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 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12- 0.88% |
$373 - $390
|
1.35K
$42.5K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-13- 0.05% |
$405 - $423
|
24.4K
$771K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-15- 0.12% |
$467 - $488
|
12.1K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 0.58% |
$467 - $488
|
2.57K
$81.2K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-16- 0.07% |
$498 - $521
|
22.9K
$724K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-19- 0.03% |
$591 - $618
|
65.8K
$2.08M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 46.67% |
$654 - $683
|
24
$759
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-22- 0.1% |
$685 - $716
|
22.3K
$706K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-30- 0.16% |
$934 - $976
|
19.1K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-33- 0.61% |
$1.03K - $1.07K
|
5.36K
$169K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 89.47% |
$1.06K - $1.11K
|
4
$126
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-39- 0.3% |
$1.21K - $1.27K
|
13.1K
$415K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-39- 0.33% |
$1.21K - $1.27K
|
11.7K
$369K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-39- 0.02% |
$1.21K - $1.27K
|
159K
$5.02M
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-40- 0.15% |
$1.24K - $1.3K
|
27.3K
$863K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-44- 0.17% |
$1.37K - $1.43K
|
25.3K
$801K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-50- 1.5% |
$1.56K - $1.63K
|
3.28K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-63- 0.4% |
$1.96K - $2.05K
|
15.5K
$490K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-63- 0.4% |
$1.96K - $2.05K
|
15.8K
$500K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-66- 1.01% |
$2.05K - $2.15K
|
6.47K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-79- 0.41% |
$2.46K - $2.57K
|
19.2K
$606K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-96- 0.3% |
$2.99K - $3.12K
|
31.7K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-98- 0.59% |
$3.05K - $3.19K
|
16.5K
$522K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.2% |
$3.11K - $3.25K
|
48.8K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-100- 1.44% |
$3.11K - $3.25K
|
6.85K
$217K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-100- 0.65% |
$3.11K - $3.25K
|
15.2K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-102- 4.53% |
$3.17K - $3.32K
|
2.15K
$68K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-102- 0.18% |
$3.17K - $3.32K
|
56K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-109- 31.14% |
$3.39K - $3.55K
|
241
$7.62K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-120- 6.61% |
$3.73K - $3.9K
|
1.7K
$53.6K
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-125- 0.6% |
$3.89K - $4.07K
|
20.5K
$650K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-130- 1.21% |
$4.05K - $4.23K
|
10.6K
$336K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-130- 0.3% |
$4.05K - $4.23K
|
42.8K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-134- 0.25% |
$4.17K - $4.36K
|
54.4K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-136- 0.45% |
$4.23K - $4.43K
|
30K
$948K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-141- 0.86% |
$4.39K - $4.59K
|
16.3K
$515K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-149- 0.94% |
$4.64K - $4.85K
|
15.7K
$496K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 0.12% |
$4.67K - $4.88K
|
129K
$4.09M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-157- 2.04% |
$4.89K - $5.11K
|
7.54K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-159- 22.21% |
$4.95K - $5.17K
|
557
$17.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-159- 50.0% |
$4.95K - $5.17K
|
159
$5.03K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-160- 0.22% |
$4.98K - $5.21K
|
72.8K
$2.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-162- 0.19% |
$5.04K - $5.27K
|
86.3K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-166- 7.17% |
$5.17K - $5.4K
|
2.15K
$68K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-175- 1.2% |
$5.45K - $5.69K
|
14.4K
$456K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-176- 0.88% |
$5.48K - $5.73K
|
19.7K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-176- 2.85% |
$5.48K - $5.73K
|
6.01K
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-179- 1.58% |
$5.57K - $5.82K
|
11.1K
$352K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-186- 0.33% |
$5.79K - $6.05K
|
56K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-189- 2.64% |
$5.88K - $6.15K
|
6.98K
$221K
|