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 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
445+ 1.1% |
$13.9K - $14.9K
|
40.8K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
443+ 0.66% |
$13.8K - $14.8K
|
67.8K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
421+ 35.68% |
$13.1K - $14.1K
|
1.6K
$49.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
414+ 1.24% |
$12.9K - $13.9K
|
33.8K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
409+ 3.33% |
$12.8K - $13.7K
|
12.7K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
375+ 75.0% |
$11.7K - $12.6K
|
875
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
367New |
$11.5K - $12.3K
|
367
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
364+ 2.08% |
$11.4K - $12.2K
|
17.8K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
363+ 1.69% |
$11.3K - $12.2K
|
21.8K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
355+ 4.07% |
$11.1K - $11.9K
|
9.09K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
340+ 1.25% |
$10.6K - $11.4K
|
27.5K
$848K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
337+ 3.12% |
$10.5K - $11.3K
|
11.1K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313New |
$9.77K - $10.5K
|
313
$9.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
310New |
$9.68K - $10.4K
|
310
$9.56K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
310+ 2.52% |
$9.68K - $10.4K
|
12.6K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
303+ 2.08% |
$9.46K - $10.2K
|
14.9K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 0.45% |
$9.37K - $10.1K
|
66.5K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$9.37K - $10.1K
|
300
$9.26K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
289+ 2.83% |
$9.03K - $9.68K
|
10.5K
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
286+ 3.74% |
$8.93K - $9.58K
|
7.93K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
280+ 2.09% |
$8.74K - $9.38K
|
13.7K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
280+ 0.55% |
$8.74K - $9.38K
|
51.1K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
275New |
$8.59K - $9.22K
|
275
$8.48K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
271+ 0.39% |
$8.46K - $9.08K
|
69.1K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
252New |
$7.87K - $8.44K
|
252
$7.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
232+ 0.39% |
$7.25K - $7.77K
|
60.2K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
228+ 1.2% |
$7.12K - $7.64K
|
19.3K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
226+ 1.28% |
$7.06K - $7.57K
|
17.9K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
219+ 48.67% |
$6.84K - $7.34K
|
669
$20.6K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
204+ 0.62% |
$6.37K - $6.84K
|
33.1K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
203+ 1.77% |
$6.34K - $6.8K
|
11.7K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
201+ 0.2% |
$6.28K - $6.74K
|
103K
$3.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
200+ 1.94% |
$6.25K - $6.7K
|
10.5K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
200+ 1.29% |
$6.25K - $6.7K
|
15.7K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
195New |
$6.09K - $6.53K
|
195
$6.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
183+ 0.68% |
$5.72K - $6.13K
|
27K
$833K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
181New |
$5.65K - $6.07K
|
181
$5.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
176+ 0.1% |
$5.5K - $5.9K
|
176K
$5.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
170+ 12.45% |
$5.31K - $5.7K
|
1.54K
$47.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
165+ 0.49% |
$5.15K - $5.53K
|
33.9K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
158+ 1.74% |
$4.93K - $5.29K
|
9.23K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
156New |
$4.87K - $5.23K
|
156
$4.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
156+ 1.49% |
$4.87K - $5.23K
|
10.6K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
155+ 1.57% |
$4.84K - $5.19K
|
10K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
152+ 1.55% |
$4.75K - $5.09K
|
9.98K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
144New |
$4.5K - $4.83K
|
144
$4.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
144+ 1.55% |
$4.5K - $4.83K
|
9.43K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
139+ 2.09% |
$4.34K - $4.66K
|
6.79K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
135+ 2700.0% |
$4.22K - $4.52K
|
140
$4.32K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
134+ 0.92% |
$4.18K - $4.49K
|
14.7K
$452K
|