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 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
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
9.82K+ 7.02% |
$301K - $316K
|
150K
$4.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
9.28K+ 9.91% |
$285K - $298K
|
103K
$3.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
8.29KNew |
$254K - $266K
|
8.29K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.09K+ 9.61% |
$248K - $260K
|
92.2K
$2.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.66KNew |
$235K - $246K
|
7.66K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
7.64KNew |
$234K - $246K
|
7.64K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.54K+ 14.46% |
$231K - $242K
|
59.7K
$1.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
7.42KNew |
$228K - $239K
|
7.42K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
7.28K+ 17.56% |
$223K - $234K
|
48.7K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.16K+ 39.35% |
$220K - $230K
|
25.4K
$795K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.99KNew |
$214K - $225K
|
6.99K
$219K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.91K+ 0.24% |
$212K - $222K
|
2.87M
$90M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.88K+ 19.07% |
$211K - $221K
|
43K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6.88KNew |
$211K - $221K
|
6.88K
$215K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.76KNew |
$207K - $217K
|
6.76K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.7KNew |
$205K - $215K
|
6.7K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6.49KNew |
$199K - $208K
|
6.49K
$203K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
6.45KNew |
$198K - $207K
|
6.45K
$202K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.39KNew |
$196K - $205K
|
6.39K
$200K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.38KNew |
$196K - $205K
|
6.38K
$200K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6.38KNew |
$196K - $205K
|
6.38K
$200K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.36KNew |
$195K - $204K
|
6.36K
$199K
|
|
|
Oct 21, 2025
Q3 2025
|
Brave Asset Management Inc
|
BUY
|
- |
6.29K+ 14.28% |
$193K - $202K
|
50.3K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.21K+ 10.06% |
$160K - $167K
|
57K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.18K+ 24.93% |
$159K - $166K
|
26K
$813K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4.98K+ 2.35% |
$153K - $160K
|
217K
$6.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.91K+ 2.29% |
$151K - $158K
|
219K
$6.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.85K+ 35.65% |
$149K - $156K
|
18.5K
$578K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.84K+ 0.87% |
$148K - $155K
|
558K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
4.81K+ 37.89% |
$147K - $154K
|
17.5K
$548K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
4.68K+ 5.01% |
$144K - $150K
|
98.2K
$3.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.63K+ 25.48% |
$142K - $149K
|
22.8K
$714K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.51K+ 11.76% |
$138K - $145K
|
42.9K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.49K+ 49.22% |
$138K - $144K
|
13.6K
$426K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
4.37K+ 4.12% |
$134K - $140K
|
110K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4K+ 32.86% |
$123K - $129K
|
16.2K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3.82K+ 9.65% |
$117K - $123K
|
43.5K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.76K+ 3.81% |
$115K - $121K
|
102K
$3.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.54K+ 12.64% |
$109K - $114K
|
31.6K
$989K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.36K+ 34.43% |
$103K - $108K
|
13.1K
$410K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.33K+ 0.98% |
$102K - $107K
|
344K
$10.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.31K+ 1.68% |
$102K - $106K
|
200K
$6.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.3K+ 8.32% |
$101K - $106K
|
42.9K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.28K+ 7.77% |
$101K - $105K
|
45.4K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.19K+ 11.6% |
$97.9K - $103K
|
30.7K
$963K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.95K+ 0.72% |
$90.4K - $94.8K
|
415K
$13M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.61K+ 3.07% |
$80K - $83.8K
|
87.7K
$2.75M
|