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 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-26- 0.12% |
$812 - $871
|
21K
$661K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-34- 0.82% |
$1.06K - $1.14K
|
4.1K
$129K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37- 0.49% |
$1.16K - $1.24K
|
7.52K
$237K
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-40- 0.17% |
$1.25K - $1.34K
|
23.6K
$745K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.18% |
$1.25K - $1.34K
|
22.7K
$715K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-40- 0.29% |
$1.25K - $1.34K
|
13.7K
$433K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-54- 16.82% |
$1.69K - $1.81K
|
267
$8.42K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-58- 2.71% |
$1.81K - $1.94K
|
2.09K
$65.8K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-66- 0.21% |
$2.06K - $2.21K
|
32K
$1.01M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 0.3% |
$2.15K - $2.31K
|
23.2K
$732K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-70- 0.3% |
$2.19K - $2.35K
|
23.3K
$735K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-85- 0.9% |
$2.65K - $2.85K
|
9.37K
$296K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-98- 0.17% |
$3.06K - $3.28K
|
58.9K
$1.86M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-98- 0.1% |
$3.06K - $3.28K
|
99.3K
$3.13M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 1.49% |
$3.12K - $3.35K
|
6.6K
$208K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-102- 0.46% |
$3.19K - $3.42K
|
22.2K
$702K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-125- 0.74% |
$3.9K - $4.19K
|
16.8K
$529K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-130- 1.29% |
$4.06K - $4.36K
|
9.92K
$313K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-133- 84.71% |
$4.15K - $4.46K
|
24
$757
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-158- 0.45% |
$4.93K - $5.29K
|
34.7K
$1.1M
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-165- 1.2% |
$5.15K - $5.53K
|
13.6K
$429K
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-170- 0.33% |
$5.31K - $5.7K
|
51.5K
$1.63M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-171- 0.57% |
$5.34K - $5.73K
|
29.7K
$936K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-174- 7.15% |
$5.43K - $5.83K
|
2.26K
$71.2K
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-179- 13.54% |
$5.59K - $6K
|
1.14K
$36.1K
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-190- 0.59% |
$5.93K - $6.37K
|
32.1K
$1.01M
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-192- 0.82% |
$6K - $6.43K
|
23.2K
$731K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-200- 66.67% |
$6.25K - $6.7K
|
100
$3.16K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-206- 1.34% |
$6.43K - $6.9K
|
15.2K
$479K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-213- 1.87% |
$6.65K - $7.14K
|
11.2K
$354K
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-225- 2.26% |
$7.03K - $7.54K
|
9.74K
$307K
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-230- 0.72% |
$7.18K - $7.71K
|
31.6K
$996K
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-233- 1.5% |
$7.28K - $7.81K
|
15.3K
$483K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 1.9% |
$7.81K - $8.38K
|
12.9K
$407K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-267- 3.39% |
$8.34K - $8.95K
|
7.6K
$240K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-274- 0.21% |
$8.56K - $9.18K
|
127K
$4.02M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-293- 13.78% |
$9.15K - $9.82K
|
1.83K
$57.8K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-300- 1.38% |
$9.37K - $10.1K
|
21.5K
$677K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-316- 3.83% |
$9.87K - $10.6K
|
7.93K
$250K
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-317- 1.85% |
$9.9K - $10.6K
|
16.8K
$530K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-354- 2.15% |
$11.1K - $11.9K
|
16.1K
$509K
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-360- 0.69% |
$11.2K - $12.1K
|
51.8K
$1.63M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-362- 0.68% |
$11.3K - $12.1K
|
53.1K
$1.67M
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-378- 3.14% |
$11.8K - $12.7K
|
11.6K
$367K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-378- 6.39% |
$11.8K - $12.7K
|
5.54K
$175K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 5.0% |
$12.5K - $13.4K
|
7.6K
$240K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-413- 3.73% |
$12.9K - $13.8K
|
10.7K
$337K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-416- 1.29% |
$13K - $13.9K
|
31.7K
$1M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-417- 1.5% |
$13K - $14K
|
27.3K
$863K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-450- 6.08% |
$14.1K - $15.1K
|
6.95K
$219K
|