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 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.92K- 21.04% |
$59.9K - $64.2K
|
7.19K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.94K- 2.5% |
$60.6K - $65K
|
75.7K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.95K- 10.22% |
$60.9K - $65.3K
|
17.1K
$537K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.96K- 1.08% |
$61.3K - $65.8K
|
179K
$5.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.96K- 59.76% |
$61.3K - $65.8K
|
1.32K
$41.4K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.98K- 11.69% |
$61.7K - $66.2K
|
14.9K
$468K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2K- 17.13% |
$62.5K - $67K
|
9.68K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 13.19% |
$63.3K - $67.9K
|
13.3K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.11K- 20.16% |
$65.8K - $70.6K
|
8.34K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.14K- 4.46% |
$66.9K - $71.8K
|
45.9K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.58% |
$67.1K - $72K
|
20.3K
$636K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.17K- 11.41% |
$67.7K - $72.6K
|
16.8K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.2K- 2.78% |
$68.6K - $73.6K
|
76.9K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.23K- 14.84% |
$69.8K - $74.9K
|
12.8K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.24K- 18.3% |
$69.8K - $74.9K
|
9.98K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.25K- 5.46% |
$70.3K - $75.4K
|
39K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.26K- 5.19% |
$70.4K - $75.6K
|
41.2K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.27K- 20.77% |
$70.8K - $76K
|
8.65K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.29K- 4.98% |
$71.4K - $76.6K
|
43.6K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.32K- 3.02% |
$72.3K - $77.6K
|
74.5K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 7.51% |
$75.1K - $80.6K
|
29.6K
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-2.43K- 11.29% |
$75.9K - $81.4K
|
19.1K
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.45K- 12.79% |
$76.5K - $82K
|
16.7K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.46K- 26.46% |
$76.7K - $82.3K
|
6.82K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-2.46K- 2.27% |
$76.9K - $82.5K
|
106K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.6K- 17.02% |
$81.3K - $87.2K
|
12.7K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.61K- 2.58% |
$81.4K - $87.3K
|
98.4K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.62K- 14.44% |
$81.9K - $87.8K
|
15.5K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.65K- 19.66% |
$82.8K - $88.9K
|
10.8K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.7K- 3.64% |
$84.2K - $90.3K
|
71.4K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.72K- 10.22% |
$84.9K - $91.1K
|
23.9K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.78K- 1.72% |
$86.7K - $93K
|
159K
$4.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-2.83K- 1.6% |
$88.4K - $94.9K
|
174K
$5.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.9K- 23.97% |
$90.6K - $97.2K
|
9.2K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.92K- 21.65% |
$91.1K - $97.7K
|
10.6K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.94K- 2.0% |
$91.9K - $98.6K
|
144K
$4.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.97K- 3.33% |
$92.8K - $99.6K
|
86.4K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3K- 17.62% |
$93.7K - $101K
|
14K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3K- 2.68% |
$93.7K - $101K
|
109K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3K- 16.11% |
$93.7K - $101K
|
15.6K
$489K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.02K- 28.77% |
$94.2K - $101K
|
7.47K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.12K- 3.3% |
$97.5K - $105K
|
91.4K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.13K- 3.99% |
$97.6K - $105K
|
75.1K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.14K- 2.54% |
$98K - $105K
|
121K
$3.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.15K- 21.88% |
$98.2K - $105K
|
11.2K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.18K- 13.88% |
$99.2K - $106K
|
19.7K
$618K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3.19K- 5.43% |
$99.5K - $107K
|
55.5K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 8.63% |
$106K - $113K
|
35.8K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.41K- 30.35% |
$106K - $114K
|
7.83K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.43K- 8.09% |
$107K - $115K
|
39K
$1.22M
|