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
|
Wendell David Associates Inc
|
SELL
|
- |
-13K- 16.53% |
$407K - $436K
|
65.8K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-13.3K- 10.06% |
$416K - $446K
|
119K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.6K- 1.16% |
$424K - $455K
|
1.16M
$36.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.7K- 4.09% |
$429K - $461K
|
322K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.3K- 21.64% |
$446K - $479K
|
51.8K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-14.8K- 32.02% |
$462K - $496K
|
31.4K
$985K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-15.5K- 1.7% |
$483K - $518K
|
893K
$28M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-15.5K- 19.49% |
$485K - $521K
|
64.2K
$2.01M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-15.7K- 54.47% |
$489K - $525K
|
13.1K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-15.7K- 28.11% |
$490K - $526K
|
40.2K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-16K- 20.1% |
$499K - $535K
|
63.5K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.4K- 17.42% |
$512K - $549K
|
77.7K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.8K- 58.23% |
$556K - $596K
|
12.8K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.2K- 55.77% |
$569K - $611K
|
14.5K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-18.7K- 22.5% |
$585K - $628K
|
64.5K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-19K- 33.74% |
$592K - $635K
|
37.2K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19.7K- 9.24% |
$615K - $660K
|
193K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.6K- 2.93% |
$645K - $692K
|
683K
$21.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-22.1K- 1.82% |
$690K - $740K
|
1.19M
$37.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-22.1K- 5.93% |
$691K - $741K
|
351K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.5K- 18.23% |
$703K - $755K
|
101K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-22.8K- 50.03% |
$712K - $764K
|
22.8K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-22.9K- 73.23% |
$714K - $766K
|
8.36K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.4K- 9.83% |
$730K - $783K
|
214K
$6.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.6K- 4.54% |
$737K - $791K
|
496K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-24.7K- 1.86% |
$773K - $829K
|
1.31M
$40.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-24.8K- 47.52% |
$773K - $830K
|
27.3K
$857K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-24.8K- 5.51% |
$775K - $832K
|
426K
$13.3M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.2K- 19.12% |
$786K - $843K
|
106K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.9K- 1.41% |
$902K - $967K
|
2.02M
$63.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-29.3K- 10.32% |
$915K - $981K
|
254K
$7.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-29.7K- 29.57% |
$927K - $994K
|
70.7K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-30.3K- 1.33% |
$945K - $1.01M
|
2.24M
$70.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-31.9K- 28.77% |
$998K - $1.07M
|
79.1K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-32K- 9.25% |
$999K - $1.07M
|
314K
$9.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33.1K- 8.46% |
$1.03M - $1.11M
|
358K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-33.5K- 4.24% |
$1.04M - $1.12M
|
755K
$23.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.3K- 0.79% |
$1.2M - $1.28M
|
4.79M
$150M
|
|
|
Jan 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-38.4K- 12.03% |
$1.2M - $1.29M
|
281K
$8.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-41.7K- 37.69% |
$1.3M - $1.4M
|
68.9K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-44.8K- 8.96% |
$1.4M - $1.5M
|
455K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-45.1K- 34.0% |
$1.41M - $1.51M
|
87.6K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-47.7K- 33.74% |
$1.49M - $1.6M
|
93.6K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51.6K- 22.26% |
$1.61M - $1.73M
|
180K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-54.7K- 22.79% |
$1.71M - $1.83M
|
185K
$5.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56.5K- 99.91% |
$1.77M - $1.89M
|
50
$1.57K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-62.5K- 73.2% |
$1.95M - $2.1M
|
22.9K
$717K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-62.9K- 8.78% |
$1.96M - $2.11M
|
654K
$20.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-63.8K- 82.74% |
$1.99M - $2.14M
|
13.3K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-70.1K- 12.97% |
$2.19M - $2.35M
|
471K
$14.7M
|