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 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-211- 2.26% |
$6.47K - $6.78K
|
9.12K
$297K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-224- 0.97% |
$6.87K - $7.2K
|
22.8K
$741K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-225- 0.4% |
$6.9K - $7.23K
|
55.8K
$1.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-230- 1.06% |
$7.05K - $7.39K
|
21.6K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-232- 1.36% |
$7.11K - $7.45K
|
16.9K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-245- 1.3% |
$7.51K - $7.87K
|
18.6K
$606K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 9.23% |
$7.66K - $8.03K
|
2.46K
$80K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-259- 1.81% |
$7.94K - $8.32K
|
14K
$457K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-259- 28.49% |
$7.94K - $8.32K
|
650
$21.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-260- 0.36% |
$7.97K - $8.35K
|
72.6K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-262- 17.44% |
$8.03K - $8.42K
|
1.24K
$40.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-263- 0.85% |
$8.06K - $8.45K
|
30.6K
$995K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-265- 0.5% |
$8.12K - $8.51K
|
53K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-270- 0.99% |
$8.28K - $8.68K
|
27.1K
$883K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-274- 4.42% |
$8.4K - $8.8K
|
5.93K
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-286- 2.37% |
$8.77K - $9.19K
|
11.8K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-300- 2.61% |
$9.2K - $9.64K
|
11.2K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 2.83% |
$9.2K - $9.64K
|
10.3K
$335K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-300- 2.46% |
$9.2K - $9.64K
|
11.9K
$387K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-307- 1.94% |
$9.41K - $9.86K
|
15.5K
$504K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-312- 1.07% |
$9.56K - $10K
|
28.8K
$938K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-326- 0.5% |
$9.99K - $10.5K
|
65.3K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-334- 11.88% |
$10.2K - $10.7K
|
2.48K
$80.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-335- 17.99% |
$10.3K - $10.8K
|
1.53K
$49.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-344- 2.52% |
$10.5K - $11.1K
|
13.3K
$433K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-346- 4.58% |
$10.6K - $11.1K
|
7.22K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-361- 0.3% |
$11.1K - $11.6K
|
121K
$3.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-370- 91.36% |
$11.3K - $11.9K
|
35
$1.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-373- 1.73% |
$11.4K - $12K
|
21.2K
$690K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-381- 1.71% |
$11.7K - $12.2K
|
21.9K
$714K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-383- 1.54% |
$11.7K - $12.3K
|
24.5K
$798K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-400- 0.93% |
$12.3K - $12.9K
|
42.4K
$1.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-402- 71.91% |
$12.3K - $12.9K
|
157
$5.11K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-403- 0.2% |
$12.4K - $12.9K
|
204K
$6.62M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-407- 1.12% |
$12.5K - $13.1K
|
35.8K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-410- 5.3% |
$12.6K - $13.2K
|
7.32K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-436- 2.69% |
$13.4K - $14K
|
15.8K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-448- 1.6% |
$13.7K - $14.4K
|
27.6K
$898K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-452- 0.18% |
$13.9K - $14.5K
|
252K
$8.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-500- 4.44% |
$15.3K - $16.1K
|
10.8K
$350K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 3.61% |
$15.3K - $16.1K
|
13.3K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-500- 0.8% |
$15.3K - $16.1K
|
62.1K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-500- 5.31% |
$15.3K - $16.1K
|
8.92K
$290K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-507- 1.43% |
$15.5K - $16.3K
|
35K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-524- 2.89% |
$16.1K - $16.8K
|
17.6K
$574K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-526- 0.98% |
$16.1K - $16.9K
|
53K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-542- 1.97% |
$16.6K - $17.4K
|
26.9K
$876K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-545- 10.38% |
$16.7K - $17.5K
|
4.71K
$153K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-563- 3.03% |
$17.3K - $18.1K
|
18K
$587K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-587- 7.48% |
$18K - $18.9K
|
7.26K
$236K
|