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 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.32K- 6.15% |
$166K - $178K
|
81.3K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.64K- 3.43% |
$176K - $189K
|
158K
$5.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.73K- 3.95% |
$179K - $192K
|
139K
$4.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.08K- 6.36% |
$190K - $204K
|
89.5K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-6.1K- 33.81% |
$191K - $205K
|
12K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-6.2K- 6.02% |
$194K - $208K
|
96.8K
$3.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-6.33K- 7.34% |
$198K - $212K
|
79.9K
$2.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-6.38K- 0.93% |
$199K - $214K
|
679K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.43K- 16.04% |
$201K - $215K
|
33.7K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.54K- 37.8% |
$204K - $219K
|
10.8K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.7K- 11.85% |
$209K - $225K
|
49.9K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6.79K- 40.2% |
$212K - $227K
|
10.1K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-6.96K- 17.59% |
$217K - $233K
|
32.6K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.01K- 25.99% |
$219K - $235K
|
20K
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-7.29K- 8.78% |
$228K - $244K
|
75.8K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.55K- 32.3% |
$236K - $253K
|
15.8K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-7.64K- 20.1% |
$239K - $256K
|
30.4K
$966K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-8.03K- 24.61% |
$251K - $269K
|
24.6K
$782K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-8.14K- 14.54% |
$254K - $273K
|
47.9K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-8.45K- 12.74% |
$264K - $283K
|
57.9K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.71K- 11.21% |
$272K - $292K
|
69K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-8.72K- 7.85% |
$272K - $292K
|
102K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.15K- 17.83% |
$286K - $307K
|
42.2K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-9.18K- 10.4% |
$287K - $308K
|
79.1K
$2.51M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.95K- 20.21% |
$311K - $334K
|
39.3K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-10.5K- 5.87% |
$329K - $352K
|
169K
$5.37M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 2.51% |
$339K - $364K
|
423K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-11.6K- 25.92% |
$361K - $387K
|
33K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-11.6K- 56.27% |
$362K - $389K
|
9.02K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.9K- 43.26% |
$371K - $398K
|
15.6K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-13K- 16.53% |
$407K - $436K
|
65.8K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.6K- 1.16% |
$424K - $455K
|
1.16M
$37M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-15.5K- 1.7% |
$483K - $518K
|
893K
$28.4M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-15.7K- 54.47% |
$489K - $525K
|
13.1K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-15.7K- 28.11% |
$490K - $526K
|
40.2K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.4K- 17.42% |
$512K - $549K
|
77.7K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.8K- 58.23% |
$556K - $596K
|
12.8K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-18.2K- 55.77% |
$569K - $611K
|
14.5K
$460K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-18.7K- 22.5% |
$585K - $628K
|
64.5K
$2.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-19K- 33.74% |
$592K - $635K
|
37.2K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19.7K- 9.24% |
$615K - $660K
|
193K
$6.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-22.1K- 1.82% |
$690K - $740K
|
1.19M
$37.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-22.1K- 5.93% |
$691K - $741K
|
351K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-22.8K- 50.03% |
$712K - $764K
|
22.8K
$724K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-22.9K- 73.23% |
$714K - $766K
|
8.36K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-24.7K- 1.86% |
$773K - $829K
|
1.31M
$41.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-24.8K- 5.51% |
$775K - $832K
|
426K
$13.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-30.3K- 1.33% |
$945K - $1.01M
|
2.24M
$71.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-31.9K- 28.77% |
$998K - $1.07M
|
79.1K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-33.5K- 4.24% |
$1.04M - $1.12M
|
755K
$24M
|