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 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.19K+ 2.27% |
$37.1K - $38.8K
|
53.6K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.17K+ 7.6% |
$36.5K - $38.2K
|
16.6K
$525K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.13K+ 3.93% |
$35K - $36.6K
|
29.7K
$940K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 7.4% |
$34.4K - $36K
|
16K
$507K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.1K+ 15.74% |
$34.4K - $35.9K
|
8.12K
$257K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.02K+ 18.87% |
$31.8K - $33.3K
|
6.45K
$204K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.01K+ 1.82% |
$31.4K - $32.9K
|
56.5K
$1.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1K+ 5.56% |
$31.1K - $32.5K
|
19K
$600K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
969+ 4.82% |
$30.2K - $31.5K
|
21.1K
$666K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
923+ 1.48% |
$28.7K - $30K
|
63.1K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
910+ 103.06% |
$28.3K - $29.6K
|
1.79K
$56.7K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
907New |
$28.2K - $29.5K
|
907
$28.7K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
902+ 4.73% |
$28.1K - $29.4K
|
20K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
864+ 6.17% |
$26.9K - $28.1K
|
14.9K
$470K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
860+ 11.59% |
$26.8K - $28K
|
8.28K
$262K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
857+ 2.42% |
$26.7K - $27.9K
|
36.2K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
843+ 2.13% |
$26.2K - $27.4K
|
40.4K
$1.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
840+ 6.48% |
$26.1K - $27.3K
|
13.8K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
840+ 7.92% |
$26.1K - $27.3K
|
11.4K
$362K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
838+ 2.51% |
$26.1K - $27.3K
|
34.3K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
830+ 9.1% |
$25.8K - $27K
|
9.95K
$314K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
819+ 5.22% |
$25.5K - $26.7K
|
16.5K
$522K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
805+ 9.51% |
$25.1K - $26.2K
|
9.27K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
760New |
$23.7K - $24.7K
|
760
$24K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
755+ 23.16% |
$23.5K - $24.6K
|
4.02K
$127K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
755+ 23.16% |
$23.5K - $24.6K
|
4.02K
$127K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
709+ 2.7% |
$22.1K - $23.1K
|
27K
$852K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
706+ 1.21% |
$22K - $23K
|
59.1K
$1.87M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
700+ 280.0% |
$21.8K - $22.8K
|
950
$30K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
700+ 0.7% |
$21.8K - $22.8K
|
101K
$3.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
682+ 4.23% |
$21.2K - $22.2K
|
16.8K
$532K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
640+ 13.77% |
$19.9K - $20.8K
|
5.29K
$167K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
635New |
$19.8K - $20.7K
|
635
$20.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
628+ 6.92% |
$19.5K - $20.4K
|
9.7K
$307K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
618+ 6.12% |
$19.2K - $20.1K
|
10.7K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
614+ 4.93% |
$19.1K - $20K
|
13.1K
$413K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
611+ 0.6% |
$19K - $19.9K
|
102K
$3.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
608+ 1.7% |
$18.9K - $19.8K
|
36.4K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
608+ 6.56% |
$18.9K - $19.8K
|
9.88K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
607+ 5.12% |
$18.9K - $19.8K
|
12.5K
$394K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
582+ 21.62% |
$18.1K - $18.9K
|
3.27K
$103K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
572+ 1.09% |
$17.8K - $18.6K
|
52.8K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
553+ 2.96% |
$17.2K - $18K
|
19.2K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
526+ 0.32% |
$16.4K - $17.1K
|
163K
$5.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
516+ 5.28% |
$16.1K - $16.8K
|
10.3K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
507+ 5.07% |
$15.8K - $16.5K
|
10.5K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
500New |
$15.6K - $16.3K
|
500
$15.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
482+ 34.8% |
$15K - $15.7K
|
1.87K
$59K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
468New |
$14.6K - $15.2K
|
468
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
442+ 5.7% |
$13.8K - $14.4K
|
8.19K
$259K
|