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
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.51K- 13.8% |
$109K - $114K
|
22K
$694K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.53K- 9.19% |
$110K - $115K
|
34.9K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.54K- 14.24% |
$110K - $115K
|
21.3K
$673K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3.63K- 10.06% |
$113K - $118K
|
32.4K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.64K- 46.4% |
$113K - $118K
|
4.2K
$133K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.64K- 48.44% |
$113K - $118K
|
3.87K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.78K- 27.0% |
$118K - $123K
|
10.2K
$323K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.92K- 31.78% |
$122K - $128K
|
8.42K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.98K- 0.58% |
$124K - $130K
|
685K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.03K- 26.05% |
$125K - $131K
|
11.4K
$362K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.06K- 3.02% |
$126K - $132K
|
130K
$4.12M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.22K- 4.15% |
$131K - $137K
|
97.5K
$3.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-4.31K- 2.02% |
$134K - $140K
|
209K
$6.61M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-4.39K- 22.25% |
$137K - $143K
|
15.3K
$485K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4.39K- 19.89% |
$137K - $143K
|
17.7K
$559K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.4K- 5.99% |
$137K - $143K
|
69K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.55K- 27.44% |
$142K - $148K
|
12K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.63K- 38.27% |
$144K - $151K
|
7.47K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.71K- 25.71% |
$147K - $153K
|
13.6K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.83K- 97.85% |
$150K - $157K
|
106
$3.35K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.84K- 11.24% |
$151K - $157K
|
38.2K
$1.21M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.86K- 6.41% |
$151K - $158K
|
70.9K
$2.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.01K- 12.61% |
$156K - $163K
|
34.7K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.24K- 17.99% |
$163K - $171K
|
23.9K
$755K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.33K- 45.53% |
$166K - $173K
|
6.38K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.44K- 16.7% |
$169K - $177K
|
27.1K
$857K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.45K- 20.19% |
$170K - $177K
|
21.5K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.56KClosed |
$173K - $181K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.91K- 13.63% |
$184K - $192K
|
37.4K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.18K- 7.39% |
$192K - $201K
|
77.4K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-6.21K- 6.19% |
$193K - $202K
|
94.1K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.22K- 25.53% |
$194K - $203K
|
18.2K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.23K- 27.87% |
$194K - $203K
|
16.1K
$510K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.24K- 28.07% |
$194K - $203K
|
16K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.51K- 12.63% |
$203K - $212K
|
45K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-6.52K- 44.67% |
$203K - $212K
|
8.08K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-6.69K- 34.97% |
$208K - $218K
|
12.4K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-6.77K- 7.54% |
$211K - $220K
|
83K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.87K- 8.24% |
$214K - $223K
|
76.4K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.92K- 38.78% |
$215K - $225K
|
10.9K
$345K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.04K- 27.97% |
$219K - $229K
|
18.1K
$573K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.04K- 25.4% |
$219K - $229K
|
20.7K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.08K- 8.92% |
$220K - $230K
|
72.3K
$2.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-7.11K- 9.6% |
$221K - $231K
|
67K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.51K- 26.14% |
$234K - $244K
|
21.2K
$670K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.71K- 11.1% |
$240K - $251K
|
61.8K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-7.86K- 46.31% |
$245K - $256K
|
9.11K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-7.86K- 8.59% |
$245K - $256K
|
83.7K
$2.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-8.11K- 17.42% |
$252K - $264K
|
38.4K
$1.22M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8.52KClosed |
$265K - $277K
|
0
$0
|