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 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
4.43K+ 5.52% |
$136K - $142K
|
84.7K
$2.68M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.21K+ 43.95% |
$129K - $135K
|
13.8K
$436K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.21K+ 13.08% |
$129K - $135K
|
36.4K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.18K+ 19.04% |
$128K - $134K
|
26.1K
$826K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.15K+ 2.23% |
$127K - $133K
|
191K
$6.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.15K+ 4.48% |
$127K - $133K
|
96.6K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.05K+ 16.61% |
$124K - $130K
|
28.4K
$899K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.97K+ 1.71% |
$122K - $127K
|
237K
$7.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.93K+ 16.54% |
$120K - $126K
|
27.7K
$874K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.84K+ 18.2% |
$118K - $123K
|
24.9K
$787K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.71K+ 9.87% |
$114K - $119K
|
41.3K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.68K+ 7.93% |
$113K - $118K
|
50.1K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.67K+ 11.58% |
$112K - $118K
|
35.3K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.63K+ 27.07% |
$111K - $117K
|
17.1K
$539K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.63K+ 11.18% |
$111K - $117K
|
36.1K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.62K+ 11.95% |
$111K - $116K
|
33.9K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.55K+ 2.68% |
$109K - $114K
|
136K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.5K+ 1.49% |
$107K - $112K
|
238K
$7.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.5K+ 5.18% |
$107K - $112K
|
71K
$2.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.48KNew |
$107K - $112K
|
3.48K
$110K
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.44K+ 6.32% |
$105K - $110K
|
57.8K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
3.42K+ 6.63% |
$105K - $110K
|
55K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.4K+ 4.58% |
$104K - $109K
|
77.6K
$2.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.37K+ 5.18% |
$103K - $108K
|
68.5K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.37K+ 6.78% |
$103K - $108K
|
53K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.24K+ 3.67% |
$99.4K - $104K
|
91.6K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.21K+ 12.68% |
$98.4K - $103K
|
28.5K
$902K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.19K+ 12.26% |
$97.9K - $103K
|
29.3K
$925K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.15K+ 17.4% |
$96.4K - $101K
|
21.2K
$671K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
3.07K+ 6.68% |
$94K - $98.6K
|
49K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.02K+ 5.55% |
$92.5K - $96.9K
|
57.4K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
3K+ 18.02% |
$92K - $96.4K
|
19.7K
$621K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.99K+ 36.4% |
$91.5K - $95.9K
|
11.2K
$354K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.82K+ 13.53% |
$86.4K - $90.6K
|
23.7K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.8K+ 13.15% |
$85.8K - $90K
|
24.1K
$762K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.73K+ 42.67% |
$83.6K - $87.6K
|
9.11K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.68K+ 14.99% |
$82.1K - $86.1K
|
20.6K
$650K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.64K+ 14.57% |
$80.9K - $84.8K
|
20.8K
$656K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.52K+ 39.02% |
$77.1K - $80.8K
|
8.96K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.51K+ 10.62% |
$77K - $80.7K
|
26.2K
$827K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.48K+ 7.11% |
$76.1K - $79.7K
|
37.4K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.43K+ 10.37% |
$74.3K - $77.9K
|
25.8K
$816K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.41K+ 29.66% |
$73.8K - $77.4K
|
10.5K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.4K+ 47.13% |
$73.6K - $77.1K
|
7.49K
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.36K+ 14.3% |
$72.3K - $75.8K
|
18.9K
$596K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.35K+ 23.6% |
$71.9K - $75.4K
|
12.3K
$389K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.33K+ 12.16% |
$71.4K - $74.9K
|
21.5K
$679K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.32K+ 10.01% |
$71.1K - $74.6K
|
25.5K
$806K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.29K+ 4.18% |
$70.2K - $73.5K
|
57K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.25K+ 2.48% |
$69.1K - $72.4K
|
93.2K
$2.95M
|