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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.59M+ 11.56% |
$49.7M - $53.4M
|
15.4M
$481M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
844KNew |
$26.3M - $28.3M
|
844K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
733K+ 104.02% |
$22.8M - $24.5M
|
1.44M
$44.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
715K+ 8.59% |
$22.3M - $24M
|
9.04M
$282M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
652K+ 9.99% |
$20.3M - $21.8M
|
7.17M
$224M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
604K+ 4372.98% |
$18.8M - $20.2M
|
618K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
534K+ 2.24% |
$16.6M - $17.9M
|
24.4M
$762M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
491K+ 50.99% |
$15.3M - $16.4M
|
1.45M
$45.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
491K+ 50.99% |
$15.3M - $16.4M
|
1.45M
$45.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
451KNew |
$14.1M - $15.1M
|
451K
$14.1M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
374K+ 627.94% |
$11.7M - $12.5M
|
434K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
363K+ 231.05% |
$11.3M - $12.2M
|
520K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
311K+ 109.54% |
$9.7M - $10.4M
|
595K
$18.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
305K+ 6.74% |
$9.5M - $10.2M
|
4.83M
$151M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
240K+ 19.89% |
$7.47M - $8.03M
|
1.44M
$45.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
185K+ 120.94% |
$5.76M - $6.19M
|
338K
$10.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
169KNew |
$5.25M - $5.65M
|
169K
$5.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
145K+ 200.07% |
$4.53M - $4.87M
|
218K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
145K+ 308.18% |
$4.53M - $4.86M
|
192K
$6.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
140KNew |
$4.38M - $4.71M
|
140K
$4.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
139K+ 9.11% |
$4.34M - $4.67M
|
1.67M
$52.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
134K+ 3.95% |
$4.19M - $4.5M
|
3.54M
$111M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
132K+ 59930.91% |
$4.11M - $4.42M
|
132K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
118K+ 15.68% |
$3.68M - $3.96M
|
872K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
117K+ 52.27% |
$3.66M - $3.93M
|
342K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
115KNew |
$3.6M - $3.87M
|
115K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
107K+ 6.54% |
$3.32M - $3.57M
|
1.74M
$54.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105K+ 7.7% |
$3.27M - $3.51M
|
1.47M
$45.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
103KNew |
$3.2M - $3.44M
|
103K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 2.19% |
$3.19M - $3.43M
|
4.77M
$149M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
96.3KNew |
$3M - $3.23M
|
96.3K
$3.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
94.5K+ 34.03% |
$2.95M - $3.17M
|
372K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
92.9K+ 13.35% |
$2.9M - $3.11M
|
789K
$24.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
83.8K+ 5.38% |
$2.61M - $2.81M
|
1.64M
$51.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
83.1KNew |
$2.59M - $2.78M
|
83.1K
$2.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81.5K+ 144.29% |
$2.54M - $2.73M
|
138K
$4.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.1K+ 10.41% |
$2.34M - $2.52M
|
797K
$24.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
72.7K+ 262.88% |
$2.27M - $2.44M
|
100K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
68.9K+ 21.82% |
$2.15M - $2.31M
|
385K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
65.3KNew |
$2.04M - $2.19M
|
65.3K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
65K+ 144.94% |
$2.03M - $2.18M
|
110K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
64.8K+ 164.16% |
$2.02M - $2.17M
|
104K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
63.8K+ 479.4% |
$1.99M - $2.14M
|
77.1K
$2.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
62.4KNew |
$1.94M - $2.09M
|
62.4K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61.8K+ 104.31% |
$1.93M - $2.07M
|
121K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
61.7K+ 12.42% |
$1.92M - $2.07M
|
559K
$17.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
59.7KNew |
$1.86M - $2M
|
59.7K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
59KNew |
$1.84M - $1.98M
|
59K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
58.7K+ 63.62% |
$1.83M - $1.97M
|
151K
$4.72M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
58.7KNew |
$1.83M - $1.97M
|
58.7K
$1.83M
|