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 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.95K- 12.59% |
$186K - $199K
|
41.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.07K- 3.12% |
$189K - $203K
|
188K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.12K- 15.78% |
$191K - $205K
|
32.7K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-6.45K- 11.97% |
$201K - $216K
|
47.4K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.77K- 19.8% |
$211K - $227K
|
27.4K
$861K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-6.78K- 20.23% |
$211K - $227K
|
26.7K
$840K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-7.16K- 15.3% |
$223K - $240K
|
39.6K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.28K- 5.56% |
$227K - $244K
|
124K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.58K- 14.72% |
$236K - $254K
|
43.9K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.02K- 5.5% |
$250K - $269K
|
138K
$4.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.21K- 14.39% |
$256K - $275K
|
48.8K
$1.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.3K- 9.07% |
$259K - $278K
|
83.2K
$2.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.35K- 21.37% |
$260K - $280K
|
30.7K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 42.66% |
$267K - $287K
|
11.5K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-8.59K- 9.62% |
$268K - $288K
|
80.6K
$2.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.83K- 17.84% |
$275K - $296K
|
40.6K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-8.85K- 2.5% |
$276K - $297K
|
345K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-9.31K- 13.82% |
$290K - $312K
|
58.1K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9.46K- 9.46% |
$295K - $317K
|
90.6K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.55K- 22.02% |
$298K - $320K
|
33.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.56K- 32.32% |
$298K - $320K
|
20K
$629K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.63K- 16.35% |
$300K - $323K
|
49.3K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-9.9K- 35.45% |
$309K - $332K
|
18K
$566K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.92K- 5.12% |
$309K - $332K
|
184K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-10.4K- 48.13% |
$325K - $350K
|
11.2K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 11.89% |
$326K - $351K
|
77.6K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-10.5K- 41.29% |
$327K - $351K
|
14.9K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.7K- 45.54% |
$332K - $357K
|
12.7K
$400K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.2K- 43.91% |
$350K - $376K
|
14.4K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.8K- 3.3% |
$368K - $396K
|
346K
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-12.3K- 99.73% |
$383K - $411K
|
33
$1.04K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-12.6K- 9.58% |
$393K - $422K
|
119K
$3.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-12.8K- 10.33% |
$399K - $428K
|
111K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-12.9K- 9.51% |
$403K - $433K
|
123K
$3.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13K- 1.06% |
$404K - $434K
|
1.21M
$38.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-13.4K- 59.51% |
$416K - $447K
|
9.09K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-13.7K- 42.96% |
$426K - $458K
|
18.2K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-14K- 35.9% |
$437K - $469K
|
25K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-14.6KClosed |
$454K - $488K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14.8K- 26.91% |
$460K - $494K
|
40.1K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-15.1K- 7.86% |
$470K - $505K
|
177K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.3K- 11.11% |
$541K - $581K
|
139K
$4.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18.2K- 8.23% |
$568K - $610K
|
203K
$6.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-18.5K- 50.72% |
$575K - $618K
|
17.9K
$563K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-18.6K- 28.65% |
$578K - $621K
|
46.2K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-18.9K- 36.7% |
$589K - $632K
|
32.5K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.1K- 0.78% |
$594K - $639K
|
2.42M
$75.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-21.3K- 72.92% |
$665K - $714K
|
7.92K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-21.5K- 31.72% |
$670K - $720K
|
46.2K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-22.2K- 3.31% |
$691K - $742K
|
647K
$20.3M
|