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 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.56K+ 2.78% |
$48.8K - $52.4K
|
57.8K
$1.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.55K+ 7.29% |
$48.5K - $52.1K
|
22.9K
$727K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 16.67% |
$48.4K - $51.9K
|
10.9K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.49K+ 47.22% |
$46.6K - $50K
|
4.65K
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.43K+ 1.51% |
$44.7K - $47.9K
|
96.2K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.32K+ 11.16% |
$41.1K - $44.1K
|
13.1K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 5.33% |
$40.4K - $43.3K
|
25.5K
$812K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.24K+ 4.69% |
$38.6K - $41.4K
|
27.6K
$877K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 1.95% |
$38.3K - $41.1K
|
64K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.15K+ 12.62% |
$35.9K - $38.5K
|
10.3K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 4.9% |
$35.9K - $38.5K
|
24.6K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14K+ 4.62% |
$35.4K - $38K
|
25.7K
$818K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.09KNew |
$34K - $36.5K
|
1.09K
$34.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 1.95% |
$33.4K - $35.9K
|
56K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.05K+ 4.34% |
$32.8K - $35.2K
|
25.2K
$801K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.02K+ 1.13% |
$31.9K - $34.2K
|
91.6K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 2.74% |
$31.7K - $34K
|
38.1K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1K+ 2.95% |
$31.2K - $33.5K
|
34.9K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
994+ 1.05% |
$31K - $33.3K
|
95.8K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
935+ 14.69% |
$29.2K - $31.3K
|
7.3K
$232K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
864+ 0.61% |
$27K - $29K
|
141K
$4.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
863New |
$27K - $28.9K
|
863
$27.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
862+ 12.23% |
$26.9K - $28.9K
|
7.91K
$252K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
851+ 8.6% |
$26.6K - $28.5K
|
10.8K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
850New |
$26.5K - $28.5K
|
850
$27K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
834+ 1.88% |
$26K - $27.9K
|
45.2K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
800+ 6.18% |
$25K - $26.8K
|
13.7K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
800+ 1.91% |
$25K - $26.8K
|
42.7K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
797+ 1.39% |
$24.9K - $26.7K
|
58K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
788+ 2.95% |
$24.6K - $26.4K
|
27.5K
$874K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
772+ 2.43% |
$24.1K - $25.9K
|
32.5K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
752+ 8.62% |
$23.5K - $25.2K
|
9.48K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
730+ 4.43% |
$22.8K - $24.5K
|
17.2K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
725+ 5.33% |
$22.6K - $24.3K
|
14.3K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
705+ 11.58% |
$22K - $23.6K
|
6.79K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
697+ 1.33% |
$21.8K - $23.4K
|
53K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
685New |
$21.4K - $23K
|
685
$21.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
683+ 0.88% |
$21.3K - $22.9K
|
77.9K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
673+ 5.06% |
$21K - $22.6K
|
14K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
670+ 10.59% |
$20.9K - $22.5K
|
7K
$223K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
626+ 1.46% |
$19.5K - $21K
|
43.5K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
615+ 4.66% |
$19.2K - $20.6K
|
13.8K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
614+ 2.18% |
$19.2K - $20.6K
|
28.8K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
610+ 5.79% |
$19.1K - $20.4K
|
11.2K
$355K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
609+ 3.96% |
$19K - $20.4K
|
16K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
608+ 5.46% |
$19K - $20.4K
|
11.7K
$373K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
554+ 8.93% |
$17.3K - $18.6K
|
6.76K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
519+ 0.87% |
$16.2K - $17.4K
|
60.4K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
504+ 2.08% |
$15.7K - $16.9K
|
24.7K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
500New |
$15.6K - $16.8K
|
500
$15.9K
|