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 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.02KNew |
$63.1K - $67.8K
|
2.02K
$62.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2K+ 74.38% |
$62.5K - $67K
|
4.69K
$145K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.97K+ 5.82% |
$61.5K - $66K
|
35.8K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.86K+ 1.69% |
$57.9K - $62.2K
|
112K
$3.45M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.85K+ 0.18% |
$57.6K - $61.8K
|
1.02M
$31.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.83K+ 2.21% |
$57K - $61.2K
|
84.6K
$2.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.82K+ 4.31% |
$56.8K - $61K
|
44.1K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.82K+ 12.99% |
$56.7K - $60.8K
|
15.8K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 8.27% |
$54.5K - $58.5K
|
22.8K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.7K+ 12.85% |
$53.2K - $57.1K
|
15K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.7KNew |
$53.1K - $57K
|
1.7K
$52.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.64K+ 3.79% |
$51.1K - $54.8K
|
44.8K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.63KNew |
$50.7K - $54.5K
|
1.63K
$50.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.58K+ 1.08% |
$49.3K - $52.9K
|
148K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.57K+ 96.74% |
$49.1K - $52.7K
|
3.2K
$98.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.57K+ 15.14% |
$48.9K - $52.4K
|
11.9K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.56K+ 2.78% |
$48.8K - $52.4K
|
57.8K
$1.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.55K+ 7.29% |
$48.5K - $52.1K
|
22.9K
$706K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 16.67% |
$48.4K - $51.9K
|
10.9K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.53KNew |
$47.8K - $51.3K
|
1.53K
$47.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.49K+ 47.22% |
$46.6K - $50K
|
4.65K
$144K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.46K+ 0.64% |
$45.5K - $48.8K
|
229K
$7.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 1.69% |
$44.7K - $47.9K
|
86.1K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.43K+ 1.51% |
$44.7K - $47.9K
|
96.2K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.42K+ 1.36% |
$44.2K - $47.4K
|
106K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.38K+ 58.2% |
$43.2K - $46.4K
|
3.76K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.36K+ 14.82% |
$42.3K - $45.4K
|
10.5K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.32K+ 11.16% |
$41.1K - $44.1K
|
13.1K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.32K+ 2.94% |
$41.1K - $44.1K
|
46.1K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.31K+ 8.07% |
$40.8K - $43.7K
|
17.5K
$539K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 5.33% |
$40.4K - $43.3K
|
25.5K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.27K+ 4.23% |
$39.7K - $42.6K
|
31.4K
$968K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.24K+ 2.0% |
$38.9K - $41.7K
|
63.4K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.24K+ 4.69% |
$38.6K - $41.4K
|
27.6K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 1.95% |
$38.3K - $41.1K
|
64K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.22K+ 4.21% |
$38K - $40.8K
|
30.2K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.2KNew |
$37.3K - $40K
|
1.2K
$36.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
1.17K+ 2.15% |
$36.6K - $39.3K
|
55.6K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.15K+ 4.9% |
$35.9K - $38.5K
|
24.6K
$759K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.15K+ 12.62% |
$35.9K - $38.5K
|
10.3K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14K+ 4.62% |
$35.4K - $38K
|
25.7K
$794K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.13KNew |
$35.3K - $37.9K
|
1.13K
$34.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.1K+ 7.83% |
$34.4K - $36.9K
|
15.1K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.1K+ 19.02% |
$34.4K - $36.9K
|
6.88K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$34.1K - $36.6K
|
1.09K
$33.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.09KNew |
$34K - $36.5K
|
1.09K
$33.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
1.09K+ 8.11% |
$33.9K - $36.4K
|
14.5K
$446K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 1.95% |
$33.4K - $35.9K
|
56K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.05K+ 4.34% |
$32.8K - $35.2K
|
25.2K
$777K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.02K+ 1.13% |
$31.9K - $34.2K
|
91.6K
$2.83M
|