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 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
27.5KNew |
$854K - $893K
|
27.5K
$868K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
27.4KNew |
$854K - $893K
|
27.4K
$867K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.7K+ 5.34% |
$831K - $869K
|
527K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
26.5KNew |
$825K - $863K
|
26.5K
$838K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26.4K+ 6.53% |
$822K - $860K
|
431K
$13.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
26.2K+ 25.66% |
$814K - $851K
|
128K
$4.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
25.4K+ 2.22% |
$792K - $828K
|
1.17M
$37M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25.1KNew |
$780K - $816K
|
25.1K
$793K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
24K+ 7.85% |
$747K - $781K
|
330K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
23.3K+ 75.13% |
$726K - $760K
|
54.4K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23.2K+ 272.45% |
$721K - $754K
|
31.7K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23K+ 61.03% |
$714K - $747K
|
60.6K
$1.91M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.7KNew |
$707K - $740K
|
22.7K
$718K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
22.7KNew |
$707K - $740K
|
22.7K
$718K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
22.7KNew |
$706K - $738K
|
22.7K
$717K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.5K+ 25.65% |
$700K - $732K
|
110K
$3.48M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22.3K+ 74.17% |
$693K - $725K
|
52.3K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
21.9K+ 10.04% |
$683K - $714K
|
240K
$7.6M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 285.16% |
$681K - $712K
|
29.5K
$934K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
21.4KNew |
$666K - $696K
|
21.4K
$676K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 122.71% |
$661K - $691K
|
38.6K
$1.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
21.2K+ 42.45% |
$659K - $689K
|
71.1K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.8K+ 6.63% |
$648K - $677K
|
335K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.5K+ 3.7% |
$638K - $667K
|
575K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.7K+ 156.58% |
$613K - $641K
|
32.3K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.6K+ 10.61% |
$611K - $639K
|
205K
$6.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
19.4K+ 10.95% |
$604K - $631K
|
197K
$6.21M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.2KNew |
$598K - $625K
|
19.2K
$607K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 1.89% |
$591K - $618K
|
1.03M
$32.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
19K+ 93.02% |
$591K - $618K
|
39.4K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
18.4KNew |
$571K - $597K
|
18.4K
$580K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.1K+ 3.87% |
$562K - $587K
|
485K
$15.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
18KNew |
$560K - $586K
|
18K
$569K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17.6K+ 8.73% |
$547K - $572K
|
219K
$6.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
17.2K+ 2.38% |
$535K - $559K
|
740K
$23.4M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
16.2K+ 11.98% |
$505K - $528K
|
152K
$4.8M
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
16KNew |
$497K - $519K
|
16K
$505K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15.9K+ 17.67% |
$494K - $517K
|
106K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15.9KNew |
$494K - $516K
|
15.9K
$502K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
15.7K+ 114.27% |
$489K - $511K
|
29.4K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.7K+ 35.7% |
$487K - $509K
|
59.5K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
15.5K+ 14.63% |
$482K - $504K
|
121K
$3.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
15.4K+ 86.98% |
$480K - $502K
|
33.2K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15.3K+ 116.24% |
$477K - $499K
|
28.5K
$902K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.1K+ 11.77% |
$468K - $490K
|
143K
$4.52M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
15KNew |
$468K - $489K
|
15K
$475K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
14.9K+ 191.44% |
$463K - $485K
|
22.7K
$717K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
14.9KNew |
$463K - $484K
|
14.9K
$471K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
14.8KNew |
$459K - $480K
|
14.8K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 29.83% |
$459K - $480K
|
64.2K
$2.03M
|