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 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.6KNew |
$361K - $388K
|
11.6K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 69.48% |
$358K - $384K
|
28K
$919K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$345K - $371K
|
11.1K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10.7K+ 138.17% |
$333K - $358K
|
18.4K
$604K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
10.6KNew |
$329K - $354K
|
10.6K
$347K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
10.3KNew |
$321K - $345K
|
10.3K
$338K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10.1K+ 0.62% |
$316K - $340K
|
1.65M
$54.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
10KNew |
$312K - $335K
|
10K
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
9.35K+ 6.13% |
$291K - $313K
|
162K
$5.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.32K+ 3.77% |
$291K - $312K
|
257K
$8.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.21KNew |
$287K - $308K
|
9.21K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
9.11KNew |
$284K - $305K
|
9.11K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.04K+ 78.42% |
$282K - $303K
|
20.6K
$675K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.99K+ 6.9% |
$280K - $301K
|
139K
$4.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.73KNew |
$272K - $292K
|
8.73K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.32K+ 6.81% |
$259K - $279K
|
130K
$4.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.23KNew |
$257K - $276K
|
8.23K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.04K+ 12.34% |
$251K - $269K
|
73.2K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.94K+ 4.91% |
$248K - $266K
|
170K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.82K+ 12.3% |
$244K - $262K
|
71.4K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.79K+ 114.18% |
$243K - $261K
|
14.6K
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.19K+ 1.46% |
$224K - $241K
|
500K
$16.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.07K+ 0.71% |
$220K - $237K
|
1.01M
$33.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.05KNew |
$220K - $236K
|
7.05K
$231K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.01K+ 21.27% |
$219K - $235K
|
40K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.97K+ 15.39% |
$217K - $234K
|
52.3K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$215K - $231K
|
6.9K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.66KNew |
$208K - $223K
|
6.66K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.4KNew |
$199K - $214K
|
6.4K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.33K+ 2.99% |
$197K - $212K
|
218K
$7.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.27K+ 0.54% |
$196K - $210K
|
1.18M
$38.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.16K+ 4.37% |
$192K - $206K
|
147K
$4.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6.06KNew |
$189K - $203K
|
6.06K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.72K+ 49.29% |
$178K - $192K
|
17.3K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.62K+ 21.19% |
$175K - $188K
|
32.2K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.61K+ 2.59% |
$175K - $188K
|
222K
$7.29M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.54K+ 62.92% |
$173K - $186K
|
14.3K
$471K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.26K+ 38.09% |
$164K - $176K
|
19.1K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4.92K+ 8.5% |
$153K - $165K
|
62.8K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.69K+ 21.64% |
$146K - $157K
|
26.3K
$865K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.62K+ 0.2% |
$144K - $155K
|
2.27M
$74.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.6KNew |
$143K - $154K
|
4.6K
$151K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.53K+ 4.77% |
$141K - $152K
|
99.5K
$3.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.51K+ 3.21% |
$141K - $151K
|
145K
$4.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4.5K+ 241.03% |
$140K - $151K
|
6.37K
$209K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
4.44K+ 9.05% |
$138K - $149K
|
53.4K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.42K+ 11.11% |
$138K - $148K
|
44.2K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.34K+ 58.22% |
$135K - $145K
|
11.8K
$387K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.26K+ 21.44% |
$133K - $143K
|
24.2K
$793K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.24K+ 5.01% |
$132K - $142K
|
88.8K
$2.92M
|