Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
374K+ 627.94% |
$11.7M - $12.5M
|
434K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
363K+ 231.05% |
$11.3M - $12.2M
|
520K
$17.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
185K+ 120.94% |
$5.76M - $6.19M
|
338K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
169KNew |
$5.25M - $5.65M
|
169K
$5.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
140KNew |
$4.38M - $4.71M
|
140K
$4.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
139K+ 9.11% |
$4.34M - $4.67M
|
1.67M
$54.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
132K+ 59930.91% |
$4.11M - $4.42M
|
132K
$4.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105K+ 7.7% |
$3.27M - $3.51M
|
1.47M
$48.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
94.5K+ 34.03% |
$2.95M - $3.17M
|
372K
$12.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81.5K+ 144.29% |
$2.54M - $2.73M
|
138K
$4.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.1K+ 10.41% |
$2.34M - $2.52M
|
797K
$26.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
72.7K+ 262.88% |
$2.27M - $2.44M
|
100K
$3.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
62.4KNew |
$1.94M - $2.09M
|
62.4K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
55.8K+ 16.1% |
$1.74M - $1.87M
|
402K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
50.5K+ 5.67% |
$1.57M - $1.69M
|
941K
$30.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
44.3K+ 5.83% |
$1.38M - $1.48M
|
803K
$26.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
43.6K+ 4.4% |
$1.36M - $1.46M
|
1.03M
$34M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
33.9K+ 75.26% |
$1.06M - $1.14M
|
79K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
33K+ 48.07% |
$1.03M - $1.1M
|
102K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.8K+ 2.14% |
$897K - $963K
|
1.37M
$45.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28.4KNew |
$886K - $952K
|
28.4K
$933K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
25.5K+ 129.77% |
$795K - $854K
|
45.2K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
25.4K+ 85.99% |
$792K - $851K
|
54.9K
$1.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24.2K+ 17.28% |
$756K - $812K
|
164K
$5.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23.6K+ 5.16% |
$736K - $790K
|
481K
$15.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
23.5K+ 17.71% |
$732K - $787K
|
156K
$5.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23.1K+ 144.07% |
$721K - $775K
|
39.2K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.1K+ 65.04% |
$691K - $742K
|
56.2K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.6K+ 101.48% |
$673K - $723K
|
42.8K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 3.14% |
$669K - $719K
|
704K
$23.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20.7K+ 1.17% |
$646K - $694K
|
1.79M
$58.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
19.6K+ 71.96% |
$611K - $656K
|
46.8K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
19.4K+ 110.74% |
$605K - $650K
|
36.9K
$1.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
18.9K+ 12.32% |
$589K - $633K
|
172K
$5.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
18.4K+ 4.02% |
$574K - $617K
|
476K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18.1K+ 24.69% |
$564K - $606K
|
91.4K
$3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.9K+ 86.79% |
$560K - $601K
|
38.6K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
17.5K+ 20.6% |
$544K - $585K
|
102K
$3.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
17.2K+ 14.55% |
$535K - $575K
|
135K
$4.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 0.79% |
$500K - $537K
|
2.05M
$67.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
15.5K+ 124.23% |
$484K - $520K
|
28K
$920K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.9K+ 120.98% |
$464K - $498K
|
27.2K
$892K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.6K+ 18.4% |
$456K - $490K
|
94.1K
$3.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
14.3K+ 37.83% |
$446K - $479K
|
52.1K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6K+ 65.38% |
$425K - $457K
|
34.5K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.6KNew |
$424K - $455K
|
13.6K
$446K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
13K+ 40.79% |
$404K - $434K
|
44.7K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
12.8K+ 42.72% |
$399K - $429K
|
42.8K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
12.1K+ 10.84% |
$377K - $405K
|
124K
$4.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 15.96% |
$366K - $394K
|
85.4K
$2.81M
|