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 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.34K- 26.39% |
$41.7K - $44.8K
|
3.73K
$115K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.34K- 4.67% |
$41.9K - $44.9K
|
27.4K
$845K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.34K- 4.18% |
$41.9K - $45K
|
30.8K
$950K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.37K- 2.96% |
$42.7K - $45.8K
|
44.8K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.4K- 9.23% |
$43.7K - $46.9K
|
13.8K
$425K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.4K- 9.64% |
$43.8K - $47K
|
13.2K
$406K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.41K- 4.13% |
$44K - $47.2K
|
32.7K
$1.01M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.45K- 3.16% |
$45.2K - $48.5K
|
44.3K
$1.37M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.45K- 12.13% |
$45.2K - $48.5K
|
10.5K
$323K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.45K- 1.03% |
$45.3K - $48.6K
|
139K
$4.28M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.5K- 11.24% |
$46.8K - $50.3K
|
11.9K
$366K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.5K- 3.26% |
$47K - $50.4K
|
44.6K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.51K- 89.25% |
$47.2K - $50.6K
|
182
$5.61K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.53K- 10.62% |
$47.7K - $51.2K
|
12.8K
$396K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.53K- 3.87% |
$47.8K - $51.3K
|
38.1K
$1.17M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.55K- 4.49% |
$48.3K - $51.8K
|
32.9K
$1.01M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.55K- 8.66% |
$48.3K - $51.8K
|
16.3K
$503K
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.55K- 1.3% |
$48.4K - $51.9K
|
117K
$3.62M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.57K- 4.6% |
$49K - $52.5K
|
32.5K
$1M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.61K- 1.06% |
$50.3K - $54K
|
151K
$4.64M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 29.82% |
$51.2K - $55K
|
3.86K
$119K
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.66K- 6.86% |
$51.7K - $55.5K
|
22.5K
$694K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.68K- 5.92% |
$52.3K - $56.1K
|
26.6K
$821K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.72K- 52.54% |
$53.6K - $57.5K
|
1.55K
$47.8K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.79K- 8.69% |
$55.8K - $59.8K
|
18.8K
$579K
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.83K- 19.58% |
$57.1K - $61.2K
|
7.5K
$231K
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.85K- 8.46% |
$57.8K - $62K
|
20K
$618K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.88K- 15.54% |
$58.6K - $62.9K
|
10.2K
$315K
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.91K- 4.03% |
$59.6K - $64K
|
45.5K
$1.4M
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.92K- 21.04% |
$59.9K - $64.2K
|
7.19K
$222K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.94K- 2.5% |
$60.6K - $65K
|
75.7K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.95K- 10.22% |
$60.9K - $65.3K
|
17.1K
$528K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.96K- 59.76% |
$61.3K - $65.8K
|
1.32K
$40.8K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.96K- 1.08% |
$61.3K - $65.8K
|
179K
$5.53M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.98K- 11.69% |
$61.7K - $66.2K
|
14.9K
$461K
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2K- 17.13% |
$62.5K - $67K
|
9.68K
$299K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 13.19% |
$63.3K - $67.9K
|
13.3K
$411K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.11K- 20.16% |
$65.8K - $70.6K
|
8.34K
$257K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.14K- 4.46% |
$66.9K - $71.8K
|
45.9K
$1.42M
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.58% |
$67.1K - $72K
|
20.3K
$626K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.17K- 11.41% |
$67.7K - $72.6K
|
16.8K
$519K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.2K- 2.78% |
$68.6K - $73.6K
|
76.9K
$2.37M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.23K- 14.84% |
$69.8K - $74.9K
|
12.8K
$396K
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.24K- 18.3% |
$69.8K - $74.9K
|
9.98K
$308K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.25K- 5.46% |
$70.3K - $75.4K
|
39K
$1.2M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.26K- 5.19% |
$70.4K - $75.6K
|
41.2K
$1.27M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.27K- 20.77% |
$70.8K - $76K
|
8.65K
$267K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.29K- 4.98% |
$71.4K - $76.6K
|
43.6K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.32K- 3.02% |
$72.3K - $77.6K
|
74.5K
$2.3M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 7.51% |
$75.1K - $80.6K
|
29.6K
$913K
|