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 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-469- 5.75% |
$14.6K - $15.7K
|
7.68K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-490- 6.19% |
$15.3K - $16.4K
|
7.43K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-491- 0.66% |
$15.3K - $16.5K
|
73.8K
$2.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-495- 0.38% |
$15.5K - $16.6K
|
131K
$4.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-508- 3.69% |
$15.9K - $17K
|
13.2K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-508- 5.92% |
$15.9K - $17K
|
8.08K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-540- 0.89% |
$16.9K - $18.1K
|
59.8K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-549- 1.12% |
$17.1K - $18.4K
|
48.3K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-552- 76.03% |
$17.2K - $18.5K
|
174
$5.53K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-565- 2.41% |
$17.6K - $18.9K
|
22.9K
$729K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-585- 1.62% |
$18.3K - $19.6K
|
35.4K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-630- 0.83% |
$19.7K - $21.1K
|
75.6K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-658- 22.32% |
$20.5K - $22K
|
2.29K
$72.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-665- 1.19% |
$20.8K - $22.3K
|
55.5K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-716- 1.93% |
$22.4K - $24K
|
36.5K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-753- 4.24% |
$23.5K - $25.2K
|
17K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-785- 8.82% |
$24.5K - $26.3K
|
8.12K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-790- 3.82% |
$24.7K - $26.5K
|
19.9K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-846- 2.74% |
$26.4K - $28.3K
|
30K
$953K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-876- 8.57% |
$27.4K - $29.4K
|
9.35K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-909- 4.66% |
$28.4K - $30.5K
|
18.6K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-970- 4.41% |
$30.3K - $32.5K
|
21K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1K- 35.1% |
$31.2K - $33.5K
|
1.85K
$58.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 10.55% |
$33.8K - $36.3K
|
9.18K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.16K- 3.56% |
$36.2K - $38.9K
|
31.4K
$998K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.16K- 72.86% |
$36.2K - $38.9K
|
432
$13.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.24K- 6.14% |
$38.6K - $41.5K
|
18.9K
$601K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.25K- 3.03% |
$39.1K - $41.9K
|
40.1K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.28K- 10.62% |
$40.1K - $43K
|
10.8K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.34K- 4.67% |
$41.9K - $44.9K
|
27.4K
$871K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.34K- 4.18% |
$41.9K - $45K
|
30.8K
$979K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.37K- 2.96% |
$42.7K - $45.8K
|
44.8K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.4K- 9.64% |
$43.8K - $47K
|
13.2K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.41K- 4.13% |
$44K - $47.2K
|
32.7K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.45K- 3.16% |
$45.2K - $48.5K
|
44.3K
$1.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.45K- 12.13% |
$45.2K - $48.5K
|
10.5K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.45K- 1.03% |
$45.3K - $48.6K
|
139K
$4.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.5K- 3.26% |
$47K - $50.4K
|
44.6K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.53K- 10.62% |
$47.7K - $51.2K
|
12.8K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.53K- 3.87% |
$47.8K - $51.3K
|
38.1K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.55K- 4.49% |
$48.3K - $51.8K
|
32.9K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.55K- 8.66% |
$48.3K - $51.8K
|
16.3K
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.55K- 1.3% |
$48.4K - $51.9K
|
117K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.61K- 1.06% |
$50.3K - $54K
|
151K
$4.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.66K- 6.86% |
$51.7K - $55.5K
|
22.5K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.72K- 52.54% |
$53.6K - $57.5K
|
1.55K
$49.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.79K- 8.69% |
$55.8K - $59.8K
|
18.8K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.83K- 19.58% |
$57.1K - $61.2K
|
7.5K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.85K- 8.46% |
$57.8K - $62K
|
20K
$637K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.88K- 15.54% |
$58.6K - $62.9K
|
10.2K
$324K
|