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
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-650- 2.22% |
$20.2K - $21.2K
|
28.7K
$906K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-666- 22.1% |
$20.7K - $21.7K
|
2.35K
$74.1K
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-671- 0.77% |
$20.9K - $21.8K
|
86.1K
$2.72M
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-675- 3.3% |
$21K - $22K
|
19.8K
$625K
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-680- 3.14% |
$21.2K - $22.1K
|
20.9K
$662K
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-685- 1.08% |
$21.3K - $22.3K
|
62.7K
$1.98M
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-700- 3.3% |
$21.8K - $22.8K
|
20.5K
$648K
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-701- 1.32% |
$21.8K - $22.8K
|
52.6K
$1.66M
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-715- 8.99% |
$22.3K - $23.3K
|
7.24K
$229K
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-726- 2.28% |
$22.6K - $23.6K
|
31.1K
$982K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-732- 6.76% |
$22.8K - $23.8K
|
10.1K
$319K
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-739- 1.78% |
$23K - $24K
|
40.7K
$1.29M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-755- 18.8% |
$23.5K - $24.6K
|
3.26K
$103K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-819- 10.44% |
$25.5K - $26.7K
|
7.02K
$222K
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-820- 3.34% |
$25.5K - $26.7K
|
23.7K
$750K
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-828- 2.17% |
$25.8K - $26.9K
|
37.2K
$1.18M
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-832- 2.29% |
$25.9K - $27.1K
|
35.5K
$1.12M
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-838- 4.28% |
$26.1K - $27.3K
|
18.8K
$592K
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-866- 3.32% |
$26.9K - $28.2K
|
25.2K
$797K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-873- 48.99% |
$27.2K - $28.4K
|
909
$28.7K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-875- 4.36% |
$27.2K - $28.5K
|
19.2K
$606K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-875- 23.33% |
$27.2K - $28.5K
|
2.88K
$90.8K
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-880- 1.55% |
$27.4K - $28.6K
|
55.8K
$1.76M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-896- 95.52% |
$27.9K - $29.2K
|
42
$1.33K
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-922- 2.8% |
$28.7K - $30K
|
32K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-932- 5.44% |
$29K - $30.3K
|
16.2K
$511K
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-956- 7.51% |
$29.8K - $31.1K
|
11.8K
$372K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-960- 10.69% |
$29.9K - $31.2K
|
8.02K
$253K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-969- 9.49% |
$30.2K - $31.5K
|
9.24K
$292K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-974- 4.26% |
$30.3K - $31.7K
|
21.9K
$691K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-976- 1.94% |
$30.4K - $31.8K
|
49.2K
$1.56M
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-979- 5.58% |
$30.5K - $31.9K
|
16.6K
$523K
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-985- 0.67% |
$30.7K - $32.1K
|
145K
$4.59M
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-992- 0.78% |
$30.9K - $32.3K
|
126K
$3.97M
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 5.08% |
$31.1K - $32.5K
|
18.7K
$591K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.02K- 27.38% |
$31.8K - $33.2K
|
2.71K
$85.5K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.02K- 35.82% |
$31.8K - $33.3K
|
1.83K
$57.9K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 0.86% |
$33.2K - $34.7K
|
123K
$3.88M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.09K- 3.84% |
$34K - $35.6K
|
27.3K
$864K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.1K- 5.3% |
$34.1K - $35.6K
|
19.6K
$618K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.13K- 7.74% |
$35.1K - $36.7K
|
13.4K
$424K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.14K- 3.51% |
$35.6K - $37.2K
|
31.4K
$993K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.17K- 7.92% |
$36.3K - $38K
|
13.6K
$429K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.18K- 14.53% |
$36.8K - $38.5K
|
6.96K
$220K
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.2K- 8.36% |
$37.3K - $39K
|
13.2K
$416K
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.21K- 7.54% |
$37.7K - $39.4K
|
14.9K
$470K
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.25K- 4.0% |
$38.9K - $40.7K
|
30K
$947K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.25K- 8.48% |
$38.9K - $40.7K
|
13.5K
$427K
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.26K- 2.76% |
$39.2K - $41K
|
44.4K
$1.4M
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.27K- 11.93% |
$39.5K - $41.3K
|
9.36K
$296K
|