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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20.4K+ 4.25% |
$638K - $684K
|
501K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
19.8KNew |
$618K - $663K
|
19.8K
$629K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
18.3K+ 11.3% |
$571K - $612K
|
180K
$5.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.9K+ 11.84% |
$559K - $600K
|
169K
$5.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
17.9K+ 2.23% |
$558K - $599K
|
821K
$26.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
17.5K+ 43.04% |
$546K - $586K
|
58.1K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
17.3K+ 6.48% |
$539K - $578K
|
283K
$9.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
17.2KNew |
$537K - $576K
|
17.2K
$546K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.4K+ 90.74% |
$513K - $551K
|
34.5K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
16.1K+ 3.38% |
$503K - $539K
|
492K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
15.3KNew |
$478K - $513K
|
15.3K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.6K+ 34.14% |
$457K - $490K
|
57.4K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.1K+ 306.52% |
$440K - $472K
|
18.7K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
13.8K+ 10.22% |
$431K - $462K
|
149K
$4.73M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.4K+ 4.65% |
$420K - $450K
|
302K
$9.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.2K+ 15.99% |
$412K - $442K
|
95.7K
$3.04M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
12.3K+ 10.19% |
$384K - $412K
|
133K
$4.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 1.14% |
$359K - $385K
|
1.02M
$32.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
11.2KNew |
$349K - $374K
|
11.2K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.1KNew |
$346K - $371K
|
11.1K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 146.04% |
$342K - $367K
|
18.4K
$586K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
9.77KNew |
$305K - $327K
|
9.77K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
9.6K+ 2.78% |
$300K - $322K
|
355K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.3KNew |
$290K - $312K
|
9.3K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.09KNew |
$284K - $305K
|
9.09K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.76KNew |
$274K - $294K
|
8.76K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8.76K+ 5.98% |
$274K - $294K
|
155K
$4.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.64KNew |
$270K - $289K
|
8.64K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.4K+ 20.39% |
$262K - $282K
|
49.6K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.15KNew |
$254K - $273K
|
8.15K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
7.94KNew |
$248K - $266K
|
7.94K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.55K+ 3.47% |
$236K - $253K
|
226K
$7.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.54K+ 25.77% |
$236K - $253K
|
36.8K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.29K+ 18.73% |
$228K - $244K
|
46.2K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.29K+ 7.32% |
$228K - $244K
|
107K
$3.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.14K+ 21.11% |
$223K - $239K
|
41K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.12K+ 25.42% |
$222K - $239K
|
35.1K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.09K+ 5.91% |
$221K - $237K
|
127K
$4.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
7.01K+ 11.75% |
$219K - $235K
|
66.7K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.88K+ 99.31% |
$215K - $231K
|
13.8K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.83K+ 47.56% |
$213K - $229K
|
21.2K
$673K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.78KNew |
$212K - $227K
|
6.78K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6.74K+ 11.75% |
$210K - $226K
|
64.1K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.73K+ 58.57% |
$210K - $226K
|
18.2K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.71K+ 15.28% |
$209K - $225K
|
50.6K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
6.69KNew |
$209K - $224K
|
6.69K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.62K+ 19.2% |
$207K - $222K
|
41.1K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.97K+ 29.58% |
$187K - $200K
|
26.2K
$832K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.84K+ 4.23% |
$182K - $196K
|
144K
$4.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.84K+ 63.7% |
$182K - $196K
|
15K
$477K
|