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 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.63KNew |
$269K - $281K
|
8.63K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.54K+ 6.38% |
$266K - $278K
|
142K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.14K+ 42.85% |
$253K - $265K
|
27.1K
$858K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
8.1K+ 73.5% |
$252K - $263K
|
19.1K
$604K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.05KNew |
$250K - $262K
|
8.05K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.87KNew |
$245K - $256K
|
7.87K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.73K+ 88.96% |
$241K - $252K
|
16.4K
$519K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.64KNew |
$238K - $249K
|
7.64K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.64KNew |
$238K - $249K
|
7.64K
$242K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.56KNew |
$235K - $246K
|
7.56K
$239K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.32K+ 10.24% |
$228K - $238K
|
78.8K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.28KNew |
$227K - $237K
|
7.28K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
7.27K+ 2.52% |
$226K - $237K
|
296K
$9.36M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.26KNew |
$226K - $236K
|
7.26K
$230K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.09K+ 59.37% |
$221K - $231K
|
19K
$601K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.99KNew |
$218K - $228K
|
6.99K
$221K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
6.73KNew |
$209K - $219K
|
6.73K
$213K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.64KNew |
$207K - $216K
|
6.64K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.63K+ 4.25% |
$206K - $216K
|
163K
$5.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
6.63K+ 8.54% |
$206K - $216K
|
84.2K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.6K+ 46.29% |
$205K - $215K
|
20.8K
$659K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.54K+ 25.46% |
$204K - $213K
|
32.2K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.51K+ 12.74% |
$203K - $212K
|
57.6K
$1.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.45KNew |
$201K - $210K
|
6.45K
$204K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
6.45K+ 63.24% |
$201K - $210K
|
16.7K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.45KNew |
$201K - $210K
|
6.45K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.39KNew |
$199K - $208K
|
6.39K
$202K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6.37KNew |
$198K - $207K
|
6.37K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.37K+ 97.15% |
$198K - $207K
|
12.9K
$408K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.37KNew |
$198K - $207K
|
6.37K
$201K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.28K+ 70.58% |
$195K - $204K
|
15.2K
$479K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.23KNew |
$194K - $203K
|
6.23K
$197K
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.21KNew |
$193K - $202K
|
6.21K
$196K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.2KNew |
$193K - $202K
|
6.2K
$196K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.14K+ 33.67% |
$191K - $200K
|
24.4K
$770K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.98K+ 33.92% |
$186K - $195K
|
23.6K
$747K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.91K+ 10371.93% |
$184K - $192K
|
5.97K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
5.88K+ 16.88% |
$183K - $191K
|
40.7K
$1.29M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.79KNew |
$180K - $188K
|
5.79K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.78K+ 75.07% |
$180K - $188K
|
13.5K
$426K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.74K+ 5.36% |
$179K - $187K
|
113K
$3.57M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.68K+ 45.81% |
$177K - $185K
|
18.1K
$571K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.58KNew |
$174K - $182K
|
5.58K
$176K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.55K+ 18.9% |
$173K - $181K
|
34.9K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5.25KNew |
$163K - $171K
|
5.25K
$166K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.2K+ 5.67% |
$162K - $169K
|
97K
$3.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.18K+ 16.0% |
$161K - $169K
|
37.6K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5K+ 9.22% |
$156K - $163K
|
59.2K
$1.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.98K+ 27.33% |
$155K - $162K
|
23.2K
$733K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.95K+ 3.42% |
$154K - $161K
|
150K
$4.73M
|