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 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-35.3K- 53.57% |
$1.08M - $1.13M
|
30.6K
$966K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-36.2K- 61.88% |
$1.11M - $1.16M
|
22.3K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-36.6K- 43.7% |
$1.12M - $1.18M
|
47.1K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.9K- 2.6% |
$1.16M - $1.22M
|
1.42M
$44.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.7K- 30.05% |
$1.22M - $1.27M
|
92.3K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40.3K- 27.75% |
$1.24M - $1.3M
|
105K
$3.32M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-48.2K- 67.88% |
$1.48M - $1.55M
|
22.8K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49.9K- 8.69% |
$1.53M - $1.6M
|
525K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-52K- 41.72% |
$1.59M - $1.67M
|
72.6K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-53.7K- 25.48% |
$1.65M - $1.73M
|
157K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-54.2K- 19.87% |
$1.66M - $1.74M
|
219K
$6.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-55K- 3.02% |
$1.68M - $1.77M
|
1.77M
$55.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55.5K- 3.38% |
$1.7M - $1.78M
|
1.59M
$50.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-70K- 52.47% |
$2.15M - $2.25M
|
63.5K
$2.01M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-70.3K- 4.13% |
$2.16M - $2.26M
|
1.63M
$51.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-74.1K- 14.07% |
$2.27M - $2.38M
|
453K
$14.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-79.2K- 91.98% |
$2.43M - $2.55M
|
6.91K
$218K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-81.4K- 9.86% |
$2.49M - $2.61M
|
744K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-98.8K- 26.45% |
$3.03M - $3.18M
|
275K
$8.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-112K- 3.49% |
$3.43M - $3.6M
|
3.1M
$97.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-113K- 60.05% |
$3.46M - $3.63M
|
75.1K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-113K- 19.85% |
$3.47M - $3.64M
|
457K
$14.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-114K- 60.63% |
$3.51M - $3.68M
|
74.3K
$2.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-127K- 97.92% |
$3.88M - $4.06M
|
2.69K
$85K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-135K- 99.84% |
$4.14M - $4.34M
|
220
$6.95K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-136K- 10.8% |
$4.18M - $4.38M
|
1.13M
$35.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-140K- 5.42% |
$4.28M - $4.48M
|
2.43M
$77M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-172K- 52.27% |
$5.28M - $5.54M
|
157K
$4.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-181K- 2.7% |
$5.55M - $5.82M
|
6.52M
$206M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-194K- 7.88% |
$5.95M - $6.23M
|
2.27M
$71.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-206K- 5.71% |
$6.33M - $6.63M
|
3.41M
$108M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-300K- 6.22% |
$9.19M - $9.63M
|
4.52M
$143M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-355K- 85.85% |
$10.9M - $11.4M
|
58.5K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-388K- 58.28% |
$11.9M - $12.5M
|
278K
$8.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-418K- 68.31% |
$12.8M - $13.4M
|
194K
$6.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-435K- 96.83% |
$13.3M - $14M
|
14.2K
$450K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-490K- 35.54% |
$15M - $15.7M
|
888K
$28.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.15M- 44.34% |
$35.3M - $37M
|
1.44M
$45.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-1.32M- 61.8% |
$40.4M - $42.3M
|
814K
$25.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1.54M- 60.63% |
$47.1M - $49.4M
|
998K
$31.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.56M- 96.8% |
$78.5M - $82.3M
|
84.6K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3M- 80.98% |
$91.9M - $96.4M
|
704K
$22.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.66M- 82.89% |
$143M - $150M
|
963K
$30.4M
|