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 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
65.1KNew |
$2.03M - $2.12M
|
65.1K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.7K+ 26.85% |
$1.98M - $2.07M
|
301K
$9.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
63.3K+ 17.41% |
$1.97M - $2.06M
|
427K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
62.6KNew |
$1.95M - $2.04M
|
62.6K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
61K+ 158.16% |
$1.9M - $1.98M
|
99.5K
$3.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
60.4K+ 82.68% |
$1.88M - $1.97M
|
133K
$4.22M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
58KNew |
$1.8M - $1.89M
|
58K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
57.6K+ 12394.62% |
$1.79M - $1.88M
|
58.1K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56.4K+ 198.9% |
$1.76M - $1.84M
|
84.8K
$2.68M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
55.8KNew |
$1.74M - $1.82M
|
55.8K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.8K+ 22.85% |
$1.71M - $1.78M
|
295K
$9.32M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
54.2K+ 221.69% |
$1.69M - $1.76M
|
78.7K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
52.7K+ 15.54% |
$1.64M - $1.71M
|
392K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
49.3KNew |
$1.53M - $1.6M
|
49.3K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.6K+ 8.24% |
$1.51M - $1.58M
|
639K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
47.3KNew |
$1.47M - $1.54M
|
47.3K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.9K+ 8.42% |
$1.46M - $1.53M
|
605K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
46.5KNew |
$1.45M - $1.51M
|
46.5K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46.3K+ 20.72% |
$1.44M - $1.51M
|
270K
$8.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
46.1K+ 26.05% |
$1.43M - $1.5M
|
223K
$7.05M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
44.3K+ 7.33% |
$1.38M - $1.44M
|
649K
$20.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
44.1K+ 2.66% |
$1.37M - $1.43M
|
1.7M
$53.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.4K+ 50.61% |
$1.35M - $1.41M
|
129K
$4.08M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41.7KNew |
$1.3M - $1.36M
|
41.7K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
41KNew |
$1.28M - $1.33M
|
41K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40.9K+ 8.77% |
$1.27M - $1.33M
|
507K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
40.9K+ 0.65% |
$1.27M - $1.33M
|
6.33M
$200M
|
|
|
Apr 29, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
40.5K+ 18.17% |
$1.26M - $1.32M
|
263K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
40.4K+ 65.32% |
$1.26M - $1.31M
|
102K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
38.3K+ 199.56% |
$1.19M - $1.25M
|
57.5K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
38K+ 48.45% |
$1.18M - $1.24M
|
117K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
37.7K+ 12.9% |
$1.17M - $1.23M
|
330K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
37.7K+ 9.29% |
$1.17M - $1.23M
|
443K
$14M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
37.4KNew |
$1.16M - $1.22M
|
37.4K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.4K+ 1.88% |
$1.16M - $1.22M
|
2.02M
$63.9M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
37KNew |
$1.15M - $1.2M
|
37K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
36.7KNew |
$1.14M - $1.2M
|
36.7K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36.4K+ 23.4% |
$1.13M - $1.18M
|
192K
$6.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
35K+ 16.18% |
$1.09M - $1.14M
|
251K
$7.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.5KNew |
$1.04M - $1.09M
|
33.5K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
33KNew |
$1.03M - $1.07M
|
33K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
32.1K+ 472.98% |
$1M - $1.05M
|
38.9K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
31.2K+ 25.61% |
$970K - $1.01M
|
153K
$4.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
30.5K+ 48.39% |
$951K - $994K
|
93.7K
$2.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.5KNew |
$950K - $993K
|
30.5K
$964K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.8K+ 94.77% |
$929K - $971K
|
61.3K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.4K+ 90.33% |
$916K - $958K
|
62K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
29KNew |
$903K - $945K
|
29K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.2K+ 7.03% |
$878K - $918K
|
429K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
27.8KNew |
$865K - $904K
|
27.8K
$878K
|