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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.96K- 17.59% |
$217K - $233K
|
32.6K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.01K- 25.99% |
$219K - $235K
|
20K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-7.29K- 8.78% |
$228K - $244K
|
75.8K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.41K- 28.49% |
$231K - $248K
|
18.6K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.55K- 32.3% |
$236K - $253K
|
15.8K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.64K- 20.1% |
$239K - $256K
|
30.4K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-7.7K- 4.3% |
$240K - $258K
|
172K
$5.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-8.03K- 24.61% |
$251K - $269K
|
24.6K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-8.14K- 14.54% |
$254K - $273K
|
47.9K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-8.45K- 12.74% |
$264K - $283K
|
57.9K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.71K- 11.21% |
$272K - $292K
|
69K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-8.72K- 7.85% |
$272K - $292K
|
102K
$3.23M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.97K- 36.95% |
$280K - $301K
|
15.3K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-9.08K- 25.41% |
$283K - $304K
|
26.6K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9.15K- 5.24% |
$286K - $307K
|
165K
$5.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.15K- 17.83% |
$286K - $307K
|
42.2K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-9.18K- 10.4% |
$287K - $308K
|
79.1K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.95K- 20.21% |
$311K - $334K
|
39.3K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-10.5K- 5.87% |
$329K - $352K
|
169K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.6K- 6.97% |
$331K - $355K
|
142K
$4.47M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 2.51% |
$339K - $364K
|
423K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 16.62% |
$354K - $380K
|
57K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.4K- 63.22% |
$356K - $382K
|
6.63K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-11.6K- 25.92% |
$361K - $387K
|
33K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-11.6K- 56.27% |
$362K - $389K
|
9.02K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.9K- 43.26% |
$371K - $398K
|
15.6K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-13K- 16.53% |
$407K - $436K
|
65.8K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.6K- 1.16% |
$424K - $455K
|
1.16M
$36.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-15.5K- 1.7% |
$483K - $518K
|
893K
$28.2M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-15.7K- 54.47% |
$489K - $525K
|
13.1K
$413K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-15.7K- 28.11% |
$490K - $526K
|
40.2K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.4K- 17.42% |
$512K - $549K
|
77.7K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.8K- 58.23% |
$556K - $596K
|
12.8K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.2K- 55.77% |
$569K - $611K
|
14.5K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-18.7K- 22.5% |
$585K - $628K
|
64.5K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-19K- 33.74% |
$592K - $635K
|
37.2K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19.7K- 9.24% |
$615K - $660K
|
193K
$6.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-22.1K- 1.82% |
$690K - $740K
|
1.19M
$37.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-22.1K- 5.93% |
$691K - $741K
|
351K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-22.8K- 50.03% |
$712K - $764K
|
22.8K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-22.9K- 73.23% |
$714K - $766K
|
8.36K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.6K- 4.54% |
$737K - $791K
|
496K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-24.7K- 1.86% |
$773K - $829K
|
1.31M
$41.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-24.8K- 5.51% |
$775K - $832K
|
426K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.9K- 1.41% |
$902K - $967K
|
2.02M
$63.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-29.3K- 10.32% |
$915K - $981K
|
254K
$8.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-29.7K- 29.57% |
$927K - $994K
|
70.7K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-30.3K- 1.33% |
$945K - $1.01M
|
2.24M
$70.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-31.9K- 28.77% |
$998K - $1.07M
|
79.1K
$2.5M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-33.5K- 4.24% |
$1.04M - $1.12M
|
755K
$23.8M
|