Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 2025. 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 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.3K+ 51.38% |
$439K - $461K
|
42.1K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
13.6K+ 21.12% |
$419K - $439K
|
78.1K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
13.4K+ 5.94% |
$412K - $432K
|
239K
$7.33M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13.1K+ 3.55% |
$402K - $422K
|
381K
$11.7M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
12.9K+ 6.9% |
$395K - $415K
|
199K
$6.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.8KNew |
$392K - $412K
|
12.8K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 1.83% |
$390K - $410K
|
707K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
12.7K+ 22.25% |
$390K - $409K
|
69.6K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.5K+ 5.47% |
$384K - $403K
|
241K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.4K+ 1.82% |
$380K - $399K
|
692K
$21.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.3K+ 8.12% |
$378K - $397K
|
164K
$5.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
12.2K+ 6.73% |
$374K - $392K
|
193K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12.1KNew |
$372K - $391K
|
12.1K
$372K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.1KNew |
$372K - $390K
|
12.1K
$371K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
12.1KNew |
$371K - $390K
|
12.1K
$371K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
11.9K+ 3.95% |
$367K - $385K
|
314K
$9.63M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.8K+ 46.06% |
$364K - $382K
|
37.6K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
11.7K+ 1.28% |
$359K - $377K
|
923K
$28.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.4K+ 5.79% |
$350K - $368K
|
208K
$6.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
11.1KNew |
$342K - $359K
|
11.1K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10.9K+ 186.13% |
$336K - $352K
|
16.8K
$515K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.6KNew |
$325K - $341K
|
10.6K
$324K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10.4K+ 51.67% |
$319K - $335K
|
30.5K
$935K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10.3K+ 68.13% |
$318K - $333K
|
25.5K
$782K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 2.13% |
$315K - $331K
|
491K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.2K+ 51.08% |
$315K - $330K
|
30.3K
$929K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
9.75K+ 5.48% |
$299K - $314K
|
188K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
9.61K+ 140.79% |
$295K - $310K
|
16.4K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.58K+ 14.01% |
$294K - $309K
|
78K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9.19K+ 5.92% |
$282K - $296K
|
165K
$5.05M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
9.06K+ 15.05% |
$278K - $292K
|
69.2K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
8.81K+ 3.85% |
$271K - $284K
|
238K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.76K+ 2.79% |
$269K - $283K
|
323K
$9.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.27K+ 5.56% |
$254K - $267K
|
157K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.19K+ 12.91% |
$252K - $264K
|
71.7K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.94K+ 192.18% |
$244K - $256K
|
12.1K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
7.86K+ 114.07% |
$242K - $254K
|
14.8K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.84K+ 57.24% |
$241K - $253K
|
21.5K
$661K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.8K+ 10.14% |
$240K - $252K
|
84.7K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.72KNew |
$237K - $249K
|
7.72K
$237K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
7.71K+ 5.8% |
$237K - $249K
|
141K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.62K+ 42.7% |
$234K - $246K
|
25.5K
$781K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
7.59KNew |
$233K - $245K
|
7.59K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.48K+ 27.96% |
$230K - $241K
|
34.2K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.42KNew |
$228K - $239K
|
7.42K
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.28K+ 8.45% |
$224K - $235K
|
93.4K
$2.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.24K+ 9.57% |
$223K - $234K
|
82.9K
$2.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
7.11KNew |
$218K - $229K
|
7.11K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
6.94KNew |
$213K - $224K
|
6.94K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
6.85K+ 5.83% |
$211K - $221K
|
124K
$3.81M
|