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 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-38.4K- 12.03% |
$1.2M - $1.29M
|
281K
$8.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.7K- 37.69% |
$1.3M - $1.4M
|
68.9K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-44.8K- 8.96% |
$1.4M - $1.5M
|
455K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-45.1K- 34.0% |
$1.41M - $1.51M
|
87.6K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-54.7K- 22.79% |
$1.71M - $1.83M
|
185K
$5.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56.5K- 99.91% |
$1.77M - $1.89M
|
50
$1.58K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-62.5K- 73.2% |
$1.95M - $2.1M
|
22.9K
$722K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-62.9K- 8.78% |
$1.96M - $2.11M
|
654K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-70.1K- 12.97% |
$2.19M - $2.35M
|
471K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-71.3K- 47.24% |
$2.23M - $2.39M
|
79.7K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-71.9K- 4.98% |
$2.25M - $2.41M
|
1.37M
$43.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-74K- 4.8% |
$2.31M - $2.48M
|
1.47M
$46.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-76.3K- 60.53% |
$2.38M - $2.56M
|
49.7K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-81.3K- 67.42% |
$2.54M - $2.73M
|
39.3K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-101K- 28.04% |
$3.16M - $3.39M
|
260K
$8.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-102K- 50.23% |
$3.19M - $3.42M
|
101K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-110K- 32.47% |
$3.42M - $3.67M
|
228K
$7.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-124K- 15.46% |
$3.88M - $4.16M
|
679K
$21.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-132K- 99.84% |
$4.12M - $4.42M
|
216
$6.81K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137K- 22.15% |
$4.27M - $4.58M
|
481K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-246K- 25.23% |
$7.69M - $8.25M
|
729K
$23M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-281K- 47.23% |
$8.78M - $9.42M
|
314K
$9.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-474K- 34.9% |
$14.8M - $15.9M
|
884K
$27.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-575K- 88.81% |
$17.9M - $19.3M
|
72.4K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-602K- 63.91% |
$18.8M - $20.2M
|
340K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-681K- 47.4% |
$21.3M - $22.8M
|
756K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-766K- 96.82% |
$23.9M - $25.7M
|
25.2K
$793K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-991K- 96.64% |
$31M - $33.2M
|
34.5K
$1.09M
|