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 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-99- 9.01% |
$3.09K - $3.32K
|
1K
$32.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 50.0% |
$3.12K - $3.35K
|
100
$3.28K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-108- 1.53% |
$3.37K - $3.62K
|
6.93K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-114- 18.48% |
$3.55K - $3.82K
|
503
$16.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-130- 0.28% |
$4.05K - $4.36K
|
45.6K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-130- 0.6% |
$4.05K - $4.36K
|
21.5K
$707K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-151- 1.11% |
$4.71K - $5.06K
|
13.4K
$441K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-171- 0.76% |
$5.33K - $5.73K
|
22.3K
$734K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-179- 0.66% |
$5.58K - $6K
|
27K
$886K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-209- 1.95% |
$6.52K - $7K
|
10.5K
$344K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-212- 5.73% |
$6.61K - $7.1K
|
3.49K
$115K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-220- 0.52% |
$6.86K - $7.37K
|
41.9K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-225- 0.84% |
$7.02K - $7.54K
|
26.6K
$873K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-229- 63.97% |
$7.14K - $7.67K
|
129
$4.24K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-231- 1.96% |
$7.2K - $7.74K
|
11.6K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-250- 12.5% |
$7.8K - $8.38K
|
1.75K
$57.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-255- 1.07% |
$7.95K - $8.54K
|
23.7K
$777K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-275- 0.89% |
$8.57K - $9.21K
|
30.6K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-276- 0.22% |
$8.61K - $9.25K
|
124K
$4.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-279- 2.76% |
$8.7K - $9.35K
|
9.82K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-285- 1.54% |
$8.89K - $9.55K
|
18.3K
$599K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-303- 0.21% |
$9.45K - $10.2K
|
147K
$4.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-333- 4.58% |
$10.4K - $11.2K
|
6.93K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-370- 0.63% |
$11.5K - $12.4K
|
58K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-386- 0.3% |
$12K - $12.9K
|
126K
$4.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-399- 1.86% |
$12.4K - $13.4K
|
21.1K
$693K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-402- 0.71% |
$12.5K - $13.5K
|
56.1K
$1.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-408- 0.6% |
$12.7K - $13.7K
|
67.7K
$2.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-480- 0.36% |
$15K - $16.1K
|
132K
$4.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-497- 4.78% |
$15.5K - $16.6K
|
9.9K
$325K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-500- 7.07% |
$15.6K - $16.8K
|
6.58K
$216K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-512- 3.44% |
$16K - $17.2K
|
14.4K
$472K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-515- 7.19% |
$16.1K - $17.3K
|
6.65K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-520- 0.47% |
$16.2K - $17.4K
|
110K
$3.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-548- 10.77% |
$17.1K - $18.4K
|
4.54K
$149K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-553- 0.74% |
$17.2K - $18.5K
|
74.3K
$2.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-565- 1.62% |
$17.6K - $18.9K
|
34.4K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-588- 2.54% |
$18.3K - $19.7K
|
22.6K
$742K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-601- 2.94% |
$18.7K - $20.1K
|
19.8K
$650K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-609- 2.03% |
$19K - $20.4K
|
29.5K
$967K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-615- 3.51% |
$19.2K - $20.6K
|
16.9K
$555K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-650- 68.42% |
$20.3K - $21.8K
|
300
$9.85K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-650- 0.97% |
$20.3K - $21.8K
|
66.4K
$2.18M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-650- 2.9% |
$20.3K - $21.8K
|
21.8K
$715K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-650- 0.82% |
$20.3K - $21.8K
|
78.8K
$2.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-676- 7.26% |
$21.1K - $22.6K
|
8.64K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-697- 3.53% |
$21.7K - $23.3K
|
19K
$625K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-767- 11.48% |
$23.9K - $25.7K
|
5.91K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-772- 2.71% |
$24.1K - $25.9K
|
27.8K
$912K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-803- 10.96% |
$25K - $26.9K
|
6.52K
$214K
|