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 |
---|---|---|---|---|---|---|---|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-50- 1.5% |
$1.56K - $1.63K
|
3.28K
$103K
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-63- 0.4% |
$1.96K - $2.05K
|
15.8K
$499K
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-63- 0.4% |
$1.96K - $2.05K
|
15.5K
$490K
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-66- 1.01% |
$2.05K - $2.15K
|
6.47K
$204K
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-79- 0.41% |
$2.46K - $2.57K
|
19.2K
$605K
|
|
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
$521K
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-100- 1.44% |
$3.11K - $3.25K
|
6.85K
$217K
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.2% |
$3.11K - $3.25K
|
48.8K
$1.54M
|
|
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
$67.9K
|
|
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
$7.61K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-120- 6.61% |
$3.73K - $3.9K
|
1.7K
$53.5K
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-125- 0.6% |
$3.89K - $4.07K
|
20.5K
$649K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-130- 0.3% |
$4.05K - $4.23K
|
42.8K
$1.35M
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-130- 1.21% |
$4.05K - $4.23K
|
10.6K
$336K
|
|
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
$5.02K
|
|
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
$67.9K
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-175- 1.2% |
$5.45K - $5.69K
|
14.4K
$456K
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-176- 2.85% |
$5.48K - $5.73K
|
6.01K
$190K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-176- 0.88% |
$5.48K - $5.73K
|
19.7K
$623K
|
|
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
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-190- 0.72% |
$5.91K - $6.18K
|
26.1K
$823K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-191- 0.1% |
$5.94K - $6.22K
|
188K
$5.94M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-191- 1.36% |
$5.94K - $6.22K
|
13.8K
$436K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-196- 1.99% |
$6.1K - $6.38K
|
9.64K
$304K
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 1.11% |
$6.22K - $6.51K
|
17.8K
$563K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-200- 1.54% |
$6.22K - $6.51K
|
12.8K
$403K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-213- 0.54% |
$6.63K - $6.93K
|
39.6K
$1.25M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-216- 34.78% |
$6.72K - $7.03K
|
405
$12.8K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-220- 0.72% |
$6.85K - $7.16K
|
30.3K
$956K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-225- 16.36% |
$7K - $7.32K
|
1.15K
$36.3K
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-233- 0.57% |
$7.25K - $7.58K
|
40.6K
$1.28M
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-238- 2.49% |
$7.41K - $7.74K
|
9.33K
$295K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-246- 3.43% |
$7.66K - $8K
|
6.92K
$219K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-249- 1.41% |
$7.75K - $8.1K
|
17.4K
$551K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-260- 0.12% |
$8.09K - $8.46K
|
225K
$7.11M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-263- 0.41% |
$8.18K - $8.56K
|
64.1K
$2.02M
|