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 31, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-38.4K- 12.03% |
$1.2M - $1.29M
|
281K
$8.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-44.8K- 8.96% |
$1.4M - $1.5M
|
455K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-54.7K- 22.79% |
$1.71M - $1.83M
|
185K
$5.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56.5K- 99.91% |
$1.77M - $1.89M
|
50
$1.59K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-62.5K- 73.2% |
$1.95M - $2.1M
|
22.9K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-81.3K- 67.42% |
$2.54M - $2.73M
|
39.3K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-101K- 28.04% |
$3.16M - $3.39M
|
260K
$8.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-102K- 50.23% |
$3.19M - $3.42M
|
101K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-110K- 32.47% |
$3.42M - $3.67M
|
228K
$7.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-132K- 99.84% |
$4.12M - $4.42M
|
216
$6.87K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137K- 22.15% |
$4.27M - $4.58M
|
481K
$15.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-575K- 88.81% |
$17.9M - $19.3M
|
72.4K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-602K- 63.91% |
$18.8M - $20.2M
|
340K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-991K- 96.64% |
$31M - $33.2M
|
34.5K
$1.1M
|