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 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-456- 1.96% |
$14.2K - $14.8K
|
22.8K
$719K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-465- 0.21% |
$14.5K - $15.1K
|
219K
$6.92M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-469- 5.7% |
$14.6K - $15.3K
|
7.76K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-484- 4.12% |
$15.1K - $15.7K
|
11.3K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-485- 0.21% |
$15.1K - $15.8K
|
233K
$7.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-500- 4.95% |
$15.6K - $16.3K
|
9.6K
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-522- 2.16% |
$16.2K - $17K
|
23.6K
$747K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-530- 8.45% |
$16.5K - $17.2K
|
5.74K
$182K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-542- 5.55% |
$16.9K - $17.6K
|
9.22K
$291K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-550- 61.87% |
$17.1K - $17.9K
|
339
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-552- 3.16% |
$17.2K - $18K
|
16.9K
$535K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-559- 2.76% |
$17.4K - $18.2K
|
19.7K
$623K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-560- 5.32% |
$17.4K - $18.2K
|
9.96K
$315K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-588- 8.38% |
$18.3K - $19.1K
|
6.43K
$203K
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-616- 5.27% |
$19.2K - $20K
|
11.1K
$350K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-625- 49.1% |
$19.5K - $20.3K
|
648
$20.5K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-626- 3.06% |
$19.5K - $20.4K
|
19.8K
$627K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-640- 31.28% |
$19.9K - $20.8K
|
1.41K
$44.4K
|
|
|
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
$74.2K
|
|
|
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
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-790- 3.73% |
$24.6K - $25.7K
|
20.4K
$645K
|
|
|
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
$593K
|
|
|
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
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-875- 23.33% |
$27.2K - $28.5K
|
2.88K
$90.9K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-875- 4.36% |
$27.2K - $28.5K
|
19.2K
$606K
|
|
|
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
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-927- 86.47% |
$28.8K - $30.2K
|
145
$4.58K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-932- 5.44% |
$29K - $30.3K
|
16.2K
$512K
|
|
|
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
$254K
|
|
|
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
$692K
|