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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-190- 0.72% |
$5.91K - $6.18K
|
26.1K
$824K
|
|
|
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
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-195- 0.75% |
$6.07K - $6.35K
|
25.7K
$812K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-196- 1.99% |
$6.1K - $6.38K
|
9.64K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 1.11% |
$6.22K - $6.51K
|
17.8K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-200- 1.54% |
$6.22K - $6.51K
|
12.8K
$404K
|
|
|
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
$36.4K
|
|
|
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
$552K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-260- 0.12% |
$8.09K - $8.46K
|
225K
$7.12M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-263- 0.41% |
$8.18K - $8.56K
|
64.1K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-263- 8.24% |
$8.18K - $8.56K
|
2.93K
$92.6K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-265- 44.54% |
$8.25K - $8.62K
|
330
$10.4K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-275- 2.65% |
$8.56K - $8.95K
|
10.1K
$320K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-277- 0.52% |
$8.62K - $9.01K
|
53.2K
$1.68M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-280- 21.71% |
$8.71K - $9.11K
|
1.01K
$31.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-281- 11.69% |
$8.74K - $9.14K
|
2.12K
$67.1K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-284- 1.73% |
$8.84K - $9.24K
|
16.1K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-289- 3.68% |
$8.99K - $9.4K
|
7.55K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-289- 2.18% |
$8.99K - $9.4K
|
13K
$410K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-298- 1.43% |
$9.27K - $9.7K
|
20.5K
$648K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-308- 7.24% |
$9.58K - $10K
|
3.95K
$125K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-310- 0.83% |
$9.65K - $10.1K
|
37K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-317- 2.13% |
$9.87K - $10.3K
|
14.6K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-317- 1.12% |
$9.87K - $10.3K
|
28K
$884K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-331- 68.81% |
$10.3K - $10.8K
|
150
$4.74K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-332- 1.53% |
$10.3K - $10.8K
|
21.3K
$674K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-335- 4.98% |
$10.4K - $10.9K
|
6.39K
$202K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-340- 2.17% |
$10.6K - $11.1K
|
15.3K
$484K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-341- 3.7% |
$10.6K - $11.1K
|
8.89K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-343- 2.47% |
$10.7K - $11.2K
|
13.6K
$428K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-350- 5.29% |
$10.9K - $11.4K
|
6.27K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-352- 4.65% |
$11K - $11.5K
|
7.22K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-366- 1.33% |
$11.4K - $11.9K
|
27.1K
$858K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-366- 4.52% |
$11.4K - $11.9K
|
7.73K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-383- 1.4% |
$11.9K - $12.5K
|
27K
$855K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-383- 1.96% |
$11.9K - $12.5K
|
19.2K
$606K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-401- 5.6% |
$12.5K - $13K
|
6.76K
$214K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-420- 1.4% |
$13.1K - $13.7K
|
29.6K
$937K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-424- 1.74% |
$13.2K - $13.8K
|
23.9K
$756K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-424- 83.14% |
$13.2K - $13.8K
|
86
$2.72K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-445- 4.26% |
$13.8K - $14.5K
|
10K
$316K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-450- 44.6% |
$14K - $14.6K
|
559
$17.7K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-450- 5.48% |
$14K - $14.6K
|
7.77K
$246K
|