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 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
937+ 1.19% |
$29.2K - $31.4K
|
79.7K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
905+ 2.44% |
$28.2K - $30.3K
|
38K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
882+ 2.1% |
$27.5K - $29.5K
|
42.9K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
853New |
$26.6K - $28.6K
|
853
$28K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
780+ 1.41% |
$24.3K - $26.1K
|
56.1K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
758+ 1.36% |
$23.6K - $25.4K
|
56.6K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
754+ 0.99% |
$23.5K - $25.3K
|
77.2K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
750+ 13.45% |
$23.4K - $25.1K
|
6.33K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
708+ 1.41% |
$22.1K - $23.7K
|
50.8K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
650+ 3.05% |
$20.3K - $21.8K
|
22K
$722K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
648+ 6.77% |
$20.2K - $21.7K
|
10.2K
$336K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
646+ 4.08% |
$20.1K - $21.6K
|
16.5K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
611+ 7.06% |
$19.1K - $20.5K
|
9.26K
$304K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
609+ 1.39% |
$19K - $20.4K
|
44.3K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
595+ 1.4% |
$18.6K - $19.9K
|
43.2K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
593+ 0.47% |
$18.5K - $19.9K
|
128K
$4.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
593+ 1.25% |
$18.5K - $19.9K
|
48K
$1.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
544+ 3.3% |
$17K - $18.2K
|
17K
$559K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
531+ 0.65% |
$16.6K - $17.8K
|
82.5K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
522+ 1.9% |
$16.3K - $17.5K
|
27.9K
$917K
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
500+ 0.19% |
$15.6K - $16.8K
|
266K
$8.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
492+ 32.22% |
$15.3K - $16.5K
|
2.02K
$66.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
477+ 2.02% |
$14.9K - $16K
|
24.1K
$793K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
472+ 0.57% |
$14.7K - $15.8K
|
82.8K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
471+ 13.25% |
$14.7K - $15.8K
|
4.03K
$132K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
458+ 0.45% |
$14.3K - $15.3K
|
103K
$3.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
457+ 0.63% |
$14.2K - $15.3K
|
72.9K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
427+ 4.36% |
$13.3K - $14.3K
|
10.2K
$335K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
407+ 4.9% |
$12.7K - $13.6K
|
8.71K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
350+ 46.67% |
$10.9K - $11.7K
|
1.1K
$36.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
322+ 4.72% |
$10K - $10.8K
|
7.14K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
310+ 0.28% |
$9.67K - $10.4K
|
112K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
309+ 2.76% |
$9.63K - $10.4K
|
11.5K
$377K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
299+ 0.81% |
$9.32K - $10K
|
37K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
294+ 2.07% |
$9.17K - $9.85K
|
14.5K
$476K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
293+ 15.98% |
$9.14K - $9.82K
|
2.13K
$69.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
289+ 4.06% |
$9.01K - $9.68K
|
7.4K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
276+ 1.46% |
$8.61K - $9.25K
|
19.1K
$629K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
276+ 1.96% |
$8.61K - $9.25K
|
14.4K
$472K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
273+ 1.29% |
$8.51K - $9.15K
|
21.5K
$706K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
265+ 0.83% |
$8.26K - $8.88K
|
32.2K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
248+ 0.92% |
$7.73K - $8.31K
|
27.2K
$892K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
242+ 0.55% |
$7.55K - $8.11K
|
44.3K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
230New |
$7.17K - $7.71K
|
230
$7.55K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
209+ 0.98% |
$6.52K - $7K
|
21.4K
$704K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
207+ 0.2% |
$6.45K - $6.93K
|
105K
$3.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
204+ 1.54% |
$6.36K - $6.83K
|
13.4K
$441K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
204+ 0.79% |
$6.36K - $6.83K
|
26.1K
$856K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
191+ 2.88% |
$5.96K - $6.4K
|
6.83K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 33.46% |
$5.67K - $6.1K
|
726
$23.8K
|