Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
9.71K+ 4.32% |
$303K - $325K
|
234K
$7.49M
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
9.6KNew |
$299K - $322K
|
9.6K
$307K
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.6K+ 7.82% |
$299K - $322K
|
132K
$4.23M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
9.35K+ 6.13% |
$291K - $313K
|
162K
$5.17M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.32K+ 3.77% |
$291K - $312K
|
257K
$8.21M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.3K+ 18.6% |
$290K - $312K
|
59.3K
$1.9M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
9.28KNew |
$289K - $311K
|
9.28K
$297K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.21KNew |
$287K - $308K
|
9.21K
$294K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
9.11KNew |
$284K - $305K
|
9.11K
$291K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.04K+ 78.42% |
$282K - $303K
|
20.6K
$658K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.99K+ 6.9% |
$280K - $301K
|
139K
$4.46M
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
8.95KNew |
$279K - $300K
|
8.95K
$286K
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
8.85K+ 6.8% |
$276K - $296K
|
139K
$4.45M
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
8.74K+ 12.31% |
$273K - $293K
|
79.7K
$2.55M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.73KNew |
$272K - $292K
|
8.73K
$279K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.44K+ 3.78% |
$263K - $283K
|
232K
$7.41M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.35K+ 91.3% |
$260K - $280K
|
17.5K
$560K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.32K+ 6.81% |
$259K - $279K
|
130K
$4.17M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.23KNew |
$257K - $276K
|
8.23K
$263K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.04K+ 12.34% |
$251K - $269K
|
73.2K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
8.02KNew |
$250K - $269K
|
8.02K
$256K
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
7.94K+ 4.91% |
$248K - $266K
|
170K
$5.43M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.82K+ 12.3% |
$244K - $262K
|
71.4K
$2.28M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.79K+ 114.18% |
$243K - $261K
|
14.6K
$468K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.75KNew |
$242K - $260K
|
7.75K
$248K
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
7.61K+ 27.91% |
$237K - $255K
|
34.9K
$1.12M
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.46K+ 4.46% |
$233K - $250K
|
175K
$5.58M
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
7.22KNew |
$225K - $242K
|
7.22K
$231K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.19K+ 1.46% |
$224K - $241K
|
500K
$16M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.11K+ 2.32% |
$222K - $238K
|
314K
$10M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.07K+ 0.71% |
$220K - $237K
|
1.01M
$32.2M
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.05KNew |
$220K - $236K
|
7.05K
$225K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.01K+ 21.27% |
$219K - $235K
|
40K
$1.28M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.97K+ 15.39% |
$217K - $234K
|
52.3K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.97KNew |
$217K - $234K
|
6.97K
$223K
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
6.9KNew |
$215K - $231K
|
6.9K
$221K
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$215K - $231K
|
6.9K
$221K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.66KNew |
$208K - $223K
|
6.66K
$213K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.58K+ 97.74% |
$205K - $220K
|
13.3K
$426K
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.56K+ 13.6% |
$205K - $220K
|
54.8K
$1.75M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.55KNew |
$204K - $219K
|
6.55K
$209K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.52K+ 19.93% |
$203K - $218K
|
39.2K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$202K - $217K
|
6.49K
$207K
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
6.42KNew |
$200K - $215K
|
6.42K
$205K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
6.41K+ 92.36% |
$200K - $215K
|
13.4K
$427K
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.4KNew |
$199K - $214K
|
6.4K
$205K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
6.37K+ 5.57% |
$199K - $213K
|
121K
$3.86M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6.35K+ 82.72% |
$198K - $213K
|
14K
$449K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.33K+ 2.99% |
$197K - $212K
|
218K
$6.97M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
6.27K+ 0.54% |
$196K - $210K
|
1.18M
$37.6M
|