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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.26K- 4.03% |
$38.7K - $40.6K
|
30.1K
$980K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.3K- 6.81% |
$40K - $41.9K
|
17.9K
$581K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.31K- 8.45% |
$40.2K - $42.1K
|
14.2K
$462K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.31K- 1.95% |
$40.2K - $42.2K
|
66.1K
$2.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.33K- 2.66% |
$40.9K - $42.9K
|
48.9K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.34K- 5.9% |
$41K - $43K
|
21.3K
$694K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.38K- 50.98% |
$42.1K - $44.2K
|
1.32K
$43K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.38K- 6.32% |
$42.4K - $44.5K
|
20.5K
$667K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.41K- 1.1% |
$43.1K - $45.2K
|
127K
$4.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.43K- 17.49% |
$43.7K - $45.8K
|
6.73K
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.44K- 11.13% |
$44.2K - $46.4K
|
11.5K
$375K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.47K- 9.75% |
$45.1K - $47.2K
|
13.6K
$443K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.49K- 6.99% |
$45.7K - $47.9K
|
19.8K
$646K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.5K- 7.86% |
$45.9K - $48.1K
|
17.5K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.5K- 2.72% |
$46K - $48.2K
|
53.6K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.57K- 6.27% |
$48K - $50.3K
|
23.4K
$761K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.59K- 29.28% |
$48.8K - $51.2K
|
3.85K
$125K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.6K- 5.86% |
$49.1K - $51.5K
|
25.7K
$837K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.61K- 1.04% |
$49.4K - $51.8K
|
153K
$4.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.62K- 75.3% |
$49.6K - $52K
|
531
$17.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.67K- 0.11% |
$51.2K - $53.7K
|
1.56M
$50.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.69K- 2.73% |
$51.7K - $54.2K
|
60.1K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.71K- 6.93% |
$52.5K - $55K
|
23K
$748K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.73K- 9.75% |
$52.9K - $55.4K
|
16K
$520K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 5.86% |
$53.3K - $55.9K
|
27.9K
$909K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 3.05% |
$53.4K - $55.9K
|
55.3K
$1.8M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.74K- 56.97% |
$53.5K - $56K
|
1.32K
$42.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.76K- 2.55% |
$53.9K - $56.5K
|
67.3K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.78K- 13.55% |
$54.6K - $57.3K
|
11.4K
$370K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.81K- 8.87% |
$55.3K - $58K
|
18.5K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.81K- 4.41% |
$55.5K - $58.2K
|
39.2K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.81K- 3.06% |
$55.5K - $58.2K
|
57.4K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.81K- 30.39% |
$55.6K - $58.3K
|
4.16K
$135K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.83K- 9.64% |
$56.1K - $58.8K
|
17.2K
$558K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.85K- 10.25% |
$56.5K - $59.3K
|
16.2K
$526K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.85K- 20.73% |
$56.7K - $59.4K
|
7.08K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.85K- 3.24% |
$56.7K - $59.5K
|
55.3K
$1.8M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.89K- 1.32% |
$57.8K - $60.6K
|
141K
$4.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.93K- 2.05% |
$59K - $61.9K
|
92.2K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.93K- 11.99% |
$59.2K - $62K
|
14.2K
$461K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.97K- 3.16% |
$60.3K - $63.2K
|
60.3K
$1.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.98K- 4.02% |
$60.7K - $63.7K
|
47.3K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.03K- 22.59% |
$62.1K - $65.1K
|
6.94K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 1.61% |
$63.8K - $66.9K
|
127K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.1K- 10.64% |
$64.5K - $67.6K
|
17.7K
$575K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.14K- 2.28% |
$65.4K - $68.6K
|
91.5K
$2.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.19K- 2.69% |
$67K - $70.2K
|
79.1K
$2.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.19K- 4.76% |
$67.2K - $70.4K
|
43.8K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.23K- 2.83% |
$68.2K - $71.5K
|
76.5K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-2.33K- 16.22% |
$71.4K - $74.8K
|
12K
$391K
|