Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
132+ 2.07% |
$4.12K - $4.42K
|
6.5K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
126+ 0.65% |
$3.93K - $4.22K
|
19.6K
$616K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
125New |
$3.9K - $4.19K
|
125
$3.92K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
120+ 2.09% |
$3.75K - $4.02K
|
5.87K
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
116New |
$3.62K - $3.89K
|
116
$3.64K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
115+ 1.19% |
$3.59K - $3.85K
|
9.78K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
110New |
$3.44K - $3.69K
|
110
$3.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
105+ 0.85% |
$3.28K - $3.52K
|
12.5K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
94New |
$2.94K - $3.15K
|
94
$2.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
94+ 0.36% |
$2.94K - $3.15K
|
26.3K
$826K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
92+ 2.28% |
$2.87K - $3.08K
|
4.13K
$130K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
90New |
$2.81K - $3.02K
|
90
$2.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
90New |
$2.81K - $3.02K
|
90
$2.82K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
85+ 2.09% |
$2.65K - $2.85K
|
4.16K
$130K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
83+ 1.2% |
$2.59K - $2.78K
|
6.98K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
74+ 0.74% |
$2.31K - $2.48K
|
10.1K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
72+ 0.21% |
$2.25K - $2.41K
|
33.9K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
68+ 0.49% |
$2.12K - $2.28K
|
13.9K
$435K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
68New |
$2.12K - $2.28K
|
68
$2.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
67+ 1.04% |
$2.09K - $2.25K
|
6.49K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
67+ 0.26% |
$2.09K - $2.25K
|
25.7K
$806K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
58+ 0.45% |
$1.81K - $1.94K
|
13K
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55+ 0.41% |
$1.72K - $1.84K
|
13.4K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
51+ 510.0% |
$1.59K - $1.71K
|
61
$1.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
50New |
$1.56K - $1.68K
|
50
$1.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49New |
$1.53K - $1.64K
|
49
$1.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
47+ 0.22% |
$1.47K - $1.57K
|
21.7K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44+ 1.05% |
$1.37K - $1.47K
|
4.23K
$133K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
44+ 0.36% |
$1.37K - $1.47K
|
12.4K
$389K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
43+ 0.37% |
$1.34K - $1.44K
|
11.7K
$368K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
34New |
$1.06K - $1.14K
|
34
$1.07K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 0.68% |
$968 - $1.04K
|
4.57K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
27+ 0.37% |
$843 - $905
|
7.24K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
26+ 0.04% |
$812 - $871
|
67.7K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.03% |
$781 - $838
|
79.5K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
21+ 0.1% |
$656 - $704
|
22K
$690K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
19+ 1.46% |
$593 - $637
|
1.32K
$41.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
19+ 2.06% |
$593 - $637
|
940
$29.5K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
17+ 0.15% |
$531 - $570
|
11.7K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14+ 0.12% |
$437 - $469
|
11.3K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.14% |
$312 - $335
|
7.15K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
10+ 0.29% |
$312 - $335
|
3.5K
$110K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 2.06% |
$219 - $235
|
347
$10.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.1% |
$219 - $235
|
6.83K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 2.02% |
$219 - $235
|
354
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7New |
$219 - $235
|
7
$220
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
7+ 1.04% |
$219 - $235
|
678
$21.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
7+ 0.12% |
$219 - $235
|
5.66K
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.05% |
$219 - $235
|
15.1K
$473K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.03% |
$156 - $168
|
19.8K
$621K
|