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 |
|---|---|---|---|---|---|---|---|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
76.6KNew |
$2.39M - $2.57M
|
76.6K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
70.9K+ 117.88% |
$2.21M - $2.38M
|
131K
$4.04M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
70.1K+ 20.49% |
$2.19M - $2.35M
|
412K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
69.1K+ 4.21% |
$2.16M - $2.32M
|
1.71M
$52.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.5K+ 12.15% |
$2.14M - $2.3M
|
632K
$19.5M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
68.4KNew |
$2.14M - $2.29M
|
68.4K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
65.3KNew |
$2.04M - $2.19M
|
65.3K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
65K+ 11.63% |
$2.03M - $2.18M
|
624K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
64.6K+ 938.75% |
$2.02M - $2.17M
|
71.5K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
63.7K+ 444.62% |
$1.99M - $2.13M
|
78K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63K+ 7.23% |
$1.97M - $2.11M
|
935K
$28.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
62.8KNew |
$1.96M - $2.1M
|
62.8K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
62K+ 61.07% |
$1.94M - $2.08M
|
164K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
60.4KNew |
$1.89M - $2.03M
|
60.4K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60K+ 8.7% |
$1.87M - $2.01M
|
749K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
59.6K+ 45.69% |
$1.86M - $2M
|
190K
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
54.5KNew |
$1.7M - $1.83M
|
54.5K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
54.5KNew |
$1.7M - $1.83M
|
54.5K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.1K+ 10.11% |
$1.69M - $1.81M
|
589K
$18.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
54K+ 11.08% |
$1.69M - $1.81M
|
541K
$16.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50.9K+ 4.92% |
$1.59M - $1.71M
|
1.09M
$33.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
48.4K+ 434.93% |
$1.51M - $1.62M
|
59.6K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
48.4KNew |
$1.51M - $1.62M
|
48.4K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.6K+ 4.79% |
$1.49M - $1.6M
|
1.04M
$32.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
47K+ 287.35% |
$1.47M - $1.58M
|
63.4K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
46.6KNew |
$1.45M - $1.56M
|
46.6K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
45.2K+ 26.25% |
$1.41M - $1.52M
|
217K
$6.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45K+ 14.21% |
$1.41M - $1.51M
|
362K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
40.9K+ 5.49% |
$1.28M - $1.37M
|
785K
$24.2M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
40.3K+ 278.38% |
$1.26M - $1.35M
|
54.7K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
37.4KNew |
$1.17M - $1.25M
|
37.4K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
36.5K+ 19.75% |
$1.14M - $1.22M
|
222K
$6.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
36.5KNew |
$1.14M - $1.22M
|
36.5K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
33.3KNew |
$1.04M - $1.12M
|
33.3K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
32.9K+ 8.55% |
$1.03M - $1.1M
|
418K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 15.08% |
$1.01M - $1.09M
|
247K
$7.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
31.6K+ 7.86% |
$987K - $1.06M
|
434K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
31KNew |
$968K - $1.04M
|
31K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
30.9KNew |
$964K - $1.03M
|
30.9K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
29.4KNew |
$919K - $986K
|
29.4K
$907K
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
28.4KNew |
$888K - $953K
|
28.4K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.3K+ 9.03% |
$885K - $950K
|
342K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
28.3K+ 65.34% |
$885K - $949K
|
71.7K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
27KNew |
$843K - $905K
|
27K
$833K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
26.9K+ 21.72% |
$839K - $901K
|
151K
$4.65M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
26.2KNew |
$818K - $877K
|
26.2K
$808K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
25.9K+ 12.59% |
$808K - $867K
|
231K
$7.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.8K+ 25.34% |
$807K - $866K
|
128K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.7K+ 13.69% |
$804K - $863K
|
214K
$6.6M
|