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 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.28K+ 237.34% |
$290K - $311K
|
13.2K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.09KNew |
$284K - $305K
|
9.09K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
8.9KNew |
$278K - $298K
|
8.9K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.76KNew |
$274K - $294K
|
8.76K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8.76K+ 5.98% |
$274K - $294K
|
155K
$4.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.64KNew |
$270K - $289K
|
8.64K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.4K+ 20.39% |
$262K - $282K
|
49.6K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.38K+ 27.29% |
$262K - $281K
|
39.1K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.15KNew |
$254K - $273K
|
8.15K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.96K+ 4.68% |
$248K - $267K
|
178K
$5.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$248K - $266K
|
7.94K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.89K+ 41.39% |
$246K - $264K
|
26.9K
$850K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.68KNew |
$240K - $257K
|
7.68K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
7.66K+ 60.16% |
$239K - $257K
|
20.4K
$643K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.55K+ 3.47% |
$236K - $253K
|
226K
$7.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.54K+ 25.77% |
$236K - $253K
|
36.8K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.29K+ 18.73% |
$228K - $244K
|
46.2K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.29K+ 7.32% |
$228K - $244K
|
107K
$3.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.28KNew |
$227K - $244K
|
7.28K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.14K+ 21.11% |
$223K - $239K
|
41K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.12K+ 25.42% |
$222K - $239K
|
35.1K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.09K+ 5.91% |
$221K - $237K
|
127K
$4.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
7.01K+ 11.75% |
$219K - $235K
|
66.7K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.88K+ 99.31% |
$215K - $231K
|
13.8K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.83K+ 47.56% |
$213K - $229K
|
21.2K
$668K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.78KNew |
$212K - $227K
|
6.78K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6.74K+ 11.75% |
$210K - $226K
|
64.1K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.73K+ 58.57% |
$210K - $226K
|
18.2K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.71K+ 15.28% |
$209K - $225K
|
50.6K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
6.69KNew |
$209K - $224K
|
6.69K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.62K+ 19.2% |
$207K - $222K
|
41.1K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.02K+ 2.71% |
$188K - $202K
|
228K
$7.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.97K+ 29.58% |
$187K - $200K
|
26.2K
$825K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.84K+ 4.23% |
$182K - $196K
|
144K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.84K+ 63.7% |
$182K - $196K
|
15K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.76K+ 49.77% |
$180K - $193K
|
17.3K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.75K+ 38.68% |
$180K - $193K
|
20.6K
$651K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.64K+ 38.58% |
$176K - $189K
|
20.3K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.61K+ 6.14% |
$175K - $188K
|
97K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.54K+ 7.58% |
$173K - $186K
|
78.7K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.38K+ 104.52% |
$168K - $180K
|
10.5K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.23K+ 3.18% |
$163K - $175K
|
170K
$5.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.2K+ 2.67% |
$162K - $174K
|
200K
$6.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.15KNew |
$161K - $173K
|
5.15K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.99K+ 58.39% |
$156K - $167K
|
13.5K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
4.87K+ 9.59% |
$152K - $163K
|
55.6K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.82K+ 7.49% |
$150K - $161K
|
69.2K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.7K+ 30.18% |
$147K - $157K
|
20.3K
$640K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.6K+ 2.39% |
$144K - $154K
|
197K
$6.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.47K+ 6.85% |
$140K - $150K
|
69.8K
$2.2M
|