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
|
Delta Capital Management LLC
|
SELL
|
- |
-2.43K- 11.29% |
$75.9K - $81.4K
|
19.1K
$589K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.45K- 12.79% |
$76.5K - $82K
|
16.7K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.46K- 26.46% |
$76.7K - $82.3K
|
6.82K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-2.46K- 2.27% |
$76.9K - $82.5K
|
106K
$3.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.6K- 17.02% |
$81.3K - $87.2K
|
12.7K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.61K- 2.58% |
$81.4K - $87.3K
|
98.4K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.62K- 14.44% |
$81.9K - $87.8K
|
15.5K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.65K- 19.66% |
$82.8K - $88.9K
|
10.8K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.7K- 3.64% |
$84.2K - $90.3K
|
71.4K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.72K- 10.22% |
$84.9K - $91.1K
|
23.9K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.78K- 1.72% |
$86.7K - $93K
|
159K
$4.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-2.83K- 1.6% |
$88.4K - $94.9K
|
174K
$5.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.9K- 23.97% |
$90.6K - $97.2K
|
9.2K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.92K- 21.65% |
$91.1K - $97.7K
|
10.6K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.94K- 2.0% |
$91.9K - $98.6K
|
144K
$4.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.97K- 3.33% |
$92.8K - $99.6K
|
86.4K
$2.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3K- 2.68% |
$93.7K - $101K
|
109K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3K- 16.11% |
$93.7K - $101K
|
15.6K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3K- 17.62% |
$93.7K - $101K
|
14K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.02K- 28.77% |
$94.2K - $101K
|
7.47K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.12K- 3.3% |
$97.5K - $105K
|
91.4K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.13K- 3.99% |
$97.6K - $105K
|
75.1K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.14K- 2.54% |
$98K - $105K
|
121K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.15K- 21.88% |
$98.2K - $105K
|
11.2K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.18K- 13.88% |
$99.2K - $106K
|
19.7K
$608K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3.19K- 5.43% |
$99.5K - $107K
|
55.5K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 8.63% |
$106K - $113K
|
35.8K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.41K- 30.35% |
$106K - $114K
|
7.83K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.43K- 8.09% |
$107K - $115K
|
39K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.45K- 21.66% |
$108K - $116K
|
12.5K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.66K- 10.42% |
$114K - $122K
|
31.4K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-3.72K- 0.48% |
$116K - $125K
|
774K
$23.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.75K- 1.46% |
$117K - $125K
|
253K
$7.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.87K- 9.3% |
$121K - $130K
|
37.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.88K- 3.12% |
$121K - $130K
|
121K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.96K- 6.82% |
$124K - $133K
|
54K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-4.01K- 1.43% |
$125K - $134K
|
277K
$8.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.05K- 6.14% |
$126K - $136K
|
61.8K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.07K- 13.61% |
$127K - $136K
|
25.8K
$797K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-4.1K- 30.84% |
$128K - $137K
|
9.19K
$284K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.11K- 5.64% |
$128K - $138K
|
68.7K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.25K- 5.34% |
$133K - $143K
|
75.3K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.29K- 1.99% |
$134K - $144K
|
212K
$6.53M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-4.29K- 8.03% |
$134K - $144K
|
49.1K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4.3K- 8.25% |
$134K - $144K
|
47.8K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 40.04% |
$136K - $146K
|
6.54K
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.45K- 6.33% |
$139K - $149K
|
65.9K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.47K- 9.46% |
$140K - $150K
|
42.8K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-4.47K- 33.33% |
$140K - $150K
|
8.95K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.48K- 30.05% |
$140K - $150K
|
10.4K
$322K
|