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 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      North Star Investment Management Corp.
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              2.04K+ 8.43% | 
            
                                   
                  $62.4K - $65.4K
                 
             |    
            
                                 
                26.2K
                $820K
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Guidance Point Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.99K+ 7.28% | 
            
                                   
                  $61K - $63.9K
                 
             |    
            
                                 
                29.3K
                $918K
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Robbins Farley LLC
       
           
            Manchester, NH  | 
            
               BUY                   
             | 
            - | 
              1.9K+ 268.84% | 
            
                                   
                  $58.2K - $61K
                 
             |    
            
                                 
                2.6K
                $81.6K
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Nbt Bank N A 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.82K+ 2.17% | 
            
                                   
                  $55.7K - $58.4K
                 
             |    
            
                                 
                85.5K
                $2.68M
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Ballentine Partners, LLC
       
           
            Waltham, MA  | 
            
               BUY                   
             | 
            - | 
              1.77K+ 2.37% | 
            
                                   
                  $54.3K - $56.9K
                 
             |    
            
                                 
                76.4K
                $2.39M
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Investment Advisory Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.77K+ 6.46% | 
            
                                   
                  $54.2K - $56.8K
                 
             |    
            
                                 
                29.1K
                $912K
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bank Of Stockton
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.75K+ 1.12% | 
            
                                   
                  $53.6K - $56.1K
                 
             |    
            
                                 
                158K
                $4.94M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Fortitude Family Office, LLC
       
           
            Scottsdale, AZ  | 
            
               BUY                   
             | 
            - | 
              1.73K+ 14.89% | 
            
                                   
                  $53.1K - $55.6K
                 
             |    
            
                                 
                13.4K
                $419K
                
             |               
            |
| 
               
                  Oct 07, 2025
                  Q3 2025
                 
               |   
            
              
   
      St Germain D J CO Inc
       
           
            Springfield, MA  | 
            
               BUY                   
             | 
            - | 
              1.66K+ 2.38% | 
            
                                   
                  $51K - $53.5K
                 
             |    
            
                                 
                71.6K
                $2.24M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Fsc Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.63K+ 14.76% | 
            
                                   
                  $50.1K - $52.5K
                 
             |    
            
                                 
                12.7K
                $398K
                
             |               
            |
| 
               
                  Oct 30, 2025
                  Q3 2025
                 
               |   
            
              
   
      Avidian Wealth Solutions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.53K+ 7.87% | 
            
                                   
                  $46.9K - $49.1K
                 
             |    
            
                                 
                21K
                $657K
                
             |               
            |
| 
               
                  Oct 07, 2025
                  Q3 2025
                 
               |   
            
              
   
      1620 Investment Advisors, Inc.
       
           
            Plymouth, MA  | 
            
               BUY                   
             | 
            - | 
              1.4KNew | 
            
                                   
                  $42.9K - $45K
                 
             |    
            
                                 
                1.4K
                $43.9K
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Janney Capital Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.31K+ 2.42% | 
            
                                   
                  $40.1K - $42K
                 
             |    
            
                                 
                55.2K
                $1.73M
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Norden Group LLC
       
           
            Provo, UT  | 
            
               BUY                   
             | 
            - | 
              1.3K+ 17.24% | 
            
                                   
                  $39.9K - $41.8K
                 
             |    
            
                                 
                8.84K
                $277K
                
             |               
            |
| 
               
                  Oct 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      Ironwood Financial, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.28K+ 14.56% | 
            
                                   
                  $39.3K - $41.1K
                 
             |    
            
                                 
                10.1K
                $316K
                
             |               
            |
| 
               
                  Oct 14, 2025
                  Q3 2025
                 
               |   
            
              
   
      Stableford Capital Ii LLC
       
           
            Scottsdale, AZ  | 
            
               BUY                   
             | 
            - | 
              1.2K+ 11.51% | 
            
                                   
                  $36.7K - $38.5K
                 
             |    
            
                                 
                11.6K
                $364K
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Wealth Effects LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.19K+ 13.62% | 
            
                                   
                  $36.5K - $38.2K
                 
             |    
            
                                 
                9.93K
                $311K
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Nations Financial Group Inc, 
       
           
            Cedar Rapids, IA  | 
            
               BUY                   
             | 
            - | 
              1.18K+ 1.53% | 
            
                                   
                  $36.1K - $37.8K
                 
             |    
            
                                 
                78.1K
                $2.45M
                
             |               
            |
| 
               
                  Oct 24, 2025
                  Q3 2025
                 
               |   
            
              
   
      Tfc Financial Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.1KNew | 
            
                                   
                  $33.7K - $35.3K
                 
             |    
            
                                 
                1.1K
                $34.5K
                
             |               
            |
| 
               
                  Oct 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      Youngs Advisory Group, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.07K+ 8.12% | 
            
                                   
                  $32.8K - $34.4K
                 
             |    
            
                                 
                14.3K
                $447K
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Merit Financial Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.06K+ 2.82% | 
            
                                   
                  $32.4K - $34K
                 
             |    
            
                                 
                38.5K
                $1.21M
                
             |               
            |
| 
               
                  Oct 14, 2025
                  Q3 2025
                 
               |   
            
              
   
      Perennial Advisors, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              1.06K+ 0.87% | 
            
                                   
                  $32.4K - $33.9K
                 
             |    
            
                                 
                123K
                $3.84M
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Northstar Advisory Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1.02K+ 3.18% | 
            
                                   
                  $31.3K - $32.7K
                 
             |    
            
                                 
                33.1K
                $1.04M
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Financial Consulate, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              1KNew | 
            
                                   
                  $30.7K - $32.1K
                 
             |    
            
                                 
                1K
                $31.3K
                
             |               
            |
| 
               
                  Oct 09, 2025
                  Q3 2025
                 
               |   
            
              
   
      Advisor Net Financial, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              980+ 13.43% | 
            
                                   
                  $30.1K - $31.5K
                 
             |    
            
                                 
                8.28K
                $259K
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Farrell Financial LLC
       
           
            Orchard Park, NY  | 
            
               BUY                   
             | 
            - | 
              952+ 1.58% | 
            
                                   
                  $29.2K - $30.6K
                 
             |    
            
                                 
                61.3K
                $1.92M
                
             |               
            |
| 
               
                  Oct 07, 2025
                  Q3 2025
                 
               |   
            
              
   
      Canandaigua National Trust CO Of Florida
       
           
            Canandaigua, NY  | 
            
               BUY                   
             | 
            - | 
              949+ 4.01% | 
            
                                   
                  $29.1K - $30.5K
                 
             |    
            
                                 
                24.6K
                $771K
                
             |               
            |
| 
               
                  Oct 24, 2025
                  Q3 2025
                 
               |   
            
              
   
      Columbia Advisory Partners LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              945+ 10.86% | 
            
                                   
                  $29K - $30.4K
                 
             |    
            
                                 
                9.64K
                $302K
                
             |               
            |
| 
               
                  Oct 09, 2025
                  Q3 2025
                 
               |   
            
              
   
      Kmg Fiduciary Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              863+ 1.38% | 
            
                                   
                  $26.5K - $27.7K
                 
             |    
            
                                 
                63.5K
                $1.99M
                
             |               
            |
| 
               
                  Oct 16, 2025
                  Q3 2025
                 
               |   
            
              
   
      Ronald Blue Trust, Inc.
       
           
            Brentwood, TN  | 
            
               BUY                   
             | 
            - | 
              841+ 2.74% | 
            
                                   
                  $25.8K - $27K
                 
             |    
            
                                 
                31.6K
                $989K
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Epg Wealth Management LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              829+ 210.41% | 
            
                                   
                  $25.4K - $26.6K
                 
             |    
            
                                 
                1.22K
                $38.3K
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Ss&H Financial Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              800+ 2.14% | 
            
                                   
                  $24.5K - $25.7K
                 
             |    
            
                                 
                38.1K
                $1.19M
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Palouse Capital Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              799+ 0.88% | 
            
                                   
                  $24.5K - $25.7K
                 
             |    
            
                                 
                92K
                $2.88M
                
             |               
            |
| 
               
                  Oct 14, 2025
                  Q3 2025
                 
               |   
            
              
   
      Kentucky Trust CO
       
           
            Danville, KY  | 
            
               BUY                   
             | 
            - | 
              790+ 0.42% | 
            
                                   
                  $24.2K - $25.4K
                 
             |    
            
                                 
                187K
                $5.86M
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Sym Financial Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              789New | 
            
                                   
                  $24.2K - $25.4K
                 
             |    
            
                                 
                789
                $24.7K
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Wealth Advisory Solutions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              778+ 0.59% | 
            
                                   
                  $23.9K - $25K
                 
             |    
            
                                 
                133K
                $4.17M
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      North Crest Asset Manangement, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              766+ 1.35% | 
            
                                   
                  $23.5K - $24.6K
                 
             |    
            
                                 
                57.5K
                $1.8M
                
             |               
            |
| 
               
                  Oct 10, 2025
                  Q3 2025
                 
               |   
            
              
   
      Falcon Wealth Planning
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              754+ 2.02% | 
            
                                   
                  $23.1K - $24.2K
                 
             |    
            
                                 
                38.1K
                $1.2M
                
             |               
            |
| 
               
                  Oct 31, 2025
                  Q3 2025
                 
               |   
            
              
   
      Seelaus Asset Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              740+ 8.47% | 
            
                                   
                  $22.7K - $23.8K
                 
             |    
            
                                 
                9.48K
                $297K
                
             |               
            |
| 
               
                  Oct 21, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bos Asset Management, LLC
       
           
            Springfield, IL  | 
            
               BUY                   
             | 
            - | 
              739+ 0.44% | 
            
                                   
                  $22.7K - $23.7K
                 
             |    
            
                                 
                167K
                $5.24M
                
             |               
            |
| 
               
                  Oct 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      Kg&L Capital Management,Llc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              715+ 3.74% | 
            
                                   
                  $21.9K - $23K
                 
             |    
            
                                 
                19.9K
                $622K
                
             |               
            |
| 
               
                  Oct 24, 2025
                  Q3 2025
                 
               |   
            
              
   
      Cgc Financial Services, LLC
       
           
            Lake Oswego, OR  | 
            
               BUY                   
             | 
            - | 
              694New | 
            
                                   
                  $21.3K - $22.3K
                 
             |    
            
                                 
                694
                $21.7K
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Curbstone Financial Management Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              600+ 0.5% | 
            
                                   
                  $18.4K - $19.3K
                 
             |    
            
                                 
                121K
                $3.78M
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Calamos Wealth Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              580+ 5.21% | 
            
                                   
                  $17.8K - $18.6K
                 
             |    
            
                                 
                11.7K
                $367K
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Procyon Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              549+ 0.6% | 
            
                                   
                  $16.8K - $17.6K
                 
             |    
            
                                 
                92.7K
                $2.9M
                
             |               
            |
| 
               
                  Oct 08, 2025
                  Q3 2025
                 
               |   
            
              
   
      Websterrogers Financial Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              547+ 7.51% | 
            
                                   
                  $16.8K - $17.6K
                 
             |    
            
                                 
                7.83K
                $245K
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Lodestar Private Asset Management LLC
       
           
            Alamo, CA  | 
            
               BUY                   
             | 
            - | 
              540+ 1.69% | 
            
                                   
                  $16.6K - $17.4K
                 
             |    
            
                                 
                32.4K
                $1.02M
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Wolff Wiese Magana LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              484+ 432.14% | 
            
                                   
                  $14.8K - $15.6K
                 
             |    
            
                                 
                596
                $18.7K
                
             |               
            |
| 
               
                  Oct 31, 2025
                  Q3 2025
                 
               |   
            
              
   
      Nwf Advisory Services Inc.
       
           
            Los Angeles, CA  | 
            
               BUY                   
             | 
            - | 
              481+ 4.35% | 
            
                                   
                  $14.8K - $15.5K
                 
             |    
            
                                 
                11.5K
                $362K
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Cadent Capital Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              465+ 0.76% | 
            
                                   
                  $14.3K - $14.9K
                 
             |    
            
                                 
                61.8K
                $1.94M
                
             |