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
|
Beacon Financial Group
|
SELL
|
- |
-974- 4.26% |
$30.3K - $31.7K
|
21.9K
$689K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-976- 1.94% |
$30.4K - $31.8K
|
49.2K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-979- 5.58% |
$30.5K - $31.9K
|
16.6K
$522K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-985- 0.67% |
$30.7K - $32.1K
|
145K
$4.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-992- 0.78% |
$30.9K - $32.3K
|
126K
$3.95M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-995- 3.89% |
$31K - $32.4K
|
24.6K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 5.08% |
$31.1K - $32.5K
|
18.7K
$589K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.02K- 27.38% |
$31.8K - $33.2K
|
2.71K
$85.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.02K- 35.82% |
$31.8K - $33.3K
|
1.83K
$57.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 0.86% |
$33.2K - $34.7K
|
123K
$3.87M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.09K- 3.84% |
$34K - $35.6K
|
27.3K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.1K- 5.3% |
$34.1K - $35.6K
|
19.6K
$616K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.13K- 7.74% |
$35.1K - $36.7K
|
13.4K
$423K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.14K- 3.51% |
$35.6K - $37.2K
|
31.4K
$990K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.17K- 7.92% |
$36.3K - $38K
|
13.6K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.18K- 14.53% |
$36.8K - $38.5K
|
6.96K
$219K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.2K- 3.97% |
$37.3K - $39K
|
29K
$914K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.2K- 8.36% |
$37.3K - $39K
|
13.2K
$414K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.21K- 7.54% |
$37.7K - $39.4K
|
14.9K
$468K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.25K- 8.48% |
$38.9K - $40.7K
|
13.5K
$425K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.25K- 4.0% |
$38.9K - $40.7K
|
30K
$944K
|
|
|
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
$295K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.28K- 6.93% |
$39.7K - $41.5K
|
17.1K
$539K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.35K- 10.24% |
$42K - $43.9K
|
11.8K
$372K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.49K- 10.39% |
$46.2K - $48.4K
|
12.8K
$404K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.49K- 3.35% |
$46.4K - $48.5K
|
43K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.5K- 31.46% |
$46.7K - $48.8K
|
3.27K
$103K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.58K- 99.81% |
$49.1K - $51.3K
|
3
$94.5
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.58K- 1.52% |
$49.1K - $51.4K
|
103K
$3.23M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-1.58K- 3.33% |
$49.2K - $51.4K
|
45.9K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.61K- 7.96% |
$50.1K - $52.4K
|
18.6K
$587K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.63K- 6.76% |
$50.7K - $53K
|
22.5K
$708K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.63K- 11.8% |
$50.9K - $53.2K
|
12.2K
$385K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 2.86% |
$51.3K - $53.6K
|
56K
$1.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.65K- 4.37% |
$51.5K - $53.8K
|
36.2K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.66K- 8.01% |
$51.6K - $54K
|
19.1K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.68K- 23.55% |
$52.1K - $54.5K
|
5.44K
$171K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.7K- 8.62% |
$52.9K - $55.3K
|
18K
$568K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.71K- 14.32% |
$53.3K - $55.7K
|
10.2K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 6.55% |
$53.9K - $56.4K
|
24.7K
$778K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.75K- 5.89% |
$54.6K - $57K
|
28K
$883K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.76K- 21.47% |
$54.6K - $57.1K
|
6.42K
$202K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 0.83% |
$56.5K - $59.1K
|
218K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.83K- 9.07% |
$57K - $59.6K
|
18.4K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.84K- 11.92% |
$57.3K - $59.9K
|
13.6K
$429K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.85K- 3.87% |
$57.6K - $60.2K
|
46K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.87K- 2.16% |
$58.2K - $60.9K
|
84.7K
$2.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.87K- 11.66% |
$58.3K - $60.9K
|
14.2K
$446K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.88K- 3.34% |
$58.4K - $61K
|
54.3K
$1.71M
|