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 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-8.03K- 24.61% |
$251K - $269K
|
24.6K
$765K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-8.14K- 14.54% |
$254K - $273K
|
47.9K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-8.29K- 7.18% |
$259K - $278K
|
107K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-8.45K- 12.74% |
$264K - $283K
|
57.9K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.71K- 11.21% |
$272K - $292K
|
69K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-8.72K- 7.85% |
$272K - $292K
|
102K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.75K- 6.35% |
$273K - $293K
|
129K
$4.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8.82K- 33.84% |
$276K - $296K
|
17.3K
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.97K- 36.95% |
$280K - $301K
|
15.3K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.05K- 38.11% |
$283K - $303K
|
14.7K
$457K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-9.08K- 25.41% |
$283K - $304K
|
26.6K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9.15K- 5.24% |
$286K - $307K
|
165K
$5.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.15K- 17.83% |
$286K - $307K
|
42.2K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-9.18K- 10.4% |
$287K - $308K
|
79.1K
$2.46M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.44K- 5.94% |
$295K - $316K
|
149K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.95K- 20.21% |
$311K - $334K
|
39.3K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.1K- 22.9% |
$317K - $340K
|
34.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-10.5K- 12.44% |
$327K - $351K
|
73.6K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.5K- 7.69% |
$327K - $351K
|
126K
$3.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-10.5K- 5.87% |
$329K - $352K
|
169K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.6K- 6.97% |
$331K - $355K
|
142K
$4.41M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 2.51% |
$339K - $364K
|
423K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-11.2K- 35.86% |
$350K - $376K
|
20K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 16.62% |
$354K - $380K
|
57K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.4K- 63.22% |
$356K - $382K
|
6.63K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-11.6K- 25.92% |
$361K - $387K
|
33K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-11.6K- 56.27% |
$362K - $389K
|
9.02K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.9K- 43.26% |
$371K - $398K
|
15.6K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-13K- 16.53% |
$407K - $436K
|
65.8K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-13.3K- 10.06% |
$416K - $446K
|
119K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.6K- 1.16% |
$424K - $455K
|
1.16M
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.7K- 4.09% |
$429K - $461K
|
322K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.3K- 21.64% |
$446K - $479K
|
51.8K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-14.8K- 32.02% |
$462K - $496K
|
31.4K
$978K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-15.5K- 1.7% |
$483K - $518K
|
893K
$27.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-15.5K- 19.49% |
$485K - $521K
|
64.2K
$2M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-15.7K- 54.47% |
$489K - $525K
|
13.1K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-15.7K- 28.11% |
$490K - $526K
|
40.2K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-16K- 20.1% |
$499K - $535K
|
63.5K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.4K- 17.42% |
$512K - $549K
|
77.7K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.8K- 58.23% |
$556K - $596K
|
12.8K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.2K- 55.77% |
$569K - $611K
|
14.5K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-18.7K- 22.5% |
$585K - $628K
|
64.5K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-19K- 33.74% |
$592K - $635K
|
37.2K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19.7K- 9.24% |
$615K - $660K
|
193K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.6K- 2.93% |
$645K - $692K
|
683K
$21.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-22.1K- 1.82% |
$690K - $740K
|
1.19M
$37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-22.1K- 5.93% |
$691K - $741K
|
351K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.5K- 18.23% |
$703K - $755K
|
101K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-22.8K- 50.03% |
$712K - $764K
|
22.8K
$708K
|