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 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.76K+ 49.77% |
$180K - $193K
|
17.3K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.75K+ 38.68% |
$180K - $193K
|
20.6K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.61K+ 6.14% |
$175K - $188K
|
97K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.54K+ 7.58% |
$173K - $186K
|
78.7K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.38K+ 104.52% |
$168K - $180K
|
10.5K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.23K+ 3.18% |
$163K - $175K
|
170K
$5.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.2K+ 2.67% |
$162K - $174K
|
200K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.15KNew |
$161K - $173K
|
5.15K
$164K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.82K+ 7.49% |
$150K - $161K
|
69.2K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.6K+ 2.39% |
$144K - $154K
|
197K
$6.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.47K+ 6.85% |
$140K - $150K
|
69.8K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.41K+ 30.71% |
$138K - $148K
|
18.8K
$596K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.32K+ 24.11% |
$135K - $145K
|
22.3K
$708K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
4.02K+ 5.39% |
$125K - $135K
|
78.5K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
3.69K+ 7.88% |
$115K - $124K
|
50.5K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.66K+ 13.48% |
$114K - $123K
|
30.8K
$980K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.57K+ 4.66% |
$111K - $120K
|
80.1K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.51KNew |
$109K - $117K
|
3.51K
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.46K+ 10.7% |
$108K - $116K
|
35.8K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.4K+ 37.79% |
$106K - $114K
|
12.4K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.34K+ 7.55% |
$104K - $112K
|
47.5K
$1.51M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.32K+ 32.12% |
$104K - $111K
|
13.6K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.2K+ 2.53% |
$99.8K - $107K
|
130K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.11KNew |
$97.2K - $104K
|
3.11K
$99K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.02K+ 50.8% |
$94.2K - $101K
|
8.95K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3KNew |
$93.7K - $101K
|
3K
$95.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.92K+ 5.02% |
$91K - $97.7K
|
61K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.8K+ 9.26% |
$87.4K - $93.7K
|
33K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.78K+ 16.04% |
$86.8K - $93.2K
|
20.1K
$639K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.75K+ 41.28% |
$85.8K - $92.1K
|
9.4K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 19.4% |
$84.4K - $90.6K
|
16.6K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.68K+ 28.73% |
$83.5K - $89.6K
|
12K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.65KNew |
$82.8K - $88.8K
|
2.65K
$84.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.59K+ 23.57% |
$80.7K - $86.6K
|
13.6K
$431K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.5K+ 23.66% |
$78.1K - $83.8K
|
13.1K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.48K+ 9.07% |
$77.5K - $83.1K
|
29.8K
$949K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.45K+ 4.68% |
$76.5K - $82.1K
|
54.8K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.39K+ 15.27% |
$74.6K - $80.1K
|
18K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.33K+ 25.19% |
$72.8K - $78.1K
|
11.6K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.14K+ 3.82% |
$67K - $71.8K
|
58.2K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.03KNew |
$63.4K - $68K
|
2.03K
$64.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.97K+ 5.82% |
$61.5K - $66K
|
35.8K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.86K+ 1.69% |
$57.9K - $62.2K
|
112K
$3.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.82K+ 12.99% |
$56.7K - $60.8K
|
15.8K
$502K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 8.27% |
$54.5K - $58.5K
|
22.8K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.7K+ 12.85% |
$53.2K - $57.1K
|
15K
$476K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.7KNew |
$53.1K - $57K
|
1.7K
$54.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.64K+ 3.79% |
$51.1K - $54.8K
|
44.8K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.58K+ 1.08% |
$49.3K - $52.9K
|
148K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.57K+ 96.74% |
$49.1K - $52.7K
|
3.2K
$102K
|