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 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.37K- 19.42% |
$73.8K - $79.3K
|
9.82K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.4K- 11.86% |
$74.9K - $80.5K
|
17.9K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.5K- 80.0% |
$78K - $83.8K
|
625
$18.9K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.56K- 11.86% |
$79.7K - $85.6K
|
19K
$573K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.56K- 12.08% |
$79.9K - $85.8K
|
18.6K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.6K- 14.9% |
$81.1K - $87.1K
|
14.9K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-2.62K- 1.94% |
$81.7K - $87.8K
|
133K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.7K- 15.1% |
$84.1K - $90.4K
|
15.2K
$458K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 18.53% |
$86.6K - $93.1K
|
12.2K
$369K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.87K- 3.11% |
$89.4K - $96K
|
89.3K
$2.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.94K- 8.37% |
$91.5K - $98.4K
|
32.1K
$970K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.95K- 11.39% |
$91.8K - $98.7K
|
22.9K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.99K- 6.13% |
$93.4K - $100K
|
45.9K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3K- 2.22% |
$93.4K - $100K
|
132K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.01K- 1.83% |
$93.9K - $101K
|
162K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.02K- 18.41% |
$94.1K - $101K
|
13.4K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-3.05K- 5.57% |
$95K - $102K
|
51.7K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.18K- 8.3% |
$99K - $106K
|
35.1K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.25K- 2.35% |
$101K - $109K
|
135K
$4.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.26K- 2.85% |
$102K - $109K
|
111K
$3.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.28K- 5.53% |
$102K - $110K
|
56K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-3.48K- 8.87% |
$108K - $116K
|
35.7K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.48K- 19.27% |
$108K - $116K
|
14.6K
$439K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.48K- 1.19% |
$109K - $117K
|
289K
$8.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-3.49K- 4.5% |
$109K - $117K
|
74.1K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-3.62K- 30.77% |
$113K - $121K
|
8.15K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.64K- 4.38% |
$113K - $122K
|
79.5K
$2.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.69K- 13.21% |
$115K - $124K
|
24.2K
$732K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-3.75K- 4.8% |
$117K - $126K
|
74.5K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.79K- 35.62% |
$118K - $127K
|
6.84K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.81K- 14.24% |
$119K - $128K
|
23K
$693K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.81K- 14.03% |
$119K - $128K
|
23.4K
$705K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.84K- 56.66% |
$120K - $129K
|
2.94K
$88.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.93K- 5.43% |
$122K - $131K
|
68.4K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.98K- 11.73% |
$124K - $133K
|
29.9K
$903K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.99K- 28.4% |
$124K - $134K
|
10.1K
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-4.03K- 1.41% |
$125K - $135K
|
281K
$8.49M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.04K- 3.84% |
$126K - $135K
|
101K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4.04K- 33.6% |
$126K - $135K
|
7.98K
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.1K- 5.99% |
$128K - $137K
|
64.4K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.13K- 99.4% |
$129K - $138K
|
25
$755
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.14K- 6.15% |
$129K - $139K
|
63.1K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.15K- 1.91% |
$129K - $139K
|
213K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.21K- 18.46% |
$131K - $141K
|
18.6K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-4.22K- 14.79% |
$131K - $141K
|
24.3K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-4.33K- 20.87% |
$135K - $145K
|
16.4K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4.35K- 29.86% |
$136K - $146K
|
10.2K
$308K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-4.37K- 63.36% |
$136K - $146K
|
2.53K
$76.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.46K- 7.03% |
$139K - $149K
|
59K
$1.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.49K- 2.24% |
$140K - $150K
|
196K
$5.9M
|