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
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
294+ 2.07% |
$9.17K - $9.85K
|
14.5K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
293+ 15.98% |
$9.14K - $9.82K
|
2.13K
$67.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
289+ 4.06% |
$9.01K - $9.68K
|
7.4K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
282+ 2.47% |
$8.79K - $9.45K
|
11.7K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
276+ 1.96% |
$8.61K - $9.25K
|
14.4K
$457K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
276+ 1.46% |
$8.61K - $9.25K
|
19.1K
$609K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
273+ 1.29% |
$8.51K - $9.15K
|
21.5K
$684K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
265+ 0.83% |
$8.26K - $8.88K
|
32.2K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
248+ 0.92% |
$7.73K - $8.31K
|
27.2K
$864K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
242+ 0.55% |
$7.55K - $8.11K
|
44.3K
$1.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
230New |
$7.17K - $7.71K
|
230
$7.32K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
209+ 0.98% |
$6.52K - $7K
|
21.4K
$682K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
207+ 0.2% |
$6.45K - $6.93K
|
105K
$3.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
204+ 0.79% |
$6.36K - $6.83K
|
26.1K
$830K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
204+ 1.54% |
$6.36K - $6.83K
|
13.4K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
200+ 21.05% |
$6.24K - $6.7K
|
1.15K
$36.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
191+ 2.88% |
$5.96K - $6.4K
|
6.83K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
190+ 1.77% |
$5.92K - $6.37K
|
10.9K
$347K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
185+ 1.08% |
$5.77K - $6.2K
|
17.3K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 33.46% |
$5.67K - $6.1K
|
726
$23.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
179+ 0.67% |
$5.58K - $6K
|
26.8K
$853K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
177+ 0.4% |
$5.52K - $5.93K
|
44.6K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
174+ 2.26% |
$5.43K - $5.83K
|
7.87K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
158+ 0.77% |
$4.93K - $5.29K
|
20.7K
$657K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
148+ 1.53% |
$4.61K - $4.96K
|
9.85K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
145+ 0.43% |
$4.52K - $4.86K
|
33.7K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
142+ 1.58% |
$4.43K - $4.76K
|
9.1K
$290K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
133+ 0.86% |
$4.15K - $4.46K
|
15.5K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
133+ 0.55% |
$4.15K - $4.46K
|
24.2K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
123+ 4.96% |
$3.84K - $4.12K
|
2.61K
$82.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
121+ 0.98% |
$3.77K - $4.05K
|
12.4K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
121+ 0.3% |
$3.77K - $4.05K
|
39.8K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
118+ 0.14% |
$3.68K - $3.95K
|
82.7K
$2.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
102+ 0.17% |
$3.18K - $3.42K
|
60.4K
$1.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 2.62% |
$3.12K - $3.35K
|
3.91K
$124K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
98+ 0.37% |
$3.06K - $3.28K
|
26.3K
$835K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
96+ 0.94% |
$2.99K - $3.22K
|
10.3K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
87+ 1.54% |
$2.71K - $2.91K
|
5.75K
$183K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
85+ 0.89% |
$2.65K - $2.85K
|
9.66K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
85+ 0.63% |
$2.65K - $2.85K
|
13.5K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
83+ 1.22% |
$2.59K - $2.78K
|
6.88K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
79+ 0.45% |
$2.46K - $2.65K
|
17.7K
$565K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
75+ 0.62% |
$2.34K - $2.51K
|
12.1K
$385K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
64+ 0.93% |
$2K - $2.14K
|
6.94K
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
64+ 0.21% |
$2K - $2.14K
|
30.8K
$981K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
62+ 1.55% |
$1.93K - $2.08K
|
4.07K
$130K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
61+ 0.4% |
$1.9K - $2.04K
|
15.4K
$489K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 0.2% |
$1.62K - $1.74K
|
25.6K
$816K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52+ 77.61% |
$1.62K - $1.74K
|
119
$3.79K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
46+ 0.49% |
$1.43K - $1.54K
|
9.45K
$301K
|