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 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$30.7 - $32.1
|
980
$30.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.7% |
$30.7 - $32.1
|
38
$1.19K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-3- 0.03% |
$92 - $96.4
|
9.22K
$289K
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 5.36% |
$92 - $96.4
|
53
$1.66K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-16- 0.19% |
$491 - $514
|
8.28K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-18- 0.61% |
$552 - $578
|
2.95K
$92.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-22- 0.2% |
$675 - $707
|
10.9K
$343K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-30- 0.28% |
$920 - $964
|
10.6K
$331K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-35- 0.04% |
$1.07K - $1.12K
|
83.8K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-35- 0.51% |
$1.07K - $1.12K
|
6.82K
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 4.61% |
$1.53K - $1.61K
|
1.04K
$32.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 10.53% |
$1.53K - $1.61K
|
425
$13.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-53- 0.62% |
$1.63K - $1.7K
|
8.56K
$268K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-78- 0.65% |
$2.39K - $2.51K
|
12K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-80- 0.13% |
$2.45K - $2.57K
|
63.2K
$1.98M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.09% |
$3.07K - $3.21K
|
9.08K
$285K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-100- 0.99% |
$3.07K - $3.21K
|
9.98K
$313K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-123- 0.1% |
$3.77K - $3.95K
|
118K
$3.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-135- 1.03% |
$4.14K - $4.34K
|
13K
$406K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-150- 1.14% |
$4.6K - $4.82K
|
13K
$406K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-161- 0.93% |
$4.94K - $5.17K
|
17.1K
$537K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-163- 0.79% |
$5K - $5.24K
|
20.4K
$639K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-191- 12.31% |
$5.86K - $6.14K
|
1.36K
$42.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-206- 83.4% |
$6.32K - $6.62K
|
41
$1.28K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-210- 1.61% |
$6.44K - $6.75K
|
12.9K
$403K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-229- 0.3% |
$7.02K - $7.36K
|
76.2K
$2.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-243- 1.54% |
$7.45K - $7.81K
|
15.6K
$487K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-244- 2.58% |
$7.48K - $7.84K
|
9.22K
$289K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-248- 0.31% |
$7.61K - $7.97K
|
80.3K
$2.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-250- 1.23% |
$7.67K - $8.03K
|
20.2K
$631K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-250- 0.79% |
$7.67K - $8.03K
|
31.5K
$988K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-300- 4.38% |
$9.2K - $9.64K
|
6.56K
$205K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-303- 0.47% |
$9.29K - $9.74K
|
64.1K
$2.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-303- 2.37% |
$9.29K - $9.74K
|
12.5K
$391K
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-342- 0.68% |
$10.5K - $11K
|
49.6K
$1.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-350- 0.87% |
$10.7K - $11.2K
|
39.7K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-355- 2.85% |
$10.9K - $11.4K
|
12.1K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-361- 0.73% |
$11.1K - $11.6K
|
49K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 4.6% |
$12.3K - $12.9K
|
8.3K
$260K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-409- 4.36% |
$12.5K - $13.1K
|
8.98K
$281K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-426- 1.55% |
$13.1K - $13.7K
|
27.1K
$848K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-460- 0.47% |
$14.1K - $14.8K
|
96.7K
$3.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-475- 4.59% |
$14.6K - $15.3K
|
9.86K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-475- 4.93% |
$14.6K - $15.3K
|
9.15K
$287K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-500- 2.72% |
$15.3K - $16.1K
|
17.9K
$560K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-500- 62.5% |
$15.3K - $16.1K
|
300
$9.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-550- 1.9% |
$16.9K - $17.7K
|
28.4K
$890K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-611- 5.56% |
$18.7K - $19.6K
|
10.4K
$325K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-624- 2.16% |
$19.1K - $20K
|
28.2K
$885K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-628- 12.27% |
$19.3K - $20.2K
|
4.49K
$141K
|