Purchases and Sales Made in Q3 2025 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 2025. 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 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
792KNew |
$24.3M - $25.4M
|
792K
$24.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
222K+ 14.99% |
$6.8M - $7.12M
|
1.7M
$53.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
165KNew |
$5.08M - $5.32M
|
165K
$5.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
161K+ 36.59% |
$4.95M - $5.18M
|
602K
$18.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
141KNew |
$4.34M - $4.54M
|
141K
$4.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
139K+ 19.85% |
$4.27M - $4.47M
|
840K
$26.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
136KNew |
$4.16M - $4.36M
|
136K
$4.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
82.8K+ 82.02% |
$2.54M - $2.66M
|
184K
$5.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
65KNew |
$1.99M - $2.09M
|
65K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
45.2K+ 6.45% |
$1.39M - $1.45M
|
746K
$23.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
44.3K+ 37.51% |
$1.36M - $1.42M
|
163K
$5.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
42.7K+ 12.45% |
$1.31M - $1.37M
|
386K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
40.2K+ 7.17% |
$1.23M - $1.29M
|
601K
$18.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
32.4KNew |
$994K - $1.04M
|
32.4K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30.2K+ 2.71% |
$927K - $971K
|
1.15M
$35.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
27.2K+ 2.7% |
$835K - $875K
|
1.04M
$32.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
25.3K+ 20.33% |
$775K - $812K
|
150K
$4.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.5K+ 1.26% |
$752K - $787K
|
1.97M
$61.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
24.1K+ 42.73% |
$738K - $774K
|
80.4K
$2.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23.6KNew |
$725K - $760K
|
23.6K
$741K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
22.5KNew |
$690K - $723K
|
22.5K
$705K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
22.4K+ 3.14% |
$688K - $721K
|
738K
$23.1M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
22KNew |
$675K - $707K
|
22K
$689K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
22K+ 32.05% |
$673K - $706K
|
90.5K
$2.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
21.7K+ 9.46% |
$664K - $696K
|
251K
$7.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
20.7KNew |
$634K - $664K
|
20.7K
$647K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
20K+ 8.09% |
$614K - $644K
|
268K
$8.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
19.8K+ 16.81% |
$607K - $636K
|
138K
$4.31M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
BUY
|
- |
18.4K+ 165.05% |
$565K - $591K
|
29.6K
$926K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
18.1KNew |
$554K - $581K
|
18.1K
$566K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
17.6K+ 5.87% |
$539K - $564K
|
317K
$9.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
17.4KNew |
$535K - $560K
|
17.4K
$546K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.7K+ 192.16% |
$512K - $536K
|
25.4K
$795K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
16.6K+ 1.88% |
$510K - $534K
|
901K
$28.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
16.6K+ 23.42% |
$509K - $533K
|
87.5K
$2.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
16.4KNew |
$502K - $526K
|
16.4K
$513K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
15.8K+ 7.11% |
$485K - $508K
|
238K
$7.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.7K+ 132.05% |
$480K - $503K
|
27.5K
$862K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.4K+ 86.95% |
$471K - $494K
|
33K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13.7KNew |
$420K - $440K
|
13.7K
$429K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
13.7KNew |
$419K - $439K
|
13.7K
$428K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
13.3K+ 4.21% |
$408K - $428K
|
330K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.6K+ 13.11% |
$387K - $406K
|
109K
$3.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
12KNew |
$368K - $386K
|
12K
$376K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
11.4K+ 37.36% |
$348K - $365K
|
41.8K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.8K+ 6.76% |
$332K - $347K
|
171K
$5.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
10.7K+ 6.38% |
$329K - $344K
|
179K
$5.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 69.46% |
$318K - $333K
|
25.3K
$792K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
10.3KNew |
$315K - $330K
|
10.3K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$311K - $326K
|
10.1K
$318K
|