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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.91K- 4.03% |
$59.6K - $64K
|
45.5K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.94K- 2.5% |
$60.6K - $65K
|
75.7K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.98K- 11.69% |
$61.7K - $66.2K
|
14.9K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 13.19% |
$63.3K - $67.9K
|
13.3K
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.14K- 4.46% |
$66.9K - $71.8K
|
45.9K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 9.58% |
$67.1K - $72K
|
20.3K
$645K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.2K- 2.78% |
$68.6K - $73.6K
|
76.9K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.24K- 18.3% |
$69.8K - $74.9K
|
9.98K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-2.25K- 5.46% |
$70.3K - $75.4K
|
39K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.27K- 20.77% |
$70.8K - $76K
|
8.65K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.29K- 4.98% |
$71.4K - $76.6K
|
43.6K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 7.51% |
$75.1K - $80.6K
|
29.6K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-2.43K- 11.29% |
$75.9K - $81.4K
|
19.1K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.45K- 12.79% |
$76.5K - $82K
|
16.7K
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-2.46K- 2.27% |
$76.9K - $82.5K
|
106K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.7K- 3.64% |
$84.2K - $90.3K
|
71.4K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-2.83K- 1.6% |
$88.4K - $94.9K
|
174K
$5.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.9K- 23.97% |
$90.6K - $97.2K
|
9.2K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.94K- 2.0% |
$91.9K - $98.6K
|
144K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.97K- 3.33% |
$92.8K - $99.6K
|
86.4K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3K- 2.68% |
$93.7K - $101K
|
109K
$3.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3K- 17.62% |
$93.7K - $101K
|
14K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.02K- 28.77% |
$94.2K - $101K
|
7.47K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.12K- 3.3% |
$97.5K - $105K
|
91.4K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.14K- 2.54% |
$98K - $105K
|
121K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.15K- 21.88% |
$98.2K - $105K
|
11.2K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-3.19K- 5.43% |
$99.5K - $107K
|
55.5K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.38K- 8.63% |
$106K - $113K
|
35.8K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-3.41K- 30.35% |
$106K - $114K
|
7.83K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.43K- 8.09% |
$107K - $115K
|
39K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.66K- 10.42% |
$114K - $122K
|
31.4K
$999K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.75K- 1.46% |
$117K - $125K
|
253K
$8.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.88K- 3.12% |
$121K - $130K
|
121K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-4.1K- 30.84% |
$128K - $137K
|
9.19K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4.25K- 5.34% |
$133K - $143K
|
75.3K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-4.29K- 1.99% |
$134K - $144K
|
212K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-4.29K- 8.03% |
$134K - $144K
|
49.1K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4.3K- 8.25% |
$134K - $144K
|
47.8K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.37K- 40.04% |
$136K - $146K
|
6.54K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.45K- 6.33% |
$139K - $149K
|
65.9K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-4.47K- 9.46% |
$140K - $150K
|
42.8K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-4.47K- 33.33% |
$140K - $150K
|
8.95K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.48K- 30.05% |
$140K - $150K
|
10.4K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.52K- 19.72% |
$141K - $151K
|
18.4K
$585K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.66K- 3.79% |
$145K - $156K
|
118K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.79K- 11.25% |
$150K - $161K
|
37.8K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.86K- 14.28% |
$152K - $163K
|
29.2K
$929K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.07K- 24.54% |
$158K - $170K
|
15.6K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.1K- 37.52% |
$159K - $171K
|
8.49K
$270K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.13K- 48.26% |
$160K - $172K
|
5.5K
$175K
|