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 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.25K+ 7.6% |
$68.9K - $72.2K
|
31.8K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
2.24K+ 18.65% |
$68.7K - $72K
|
14.3K
$451K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 8.2% |
$68.6K - $71.9K
|
29.5K
$933K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 7.53% |
$68.2K - $71.5K
|
31.8K
$1M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.21K+ 1.71% |
$67.8K - $71.1K
|
132K
$4.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.11K+ 5.74% |
$64.6K - $67.7K
|
38.8K
$1.23M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.1K+ 20.92% |
$64.4K - $67.5K
|
12.1K
$384K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.04K+ 19.93% |
$62.6K - $65.6K
|
12.3K
$388K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 5.47% |
$62.1K - $65.1K
|
39.1K
$1.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.02K+ 2.51% |
$61.9K - $64.9K
|
82.5K
$2.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.02K+ 14.63% |
$61.9K - $64.9K
|
15.8K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.01K+ 21.77% |
$61.5K - $64.5K
|
11.2K
$355K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.01K+ 118.41% |
$61.5K - $64.5K
|
3.7K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9K+ 0.29% |
$58.2K - $61K
|
663K
$21M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.86K+ 20.93% |
$57K - $59.8K
|
10.7K
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.83K+ 4.01% |
$56.1K - $58.8K
|
47.4K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.8K+ 86.71% |
$55.2K - $57.9K
|
3.88K
$123K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.8K+ 21.95% |
$55.2K - $57.8K
|
10K
$316K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.78K+ 4.32% |
$54.5K - $57.2K
|
43K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
1.78K+ 5.42% |
$54.5K - $57.2K
|
34.6K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.76K+ 0.73% |
$53.9K - $56.5K
|
242K
$7.65M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.74K+ 6.5% |
$53.4K - $56K
|
28.6K
$903K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.69K+ 1.47% |
$51.9K - $54.4K
|
117K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.68K+ 11.32% |
$51.6K - $54.1K
|
16.6K
$524K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.61K+ 17.78% |
$49.5K - $51.9K
|
10.7K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.6K+ 5.58% |
$49.1K - $51.4K
|
30.3K
$958K
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.6K+ 34.78% |
$49K - $51.4K
|
6.2K
$196K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.58K+ 1.09% |
$48.5K - $50.9K
|
147K
$4.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.54K+ 6.03% |
$47.1K - $49.4K
|
27K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.52K+ 1.1% |
$46.5K - $48.8K
|
139K
$4.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.51K+ 3.71% |
$46.2K - $48.5K
|
42.1K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.48K+ 0.91% |
$45.3K - $47.5K
|
164K
$5.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.47K+ 8.88% |
$45.1K - $47.3K
|
18K
$570K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$41.8K - $43.9K
|
1.37K
$43.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.36K+ 1.76% |
$41.7K - $43.7K
|
78.8K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.32K+ 3.53% |
$40.3K - $42.3K
|
38.6K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.3K+ 6.8% |
$39.8K - $41.8K
|
20.4K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 3.23% |
$39.3K - $41.2K
|
40.9K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.27K+ 30.29% |
$39K - $40.9K
|
5.47K
$173K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 6.36% |
$38.9K - $40.8K
|
21.2K
$671K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25KNew |
$38.2K - $40.1K
|
1.25K
$39.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.24K+ 2.53% |
$38K - $39.8K
|
50.1K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.14K+ 62.4% |
$34.9K - $36.6K
|
2.97K
$93.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.14K+ 2.64% |
$34.8K - $36.5K
|
44.2K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.12K+ 15.51% |
$34.3K - $36K
|
8.33K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.12K+ 16.99% |
$34.2K - $35.8K
|
7.68K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.1K+ 9.96% |
$33.8K - $35.5K
|
12.2K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 5.31% |
$33.5K - $35.1K
|
21.6K
$684K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.09K+ 2.01% |
$33.4K - $35K
|
55.4K
$1.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.08K+ 13.89% |
$33.1K - $34.7K
|
8.85K
$280K
|