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 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.76K- 7.49% |
$299K - $314K
|
121K
$3.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.83K- 32.23% |
$301K - $316K
|
20.7K
$679K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.9K- 8.69% |
$303K - $318K
|
104K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10.5K- 49.69% |
$322K - $337K
|
10.6K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-10.5K- 27.37% |
$323K - $338K
|
27.9K
$917K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10.7K- 8.57% |
$329K - $345K
|
114K
$3.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-11K- 8.95% |
$337K - $353K
|
112K
$3.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.1K- 7.53% |
$341K - $358K
|
137K
$4.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-11.3K- 13.07% |
$345K - $362K
|
75K
$2.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-11.5K- 7.43% |
$351K - $368K
|
143K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-11.6K- 31.4% |
$356K - $374K
|
25.4K
$834K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-12K- 4.06% |
$369K - $387K
|
284K
$9.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-13.3K- 33.96% |
$407K - $427K
|
25.8K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.8K- 27.52% |
$422K - $442K
|
36.3K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-14.3K- 17.42% |
$438K - $459K
|
67.7K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-14.7K- 6.84% |
$451K - $473K
|
200K
$6.58M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-14.8K- 40.67% |
$453K - $475K
|
21.6K
$708K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.6K- 56.14% |
$478K - $501K
|
12.2K
$400K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.3K- 4.88% |
$501K - $525K
|
318K
$10.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-19.6K- 19.8% |
$601K - $630K
|
79.5K
$2.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.7K- 5.03% |
$604K - $634K
|
372K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-20K- 57.0% |
$612K - $641K
|
15.1K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20K- 12.07% |
$613K - $642K
|
146K
$4.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-21K- 13.16% |
$644K - $675K
|
139K
$4.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-21.8K- 10.22% |
$669K - $701K
|
192K
$6.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-23.5K- 23.2% |
$719K - $753K
|
77.6K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-23.8K- 10.96% |
$730K - $766K
|
194K
$6.36M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-23.9K- 73.97% |
$731K - $766K
|
8.39K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.2K- 38.97% |
$741K - $777K
|
37.9K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-24.4K- 11.67% |
$748K - $784K
|
185K
$6.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-25K- 32.44% |
$765K - $802K
|
52K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25.5K- 42.08% |
$781K - $819K
|
35.1K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.5K- 48.5% |
$812K - $851K
|
28.1K
$924K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.6K- 2.59% |
$814K - $853K
|
1M
$32.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-27K- 11.9% |
$827K - $867K
|
200K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.1K- 12.98% |
$829K - $869K
|
181K
$5.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-27.7K- 13.63% |
$850K - $891K
|
176K
$5.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-28.9K- 51.41% |
$884K - $927K
|
27.3K
$895K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-30.9K- 2.22% |
$946K - $991K
|
1.36M
$44.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.3K- 2.25% |
$960K - $1.01M
|
1.36M
$44.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-32.3K- 60.44% |
$991K - $1.04M
|
21.2K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.2K- 10.8% |
$1.02M - $1.07M
|
274K
$8.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-33.7K- 3.15% |
$1.03M - $1.08M
|
1.03M
$34M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-34.3K- 13.4% |
$1.05M - $1.1M
|
221K
$7.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-34.3K- 44.41% |
$1.05M - $1.1M
|
43K
$1.41M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-35.2K- 21.19% |
$1.08M - $1.13M
|
131K
$4.3M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-35.3K- 53.57% |
$1.08M - $1.13M
|
30.6K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-36.2K- 61.88% |
$1.11M - $1.16M
|
22.3K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-36.6K- 43.7% |
$1.12M - $1.18M
|
47.1K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.9K- 2.6% |
$1.16M - $1.22M
|
1.42M
$46.6M
|