Purchases and Sales Made in Q3 2025 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 2025. 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 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
792KNew |
$24.3M - $25.4M
|
792K
$24.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
161K+ 36.59% |
$4.95M - $5.18M
|
602K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
136KNew |
$4.16M - $4.36M
|
136K
$4.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
45.2K+ 6.45% |
$1.39M - $1.45M
|
746K
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
42.7K+ 12.45% |
$1.31M - $1.37M
|
386K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
40.2K+ 7.17% |
$1.23M - $1.29M
|
601K
$18.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30.2K+ 2.71% |
$927K - $971K
|
1.15M
$35.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
27.2K+ 2.7% |
$835K - $875K
|
1.04M
$32.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
25.3K+ 20.33% |
$775K - $812K
|
150K
$4.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.5K+ 1.26% |
$752K - $787K
|
1.97M
$61.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
24.1K+ 42.73% |
$738K - $774K
|
80.4K
$2.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23.6KNew |
$725K - $760K
|
23.6K
$741K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 3.14% |
$688K - $721K
|
738K
$23.1M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
22KNew |
$675K - $707K
|
22K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
19.8K+ 16.81% |
$607K - $636K
|
138K
$4.31M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
18.4K+ 165.05% |
$565K - $591K
|
29.6K
$926K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
18.1KNew |
$554K - $581K
|
18.1K
$566K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
17.6K+ 5.87% |
$539K - $564K
|
317K
$9.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.7K+ 192.16% |
$512K - $536K
|
25.4K
$795K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
16.6K+ 1.88% |
$510K - $534K
|
901K
$28.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
15.8K+ 7.11% |
$485K - $508K
|
238K
$7.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.4K+ 86.95% |
$471K - $494K
|
33K
$1.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
13.3K+ 4.21% |
$408K - $428K
|
330K
$10.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
11.4K+ 37.36% |
$348K - $365K
|
41.8K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
10.7K+ 6.38% |
$329K - $344K
|
179K
$5.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 69.46% |
$318K - $333K
|
25.3K
$792K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
10.3KNew |
$315K - $330K
|
10.3K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$311K - $326K
|
10.1K
$318K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
9.82K+ 7.02% |
$301K - $316K
|
150K
$4.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
8.29KNew |
$254K - $266K
|
8.29K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.09K+ 9.61% |
$248K - $260K
|
92.2K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
7.64KNew |
$234K - $246K
|
7.64K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.54K+ 14.46% |
$231K - $242K
|
59.7K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
7.28K+ 17.56% |
$223K - $234K
|
48.7K
$1.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.88K+ 19.07% |
$211K - $221K
|
43K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.88KNew |
$211K - $221K
|
6.88K
$215K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.76KNew |
$207K - $217K
|
6.76K
$212K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.39KNew |
$196K - $205K
|
6.39K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.38KNew |
$196K - $205K
|
6.38K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
6.29K+ 14.28% |
$193K - $202K
|
50.3K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.21K+ 10.06% |
$160K - $167K
|
57K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.18K+ 24.93% |
$159K - $166K
|
26K
$813K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.91K+ 2.29% |
$151K - $158K
|
219K
$6.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.84K+ 0.87% |
$148K - $155K
|
558K
$17.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
4.68K+ 5.01% |
$144K - $150K
|
98.2K
$3.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.51K+ 11.76% |
$138K - $145K
|
42.9K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
4.37K+ 4.12% |
$134K - $140K
|
110K
$3.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.76K+ 3.81% |
$115K - $121K
|
102K
$3.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.54K+ 12.64% |
$109K - $114K
|
31.6K
$989K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.31K+ 1.68% |
$102K - $106K
|
200K
$6.28M
|