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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.28KNew |
$227K - $244K
|
7.28K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.15KNew |
$223K - $240K
|
7.15K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.14K+ 21.11% |
$223K - $239K
|
41K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.12K+ 25.42% |
$222K - $239K
|
35.1K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
7.09K+ 5.91% |
$221K - $237K
|
127K
$3.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
7.01K+ 11.75% |
$219K - $235K
|
66.7K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
6.89KNew |
$215K - $231K
|
6.89K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.88K+ 99.31% |
$215K - $231K
|
13.8K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.83K+ 47.56% |
$213K - $229K
|
21.2K
$653K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.78KNew |
$212K - $227K
|
6.78K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6.74K+ 11.75% |
$210K - $226K
|
64.1K
$1.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.73K+ 58.57% |
$210K - $226K
|
18.2K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.71K+ 15.28% |
$209K - $225K
|
50.6K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
6.7KNew |
$209K - $224K
|
6.7K
$207K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
6.69KNew |
$209K - $224K
|
6.69K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.64KNew |
$207K - $223K
|
6.64K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.62K+ 19.2% |
$207K - $222K
|
41.1K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.58K+ 9.1% |
$205K - $220K
|
78.8K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.38K+ 0.93% |
$199K - $214K
|
694K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.29K+ 98.03% |
$196K - $211K
|
12.7K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.02K+ 2.71% |
$188K - $202K
|
228K
$7.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.97K+ 29.58% |
$187K - $200K
|
26.2K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.86K+ 220.8% |
$183K - $196K
|
8.51K
$263K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.84K+ 4.23% |
$182K - $196K
|
144K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.84K+ 63.7% |
$182K - $196K
|
15K
$463K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
5.79KNew |
$181K - $194K
|
5.79K
$179K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.76K+ 49.77% |
$180K - $193K
|
17.3K
$535K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.75K+ 38.68% |
$180K - $193K
|
20.6K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.75K+ 4.75% |
$180K - $193K
|
127K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.64K+ 38.58% |
$176K - $189K
|
20.3K
$625K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.61K+ 6.14% |
$175K - $188K
|
97K
$2.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.54K+ 7.58% |
$173K - $186K
|
78.7K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.38K+ 104.52% |
$168K - $180K
|
10.5K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.25K+ 10.21% |
$164K - $176K
|
56.6K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.23K+ 3.18% |
$163K - $175K
|
170K
$5.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5.2K+ 2.67% |
$162K - $174K
|
200K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.15KNew |
$161K - $173K
|
5.15K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.1K+ 46.36% |
$159K - $171K
|
16.1K
$497K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
5.09K+ 18.45% |
$159K - $171K
|
32.7K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
5.06K+ 11.83% |
$158K - $170K
|
47.9K
$1.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.05K+ 65.69% |
$158K - $169K
|
12.7K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.99K+ 58.39% |
$156K - $167K
|
13.5K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.87K+ 7.28% |
$152K - $163K
|
71.8K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
4.87K+ 9.59% |
$152K - $163K
|
55.6K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.82K+ 7.49% |
$150K - $161K
|
69.2K
$2.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.7K+ 30.18% |
$147K - $157K
|
20.3K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.6K+ 2.39% |
$144K - $154K
|
197K
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
4.47K+ 6.85% |
$140K - $150K
|
69.8K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.41K+ 30.71% |
$138K - $148K
|
18.8K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.32K+ 24.11% |
$135K - $145K
|
22.3K
$686K
|