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 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.23K- 2.83% |
$68.2K - $71.5K
|
76.5K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-2.33K- 16.22% |
$71.4K - $74.8K
|
12K
$380K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.37K- 25.59% |
$72.5K - $76K
|
6.88K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.43K- 1.08% |
$74.5K - $78.1K
|
223K
$7.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.43K- 8.69% |
$74.5K - $78.1K
|
25.5K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2.49K- 18.27% |
$76.3K - $79.9K
|
11.1K
$352K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.5K- 2.43% |
$76.5K - $80.2K
|
100K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.5K- 8.61% |
$76.6K - $80.3K
|
26.5K
$839K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.5K- 16.25% |
$76.6K - $80.3K
|
12.9K
$407K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.5K- 8.61% |
$76.6K - $80.3K
|
26.5K
$839K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.51K- 10.37% |
$76.9K - $80.6K
|
21.7K
$685K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.51K- 98.78% |
$77K - $80.7K
|
31
$980
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.52K- 10.35% |
$77.1K - $80.8K
|
21.8K
$689K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.55K- 4.39% |
$78.2K - $82K
|
55.5K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-2.56K- 65.97% |
$78.3K - $82.1K
|
1.32K
$41.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-2.63K- 7.09% |
$80.5K - $84.3K
|
34.4K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-2.65K- 7.24% |
$81.2K - $85.1K
|
33.9K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.68K- 4.18% |
$82.1K - $86K
|
61.4K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.74K- 3.92% |
$83.9K - $88K
|
67.1K
$2.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.78K- 11.66% |
$85.2K - $89.3K
|
21.1K
$666K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.78K- 4.42% |
$85.3K - $89.4K
|
60.2K
$1.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.82K- 2.99% |
$86.4K - $90.6K
|
91.4K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.84K- 9.46% |
$87K - $91.2K
|
27.2K
$859K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.85K- 7.01% |
$87.3K - $91.5K
|
37.8K
$1.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.95K- 28.37% |
$90.3K - $94.7K
|
7.44K
$235K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.96K- 6.3% |
$90.8K - $95.2K
|
44.1K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.98K- 7.96% |
$91.4K - $95.8K
|
34.5K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.05K- 17.11% |
$93.5K - $98K
|
14.8K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.09K- 12.42% |
$94.6K - $99.1K
|
21.8K
$688K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.1K- 23.89% |
$95K - $99.5K
|
9.87K
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.19K- 7.83% |
$97.7K - $102K
|
37.5K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-3.24K- 25.28% |
$99.3K - $104K
|
9.58K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.3K- 3.98% |
$101K - $106K
|
79.7K
$2.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 1.55% |
$103K - $108K
|
214K
$6.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.38K- 9.04% |
$104K - $109K
|
34.1K
$1.08M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.52K- 26.71% |
$108K - $113K
|
9.67K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 14.99% |
$109K - $114K
|
20.1K
$635K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.56K- 10.38% |
$109K - $114K
|
30.7K
$970K
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-3.65K- 33.25% |
$112K - $117K
|
7.33K
$232K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.82K- 1.52% |
$117K - $123K
|
247K
$7.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.86K- 2.71% |
$118K - $124K
|
139K
$4.38M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.93K- 4.99% |
$121K - $126K
|
74.8K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.03K- 14.07% |
$124K - $130K
|
24.6K
$778K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-4.03K- 27.77% |
$124K - $130K
|
10.5K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.13KClosed |
$126K - $133K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-4.22K- 33.91% |
$129K - $136K
|
8.22K
$260K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.29K- 11.89% |
$131K - $138K
|
31.8K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-4.32K- 19.2% |
$132K - $139K
|
18.2K
$574K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.54K- 24.04% |
$139K - $146K
|
14.3K
$453K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.58K- 7.47% |
$140K - $147K
|
56.7K
$1.79M
|