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 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
25KNew |
$781K - $838K
|
25K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.7K+ 15.81% |
$771K - $827K
|
181K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.3K+ 92.06% |
$760K - $815K
|
50.7K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.4K+ 39.53% |
$732K - $786K
|
82.7K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
23.4K+ 32.03% |
$730K - $783K
|
96.3K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
23.2K+ 28.82% |
$726K - $779K
|
104K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
23K+ 1.39% |
$718K - $771K
|
1.67M
$49.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23K+ 13.12% |
$718K - $770K
|
198K
$5.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23K+ 1.32% |
$717K - $769K
|
1.76M
$52M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
22.5KNew |
$702K - $753K
|
22.5K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$701K - $753K
|
22.5K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21.3K+ 8.47% |
$666K - $714K
|
273K
$8.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
20.6KNew |
$643K - $690K
|
20.6K
$608K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20.4K+ 4.25% |
$638K - $684K
|
501K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
20K+ 43.7% |
$623K - $669K
|
65.6K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
19.8KNew |
$618K - $663K
|
19.8K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.8KNew |
$618K - $663K
|
19.8K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
18.4K+ 58.64% |
$575K - $617K
|
49.8K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
18.3K+ 11.3% |
$571K - $612K
|
180K
$5.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.9K+ 11.84% |
$559K - $600K
|
169K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
17.9K+ 2.23% |
$558K - $599K
|
821K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
17.7KNew |
$554K - $595K
|
17.7K
$524K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
17.5K+ 43.04% |
$546K - $586K
|
58.1K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
17.5K+ 43.04% |
$546K - $586K
|
58.1K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
17.3K+ 6.48% |
$539K - $578K
|
283K
$8.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
17.2KNew |
$537K - $576K
|
17.2K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16.8K+ 83.31% |
$523K - $561K
|
36.9K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.4K+ 90.74% |
$513K - $551K
|
34.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.3K+ 8.34% |
$510K - $547K
|
212K
$6.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
16.1K+ 3.38% |
$503K - $539K
|
492K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.7KNew |
$490K - $526K
|
15.7K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.7K+ 24.84% |
$490K - $525K
|
78.8K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
15.6KNew |
$488K - $523K
|
15.6K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
15.3KNew |
$478K - $513K
|
15.3K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
14.9K+ 4.54% |
$467K - $501K
|
344K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.6K+ 34.14% |
$457K - $490K
|
57.4K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
14.5KNew |
$452K - $485K
|
14.5K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
14.4K+ 79.47% |
$450K - $483K
|
32.5K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.2K+ 1.68% |
$443K - $475K
|
859K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.1K+ 306.52% |
$440K - $472K
|
18.7K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
13.8K+ 10.22% |
$431K - $462K
|
149K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
13.6K+ 55.83% |
$424K - $455K
|
37.9K
$1.12M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.4K+ 4.65% |
$420K - $450K
|
302K
$8.92M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
13.4KNew |
$419K - $449K
|
13.4K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
13.4KNew |
$418K - $449K
|
13.4K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.3K+ 15.98% |
$415K - $445K
|
96.4K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
13.2K+ 16.74% |
$413K - $443K
|
92.2K
$2.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.2K+ 15.99% |
$412K - $442K
|
95.7K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
12.8K+ 12.2% |
$400K - $430K
|
118K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.7K+ 14.45% |
$396K - $425K
|
101K
$2.97M
|