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
|
Parkside Investments, LLC
|
BUY
|
- |
55.8K+ 16.1% |
$1.74M - $1.87M
|
402K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
50.5K+ 5.67% |
$1.57M - $1.69M
|
941K
$29.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
49.9K+ 15.04% |
$1.55M - $1.67M
|
381K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.9K+ 9.94% |
$1.52M - $1.64M
|
541K
$17M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
44.3K+ 5.83% |
$1.38M - $1.48M
|
803K
$25.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
43.6K+ 4.4% |
$1.36M - $1.46M
|
1.03M
$32.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
43.5KNew |
$1.36M - $1.46M
|
43.5K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
42.6K+ 75.1% |
$1.33M - $1.43M
|
99.4K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
41.6KNew |
$1.3M - $1.39M
|
41.6K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39.7K+ 104.2% |
$1.24M - $1.33M
|
77.8K
$2.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.5K+ 7.33% |
$1.2M - $1.29M
|
564K
$17.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38.3K+ 16.86% |
$1.19M - $1.28M
|
266K
$8.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
35K+ 36.08% |
$1.09M - $1.17M
|
132K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.9K+ 52.02% |
$1.09M - $1.17M
|
102K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
33.9K+ 75.26% |
$1.06M - $1.14M
|
79K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33.3K+ 15.27% |
$1.04M - $1.12M
|
252K
$7.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
33K+ 48.07% |
$1.03M - $1.1M
|
102K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
32.7KNew |
$1.02M - $1.09M
|
32.7K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
32.3K+ 35.33% |
$1.01M - $1.08M
|
124K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
32.1KNew |
$1M - $1.08M
|
32.1K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
30K+ 4.2% |
$935K - $1M
|
744K
$23.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.7K+ 27.02% |
$925K - $994K
|
139K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
29.3KNew |
$913K - $980K
|
29.3K
$919K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.8K+ 2.14% |
$897K - $963K
|
1.37M
$43.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28.4KNew |
$886K - $952K
|
28.4K
$892K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
27.4K+ 3.91% |
$853K - $916K
|
726K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.4K+ 24.06% |
$824K - $885K
|
136K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.3K+ 3.97% |
$822K - $883K
|
689K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
26K+ 16.52% |
$811K - $871K
|
183K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
25.5KNew |
$795K - $854K
|
25.5K
$801K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
25.5K+ 129.77% |
$795K - $854K
|
45.2K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
25.4K+ 85.99% |
$792K - $851K
|
54.9K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25K+ 92.0% |
$778K - $836K
|
52.1K
$1.64M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24.2K+ 17.28% |
$756K - $812K
|
164K
$5.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23.6K+ 5.16% |
$736K - $790K
|
481K
$15.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
23.5K+ 17.71% |
$732K - $787K
|
156K
$4.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23.1K+ 144.07% |
$721K - $775K
|
39.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22.9K+ 4.48% |
$715K - $769K
|
535K
$16.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.1K+ 65.04% |
$691K - $742K
|
56.2K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.6K+ 101.48% |
$673K - $723K
|
42.8K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 3.14% |
$669K - $719K
|
704K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.2K+ 2.57% |
$660K - $709K
|
845K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
20.9KNew |
$652K - $700K
|
20.9K
$657K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20.7K+ 1.17% |
$646K - $694K
|
1.79M
$56.1M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
20.2K+ 66.1% |
$630K - $677K
|
50.8K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
19.6K+ 71.96% |
$611K - $656K
|
46.8K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.4K+ 110.74% |
$605K - $650K
|
36.9K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.1KNew |
$596K - $640K
|
19.1K
$600K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
18.9K+ 6.09% |
$589K - $633K
|
329K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
18.9K+ 12.32% |
$589K - $633K
|
172K
$5.41M
|