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
|
Whittier Trust CO
|
SELL
|
- |
-2.34K- 6.77% |
$73K - $78.4K
|
32.3K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.36K- 13.96% |
$73.5K - $78.9K
|
14.5K
$477K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.37K- 19.42% |
$73.8K - $79.3K
|
9.82K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.78K- 18.53% |
$86.6K - $93.1K
|
12.2K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.87K- 3.11% |
$89.4K - $96K
|
89.3K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.95K- 11.39% |
$91.8K - $98.7K
|
22.9K
$753K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.99K- 6.13% |
$93.4K - $100K
|
45.9K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.18K- 8.3% |
$99K - $106K
|
35.1K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.26K- 2.85% |
$102K - $109K
|
111K
$3.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.28K- 5.53% |
$102K - $110K
|
56K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.48K- 19.27% |
$108K - $116K
|
14.6K
$478K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.48K- 1.19% |
$109K - $117K
|
289K
$9.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-3.62K- 30.77% |
$113K - $121K
|
8.15K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.69K- 13.21% |
$115K - $124K
|
24.2K
$796K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-3.75K- 4.8% |
$117K - $126K
|
74.5K
$2.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.81K- 14.03% |
$119K - $128K
|
23.4K
$767K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.99K- 28.4% |
$124K - $134K
|
10.1K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-4.03K- 1.41% |
$125K - $135K
|
281K
$9.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.1K- 5.99% |
$128K - $137K
|
64.4K
$2.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.13K- 99.4% |
$129K - $138K
|
25
$821
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.15K- 1.91% |
$129K - $139K
|
213K
$6.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.46K- 7.03% |
$139K - $149K
|
59K
$1.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.49K- 2.24% |
$140K - $150K
|
196K
$6.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.49K- 11.65% |
$140K - $151K
|
34.1K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.71K- 9.06% |
$147K - $158K
|
47.3K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.78K- 23.71% |
$149K - $160K
|
15.4K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.9K- 19.05% |
$153K - $164K
|
20.8K
$684K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.04K- 18.66% |
$157K - $169K
|
22K
$722K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-5.05K- 31.64% |
$158K - $169K
|
10.9K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.14K- 24.38% |
$160K - $172K
|
15.9K
$523K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.29K- 2.92% |
$165K - $177K
|
176K
$5.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-5.41K- 2.93% |
$169K - $181K
|
179K
$5.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 15.5% |
$183K - $197K
|
32K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5.95K- 12.59% |
$186K - $199K
|
41.3K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.77K- 19.8% |
$211K - $227K
|
27.4K
$901K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-6.78K- 20.23% |
$211K - $227K
|
26.7K
$878K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-7.16K- 15.3% |
$223K - $240K
|
39.6K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.28K- 5.56% |
$227K - $244K
|
124K
$4.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-8.21K- 14.39% |
$256K - $275K
|
48.8K
$1.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.3K- 9.07% |
$259K - $278K
|
83.2K
$2.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-8.59K- 9.62% |
$268K - $288K
|
80.6K
$2.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-8.83K- 17.84% |
$275K - $296K
|
40.6K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-8.85K- 2.5% |
$276K - $297K
|
345K
$11.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-9.31K- 13.82% |
$290K - $312K
|
58.1K
$1.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9.46K- 9.46% |
$295K - $317K
|
90.6K
$2.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.55K- 22.02% |
$298K - $320K
|
33.8K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.63K- 16.35% |
$300K - $323K
|
49.3K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.92K- 5.12% |
$309K - $332K
|
184K
$6.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 11.89% |
$326K - $351K
|
77.6K
$2.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.2K- 43.91% |
$350K - $376K
|
14.4K
$471K
|