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 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.01K- 3.85% |
$62.4K - $65.2K
|
50K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.01K- 21.43% |
$62.6K - $65.4K
|
7.37K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.02K- 2.43% |
$62.9K - $65.8K
|
81.2K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.02K- 2.91% |
$63K - $65.9K
|
67.5K
$2.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.1K- 17.3% |
$65.4K - $68.3K
|
10K
$316K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.13K- 1.58% |
$66.3K - $69.3K
|
132K
$4.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.17K- 12.59% |
$67.4K - $70.4K
|
15K
$473K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.25K- 8.3% |
$70.1K - $73.3K
|
24.9K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.3K- 2.25% |
$71.4K - $74.7K
|
99.6K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.39K- 9.97% |
$74.4K - $77.8K
|
21.6K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.39K- 11.01% |
$74.4K - $77.8K
|
19.3K
$609K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.39K- 25.55% |
$74.4K - $77.8K
|
6.97K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.4K- 11.29% |
$74.7K - $78.1K
|
18.9K
$594K
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-2.43K- 6.68% |
$75.5K - $78.9K
|
33.9K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.43K- 4.07% |
$75.5K - $78.9K
|
57.2K
$1.8M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.44K- 8.34% |
$76K - $79.4K
|
26.8K
$845K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.5K- 20.44% |
$77.8K - $81.4K
|
9.73K
$306K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.57K- 6.58% |
$79.9K - $83.5K
|
36.4K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.62K- 1.65% |
$81.4K - $85.1K
|
156K
$4.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2.63K- 2.67% |
$81.7K - $85.4K
|
95.7K
$3.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.65K- 6.11% |
$82.4K - $86.1K
|
40.6K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.66K- 7.64% |
$82.9K - $86.7K
|
32.2K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.72K- 1.9% |
$84.6K - $88.4K
|
140K
$4.41M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.72K- 3.06% |
$84.7K - $88.5K
|
86.2K
$2.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.76K- 5.27% |
$86K - $89.9K
|
49.7K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.76K- 9.05% |
$86K - $89.9K
|
27.8K
$875K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.8K- 4.67% |
$87.1K - $91.1K
|
57.1K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-2.82K- 2.09% |
$87.7K - $91.7K
|
132K
$4.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.83K- 14.97% |
$87.9K - $91.9K
|
16K
$505K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.86K- 8.62% |
$88.9K - $92.9K
|
30.3K
$953K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.86K- 7.1% |
$89.1K - $93.2K
|
37.5K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.87K- 1.22% |
$89.4K - $93.5K
|
232K
$7.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.9K- 4.41% |
$90.3K - $94.5K
|
63K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.94K- 1.95% |
$91.6K - $95.8K
|
148K
$4.66M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.01K- 7.09% |
$93.7K - $97.9K
|
39.4K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.04K- 20.16% |
$94.6K - $98.9K
|
12K
$379K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-3.05K- 21.0% |
$94.9K - $99.2K
|
11.5K
$361K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-3.05K- 22.22% |
$94.9K - $99.2K
|
10.7K
$336K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-3.06K- 0.98% |
$95.3K - $99.6K
|
308K
$9.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.07K- 1.94% |
$95.6K - $100K
|
155K
$4.88M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.17K- 19.37% |
$98.6K - $103K
|
13.2K
$416K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.19K- 6.93% |
$99.2K - $104K
|
42.8K
$1.35M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.23K- 8.16% |
$100K - $105K
|
36.3K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.26K- 3.56% |
$101K - $106K
|
88.3K
$2.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.28K- 51.69% |
$102K - $107K
|
3.06K
$96.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.3K- 26.99% |
$103K - $107K
|
8.93K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.4K- 4.34% |
$106K - $111K
|
74.9K
$2.36M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.43K- 13.14% |
$107K - $112K
|
22.7K
$715K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-3.44K- 5.83% |
$107K - $112K
|
55.5K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.49K- 4.45% |
$108K - $113K
|
74.9K
$2.36M
|