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
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.34K- 16.59% |
$67.9K - $71.9K
|
11.8K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.4K- 15.06% |
$69.6K - $73.6K
|
13.5K
$415K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-2.52K- 4.98% |
$73.2K - $77.4K
|
48.2K
$1.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.62K- 67.89% |
$75.8K - $80.2K
|
1.24K
$37.9K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.87K- 28.28% |
$83.2K - $88K
|
7.27K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.11K- 21.42% |
$90.2K - $95.4K
|
11.4K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.13K- 4.76% |
$90.9K - $96.2K
|
62.6K
$1.92M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-4.08K- 24.47% |
$118K - $125K
|
12.6K
$386K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.57K- 21.36% |
$132K - $140K
|
16.8K
$516K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-6.23K- 46.21% |
$181K - $191K
|
7.25K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.24K- 29.51% |
$181K - $192K
|
14.9K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.83K- 29.8% |
$198K - $210K
|
16.1K
$493K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 35.16% |
$297K - $314K
|
18.9K
$579K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-14K- 13.21% |
$407K - $430K
|
92.1K
$2.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-15K- 4.79% |
$436K - $461K
|
299K
$9.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-18.1K- 52.73% |
$525K - $555K
|
16.2K
$498K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-23.3K- 33.97% |
$677K - $716K
|
45.4K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24.7K- 23.84% |
$716K - $758K
|
78.9K
$2.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-38.9K- 62.2% |
$1.13M - $1.19M
|
23.6K
$725K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-68K- 51.36% |
$1.97M - $2.09M
|
64.4K
$1.98M
|