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 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-668- 8.8% |
$20.8K - $22.4K
|
6.92K
$205K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-676- 7.26% |
$21.1K - $22.6K
|
8.64K
$256K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-697- 3.53% |
$21.7K - $23.3K
|
19K
$563K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-711- 1.34% |
$22.2K - $23.8K
|
52.3K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-753- 3.99% |
$23.5K - $25.2K
|
18.1K
$537K
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-767- 11.48% |
$23.9K - $25.7K
|
5.91K
$175K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-772- 2.71% |
$24.1K - $25.9K
|
27.8K
$822K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-776- 8.5% |
$24.2K - $26K
|
8.36K
$248K
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-787- 5.52% |
$24.5K - $26.4K
|
13.5K
$399K
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-803- 10.96% |
$25K - $26.9K
|
6.52K
$193K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-811- 22.16% |
$25.3K - $27.2K
|
2.85K
$84.4K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-815- 3.85% |
$25.4K - $27.3K
|
20.3K
$603K
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-820- 1.55% |
$25.6K - $27.5K
|
52.1K
$1.54M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-824- 6.73% |
$25.7K - $27.6K
|
11.4K
$338K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-826- 2.38% |
$25.8K - $27.7K
|
33.9K
$1M
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-831- 1.5% |
$25.9K - $27.8K
|
54.5K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-840- 3.65% |
$26.2K - $28.1K
|
22.2K
$656K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-842- 8.01% |
$26.3K - $28.2K
|
9.67K
$286K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-856- 4.82% |
$26.7K - $28.7K
|
16.9K
$500K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-870- 1.67% |
$27.1K - $29.1K
|
51.3K
$1.52M
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-900- 6.48% |
$28.1K - $30.2K
|
13K
$385K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-943- 13.07% |
$29.4K - $31.6K
|
6.27K
$186K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-967- 9.8% |
$30.2K - $32.4K
|
8.9K
$264K
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-979- 13.09% |
$30.5K - $32.8K
|
6.5K
$193K
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-998- 1.43% |
$31.1K - $33.4K
|
68.9K
$2.04M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-999- 10.46% |
$31.1K - $33.5K
|
8.55K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.04K- 8.98% |
$32.4K - $34.8K
|
10.5K
$312K
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.04K- 1.34% |
$32.5K - $34.9K
|
76.6K
$2.27M
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 5.78% |
$32.7K - $35.1K
|
17.1K
$507K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.11K- 4.87% |
$34.6K - $37.2K
|
21.7K
$642K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.12K- 21.63% |
$34.8K - $37.4K
|
4.04K
$120K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.12K- 5.26% |
$34.8K - $37.4K
|
20.1K
$596K
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.13K- 1.97% |
$35.3K - $37.9K
|
56.3K
$1.67M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.17K- 5.68% |
$36.6K - $39.3K
|
19.5K
$578K
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.2K- 9.02% |
$37.4K - $40.2K
|
12.1K
$358K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.2K- 46.64% |
$37.5K - $40.3K
|
1.38K
$40.7K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.2K- 8.34% |
$37.5K - $40.3K
|
13.2K
$391K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 4.31% |
$37.8K - $40.6K
|
26.9K
$797K
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.24K- 2.03% |
$38.6K - $41.5K
|
59.9K
$1.77M
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.28K- 10.85% |
$39.8K - $42.7K
|
10.5K
$310K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.3K- 8.47% |
$40.5K - $43.6K
|
14K
$416K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 15.14% |
$40.5K - $43.6K
|
7.29K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.3K- 7.09% |
$40.5K - $43.6K
|
17K
$504K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.37K- 2.89% |
$42.8K - $46K
|
46.1K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.38K- 7.71% |
$42.9K - $46.1K
|
16.5K
$488K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.38K- 0.9% |
$43K - $46.2K
|
152K
$4.51M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.4K- 5.55% |
$43.5K - $46.7K
|
23.8K
$704K
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.41K- 2.28% |
$43.8K - $47.1K
|
60.4K
$1.79M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.41K- 2.55% |
$44.1K - $47.4K
|
54.1K
$1.6M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.42K- 6.6% |
$44.3K - $47.6K
|
20.1K
$596K
|