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 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-500- 12.27% |
$15.6K - $16.8K
|
3.58K
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-508- 3.69% |
$15.9K - $17K
|
13.2K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-508- 5.92% |
$15.9K - $17K
|
8.08K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-520- 0.31% |
$16.2K - $17.4K
|
168K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-528- 0.3% |
$16.5K - $17.7K
|
177K
$5.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-531- 4.0% |
$16.6K - $17.8K
|
12.7K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-531- 16.72% |
$16.6K - $17.8K
|
2.64K
$78.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-540- 0.89% |
$16.9K - $18.1K
|
59.8K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-545- 5.29% |
$17K - $18.3K
|
9.76K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-549- 1.12% |
$17.1K - $18.4K
|
48.3K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-550- 2.63% |
$17.2K - $18.4K
|
20.4K
$601K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-552- 76.03% |
$17.2K - $18.5K
|
174
$5.14K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-565- 2.41% |
$17.6K - $18.9K
|
22.9K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-575- 59.77% |
$18K - $19.3K
|
387
$11.4K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-585- 1.62% |
$18.3K - $19.6K
|
35.4K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-591- 74.72% |
$18.5K - $19.8K
|
200
$5.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-600- 6.21% |
$18.7K - $20.1K
|
9.07K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-630- 0.83% |
$19.7K - $21.1K
|
75.6K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-658- 22.32% |
$20.5K - $22K
|
2.29K
$67.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-665- 1.19% |
$20.8K - $22.3K
|
55.5K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-683- 7.06% |
$21.3K - $22.9K
|
9K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-716- 1.93% |
$22.4K - $24K
|
36.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-725- 1.17% |
$22.6K - $24.3K
|
61.2K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-741- 0.33% |
$23.1K - $24.8K
|
227K
$6.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-753- 4.24% |
$23.5K - $25.2K
|
17K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-770- 6.05% |
$24K - $25.8K
|
12K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-777- 6.32% |
$24.3K - $26K
|
11.5K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-785- 8.82% |
$24.5K - $26.3K
|
8.12K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-790- 3.82% |
$24.7K - $26.5K
|
19.9K
$587K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-800- 9.57% |
$25K - $26.8K
|
7.56K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-811- 0.29% |
$25.3K - $27.2K
|
277K
$8.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-838- 1.86% |
$26.2K - $28.1K
|
44.1K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-843- 2.18% |
$26.3K - $28.2K
|
37.8K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-846- 2.74% |
$26.4K - $28.3K
|
30K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-876- 8.57% |
$27.4K - $29.4K
|
9.35K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-898- 9.09% |
$28K - $30.1K
|
8.98K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-909- 4.66% |
$28.4K - $30.5K
|
18.6K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-919- 8.17% |
$28.7K - $30.8K
|
10.3K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-919- 6.0% |
$28.7K - $30.8K
|
14.4K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-970- 4.41% |
$30.3K - $32.5K
|
21K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1K- 35.1% |
$31.2K - $33.5K
|
1.85K
$54.6K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1K- 7.46% |
$31.3K - $33.5K
|
12.4K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-1.01K- 0.98% |
$31.4K - $33.7K
|
102K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.01K- 13.86% |
$31.4K - $33.7K
|
6.26K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 10.55% |
$33.8K - $36.3K
|
9.18K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.14K- 4.08% |
$35.5K - $38.1K
|
26.7K
$790K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.16K- 72.86% |
$36.2K - $38.9K
|
432
$12.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.16K- 3.56% |
$36.2K - $38.9K
|
31.4K
$927K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.24K- 6.14% |
$38.6K - $41.5K
|
18.9K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.25K- 3.03% |
$39.1K - $41.9K
|
40.1K
$1.18M
|