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 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-8.88K- 23.1% |
$276K - $289K
|
29.6K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.91K- 2.72% |
$277K - $290K
|
318K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.96K- 49.98% |
$279K - $291K
|
8.97K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-9.05K- 6.39% |
$282K - $294K
|
132K
$4.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.09K- 4.65% |
$283K - $296K
|
187K
$5.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-9.13K- 48.89% |
$284K - $297K
|
9.54K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-9.22K- 30.68% |
$287K - $300K
|
20.8K
$659K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9.27K- 29.42% |
$289K - $302K
|
22.2K
$703K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.38K- 20.31% |
$292K - $305K
|
36.8K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.42K- 19.2% |
$293K - $306K
|
39.6K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-10.7K- 15.26% |
$332K - $347K
|
59.2K
$1.87M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-10.8K- 3.5% |
$335K - $351K
|
297K
$9.39M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-10.8K- 7.98% |
$336K - $351K
|
124K
$3.93M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.9K- 8.73% |
$339K - $355K
|
114K
$3.6M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.2K- 20.17% |
$349K - $365K
|
44.4K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-11.2K- 10.66% |
$350K - $366K
|
94.2K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-11.7K- 5.1% |
$363K - $380K
|
217K
$6.87M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-12K- 17.14% |
$373K - $390K
|
58K
$1.83M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-12.3K- 13.03% |
$383K - $400K
|
82K
$2.59M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-12.4K- 11.99% |
$386K - $403K
|
90.9K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-12.9K- 7.23% |
$403K - $421K
|
166K
$5.25M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-13K- 17.78% |
$403K - $422K
|
60K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-13.3K- 17.0% |
$413K - $432K
|
64.8K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-13.3K- 17.2% |
$414K - $433K
|
64.1K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-13.3K- 49.73% |
$415K - $434K
|
13.5K
$426K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.7K- 29.22% |
$426K - $445K
|
33.1K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-14.4K- 1.03% |
$448K - $468K
|
1.39M
$43.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.9K- 4.61% |
$462K - $483K
|
307K
$9.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-15K- 6.85% |
$466K - $487K
|
204K
$6.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15.1K- 33.66% |
$469K - $490K
|
29.7K
$938K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-15.4K- 28.28% |
$480K - $502K
|
39.1K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-16K- 70.24% |
$497K - $520K
|
6.77K
$214K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.1K- 31.8% |
$500K - $523K
|
34.5K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-16.2K- 0.88% |
$503K - $526K
|
1.82M
$57.6M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16.8K- 6.68% |
$522K - $546K
|
234K
$7.41M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-17.6K- 6.52% |
$547K - $572K
|
252K
$7.97M
|
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-19.4K- 25.67% |
$603K - $631K
|
56.1K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.5K- 41.61% |
$608K - $635K
|
27.4K
$866K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19.8K- 4.56% |
$615K - $644K
|
414K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.4K- 44.72% |
$665K - $695K
|
26.4K
$835K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-21.8K- 2.57% |
$678K - $709K
|
825K
$26.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-23K- 36.89% |
$714K - $747K
|
39.3K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-23K- 35.81% |
$715K - $748K
|
41.2K
$1.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 21.73% |
$717K - $750K
|
83K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.1K- 60.99% |
$751K - $785K
|
15.4K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.6K- 32.73% |
$827K - $865K
|
54.6K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-27.2K- 52.91% |
$846K - $884K
|
24.2K
$765K
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-27.4K- 57.38% |
$852K - $891K
|
20.3K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-29K- 79.44% |
$903K - $944K
|
7.51K
$237K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.1K- 0.22% |
$937K - $980K
|
13.8M
$435M
|