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
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.3K+ 8.85% |
$385K - $413K
|
152K
$4.75M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
12.3K+ 10.19% |
$384K - $412K
|
133K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
12.2KNew |
$381K - $409K
|
12.2K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
12.1KNew |
$377K - $404K
|
12.1K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12K+ 1.65% |
$375K - $402K
|
738K
$23.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$363K - $390K
|
11.6K
$364K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 1.14% |
$359K - $385K
|
1.02M
$31.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
11.2KNew |
$349K - $374K
|
11.2K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.1KNew |
$346K - $371K
|
11.1K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 146.04% |
$342K - $367K
|
18.4K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
10.6KNew |
$330K - $354K
|
10.6K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
10.5K+ 10.93% |
$328K - $352K
|
107K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
10.3K+ 7.4% |
$321K - $345K
|
149K
$4.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$313K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
9.77KNew |
$305K - $327K
|
9.77K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
9.6K+ 44.36% |
$300K - $322K
|
31.2K
$978K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
9.6K+ 2.78% |
$300K - $322K
|
355K
$11.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.3KNew |
$290K - $312K
|
9.3K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9.28K+ 237.34% |
$290K - $311K
|
13.2K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.09KNew |
$284K - $305K
|
9.09K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
8.9KNew |
$278K - $298K
|
8.9K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.86K+ 3.34% |
$277K - $297K
|
274K
$8.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.76KNew |
$274K - $294K
|
8.76K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8.76K+ 5.98% |
$274K - $294K
|
155K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.64KNew |
$270K - $289K
|
8.64K
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.6KNew |
$269K - $288K
|
8.6K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.44KNew |
$264K - $283K
|
8.44K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.4K+ 20.39% |
$262K - $282K
|
49.6K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.38K+ 27.29% |
$262K - $281K
|
39.1K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.38K+ 0.14% |
$262K - $281K
|
5.89M
$185M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.32KNew |
$260K - $279K
|
8.32K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.15KNew |
$254K - $273K
|
8.15K
$255K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.1K+ 5.68% |
$253K - $272K
|
151K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.96K+ 4.68% |
$248K - $267K
|
178K
$5.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$248K - $266K
|
7.94K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.89K+ 41.39% |
$246K - $264K
|
26.9K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
7.86K+ 74.7% |
$246K - $263K
|
18.4K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.85K+ 4.97% |
$245K - $263K
|
166K
$5.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.68KNew |
$240K - $257K
|
7.68K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
7.66K+ 60.16% |
$239K - $257K
|
20.4K
$639K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.55K+ 3.47% |
$236K - $253K
|
226K
$7.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.54K+ 25.77% |
$236K - $253K
|
36.8K
$1.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
7.52KNew |
$235K - $252K
|
7.52K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.5K+ 6.9% |
$234K - $251K
|
116K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.47K+ 29.55% |
$233K - $250K
|
32.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.41K+ 73.89% |
$231K - $248K
|
17.4K
$546K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.29K+ 18.73% |
$228K - $244K
|
46.2K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.29K+ 7.32% |
$228K - $244K
|
107K
$3.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.28KNew |
$227K - $244K
|
7.28K
$228K
|