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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.53K+ 38.57% |
$78.6K - $82.2K
|
9.08K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.51K+ 8.39% |
$78K - $81.5K
|
32.4K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.47KNew |
$76.7K - $80.2K
|
2.47K
$78.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.46K+ 9.83% |
$76.4K - $79.9K
|
27.4K
$873K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.44K+ 19.32% |
$76K - $79.5K
|
15.1K
$480K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.4K+ 4.56% |
$74.7K - $78.1K
|
55.1K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.36K+ 14.36% |
$73.5K - $76.9K
|
18.8K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.31K+ 13.95% |
$71.9K - $75.2K
|
18.9K
$600K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.31K+ 23.63% |
$71.8K - $75.1K
|
12.1K
$384K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 3.28% |
$68.4K - $71.5K
|
69.1K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.13K+ 2.83% |
$66.4K - $69.4K
|
77.4K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.12K+ 10.78% |
$66K - $69K
|
21.8K
$693K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.08K+ 3.71% |
$64.8K - $67.8K
|
58.3K
$1.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
2.07K+ 1.72% |
$64.4K - $67.3K
|
123K
$3.9M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
2.03K+ 20.37% |
$63.3K - $66.2K
|
12K
$382K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2K+ 144.4% |
$62.2K - $65.1K
|
3.39K
$108K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.99K+ 10.83% |
$61.8K - $64.6K
|
20.3K
$646K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.96K+ 8.95% |
$61K - $63.8K
|
23.9K
$759K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.86K+ 3.18% |
$57.8K - $60.4K
|
60.3K
$1.92M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
1.8K+ 13.21% |
$56K - $58.6K
|
15.4K
$491K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.8KNew |
$56K - $58.5K
|
1.8K
$57.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.8K+ 3.81% |
$55.9K - $58.4K
|
48.9K
$1.55M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.78K+ 8.03% |
$55.5K - $58K
|
24K
$763K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.77K+ 10.99% |
$55.1K - $57.6K
|
17.9K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.75K+ 59.92% |
$54.6K - $57.1K
|
4.68K
$149K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.75K+ 19.35% |
$54.5K - $57K
|
10.8K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.75KNew |
$54.5K - $56.9K
|
1.75K
$55.7K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.74K+ 150.22% |
$54.2K - $56.7K
|
2.9K
$92.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.73K+ 15.3% |
$53.8K - $56.2K
|
13K
$414K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.72K+ 9.74% |
$53.6K - $56K
|
19.4K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.67KNew |
$52K - $54.3K
|
1.67K
$53.1K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.62K+ 3.24% |
$50.4K - $52.7K
|
51.6K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.53KNew |
$47.6K - $49.8K
|
1.53K
$48.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.53KNew |
$47.5K - $49.6K
|
1.53K
$48.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.52K+ 5.27% |
$47.3K - $49.5K
|
30.4K
$966K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.51K+ 22.78% |
$47.1K - $49.3K
|
8.16K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.51K+ 91.03% |
$47.1K - $49.2K
|
3.18K
$101K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.51K+ 7.24% |
$46.9K - $49K
|
22.3K
$710K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.49K+ 3.76% |
$46.5K - $48.6K
|
41.2K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.48K+ 14.97% |
$46.1K - $48.2K
|
11.4K
$362K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.47K+ 11.25% |
$45.7K - $47.8K
|
14.5K
$462K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
1.46K+ 3.16% |
$45.4K - $47.5K
|
47.7K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.44K+ 0.86% |
$44.8K - $46.9K
|
169K
$5.37M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.37K+ 130.08% |
$42.7K - $44.6K
|
2.43K
$77.1K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.33K+ 5.72% |
$41.5K - $43.4K
|
24.6K
$784K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.31K+ 6.07% |
$40.9K - $42.7K
|
23K
$730K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.29K+ 1.53% |
$40.3K - $42.1K
|
85.7K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.28K+ 1.07% |
$40K - $41.8K
|
121K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.28K+ 3.09% |
$39.8K - $41.6K
|
42.7K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.2K+ 15.13% |
$37.3K - $39K
|
9.13K
$290K
|