Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.52M+ 406.29% |
$141M - $147M
|
5.63M
$178M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.96M+ 15.18% |
$92.2M - $96.4M
|
22.5M
$711M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.66M+ 253.99% |
$82.7M - $86.5M
|
3.7M
$117M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.57M+ 3341.11% |
$79.9M - $83.6M
|
2.65M
$83.6M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.61MNew |
$50M - $52.3M
|
1.61M
$50.8M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.4MNew |
$43.5M - $45.5M
|
1.4M
$44.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 21.34% |
$36.7M - $38.4M
|
6.7M
$212M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.08M+ 570.35% |
$33.5M - $35M
|
1.26M
$40M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
839K+ 22.39% |
$26.1M - $27.3M
|
4.58M
$145M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
763K+ 31.21% |
$23.8M - $24.8M
|
3.21M
$101M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
662K+ 9.29% |
$20.6M - $21.5M
|
7.79M
$246M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
458K+ 145.44% |
$14.2M - $14.9M
|
772K
$24.4M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
422K+ 170.77% |
$13.1M - $13.7M
|
669K
$21.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
388KNew |
$12.1M - $12.6M
|
388K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
348K+ 38.23% |
$10.8M - $11.3M
|
1.26M
$39.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
308K+ 13.58% |
$9.58M - $10M
|
2.57M
$81.4M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
281KNew |
$8.74M - $9.14M
|
281K
$8.87M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
267K+ 251.5% |
$8.32M - $8.7M
|
374K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
255K+ 2107.83% |
$7.94M - $8.3M
|
267K
$8.45M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
253K+ 5.53% |
$7.86M - $8.22M
|
4.82M
$152M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
252K+ 13.39% |
$7.83M - $8.19M
|
2.13M
$67.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
233K+ 32.17% |
$7.26M - $7.59M
|
959K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
224K+ 6.6% |
$6.97M - $7.28M
|
3.61M
$114M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
221K+ 9.3% |
$6.87M - $7.19M
|
2.6M
$82M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
211KNew |
$6.57M - $6.87M
|
211K
$6.68M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
191K+ 13.48% |
$5.96M - $6.23M
|
1.61M
$51M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
187K+ 9151.27% |
$5.81M - $6.07M
|
189K
$5.97M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
180K+ 14.99% |
$5.59M - $5.85M
|
1.38M
$43.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
161K+ 58.46% |
$5.01M - $5.24M
|
437K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
160K+ 39.04% |
$4.98M - $5.21M
|
570K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
148KNew |
$4.59M - $4.8M
|
148K
$4.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
135K+ 55328.69% |
$4.2M - $4.39M
|
135K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
129KNew |
$4.01M - $4.19M
|
129K
$4.07M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
125K+ 387.48% |
$3.89M - $4.06M
|
157K
$4.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
119K+ 140.25% |
$3.71M - $3.87M
|
204K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
115KNew |
$3.58M - $3.74M
|
115K
$3.63M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
111K+ 8.33% |
$3.45M - $3.61M
|
1.44M
$45.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
105K+ 163.52% |
$3.28M - $3.43M
|
170K
$5.37M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
98.3KNew |
$3.06M - $3.2M
|
98.3K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
97.2K+ 55.32% |
$3.02M - $3.16M
|
273K
$8.62M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
92.3K+ 173.84% |
$2.87M - $3M
|
145K
$4.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
88K+ 23.65% |
$2.74M - $2.86M
|
460K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
83.4K+ 220.8% |
$2.6M - $2.71M
|
121K
$3.83M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
80.1K+ 3.37% |
$2.49M - $2.61M
|
2.46M
$77.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
78.2KNew |
$2.43M - $2.54M
|
78.2K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
78K+ 67.55% |
$2.43M - $2.54M
|
194K
$6.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
74.2KNew |
$2.31M - $2.41M
|
74.2K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
69.8K+ 49.51% |
$2.17M - $2.27M
|
211K
$6.66M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
67.3KNew |
$2.09M - $2.19M
|
67.3K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.3K+ 10.97% |
$2.03M - $2.13M
|
661K
$20.9M
|