Purchases and Sales Made in Q2 2025 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 2025. 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 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
90.5K+ 11.4% |
$2.63M - $2.78M
|
884K
$27.1M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
84.1KNew |
$2.44M - $2.58M
|
84.1K
$2.58M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
13.6K+ 10.77% |
$395K - $417K
|
140K
$4.29M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.7K+ 1.11% |
$339K - $359K
|
1.06M
$32.6M
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
11.2K+ 11.86% |
$326K - $345K
|
106K
$3.25M
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
6.78K+ 7.25% |
$197K - $208K
|
100K
$3.07M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.03K+ 2.9% |
$175K - $185K
|
214K
$6.57M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.56K+ 47.37% |
$161K - $171K
|
17.3K
$531K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.26K+ 2.74% |
$153K - $161K
|
197K
$6.04M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.72K+ 6.65% |
$49.8K - $52.7K
|
27.5K
$844K
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.27K+ 8.92% |
$36.9K - $39.1K
|
15.6K
$477K
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
1.1K+ 7.12% |
$32K - $33.9K
|
16.6K
$509K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 2.53% |
$25.8K - $27.3K
|
36.1K
$1.11M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
834+ 1.49% |
$24.2K - $25.6K
|
56.8K
$1.74M
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
806+ 3.92% |
$23.4K - $24.7K
|
21.4K
$655K
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
800+ 1.32% |
$23.2K - $24.5K
|
61.6K
$1.89M
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
605+ 8.99% |
$17.5K - $18.6K
|
7.33K
$225K
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
550+ 0.77% |
$16K - $16.9K
|
72.4K
$2.22M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
510+ 7.49% |
$14.8K - $15.6K
|
7.32K
$224K
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
359+ 0.28% |
$10.4K - $11K
|
130K
$3.99M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
242New |
$7.02K - $7.42K
|
242
$7.42K
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
208+ 1.93% |
$6.03K - $6.38K
|
11K
$336K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200+ 13.03% |
$5.8K - $6.14K
|
1.74K
$53.2K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
179+ 0.56% |
$5.19K - $5.49K
|
32K
$982K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
129+ 1.23% |
$3.74K - $3.96K
|
10.6K
$325K
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
119+ 1.68% |
$3.45K - $3.65K
|
7.18K
$220K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
65+ 0.51% |
$1.89K - $1.99K
|
12.8K
$392K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
46+ 0.69% |
$1.33K - $1.41K
|
6.71K
$206K
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
42+ 0.34% |
$1.22K - $1.29K
|
12.5K
$382K
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
31+ 0.39% |
$899 - $951
|
7.98K
$245K
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 2.22% |
$580 - $614
|
919
$28.2K
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-30- 0.14% |
$870 - $920
|
21.5K
$659K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 0.12% |
$1.74K - $1.84K
|
49.6K
$1.52M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-100- 1.03% |
$2.9K - $3.07K
|
9.6K
$294K
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-107- 0.2% |
$3.1K - $3.28K
|
52.8K
$1.62M
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-120- 0.94% |
$3.48K - $3.68K
|
12.6K
$388K
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-206- 2.34% |
$5.97K - $6.32K
|
8.61K
$264K
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-235- 0.88% |
$6.82K - $7.21K
|
26.6K
$815K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-236- 0.86% |
$6.84K - $7.24K
|
27.1K
$832K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-329- 3.39% |
$9.54K - $10.1K
|
9.39K
$288K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-432- 4.95% |
$12.5K - $13.3K
|
8.29K
$254K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-450- 7.14% |
$13.1K - $13.8K
|
5.85K
$179K
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-600- 52.63% |
$17.4K - $18.4K
|
540
$16.6K
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-643- 4.55% |
$18.6K - $19.7K
|
13.5K
$414K
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.27K- 4.41% |
$36.7K - $38.9K
|
27.5K
$843K
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.29K- 10.87% |
$37.4K - $39.6K
|
10.6K
$325K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.63K- 1.37% |
$47.2K - $49.9K
|
117K
$3.6M
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-2.1K- 19.44% |
$60.9K - $64.4K
|
8.7K
$267K
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 23.68% |
$65.5K - $69.3K
|
7.28K
$223K
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.33K- 10.34% |
$67.5K - $71.4K
|
20.2K
$619K
|