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 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-12.3K- 99.73% |
$383K - $411K
|
33
$1.08K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-12.6K- 9.58% |
$393K - $422K
|
119K
$3.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-12.8K- 10.33% |
$399K - $428K
|
111K
$3.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13K- 1.06% |
$404K - $434K
|
1.21M
$39.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14.8K- 26.91% |
$460K - $494K
|
40.1K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18.2K- 8.23% |
$568K - $610K
|
203K
$6.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-18.6K- 28.65% |
$578K - $621K
|
46.2K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-18.9K- 36.7% |
$589K - $632K
|
32.5K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-21.3K- 72.92% |
$665K - $714K
|
7.92K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-22.2K- 3.31% |
$691K - $742K
|
647K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-22.5K- 64.32% |
$702K - $755K
|
12.5K
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-26.5K- 46.25% |
$827K - $889K
|
30.8K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-28.3K- 2.08% |
$881K - $947K
|
1.33M
$43.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33.2K- 29.96% |
$1.04M - $1.11M
|
77.7K
$2.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-38.6K- 17.25% |
$1.2M - $1.29M
|
185K
$6.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-47.2K- 19.5% |
$1.47M - $1.58M
|
195K
$6.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-49.8K- 11.78% |
$1.55M - $1.67M
|
373K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-58.8K- 5.68% |
$1.83M - $1.97M
|
975K
$32M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-72.8K- 41.42% |
$2.27M - $2.44M
|
103K
$3.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-74.5K- 37.17% |
$2.32M - $2.5M
|
126K
$4.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-85.8K- 49.76% |
$2.67M - $2.87M
|
86.6K
$2.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-288K- 29.58% |
$8.98M - $9.65M
|
685K
$22.5M
|