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 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 2.06% |
$219 - $235
|
347
$10.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5+ 0.35% |
$156 - $168
|
1.44K
$42.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.15% |
$156 - $168
|
3.28K
$97K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.03% |
$156 - $168
|
19.8K
$585K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.88% |
$125 - $134
|
460
$13.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.04% |
$93.7 - $101
|
6.91K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.85% |
$93.7 - $101
|
165
$4.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$62.5 - $67
|
2
$59.1
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.86% |
$31.2 - $33.5
|
36
$1.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.66% |
$31.2 - $33.5
|
152
$4.49K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.56% |
$31.2 - $33.5
|
65
$1.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 3.03% |
$31.2 - $33.5
|
32
$945
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1- -0.0% |
$31.2 - $33.5
|
41.5K
$1.23M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3- 0.24% |
$93.7 - $101
|
1.24K
$36.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-7- 0.07% |
$219 - $235
|
10.1K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-9- 0.09% |
$281 - $302
|
9.53K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-22- 6.4% |
$687 - $737
|
322
$9.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-26- 0.12% |
$812 - $871
|
21K
$619K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 0.82% |
$1.06K - $1.14K
|
4.1K
$121K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37- 0.49% |
$1.16K - $1.24K
|
7.52K
$222K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-39- 0.44% |
$1.22K - $1.31K
|
8.83K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-40- 0.17% |
$1.25K - $1.34K
|
23.6K
$698K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.18% |
$1.25K - $1.34K
|
22.7K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-40- 0.29% |
$1.25K - $1.34K
|
13.7K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-50- 0.18% |
$1.56K - $1.68K
|
27.6K
$816K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-54- 16.82% |
$1.69K - $1.81K
|
267
$7.88K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-58- 2.71% |
$1.81K - $1.94K
|
2.09K
$61.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-66- 0.21% |
$2.06K - $2.21K
|
32K
$944K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-67- 0.17% |
$2.09K - $2.25K
|
39.2K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 0.3% |
$2.15K - $2.31K
|
23.2K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-70- 0.3% |
$2.19K - $2.35K
|
23.3K
$688K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.4% |
$2.62K - $2.81K
|
20.7K
$613K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-85- 0.9% |
$2.65K - $2.85K
|
9.37K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-98- 0.1% |
$3.06K - $3.28K
|
99.3K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-98- 0.17% |
$3.06K - $3.28K
|
58.9K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 1.49% |
$3.12K - $3.35K
|
6.6K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-102- 0.46% |
$3.19K - $3.42K
|
22.2K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-110- 8.94% |
$3.44K - $3.69K
|
1.12K
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-123- 0.14% |
$3.84K - $4.12K
|
88.7K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-125- 0.74% |
$3.9K - $4.19K
|
16.8K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-130- 1.29% |
$4.06K - $4.36K
|
9.92K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-133- 84.71% |
$4.15K - $4.46K
|
24
$709
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-145- 0.67% |
$4.53K - $4.86K
|
21.4K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-150- 0.01% |
$4.68K - $5.03K
|
1.56M
$45.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-150- 0.34% |
$4.68K - $5.03K
|
44.6K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-158- 0.45% |
$4.93K - $5.29K
|
34.7K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-165- 1.2% |
$5.15K - $5.53K
|
13.6K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-170- 0.33% |
$5.31K - $5.7K
|
51.5K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-171- 0.57% |
$5.34K - $5.73K
|
29.7K
$876K
|