Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2- 0.01% |
$61.3 - $64.3
|
34.7K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-4- 0.01% |
$123 - $129
|
44.4K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-10- 0.02% |
$307 - $321
|
51.1K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-15- 0.05% |
$460 - $482
|
32.3K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22- 0.23% |
$674 - $707
|
9.57K
$303K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-27- 0.13% |
$828 - $868
|
21.3K
$672K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32- 1.26% |
$981 - $1.03K
|
2.5K
$79.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-38- 0.14% |
$1.16K - $1.22K
|
27.4K
$866K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-41- 0.04% |
$1.26K - $1.32K
|
102K
$3.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-41- 1.41% |
$1.26K - $1.32K
|
2.86K
$90.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-45- 0.14% |
$1.38K - $1.45K
|
32K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-48- 0.16% |
$1.47K - $1.54K
|
30.8K
$972K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-52- 0.14% |
$1.59K - $1.67K
|
36.4K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-52- 73.24% |
$1.59K - $1.67K
|
19
$601
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-58- 1.88% |
$1.78K - $1.86K
|
3.03K
$95.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-66- 0.21% |
$2.02K - $2.12K
|
31K
$980K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-69- 0.33% |
$2.11K - $2.22K
|
20.7K
$654K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-75- 0.19% |
$2.3K - $2.41K
|
40.4K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-77- 0.06% |
$2.36K - $2.47K
|
135K
$4.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-80- 5.94% |
$2.45K - $2.57K
|
1.27K
$40K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-83- 0.3% |
$2.54K - $2.67K
|
27.2K
$860K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-84- 0.47% |
$2.57K - $2.7K
|
17.7K
$561K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-87- 0.9% |
$2.67K - $2.8K
|
9.55K
$302K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-91- 14.33% |
$2.79K - $2.92K
|
544
$17.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-94- 1.4% |
$2.88K - $3.02K
|
6.64K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-100- 0.15% |
$3.07K - $3.21K
|
64.7K
$2.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-103- 0.58% |
$3.16K - $3.31K
|
17.5K
$553K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-110- 0.76% |
$3.37K - $3.53K
|
14.3K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-117- 0.61% |
$3.59K - $3.76K
|
19.1K
$605K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-120- 13.3% |
$3.68K - $3.86K
|
782
$24.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-135- 0.11% |
$4.14K - $4.34K
|
124K
$3.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-136- 9.33% |
$4.17K - $4.37K
|
1.32K
$41.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-142- 4.94% |
$4.35K - $4.56K
|
2.73K
$86.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-143- 1.25% |
$4.38K - $4.59K
|
11.3K
$357K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-147- 0.35% |
$4.51K - $4.72K
|
42K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-153- 2.2% |
$4.69K - $4.92K
|
6.82K
$215K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-156- 11.1% |
$4.78K - $5.01K
|
1.25K
$39.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-161- 0.1% |
$4.93K - $5.17K
|
156K
$4.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-170- 1.4% |
$5.21K - $5.46K
|
12K
$378K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-173- 2.05% |
$5.3K - $5.56K
|
8.25K
$261K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-174- 0.77% |
$5.33K - $5.59K
|
22.5K
$712K
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-188- 1.27% |
$5.76K - $6.04K
|
14.6K
$460K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-189- 73.83% |
$5.79K - $6.07K
|
67
$2.12K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-189- 31.4% |
$5.79K - $6.07K
|
413
$13.1K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-190- 1.56% |
$5.82K - $6.1K
|
12K
$380K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-199- 1.31% |
$6.1K - $6.39K
|
15K
$474K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 2.68% |
$6.13K - $6.43K
|
7.27K
$230K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-201- 3.8% |
$6.16K - $6.46K
|
5.09K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-207- 1.52% |
$6.34K - $6.65K
|
13.4K
$424K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-208- 8.86% |
$6.38K - $6.68K
|
2.14K
$67.6K
|