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 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
45.1KNew |
$1.38M - $1.45M
|
45.1K
$1.48M
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
44.7K+ 36.91% |
$1.37M - $1.44M
|
166K
$5.45M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
44.2K+ 125.63% |
$1.36M - $1.42M
|
79.4K
$2.61M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
42.7K+ 108.76% |
$1.31M - $1.37M
|
82K
$2.69M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
41KNew |
$1.26M - $1.32M
|
41K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
39.7K+ 8.96% |
$1.22M - $1.28M
|
483K
$15.9M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39.7K+ 93.12% |
$1.22M - $1.28M
|
82.4K
$2.71M
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
38.8KNew |
$1.19M - $1.25M
|
38.8K
$1.27M
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
38.5K+ 12.49% |
$1.18M - $1.24M
|
346K
$11.4M
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
38.3K+ 29.72% |
$1.17M - $1.23M
|
167K
$5.49M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
37.3K+ 119.36% |
$1.14M - $1.2M
|
68.6K
$2.25M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.8K+ 13.61% |
$1.13M - $1.18M
|
307K
$10.1M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
36.6K+ 32.48% |
$1.12M - $1.18M
|
149K
$4.91M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.2K+ 419.28% |
$1.11M - $1.16M
|
44.8K
$1.47M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
36KNew |
$1.1M - $1.16M
|
36K
$1.18M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
35.1K+ 35.23% |
$1.08M - $1.13M
|
135K
$4.42M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
35.1K+ 12.49% |
$1.08M - $1.13M
|
316K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.9K+ 4.42% |
$1.07M - $1.12M
|
823K
$27M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
32.4KNew |
$994K - $1.04M
|
32.4K
$1.07M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
32.3K+ 3.37% |
$989K - $1.04M
|
991K
$32.5M
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
31.9K+ 26.31% |
$979K - $1.03M
|
153K
$5.04M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31.4K+ 125.23% |
$963K - $1.01M
|
56.5K
$1.85M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.6K+ 10.16% |
$937K - $983K
|
332K
$10.9M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30.2K+ 4.51% |
$925K - $970K
|
699K
$22.9M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 0.22% |
$923K - $968K
|
13.8M
$453M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.1K+ 0.22% |
$923K - $968K
|
13.8M
$453M
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
29.5KNew |
$905K - $949K
|
29.5K
$970K
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
29K+ 1.8% |
$889K - $932K
|
1.64M
$53.9M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
28.4K+ 361.43% |
$872K - $914K
|
36.3K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
27.9KNew |
$854K - $895K
|
27.9K
$915K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
26.7KNew |
$818K - $857K
|
26.7K
$876K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
26.5K+ 13.81% |
$812K - $851K
|
218K
$7.17M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26.2K+ 239.5% |
$802K - $841K
|
37.1K
$1.22M
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
26KNew |
$797K - $835K
|
26K
$854K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26K+ 6.02% |
$795K - $834K
|
457K
$15M
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
25.9KNew |
$793K - $831K
|
25.9K
$850K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.2K+ 40.92% |
$743K - $779K
|
83.5K
$2.74M
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
22.8K+ 99.57% |
$699K - $733K
|
45.7K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
22.7K+ 146.89% |
$694K - $728K
|
38.1K
$1.25M
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
21.9KNew |
$672K - $704K
|
21.9K
$720K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 0.34% |
$655K - $687K
|
6.35M
$209M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
21.2KNew |
$651K - $682K
|
21.2K
$697K
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 3.25% |
$647K - $678K
|
670K
$22M
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
20.1K+ 5.94% |
$616K - $646K
|
358K
$11.8M
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
19.8K+ 4.52% |
$606K - $635K
|
457K
$15M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
19.3K+ 56.11% |
$593K - $621K
|
53.8K
$1.77M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
19.2K+ 142.32% |
$588K - $617K
|
32.7K
$1.07M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
19K+ 31.97% |
$581K - $609K
|
78.2K
$2.57M
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
18.8K+ 2.54% |
$575K - $603K
|
759K
$24.9M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.6K+ 55.3% |
$570K - $597K
|
52.2K
$1.71M
|