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 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.55K- 1.25% |
$48.3K - $51.9K
|
123K
$3.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.56K- 7.18% |
$48.7K - $52.3K
|
20.2K
$631K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.58K- 3.69% |
$49.2K - $52.9K
|
41.2K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.59K- 9.41% |
$49.5K - $53.2K
|
15.3K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.6K- 3.65% |
$49.9K - $53.6K
|
42.2K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.64K- 4.37% |
$51.1K - $54.9K
|
35.9K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.64K- 6.44% |
$51.3K - $55.1K
|
23.9K
$745K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.65K- 50.38% |
$51.4K - $55.3K
|
1.63K
$50.7K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.69K- 4.49% |
$52.5K - $56.4K
|
35.9K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.7K- 59.46% |
$53K - $57K
|
1.16K
$36.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.72K- 5.13% |
$53.5K - $57.5K
|
31.8K
$992K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.8K- 8.48% |
$56.1K - $60.2K
|
19.4K
$606K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.8K- 2.65% |
$56.1K - $60.3K
|
66.2K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.83K- 2.44% |
$57.2K - $61.4K
|
73.3K
$2.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.83K- 22.99% |
$57.2K - $61.4K
|
6.14K
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.91K- 18.16% |
$59.4K - $63.8K
|
8.58K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.93K- 6.41% |
$60.1K - $64.6K
|
28.2K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.97K- 23.59% |
$61.3K - $65.9K
|
6.37K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.99K- 24.29% |
$62K - $66.7K
|
6.2K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2K- 12.11% |
$62.4K - $67K
|
14.5K
$453K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.04K- 17.95% |
$63.7K - $68.4K
|
9.33K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.12K- 13.33% |
$65.9K - $70.9K
|
13.8K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.12K- 7.53% |
$66K - $70.9K
|
26K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.15K- 7.55% |
$66.9K - $71.9K
|
26.3K
$821K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.15K- 2.23% |
$67.1K - $72.1K
|
94.5K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.18K- 2.9% |
$67.8K - $72.9K
|
72.8K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.18K- 6.02% |
$68.1K - $73.2K
|
34.1K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-2.23K- 0.29% |
$69.6K - $74.8K
|
778K
$24.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.25K- 5.49% |
$70K - $75.2K
|
38.7K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.26K- 15.76% |
$70.4K - $75.7K
|
12.1K
$377K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.3K- 23.63% |
$71.7K - $77.1K
|
7.43K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.32K- 11.73% |
$72.4K - $77.8K
|
17.5K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.32K- 17.71% |
$72.5K - $77.9K
|
10.8K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.34K- 6.77% |
$73K - $78.4K
|
32.3K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-2.34K- 7.22% |
$73K - $78.5K
|
30.1K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.36K- 13.96% |
$73.5K - $78.9K
|
14.5K
$453K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.37K- 19.42% |
$73.8K - $79.3K
|
9.82K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.4K- 11.86% |
$74.9K - $80.5K
|
17.9K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.5K- 80.0% |
$78K - $83.8K
|
625
$19.5K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.56K- 11.86% |
$79.7K - $85.6K
|
19K
$593K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.56K- 12.08% |
$79.9K - $85.8K
|
18.6K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.6K- 14.9% |
$81.1K - $87.1K
|
14.9K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.62K- 1.94% |
$81.7K - $87.8K
|
133K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.7K- 15.1% |
$84.1K - $90.4K
|
15.2K
$474K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 18.53% |
$86.6K - $93.1K
|
12.2K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.87K- 3.11% |
$89.4K - $96K
|
89.3K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.94K- 8.37% |
$91.5K - $98.4K
|
32.1K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.95K- 11.39% |
$91.8K - $98.7K
|
22.9K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.99K- 6.13% |
$93.4K - $100K
|
45.9K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3K- 2.22% |
$93.4K - $100K
|
132K
$4.11M
|