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 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.05% |
$219 - $235
|
15.1K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 2.02% |
$219 - $235
|
354
$11.3K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
7+ 2.06% |
$219 - $235
|
347
$11K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.15% |
$156 - $168
|
3.28K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.03% |
$156 - $168
|
19.8K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.88% |
$125 - $134
|
460
$14.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.85% |
$93.7 - $101
|
165
$5.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.04% |
$93.7 - $101
|
6.91K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 1.56% |
$31.2 - $33.5
|
65
$2.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 3.03% |
$31.2 - $33.5
|
32
$1.02K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1- -0.0% |
$31.2 - $33.5
|
41.5K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-9- 0.09% |
$281 - $302
|
9.53K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-26- 0.12% |
$812 - $871
|
21K
$666K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37- 0.49% |
$1.16K - $1.24K
|
7.52K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-40- 0.18% |
$1.25K - $1.34K
|
22.7K
$720K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-54- 16.82% |
$1.69K - $1.81K
|
267
$8.49K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-58- 2.71% |
$1.81K - $1.94K
|
2.09K
$66.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-66- 0.21% |
$2.06K - $2.21K
|
32K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 0.3% |
$2.15K - $2.31K
|
23.2K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-85- 0.9% |
$2.65K - $2.85K
|
9.37K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-98- 0.1% |
$3.06K - $3.28K
|
99.3K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-98- 0.17% |
$3.06K - $3.28K
|
58.9K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100- 1.49% |
$3.12K - $3.35K
|
6.6K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-102- 0.46% |
$3.19K - $3.42K
|
22.2K
$707K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-125- 0.74% |
$3.9K - $4.19K
|
16.8K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-130- 1.29% |
$4.06K - $4.36K
|
9.92K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-133- 84.71% |
$4.15K - $4.46K
|
24
$763
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-170- 0.33% |
$5.31K - $5.7K
|
51.5K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-171- 0.57% |
$5.34K - $5.73K
|
29.7K
$944K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-174- 7.15% |
$5.43K - $5.83K
|
2.26K
$71.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-190- 0.59% |
$5.93K - $6.37K
|
32.1K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-192- 0.82% |
$6K - $6.43K
|
23.2K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-200- 66.67% |
$6.25K - $6.7K
|
100
$3.18K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-213- 1.87% |
$6.65K - $7.14K
|
11.2K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-225- 2.26% |
$7.03K - $7.54K
|
9.74K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-233- 1.5% |
$7.28K - $7.81K
|
15.3K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 1.9% |
$7.81K - $8.38K
|
12.9K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-274- 0.21% |
$8.56K - $9.18K
|
127K
$4.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-293- 13.78% |
$9.15K - $9.82K
|
1.83K
$58.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-300- 1.38% |
$9.37K - $10.1K
|
21.5K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-316- 3.83% |
$9.87K - $10.6K
|
7.93K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-354- 2.15% |
$11.1K - $11.9K
|
16.1K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-360- 0.69% |
$11.2K - $12.1K
|
51.8K
$1.65M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-362- 0.68% |
$11.3K - $12.1K
|
53.1K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-378- 6.39% |
$11.8K - $12.7K
|
5.54K
$176K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-413- 3.73% |
$12.9K - $13.8K
|
10.7K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-417- 1.5% |
$13K - $14K
|
27.3K
$870K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-450- 3.72% |
$14.1K - $15.1K
|
11.6K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-450- 6.08% |
$14.1K - $15.1K
|
6.95K
$221K
|