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 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.14K+ 4.53% |
$129K - $139K
|
95.6K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.13K+ 19.73% |
$129K - $138K
|
25K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.91K+ 9.77% |
$122K - $131K
|
43.9K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.62K+ 15.12% |
$113K - $121K
|
27.6K
$906K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 3.35% |
$112K - $120K
|
111K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
3.58K+ 48.37% |
$111K - $120K
|
11K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.56K+ 10.08% |
$111K - $119K
|
38.9K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.47K+ 1.47% |
$108K - $116K
|
240K
$7.88M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.38K+ 22.13% |
$105K - $113K
|
18.6K
$612K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.34K+ 2.87% |
$104K - $112K
|
120K
$3.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.31K+ 2.32% |
$103K - $111K
|
146K
$4.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.27K+ 0.36% |
$102K - $110K
|
909K
$29.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.01K+ 12.35% |
$93.8K - $101K
|
27.4K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3K+ 5.27% |
$93.5K - $101K
|
60K
$1.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.89K+ 14.13% |
$90.1K - $96.8K
|
23.3K
$767K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.88K+ 40.53% |
$89.6K - $96.3K
|
9.97K
$327K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.88K+ 3.13% |
$89.6K - $96.3K
|
94.8K
$3.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.69K+ 8.77% |
$83.9K - $90.1K
|
33.4K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.64K+ 39.58% |
$82.3K - $88.4K
|
9.31K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.51K+ 7.27% |
$78.2K - $84K
|
37K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.44K+ 22.71% |
$76.1K - $81.7K
|
13.2K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
2.35K+ 0.66% |
$73.4K - $78.9K
|
361K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.3K+ 4.3% |
$71.7K - $77.1K
|
55.9K
$1.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.25K+ 32.59% |
$70.2K - $75.4K
|
9.16K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.2K+ 6.89% |
$68.6K - $73.7K
|
34.1K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.15KNew |
$67K - $72K
|
2.15K
$70.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 2.56% |
$65.8K - $70.7K
|
84.7K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 53.09% |
$64.2K - $69K
|
5.94K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2K+ 0.63% |
$62.4K - $67K
|
319K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2K+ 27.33% |
$62.4K - $67K
|
9.32K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.95K+ 3.53% |
$60.9K - $65.4K
|
57.3K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.95K+ 2.63% |
$60.9K - $65.4K
|
76.2K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.8K+ 19.05% |
$56.1K - $60.2K
|
11.2K
$369K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 13.75% |
$52.5K - $56.4K
|
13.9K
$458K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.59KNew |
$49.6K - $53.3K
|
1.59K
$52.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.59K+ 3.6% |
$49.6K - $53.3K
|
45.8K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.55K+ 8.84% |
$48.3K - $51.9K
|
19.1K
$627K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.52K+ 11.42% |
$47.5K - $51.1K
|
14.9K
$488K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.5K+ 35.01% |
$46.8K - $50.3K
|
5.78K
$190K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.48K+ 7.44% |
$46K - $49.4K
|
21.3K
$700K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47K+ 6.77% |
$46K - $49.4K
|
23.3K
$764K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.47K+ 0.77% |
$46K - $49.4K
|
192K
$6.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.36K+ 0.98% |
$42.3K - $45.5K
|
140K
$4.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.31KNew |
$40.8K - $43.8K
|
1.31K
$42.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2K+ 24.55% |
$37.4K - $40.2K
|
6.09K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.06K+ 3.8% |
$33.1K - $35.5K
|
28.9K
$950K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.05K+ 6.51% |
$32.8K - $35.2K
|
17.2K
$565K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 8.13% |
$31.2K - $33.5K
|
13.3K
$437K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
959+ 4.37% |
$29.9K - $32.1K
|
22.9K
$752K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
950+ 3.63% |
$29.6K - $31.8K
|
27.1K
$892K
|