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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
4.02K+ 5.39% |
$125K - $135K
|
78.5K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
4K+ 3.03% |
$125K - $134K
|
136K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.83K+ 2.83% |
$119K - $128K
|
139K
$4.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
3.69K+ 7.88% |
$115K - $124K
|
50.5K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.66K+ 13.48% |
$114K - $123K
|
30.8K
$950K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.57K+ 4.66% |
$111K - $120K
|
80.1K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.51KNew |
$109K - $117K
|
3.51K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.47K+ 19.6% |
$108K - $116K
|
21.2K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.46K+ 10.7% |
$108K - $116K
|
35.8K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.4K+ 37.79% |
$106K - $114K
|
12.4K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.35K+ 4.71% |
$105K - $112K
|
74.4K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.34K+ 14.57% |
$104K - $112K
|
26.3K
$811K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.34K+ 7.55% |
$104K - $112K
|
47.5K
$1.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.32K+ 32.12% |
$104K - $111K
|
13.6K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.2K+ 2.53% |
$99.8K - $107K
|
130K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.13K+ 3.92% |
$97.7K - $105K
|
82.9K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.11KNew |
$97.2K - $104K
|
3.11K
$96K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.08K+ 3.72% |
$96K - $103K
|
85.7K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.02K+ 50.8% |
$94.2K - $101K
|
8.95K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
3.01KNew |
$93.9K - $101K
|
3.01K
$92.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3KNew |
$93.7K - $101K
|
3K
$92.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3K+ 15.84% |
$93.6K - $100K
|
21.9K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.96K+ 5.39% |
$92.3K - $99.1K
|
57.8K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.94K+ 7.66% |
$91.9K - $98.6K
|
41.4K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.92K+ 21.67% |
$91.1K - $97.8K
|
16.4K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.92K+ 5.02% |
$91K - $97.7K
|
61K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.8K+ 9.26% |
$87.4K - $93.7K
|
33K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.78K+ 16.04% |
$86.8K - $93.2K
|
20.1K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.75KNew |
$85.9K - $92.2K
|
2.75K
$84.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.75K+ 41.28% |
$85.8K - $92.1K
|
9.4K
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 19.4% |
$84.4K - $90.6K
|
16.6K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.68K+ 28.73% |
$83.5K - $89.6K
|
12K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.65KNew |
$82.8K - $88.8K
|
2.65K
$81.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.59K+ 2.24% |
$80.9K - $86.8K
|
118K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.59K+ 23.57% |
$80.7K - $86.6K
|
13.6K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.5K+ 25.0% |
$78.1K - $83.8K
|
12.5K
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.5K+ 23.66% |
$78.1K - $83.8K
|
13.1K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.48K+ 9.07% |
$77.5K - $83.1K
|
29.8K
$921K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.46KNew |
$76.9K - $82.5K
|
2.46K
$76K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.45K+ 4.68% |
$76.5K - $82.1K
|
54.8K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.39K+ 15.27% |
$74.6K - $80.1K
|
18K
$557K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.39KNew |
$74.5K - $79.9K
|
2.39K
$73.6K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.33K+ 25.19% |
$72.8K - $78.1K
|
11.6K
$357K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.22K+ 5.17% |
$69.3K - $74.3K
|
45.1K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 19.0% |
$68.3K - $73.3K
|
13.7K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.14K+ 3.82% |
$67K - $71.8K
|
58.2K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.12K+ 3.88% |
$66.3K - $71.2K
|
56.9K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
2.1K+ 7.34% |
$65.6K - $70.4K
|
30.7K
$947K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.04K+ 31.21% |
$63.6K - $68.2K
|
8.56K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.03KNew |
$63.4K - $68K
|
2.03K
$62.6K
|