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 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
4.86K+ 6.84% |
$151K - $158K
|
75.9K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
4.85K+ 2004.13% |
$151K - $158K
|
5.09K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
4.85K+ 6.63% |
$151K - $158K
|
78K
$2.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
4.8K+ 14.79% |
$149K - $156K
|
37.3K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.74K+ 7.41% |
$147K - $154K
|
68.6K
$2.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.72K+ 4.01% |
$147K - $154K
|
122K
$3.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.68K+ 42.28% |
$145K - $152K
|
15.7K
$497K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.64K+ 5.28% |
$144K - $151K
|
92.5K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
4.44K+ 16.54% |
$138K - $144K
|
31.3K
$989K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.37K+ 173.42% |
$136K - $142K
|
6.89K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.35K+ 3.27% |
$135K - $142K
|
137K
$4.35M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.25K+ 24.93% |
$132K - $138K
|
21.3K
$673K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.12K+ 20.39% |
$128K - $134K
|
24.3K
$768K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.08K+ 6.87% |
$127K - $133K
|
63.5K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
4.08K+ 1.85% |
$127K - $133K
|
224K
$7.08M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4K+ 9.62% |
$125K - $130K
|
45.6K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.9K+ 50.97% |
$121K - $127K
|
11.6K
$365K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.88K+ 1.9% |
$121K - $126K
|
208K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.86K+ 6.46% |
$120K - $126K
|
63.7K
$2.01M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.84K+ 4.39% |
$119K - $125K
|
91.2K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.8K+ 2.96% |
$118K - $123K
|
132K
$4.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.77KNew |
$117K - $123K
|
3.77K
$119K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.76K+ 57.98% |
$117K - $122K
|
10.2K
$324K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.51K+ 15.95% |
$109K - $114K
|
25.5K
$806K
|
|
|
May 07, 2024
Q1 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$109K - $114K
|
3.5K
$111K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.47K+ 19.95% |
$108K - $113K
|
20.8K
$659K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.34K+ 23.08% |
$104K - $109K
|
17.8K
$564K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.31K+ 6.44% |
$103K - $108K
|
54.7K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
3.28K+ 4.26% |
$102K - $107K
|
80.3K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.27K+ 8.0% |
$102K - $106K
|
44.1K
$1.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.18K+ 4.29% |
$99K - $103K
|
77.3K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.16KNew |
$98.3K - $103K
|
3.16K
$99.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
3.14K+ 40.14% |
$97.8K - $102K
|
11K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.14K+ 49.27% |
$97.6K - $102K
|
9.5K
$300K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.12K+ 2.17% |
$97K - $101K
|
147K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.1K+ 0.2% |
$96.5K - $101K
|
1.56M
$49.2M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 11.76% |
$96.5K - $101K
|
29.5K
$931K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
3.09K+ 6.57% |
$96.3K - $101K
|
50.2K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.99K+ 16.65% |
$93K - $97.3K
|
20.9K
$662K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.93K+ 568.93% |
$91.2K - $95.3K
|
3.45K
$109K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.92K+ 2.86% |
$90.7K - $94.9K
|
105K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.9K+ 18.48% |
$90.3K - $94.4K
|
18.6K
$588K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89KNew |
$90K - $94.1K
|
2.89K
$91.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.77K+ 6.34% |
$86.1K - $90K
|
46.4K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.74K+ 40.4% |
$85.2K - $89.1K
|
9.51K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.7KNew |
$84K - $87.9K
|
2.7K
$85.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.61K+ 2.2% |
$81.2K - $84.9K
|
121K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.57K+ 1.15% |
$80K - $83.6K
|
227K
$7.17M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.54KNew |
$79.2K - $82.8K
|
2.54K
$80.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.53K+ 38.57% |
$78.6K - $82.2K
|
9.08K
$287K
|