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 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
685New |
$21.4K - $23K
|
685
$21.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
683+ 0.88% |
$21.3K - $22.9K
|
77.9K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
673+ 5.06% |
$21K - $22.6K
|
14K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
670+ 10.59% |
$20.9K - $22.5K
|
7K
$223K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
626+ 1.46% |
$19.5K - $21K
|
43.5K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
615+ 4.66% |
$19.2K - $20.6K
|
13.8K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
614+ 2.18% |
$19.2K - $20.6K
|
28.8K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
610+ 5.79% |
$19.1K - $20.4K
|
11.2K
$355K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
609+ 3.96% |
$19K - $20.4K
|
16K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
608+ 5.46% |
$19K - $20.4K
|
11.7K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
565+ 9.3% |
$17.6K - $18.9K
|
6.64K
$211K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
554+ 8.93% |
$17.3K - $18.6K
|
6.76K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
519+ 0.87% |
$16.2K - $17.4K
|
60.4K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
504+ 2.08% |
$15.7K - $16.9K
|
24.7K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
500New |
$15.6K - $16.8K
|
500
$15.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
478+ 1.2% |
$14.9K - $16K
|
40.3K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
445+ 1.1% |
$13.9K - $14.9K
|
40.8K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
375+ 75.0% |
$11.7K - $12.6K
|
875
$27.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
363+ 1.69% |
$11.3K - $12.2K
|
21.8K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
340+ 1.25% |
$10.6K - $11.4K
|
27.5K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
337+ 3.12% |
$10.5K - $11.3K
|
11.1K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
310New |
$9.68K - $10.4K
|
310
$9.86K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
310+ 2.52% |
$9.68K - $10.4K
|
12.6K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 0.45% |
$9.37K - $10.1K
|
66.5K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
289+ 2.83% |
$9.03K - $9.68K
|
10.5K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
286+ 3.74% |
$8.93K - $9.58K
|
7.93K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
280+ 0.55% |
$8.74K - $9.38K
|
51.1K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
280+ 2.09% |
$8.74K - $9.38K
|
13.7K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
275New |
$8.59K - $9.22K
|
275
$8.75K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
271+ 0.39% |
$8.46K - $9.08K
|
69.1K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
228+ 1.2% |
$7.12K - $7.64K
|
19.3K
$612K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
219+ 48.67% |
$6.84K - $7.34K
|
669
$21.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
203+ 1.77% |
$6.34K - $6.8K
|
11.7K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
201+ 0.2% |
$6.28K - $6.74K
|
103K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
200+ 1.29% |
$6.25K - $6.7K
|
15.7K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
195New |
$6.09K - $6.53K
|
195
$6.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
183+ 0.68% |
$5.72K - $6.13K
|
27K
$858K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
176+ 0.1% |
$5.5K - $5.9K
|
176K
$5.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
170+ 12.45% |
$5.31K - $5.7K
|
1.54K
$48.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
165+ 0.49% |
$5.15K - $5.53K
|
33.9K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
156New |
$4.87K - $5.23K
|
156
$4.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
156+ 1.49% |
$4.87K - $5.23K
|
10.6K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
155+ 1.57% |
$4.84K - $5.19K
|
10K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
152+ 1.55% |
$4.75K - $5.09K
|
9.98K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
144New |
$4.5K - $4.83K
|
144
$4.58K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
139+ 2.09% |
$4.34K - $4.66K
|
6.79K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135+ 2700.0% |
$4.22K - $4.52K
|
140
$4.45K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
134+ 0.92% |
$4.18K - $4.49K
|
14.7K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
134+ 2.1% |
$4.18K - $4.49K
|
6.53K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
110New |
$3.44K - $3.69K
|
110
$3.5K
|