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 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.16K+ 4.37% |
$192K - $206K
|
147K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.08KNew |
$189K - $204K
|
6.08K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
6.06KNew |
$189K - $203K
|
6.06K
$192K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.9K+ 28.73% |
$184K - $198K
|
26.4K
$839K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.72K+ 49.29% |
$178K - $192K
|
17.3K
$550K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.66KNew |
$176K - $190K
|
5.66K
$180K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.62K+ 21.19% |
$175K - $188K
|
32.2K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.61K+ 2.59% |
$175K - $188K
|
222K
$7.05M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.54K+ 62.92% |
$173K - $186K
|
14.3K
$456K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.26K+ 38.09% |
$164K - $176K
|
19.1K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.22K+ 82.1% |
$163K - $175K
|
11.6K
$367K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
4.92K+ 8.5% |
$153K - $165K
|
62.8K
$1.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.69K+ 21.64% |
$146K - $157K
|
26.3K
$837K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.62K+ 0.2% |
$144K - $155K
|
2.27M
$72.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.6KNew |
$143K - $154K
|
4.6K
$146K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.53K+ 4.77% |
$141K - $152K
|
99.5K
$3.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.51K+ 3.21% |
$141K - $151K
|
145K
$4.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4.5K+ 241.03% |
$140K - $151K
|
6.37K
$202K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
4.44K+ 9.05% |
$138K - $149K
|
53.4K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.42K+ 11.11% |
$138K - $148K
|
44.2K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.34K+ 58.22% |
$135K - $145K
|
11.8K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.26K+ 21.44% |
$133K - $143K
|
24.2K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.25K+ 0.88% |
$133K - $142K
|
487K
$15.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.24K+ 5.01% |
$132K - $142K
|
88.8K
$2.82M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.21K+ 11.06% |
$131K - $141K
|
42.3K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
4.2K+ 5.79% |
$131K - $141K
|
76.8K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.19KNew |
$131K - $140K
|
4.19K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.15K+ 415.0% |
$129K - $139K
|
5.15K
$164K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.14K+ 4.53% |
$129K - $139K
|
95.6K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.13K+ 19.73% |
$129K - $138K
|
25K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.12K+ 36.74% |
$129K - $138K
|
15.4K
$487K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.05K+ 20.95% |
$126K - $136K
|
23.4K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.04K+ 19.66% |
$126K - $135K
|
24.6K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4K+ 26.83% |
$125K - $134K
|
18.9K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.97K+ 7.93% |
$124K - $133K
|
54.1K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.91K+ 9.77% |
$122K - $131K
|
43.9K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
3.74K+ 4.73% |
$117K - $125K
|
82.8K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.68K+ 14.94% |
$115K - $123K
|
28.3K
$898K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.62K+ 15.12% |
$113K - $121K
|
27.6K
$876K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.6K+ 66.67% |
$112K - $121K
|
9K
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 6.79% |
$112K - $120K
|
56.6K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.59K+ 2.59% |
$112K - $120K
|
143K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.59K+ 1.31% |
$112K - $120K
|
277K
$8.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 3.35% |
$112K - $120K
|
111K
$3.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
3.58K+ 48.37% |
$111K - $120K
|
11K
$348K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.56K+ 10.08% |
$111K - $119K
|
38.9K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$109K - $117K
|
3.5K
$111K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.49K+ 8.45% |
$109K - $117K
|
44.8K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.47K+ 1.47% |
$108K - $116K
|
240K
$7.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.41K+ 16.44% |
$106K - $114K
|
24.2K
$768K
|