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 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.5K- 64.32% |
$702K - $755K
|
12.5K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.6K- 32.77% |
$705K - $757K
|
46.4K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.7K- 12.98% |
$708K - $761K
|
152K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.9K- 23.97% |
$778K - $836K
|
79.1K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26.2K- 7.03% |
$816K - $876K
|
346K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-26.5K- 46.25% |
$827K - $889K
|
30.8K
$969K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-28.3K- 2.08% |
$881K - $947K
|
1.33M
$41.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-28.7K- 24.98% |
$893K - $960K
|
86K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33.2K- 29.96% |
$1.04M - $1.11M
|
77.7K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36.2K- 4.31% |
$1.13M - $1.21M
|
804K
$25.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-37.4K- 17.58% |
$1.17M - $1.25M
|
175K
$5.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-38.6K- 17.25% |
$1.2M - $1.29M
|
185K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43.3K- 21.66% |
$1.35M - $1.45M
|
156K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-43.5K- 2.74% |
$1.36M - $1.46M
|
1.54M
$48.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-47.2K- 19.5% |
$1.47M - $1.58M
|
195K
$6.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-49.8K- 11.78% |
$1.55M - $1.67M
|
373K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-50.7K- 56.49% |
$1.58M - $1.7M
|
39K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-58.8K- 5.68% |
$1.83M - $1.97M
|
975K
$30.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-60.9K- 4.29% |
$1.9M - $2.04M
|
1.36M
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-61.4K- 13.57% |
$1.92M - $2.06M
|
391K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-69K- 94.57% |
$2.15M - $2.31M
|
3.96K
$124K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-72.8K- 41.42% |
$2.27M - $2.44M
|
103K
$3.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-74.5K- 37.17% |
$2.32M - $2.5M
|
126K
$3.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-85.8K- 49.76% |
$2.67M - $2.87M
|
86.6K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-94.4K- 20.66% |
$2.94M - $3.16M
|
363K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-95.6K- 54.62% |
$2.98M - $3.2M
|
79.5K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-119K- 30.87% |
$3.71M - $3.98M
|
266K
$8.37M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-120K- 83.13% |
$3.73M - $4.01M
|
24.3K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133K- 11.81% |
$4.15M - $4.46M
|
995K
$31.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-151K- 69.28% |
$4.72M - $5.07M
|
67.2K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-208K- 14.42% |
$6.5M - $6.98M
|
1.24M
$38.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-209K- 42.43% |
$6.52M - $7M
|
284K
$8.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-230K- 67.92% |
$7.16M - $7.7M
|
108K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-231K- 91.79% |
$7.2M - $7.74M
|
20.7K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-246K- 89.52% |
$7.67M - $8.24M
|
28.8K
$904K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-288K- 29.58% |
$8.98M - $9.65M
|
685K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-322K- 85.69% |
$10M - $10.8M
|
53.8K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-383K- 47.07% |
$12M - $12.8M
|
431K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-470K- 7.4% |
$14.7M - $15.7M
|
5.88M
$185M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-747K- 84.09% |
$23.3M - $25M
|
141K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-976K- 97.85% |
$30.4M - $32.7M
|
21.5K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.02M- 96.84% |
$31.9M - $34.3M
|
33.3K
$1.05M
|