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
|
Wendell David Associates Inc
|
SELL
|
- |
-32.1K- 24.47% |
$999K - $1.04M
|
99.1K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.3K- 4.05% |
$1.04M - $1.08M
|
789K
$24.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-35.1K- 12.13% |
$1.09M - $1.14M
|
254K
$8.03M
|
|
|
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
$410K
|
|
|
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
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-46.3K- 21.77% |
$1.44M - $1.51M
|
166K
$5.26M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-47.9K- 17.07% |
$1.49M - $1.56M
|
233K
$7.35M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48.5K- 21.05% |
$1.51M - $1.58M
|
182K
$5.74M
|
|
|
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
$907K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-58.6K- 81.17% |
$1.82M - $1.91M
|
13.6K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-59.3K- 21.74% |
$1.85M - $1.93M
|
214K
$6.75M
|
|
|
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
$785K
|
|
|
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
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-74.5K- 35.46% |
$2.32M - $2.42M
|
135K
$4.28M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-76.8K- 53.22% |
$2.39M - $2.5M
|
67.5K
$2.13M
|
|
|
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
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-88K- 1.88% |
$2.74M - $2.86M
|
4.58M
$145M
|
|
|
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
$5.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-105K- 7.9% |
$3.27M - $3.42M
|
1.22M
$38.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-110K- 7.32% |
$3.42M - $3.58M
|
1.39M
$44M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-139K- 90.77% |
$4.33M - $4.52M
|
14.1K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-141K- 95.45% |
$4.39M - $4.59M
|
6.72K
$212K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-151K- 23.21% |
$4.7M - $4.92M
|
500K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-196K- 66.14% |
$6.1M - $6.37M
|
100K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-196K- 96.68% |
$6.1M - $6.38M
|
6.74K
$213K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-208K- 55.71% |
$6.48M - $6.78M
|
166K
$5.24M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-255K- 82.68% |
$7.94M - $8.31M
|
53.5K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-264K- 62.29% |
$8.21M - $8.59M
|
160K
$5.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-269K- 28.58% |
$8.38M - $8.76M
|
673K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-455K- 93.65% |
$14.2M - $14.8M
|
30.9K
$975K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-606K- 4.22% |
$18.9M - $19.7M
|
13.8M
$435M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-606K- 4.22% |
$18.9M - $19.7M
|
13.8M
$435M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-724K- 30.61% |
$22.5M - $23.6M
|
1.64M
$51.9M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.01M- 54.25% |
$93.6M - $97.8M
|
2.54M
$80.1M
|