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 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-6.2K- 6.02% |
$194K - $208K
|
96.8K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.28K- 1.65% |
$196K - $211K
|
375K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-6.33K- 7.34% |
$198K - $212K
|
79.9K
$2.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.38K- 0.93% |
$199K - $214K
|
679K
$21.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.38K- 11.71% |
$199K - $214K
|
48.1K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.43K- 16.04% |
$201K - $215K
|
33.7K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.54K- 37.8% |
$204K - $219K
|
10.8K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.69K- 3.64% |
$209K - $224K
|
177K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.7K- 11.85% |
$209K - $225K
|
49.9K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.75K- 38.55% |
$211K - $226K
|
10.8K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6.79K- 40.2% |
$212K - $227K
|
10.1K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.96K- 17.59% |
$217K - $233K
|
32.6K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7K- 34.41% |
$219K - $235K
|
13.3K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.01K- 25.99% |
$219K - $235K
|
20K
$625K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-7.29K- 8.78% |
$228K - $244K
|
75.8K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.41K- 28.49% |
$231K - $248K
|
18.6K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.55K- 32.3% |
$236K - $253K
|
15.8K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.64K- 20.1% |
$239K - $256K
|
30.4K
$952K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-7.7K- 4.3% |
$240K - $258K
|
172K
$5.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.83K- 20.25% |
$244K - $262K
|
30.8K
$966K
|
|
|
Feb 12, 2025
Q4 2024
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-8.02KClosed |
$250K - $269K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-8.03K- 24.61% |
$251K - $269K
|
24.6K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-8.14K- 14.54% |
$254K - $273K
|
47.9K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-8.29K- 7.18% |
$259K - $278K
|
107K
$3.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-8.45K- 12.74% |
$264K - $283K
|
57.9K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.71K- 11.21% |
$272K - $292K
|
69K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-8.72K- 7.85% |
$272K - $292K
|
102K
$3.21M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.75K- 6.35% |
$273K - $293K
|
129K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.75K- 6.35% |
$273K - $293K
|
129K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8.82K- 33.84% |
$276K - $296K
|
17.3K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-8.97K- 36.95% |
$280K - $301K
|
15.3K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.05K- 38.11% |
$283K - $303K
|
14.7K
$461K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-9.08K- 25.41% |
$283K - $304K
|
26.6K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-9.15K- 5.24% |
$286K - $307K
|
165K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.15K- 17.83% |
$286K - $307K
|
42.2K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-9.18K- 10.4% |
$287K - $308K
|
79.1K
$2.48M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.44K- 5.94% |
$295K - $316K
|
149K
$4.68M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.95K- 20.21% |
$311K - $334K
|
39.3K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.1K- 22.9% |
$317K - $340K
|
34.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-10.5K- 12.44% |
$327K - $351K
|
73.6K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.5K- 7.69% |
$327K - $351K
|
126K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-10.5K- 5.87% |
$329K - $352K
|
169K
$5.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.6K- 6.97% |
$331K - $355K
|
142K
$4.44M
|
|
|
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
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.4K- 16.62% |
$354K - $380K
|
57K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.4K- 63.22% |
$356K - $382K
|
6.63K
$208K
|
|
|
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
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.9K- 43.26% |
$371K - $398K
|
15.6K
$488K
|