Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 29.83% |
$459K - $480K
|
64.2K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
14.6K+ 19.3% |
$454K - $475K
|
90.2K
$2.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
14.5K+ 30.98% |
$450K - $470K
|
61.1K
$1.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
14.4K+ 3.39% |
$447K - $467K
|
438K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
14.3KNew |
$444K - $464K
|
14.3K
$457K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
14K+ 20.07% |
$435K - $455K
|
83.6K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
13.6KNew |
$424K - $444K
|
13.6K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.5K+ 54.57% |
$421K - $440K
|
38.3K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.3K+ 60.62% |
$414K - $432K
|
35.2K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.2K+ 13.12% |
$412K - $431K
|
114K
$3.65M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
13.1K+ 34.64% |
$408K - $427K
|
51K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.3KNew |
$383K - $400K
|
12.3K
$394K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12.3K+ 2.59% |
$381K - $399K
|
486K
$15.6M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
12.2KNew |
$381K - $398K
|
12.2K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2KNew |
$381K - $398K
|
12.2K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.2K+ 23.27% |
$381K - $398K
|
64.8K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 13.03% |
$381K - $398K
|
106K
$3.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
12.2KNew |
$380K - $397K
|
12.2K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.1K+ 7.6% |
$378K - $395K
|
172K
$5.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12K+ 138.31% |
$375K - $392K
|
20.7K
$664K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12KNew |
$373K - $390K
|
12K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
11.7K+ 8.18% |
$363K - $380K
|
154K
$4.94M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
11.6K+ 3.55% |
$361K - $377K
|
338K
$10.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11.4K+ 1.2% |
$355K - $372K
|
960K
$30.7M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
11.4K+ 28.68% |
$355K - $371K
|
51.1K
$1.64M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
11.3K+ 50.68% |
$351K - $367K
|
33.5K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.1KNew |
$346K - $362K
|
11.1K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
11K+ 20.17% |
$343K - $358K
|
65.6K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.9K+ 55.43% |
$340K - $356K
|
30.7K
$981K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 65.71% |
$337K - $352K
|
27.3K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 40.33% |
$335K - $351K
|
37.5K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.6K+ 100.82% |
$330K - $345K
|
21.1K
$676K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.6KNew |
$329K - $344K
|
10.6K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
10.5K+ 5.13% |
$327K - $342K
|
215K
$6.88M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 17.27% |
$320K - $335K
|
69.8K
$2.23M
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
10.1K+ 52.19% |
$313K - $328K
|
29.4K
$939K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.83K+ 52.26% |
$306K - $320K
|
28.6K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
9.68K+ 22.59% |
$301K - $315K
|
52.5K
$1.68M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
9.56K+ 108.37% |
$297K - $311K
|
18.4K
$588K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.55KNew |
$297K - $311K
|
9.55K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.37K+ 1.55% |
$292K - $305K
|
614K
$19.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
9.22K+ 11.48% |
$287K - $300K
|
89.5K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
9.14K+ 8.18% |
$284K - $297K
|
121K
$3.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
8.89KNew |
$277K - $289K
|
8.89K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
8.84K+ 0.98% |
$275K - $287K
|
915K
$29.3M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.81KNew |
$274K - $287K
|
8.81K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.8K+ 33.56% |
$274K - $286K
|
35K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 13.62% |
$273K - $285K
|
73.2K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.77K+ 24.48% |
$273K - $285K
|
44.6K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.67KNew |
$270K - $282K
|
8.67K
$277K
|