11.5K - $12.4K
|
58K
$1.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-382- 0.46% |
$11.9K - $12.8K
|
83.1K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-386- 0.3% |
$12K - $12.9K
|
126K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-399- 1.86% |
$12.4K - $13.4K
|
21.1K
$659K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-400- 3.72% |
$12.5K - $13.4K
|
10.4K
$323K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-402- 0.71% |
$12.5K - $13.5K
|
56.1K
$1.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-408- 2.88% |
$12.7K - $13.7K
|
13.8K
$430K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-408- 0.6% |
$12.7K - $13.7K
|
67.7K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-430- 4.25% |
$13.4K - $14.4K
|
9.68K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-454- 3.73% |
$14.2K - $15.2K
|
11.7K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-475- 3.33% |
$14.8K - $15.9K
|
13.8K
$430K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-480- 0.36% |
$15K - $16.1K
|
132K
$4.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-497- 4.78% |
$15.5K - $16.6K
|
9.9K
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 7.07% |
$15.6K - $16.8K
|
6.58K
$205K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-502- 0.23% |
$15.7K - $16.8K
|
222K
$6.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-512- 3.44% |
$16K - $17.2K
|
14.4K
$449K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-515- 7.19% |
$16.1K - $17.3K
|
6.65K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-520- 0.47% |
$16.2K - $17.4K
|
110K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-541- 7.66% |
$16.9K - $18.1K
|
6.52K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-548- 10.77% |
$17.1K - $18.4K
|
4.54K
$142K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-553- 0.74% |
$17.2K - $18.5K
|
74.3K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-560- 14.56% |
$17.5K - $18.8K
|
3.29K
$103K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-565- 1.62% |
$17.6K - $18.9K
|
34.4K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-567- 2.19% |
$17.7K - $19K
|
25.3K
$789K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-588- 2.54% |
$18.3K - $19.7K
|
22.6K
$705K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-601- 2.94% |
$18.7K - $20.1K
|
19.8K
$619K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-609- 2.03% |
$19K - $20.4K
|
29.5K
$920K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-615- 3.51% |
$19.2K - $20.6K
|
16.9K
$528K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-630- 13.39% |
$19.6K - $21.1K
|
4.08K
$127K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-630- 2.08% |
$19.6K - $21.1K
|
29.6K
$925K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-650- 0.82% |
$20.3K - $21.8K
|
78.8K
$2.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-650- 0.97% |
$20.3K - $21.8K
|
66.4K
$2.07M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-650- 68.42% |
$20.3K - $21.8K
|
300
$9.37K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-650- 2.9% |
$20.3K - $21.8K
|
21.8K
$680K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-652- 4.73% |
$20.3K - $21.8K
|
13.1K
$410K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-668- 8.8% |
$20.8K - $22.4K
|
6.92K
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-676- 7.26% |
$21.1K - $22.6K
|
8.64K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-697- 3.53% |
$21.7K - $23.3K
|
19K
$594K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-711- 1.34% |
$22.2K - $23.8K
|
52.3K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-753- 3.99% |
$23.5K - $25.2K
|
18.1K
$566K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-767- 11.48% |
$23.9K - $25.7K
|
5.91K
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-772- 2.71% |
$24.1K - $25.9K
|
27.8K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-776- 8.5% |
$24.2K - $26K
|
8.36K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-787- 5.52% |
$24.5K - $26.4K
|
13.5K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-803- 10.96% |
$25K - $26.9K
|
6.52K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-811- 22.16% |
$25.3K - $27.2K
|
2.85K
$89K
|