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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.79K+ 23.83% |
$55.7K - $59.8K
|
9.28K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
1.71K+ 1.83% |
$53.3K - $57.2K
|
94.9K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.69K+ 14.31% |
$52.5K - $56.4K
|
13.5K
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 13.75% |
$52.5K - $56.4K
|
13.9K
$438K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.68K+ 5.58% |
$52.4K - $56.3K
|
31.8K
$999K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 0.76% |
$50.9K - $54.7K
|
216K
$6.78M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.59KNew |
$49.6K - $53.3K
|
1.59K
$50K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.59K+ 3.6% |
$49.6K - $53.3K
|
45.8K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.55K+ 8.84% |
$48.3K - $51.9K
|
19.1K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.53K+ 12.46% |
$47.7K - $51.3K
|
13.8K
$434K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.52K+ 11.42% |
$47.5K - $51.1K
|
14.9K
$467K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.5K+ 35.01% |
$46.8K - $50.3K
|
5.78K
$182K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.49K+ 7.76% |
$46.3K - $49.7K
|
20.6K
$648K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.48K+ 7.44% |
$46K - $49.4K
|
21.3K
$670K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.47K+ 0.77% |
$46K - $49.4K
|
192K
$6.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47K+ 6.77% |
$46K - $49.4K
|
23.3K
$731K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.4K+ 29.66% |
$43.7K - $46.9K
|
6.12K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.37KNew |
$42.7K - $45.8K
|
1.37K
$43K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.36K+ 0.98% |
$42.3K - $45.5K
|
140K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.36K+ 17.58% |
$42.3K - $45.4K
|
9.07K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.31KNew |
$40.8K - $43.8K
|
1.31K
$41.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.29K+ 14.57% |
$40.2K - $43.2K
|
10.1K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.26K+ 0.59% |
$39.4K - $42.3K
|
215K
$6.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.2K+ 18.51% |
$37.4K - $40.2K
|
7.69K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2K+ 24.55% |
$37.4K - $40.2K
|
6.09K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.16K+ 4.37% |
$36.2K - $38.9K
|
27.7K
$870K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.15K+ 3.6% |
$35.7K - $38.4K
|
32.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.07KNew |
$33.4K - $35.9K
|
1.07K
$33.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.07K+ 0.65% |
$33.2K - $35.7K
|
165K
$5.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.06K+ 3.8% |
$33.1K - $35.5K
|
28.9K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 13.71% |
$33K - $35.5K
|
8.79K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.05K+ 6.51% |
$32.8K - $35.2K
|
17.2K
$541K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.05K+ 6.15% |
$32.7K - $35.1K
|
18.1K
$569K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.03K+ 3.73% |
$32.1K - $34.5K
|
28.6K
$899K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.02K+ 2.74% |
$31.9K - $34.3K
|
38.4K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 8.13% |
$31.2K - $33.5K
|
13.3K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
997+ 3.59% |
$31.1K - $33.4K
|
28.8K
$904K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
959+ 4.37% |
$29.9K - $32.1K
|
22.9K
$719K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
950+ 3.63% |
$29.6K - $31.8K
|
27.1K
$853K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
937+ 1.19% |
$29.2K - $31.4K
|
79.7K
$2.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
905+ 2.44% |
$28.2K - $30.3K
|
38K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
889+ 9.75% |
$27.7K - $29.8K
|
10K
$314K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
882+ 2.1% |
$27.5K - $29.5K
|
42.9K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
853New |
$26.6K - $28.6K
|
853
$26.8K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
846+ 10.73% |
$26.4K - $28.3K
|
8.73K
$274K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
834+ 1.56% |
$26K - $27.9K
|
54.4K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
780+ 1.41% |
$24.3K - $26.1K
|
56.1K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
770+ 1.25% |
$24K - $25.8K
|
62.2K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
758+ 1.36% |
$23.6K - $25.4K
|
56.6K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
754+ 0.99% |
$23.5K - $25.3K
|
77.2K
$2.43M
|