Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.08K+ 5.72% |
$33K - $34.6K
|
19.9K
$633K
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.07K+ 5.52% |
$32.8K - $34.4K
|
20.5K
$651K
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
$30.7K - $32.1K
|
1K
$31.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
992+ 1.7% |
$30.4K - $31.9K
|
59.3K
$1.89M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
975+ 3.59% |
$29.9K - $31.3K
|
28.1K
$894K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
967+ 10.14% |
$29.6K - $31.1K
|
10.5K
$334K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
958+ 0.08% |
$29.4K - $30.8K
|
1.23M
$39M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
954+ 13.44% |
$29.2K - $30.7K
|
8.05K
$256K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
950+ 24.12% |
$29.1K - $30.5K
|
4.89K
$155K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
906+ 2.12% |
$27.8K - $29.1K
|
43.7K
$1.39M
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
859New |
$26.3K - $27.6K
|
859
$27.3K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
840+ 1.39% |
$25.7K - $27K
|
61.1K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
834+ 2.11% |
$25.6K - $26.8K
|
40.4K
$1.29M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
804+ 17.18% |
$24.6K - $25.8K
|
5.49K
$174K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
800+ 9.96% |
$24.5K - $25.7K
|
8.83K
$281K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
798+ 4.67% |
$24.5K - $25.6K
|
17.9K
$568K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
796+ 7.74% |
$24.4K - $25.6K
|
11.1K
$352K
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
778+ 7.2% |
$23.8K - $25K
|
11.6K
$368K
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
751+ 1.09% |
$23K - $24.1K
|
69.9K
$2.22M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
750+ 2.06% |
$23K - $24.1K
|
37.1K
$1.18M
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
747+ 2.75% |
$22.9K - $24K
|
27.9K
$887K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
741+ 1.29% |
$22.7K - $23.8K
|
58.3K
$1.86M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
740+ 10.74% |
$22.7K - $23.8K
|
7.63K
$243K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
728+ 5.01% |
$22.3K - $23.4K
|
15.3K
$486K
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
727+ 1.38% |
$22.3K - $23.4K
|
53.6K
$1.7M
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
715+ 10.24% |
$21.9K - $23K
|
7.7K
$245K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
693+ 0.63% |
$21.2K - $22.3K
|
111K
$3.53M
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
687+ 5.07% |
$21.1K - $22.1K
|
14.2K
$453K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
684New |
$21K - $22K
|
684
$21.8K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
674+ 0.3% |
$20.7K - $21.7K
|
225K
$7.14M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
668+ 0.63% |
$20.5K - $21.5K
|
107K
$3.4M
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
650+ 0.46% |
$19.9K - $20.9K
|
141K
$4.48M
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
640+ 3.3% |
$19.6K - $20.6K
|
20K
$637K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
627New |
$19.2K - $20.1K
|
627
$19.9K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
626+ 9.98% |
$19.2K - $20.1K
|
6.9K
$219K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
617New |
$18.9K - $19.8K
|
617
$19.6K
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
600+ 1.47% |
$18.4K - $19.3K
|
41.3K
$1.31M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
584+ 151.69% |
$17.9K - $18.8K
|
969
$30.8K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
578+ 4.3% |
$17.7K - $18.6K
|
14K
$446K
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
576+ 1.37% |
$17.7K - $18.5K
|
42.6K
$1.36M
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
575+ 6.94% |
$17.6K - $18.5K
|
8.86K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
575+ 1.74% |
$17.6K - $18.5K
|
33.5K
$1.07M
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
560+ 8.29% |
$17.2K - $18K
|
7.32K
$233K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
559+ 4.52% |
$17.1K - $18K
|
12.9K
$412K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
544+ 0.84% |
$16.7K - $17.5K
|
65.4K
$2.08M
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
534+ 2.03% |
$16.4K - $17.2K
|
26.8K
$853K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
509+ 0.59% |
$15.6K - $16.4K
|
86.2K
$2.74M
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
485+ 2.25% |
$14.9K - $15.6K
|
22K
$701K
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
481+ 6.9% |
$14.7K - $15.5K
|
7.45K
$237K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
468+ 0.21% |
$14.3K - $15K
|
224K
$7.11M
|