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 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.92K- 35.24% |
$182K - $190K
|
10.9K
$341K
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6.12K- 6.51% |
$188K - $197K
|
87.8K
$2.75M
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-6.75K- 1.41% |
$207K - $217K
|
473K
$14.8M
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.25K- 38.61% |
$253K - $265K
|
13.1K
$411K
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-8.52K- 8.7% |
$261K - $274K
|
89.4K
$2.8M
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9.31K- 27.1% |
$285K - $299K
|
25K
$784K
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.51K- 4.05% |
$292K - $306K
|
225K
$7.06M
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-10K- 17.11% |
$307K - $322K
|
48.5K
$1.52M
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-10.1K- 11.84% |
$309K - $324K
|
75K
$2.35M
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-11.7K- 35.49% |
$359K - $376K
|
21.3K
$667K
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12K- 6.05% |
$369K - $387K
|
187K
$5.85M
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-35.1K- 75.78% |
$1.08M - $1.13M
|
11.2K
$352K
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40.2K- 80.15% |
$1.23M - $1.29M
|
9.97K
$312K
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-41.9K- 58.94% |
$1.29M - $1.35M
|
29.2K
$915K
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-42.8K- 44.85% |
$1.31M - $1.37M
|
52.6K
$1.65M
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-43K- 3.62% |
$1.32M - $1.38M
|
1.14M
$35.9M
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-45K- 34.59% |
$1.38M - $1.45M
|
85.1K
$2.66M
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-55.5K- 45.61% |
$1.7M - $1.78M
|
66.2K
$2.07M
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-70.6K- 52.2% |
$2.17M - $2.27M
|
64.7K
$2.03M
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-421K- 23.06% |
$12.9M - $13.5M
|
1.4M
$44M
|