Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
993K+ 2977.52% |
$31M - $33.3M
|
1.03M
$32.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
764K+ 2858.16% |
$23.9M - $25.6M
|
791K
$25.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
636KNew |
$19.9M - $21.3M
|
636K
$20.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
350KNew |
$10.9M - $11.7M
|
350K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
174KNew |
$5.44M - $5.84M
|
174K
$5.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
127K+ 7.6% |
$3.96M - $4.25M
|
1.8M
$57.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
123KNew |
$3.84M - $4.12M
|
123K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
120KNew |
$3.75M - $4.02M
|
120K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
119KNew |
$3.73M - $4M
|
119K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
115KNew |
$3.6M - $3.86M
|
115K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
104KNew |
$3.24M - $3.47M
|
104K
$3.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
98.9K+ 94.31% |
$3.09M - $3.32M
|
204K
$6.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
90.4K+ 6.17% |
$2.82M - $3.03M
|
1.56M
$49.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
88.3KNew |
$2.76M - $2.96M
|
88.3K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85.6K+ 214.18% |
$2.67M - $2.87M
|
126K
$3.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
84.1K+ 82.25% |
$2.62M - $2.82M
|
186K
$5.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
78.8K+ 330.2% |
$2.46M - $2.64M
|
103K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
76.7K+ 258.22% |
$2.4M - $2.57M
|
106K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
70.9K+ 117.88% |
$2.21M - $2.38M
|
131K
$4.17M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
68.4KNew |
$2.14M - $2.29M
|
68.4K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
65K+ 11.63% |
$2.03M - $2.18M
|
624K
$19.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
63.7K+ 444.62% |
$1.99M - $2.13M
|
78K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
62.8KNew |
$1.96M - $2.1M
|
62.8K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
62K+ 61.07% |
$1.94M - $2.08M
|
164K
$5.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
59.6K+ 45.69% |
$1.86M - $2M
|
190K
$6.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
54.5KNew |
$1.7M - $1.83M
|
54.5K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
54.5KNew |
$1.7M - $1.83M
|
54.5K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50.9K+ 4.92% |
$1.59M - $1.71M
|
1.09M
$34.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
48.4KNew |
$1.51M - $1.62M
|
48.4K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
47K+ 287.35% |
$1.47M - $1.58M
|
63.4K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
46.6KNew |
$1.45M - $1.56M
|
46.6K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
45.2K+ 26.25% |
$1.41M - $1.52M
|
217K
$6.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45K+ 14.21% |
$1.41M - $1.51M
|
362K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
36.5K+ 19.75% |
$1.14M - $1.22M
|
222K
$7.04M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
33.3KNew |
$1.04M - $1.12M
|
33.3K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 15.08% |
$1.01M - $1.09M
|
247K
$7.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
31.6K+ 7.86% |
$987K - $1.06M
|
434K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
28.4KNew |
$888K - $953K
|
28.4K
$904K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
26.9K+ 21.72% |
$839K - $901K
|
151K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
25.9K+ 12.59% |
$808K - $867K
|
231K
$7.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.8K+ 25.34% |
$807K - $866K
|
128K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.7K+ 15.81% |
$771K - $827K
|
181K
$5.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
23.4K+ 32.03% |
$730K - $783K
|
96.3K
$3.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
23.2K+ 28.82% |
$726K - $779K
|
104K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
23K+ 1.39% |
$718K - $771K
|
1.67M
$53.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23K+ 1.32% |
$717K - $769K
|
1.76M
$56M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
22.5KNew |
$702K - $753K
|
22.5K
$714K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
22.5KNew |
$701K - $753K
|
22.5K
$714K
|