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 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
$5.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.49K- 11.65% |
$140K - $151K
|
34.1K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.57K- 12.71% |
$143K - $153K
|
31.4K
$949K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.71K- 9.06% |
$147K - $158K
|
47.3K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.73K- 3.93% |
$148K - $159K
|
116K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.78K- 23.71% |
$149K - $160K
|
15.4K
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.9K- 19.05% |
$153K - $164K
|
20.8K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.97K- 29.85% |
$155K - $166K
|
11.7K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.04K- 18.66% |
$157K - $169K
|
22K
$664K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-5.05K- 31.64% |
$158K - $169K
|
10.9K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.14K- 24.38% |
$160K - $172K
|
15.9K
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.29K- 2.92% |
$165K - $177K
|
176K
$5.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-5.41K- 2.93% |
$169K - $181K
|
179K
$5.42M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.63K- 29.55% |
$175K - $188K
|
13.4K
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-5.65K- 26.61% |
$176K - $189K
|
15.6K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.84K- 15.75% |
$182K - $196K
|
31.3K
$945K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 15.5% |
$183K - $197K
|
32K
$967K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.95K- 12.59% |
$186K - $199K
|
41.3K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.07K- 3.12% |
$189K - $203K
|
188K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.12K- 15.78% |
$191K - $205K
|
32.7K
$988K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.45K- 11.97% |
$201K - $216K
|
47.4K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.77K- 19.8% |
$211K - $227K
|
27.4K
$829K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-6.78K- 20.23% |
$211K - $227K
|
26.7K
$808K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-7.16K- 15.3% |
$223K - $240K
|
39.6K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.28K- 5.56% |
$227K - $244K
|
124K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.58K- 14.72% |
$236K - $254K
|
43.9K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.02K- 5.5% |
$250K - $269K
|
138K
$4.16M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.16K- 33.27% |
$254K - $273K
|
16.4K
$495K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.21K- 14.39% |
$256K - $275K
|
48.8K
$1.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.3K- 9.07% |
$259K - $278K
|
83.2K
$2.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.35K- 21.37% |
$260K - $280K
|
30.7K
$928K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 42.66% |
$267K - $287K
|
11.5K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-8.59K- 9.62% |
$268K - $288K
|
80.6K
$2.44M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.83K- 17.84% |
$275K - $296K
|
40.6K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.83K- 17.84% |
$275K - $296K
|
40.6K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-8.85K- 2.5% |
$276K - $297K
|
345K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-9.31K- 13.82% |
$290K - $312K
|
58.1K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9.46K- 9.46% |
$295K - $317K
|
90.6K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.55K- 22.02% |
$298K - $320K
|
33.8K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.56K- 32.32% |
$298K - $320K
|
20K
$605K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.63K- 16.35% |
$300K - $323K
|
49.3K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-9.9K- 35.45% |
$309K - $332K
|
18K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.92K- 5.12% |
$309K - $332K
|
184K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-10.4K- 48.13% |
$325K - $350K
|
11.2K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 11.89% |
$326K - $351K
|
77.6K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-10.5K- 41.29% |
$327K - $351K
|
14.9K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.7K- 45.54% |
$332K - $357K
|
12.7K
$385K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.2K- 43.91% |
$350K - $376K
|
14.4K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.8K- 3.3% |
$368K - $396K
|
346K
$10.5M
|