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 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
$57.7M
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16.8K- 6.68% |
$522K - $546K
|
234K
$7.42M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-17.6K- 6.52% |
$547K - $572K
|
252K
$7.98M
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-19.4K- 25.67% |
$603K - $631K
|
56.1K
$1.78M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.5K- 41.61% |
$608K - $635K
|
27.4K
$868K
|
|
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
$836K
|
|
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
$2.63M
|
|
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
$766K
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-27.4K- 57.38% |
$852K - $891K
|
20.3K
$644K
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-29K- 79.44% |
$903K - $944K
|
7.51K
$238K
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-32.1K- 24.47% |
$999K - $1.04M
|
99.1K
$3.14M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.3K- 4.05% |
$1.04M - $1.08M
|
789K
$25M
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-35.1K- 12.13% |
$1.09M - $1.14M
|
254K
$8.04M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36.1K- 4.39% |
$1.12M - $1.18M
|
788K
$24.9M
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.8K- 3.39% |
$1.24M - $1.3M
|
1.13M
$35.9M
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-42K- 25.12% |
$1.31M - $1.37M
|
125K
$3.96M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-42.8K- 3.85% |
$1.33M - $1.39M
|
1.07M
$33.8M
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-42.9K- 76.79% |
$1.33M - $1.4M
|
13K
$411K
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-43.8K- 46.3% |
$1.36M - $1.43M
|
50.8K
$1.61M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-44.3K- 6.74% |
$1.38M - $1.44M
|
613K
$19.4M
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-47.9K- 17.07% |
$1.49M - $1.56M
|
233K
$7.36M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48.5K- 21.05% |
$1.51M - $1.58M
|
182K
$5.75M
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-48.9K- 47.75% |
$1.52M - $1.59M
|
53.5K
$1.69M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-49.7K- 60.25% |
$1.55M - $1.62M
|
32.8K
$1.04M
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-53.1K- 13.02% |
$1.65M - $1.73M
|
354K
$11.2M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-58.3K- 67.0% |
$1.81M - $1.9M
|
28.7K
$909K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-58.6K- 81.17% |
$1.82M - $1.91M
|
13.6K
$431K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-59.3K- 21.74% |
$1.85M - $1.93M
|
214K
$6.76M
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-62K- 7.92% |
$1.93M - $2.02M
|
721K
$22.8M
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-64.9K- 72.31% |
$2.02M - $2.11M
|
24.8K
$786K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-65K- 34.3% |
$2.02M - $2.12M
|
125K
$3.94M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-65.4K- 49.24% |
$2.03M - $2.13M
|
67.4K
$2.13M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-66.9K- 13.51% |
$2.08M - $2.18M
|
428K
$13.6M
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-74.5K- 35.46% |
$2.32M - $2.42M
|
135K
$4.29M
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-76.8K- 53.22% |
$2.39M - $2.5M
|
67.5K
$2.14M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-79.7K- 57.65% |
$2.48M - $2.59M
|
58.5K
$1.85M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-90.5K- 19.89% |
$2.82M - $2.95M
|
364K
$11.5M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100K- 6.43% |
$3.12M - $3.26M
|
1.46M
$46.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103K- 35.34% |
$3.21M - $3.35M
|
189K
$5.97M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105K- 7.9% |
$3.27M - $3.42M
|
1.22M
$38.8M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-110K- 7.32% |
$3.42M - $3.58M
|
1.39M
$44.1M
|