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 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-811- 22.16% |
$25.3K - $27.2K
|
2.85K
$93.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-820- 1.55% |
$25.6K - $27.5K
|
52.1K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-824- 6.73% |
$25.7K - $27.6K
|
11.4K
$375K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-826- 2.38% |
$25.8K - $27.7K
|
33.9K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-840- 3.65% |
$26.2K - $28.1K
|
22.2K
$728K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-856- 4.82% |
$26.7K - $28.7K
|
16.9K
$555K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-870- 1.67% |
$27.1K - $29.1K
|
51.3K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-900- 6.48% |
$28.1K - $30.2K
|
13K
$426K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-967- 9.8% |
$30.2K - $32.4K
|
8.9K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-998- 1.43% |
$31.1K - $33.4K
|
68.9K
$2.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-999- 10.46% |
$31.1K - $33.5K
|
8.55K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.04K- 8.98% |
$32.4K - $34.8K
|
10.5K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.04K- 1.34% |
$32.5K - $34.9K
|
76.6K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.11K- 4.87% |
$34.6K - $37.2K
|
21.7K
$711K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.12K- 21.63% |
$34.8K - $37.4K
|
4.04K
$133K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1.13K- 1.97% |
$35.3K - $37.9K
|
56.3K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.17K- 5.68% |
$36.6K - $39.3K
|
19.5K
$640K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.2K- 9.02% |
$37.4K - $40.2K
|
12.1K
$397K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.2K- 46.64% |
$37.5K - $40.3K
|
1.38K
$45.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.2K- 8.34% |
$37.5K - $40.3K
|
13.2K
$434K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.24K- 2.03% |
$38.6K - $41.5K
|
59.9K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.28K- 10.85% |
$39.8K - $42.7K
|
10.5K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.3K- 8.47% |
$40.5K - $43.6K
|
14K
$461K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.3K- 7.09% |
$40.5K - $43.6K
|
17K
$559K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.38K- 7.71% |
$42.9K - $46.1K
|
16.5K
$541K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.38K- 0.9% |
$43K - $46.2K
|
152K
$5M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.41K- 2.28% |
$43.8K - $47.1K
|
60.4K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.44K- 5.77% |
$44.8K - $48.1K
|
23.5K
$771K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 3.57% |
$45.6K - $49K
|
39.6K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.48K- 2.7% |
$46.2K - $49.7K
|
53.4K
$1.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.5K- 16.29% |
$46.8K - $50.3K
|
7.71K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.5K- 4.74% |
$46.9K - $50.4K
|
30.2K
$992K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.51K- 4.99% |
$47.1K - $50.6K
|
28.8K
$945K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.55K- 1.25% |
$48.3K - $51.9K
|
123K
$4.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.58K- 3.69% |
$49.2K - $52.9K
|
41.2K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.6K- 3.65% |
$49.9K - $53.6K
|
42.2K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.64K- 6.44% |
$51.3K - $55.1K
|
23.9K
$784K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.65K- 50.38% |
$51.4K - $55.3K
|
1.63K
$53.4K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.69K- 4.49% |
$52.5K - $56.4K
|
35.9K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.72K- 5.13% |
$53.5K - $57.5K
|
31.8K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.8K- 2.65% |
$56.1K - $60.3K
|
66.2K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.83K- 2.44% |
$57.2K - $61.4K
|
73.3K
$2.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.83K- 22.99% |
$57.2K - $61.4K
|
6.14K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.91K- 18.16% |
$59.4K - $63.8K
|
8.58K
$282K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.99K- 24.29% |
$62K - $66.7K
|
6.2K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2K- 12.11% |
$62.4K - $67K
|
14.5K
$477K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.12K- 13.33% |
$65.9K - $70.9K
|
13.8K
$452K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.15K- 2.23% |
$67.1K - $72.1K
|
94.5K
$3.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-2.23K- 0.29% |
$69.6K - $74.8K
|
778K
$25.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.26K- 15.76% |
$70.4K - $75.7K
|
12.1K
$396K
|