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
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 2.74% |
$31.7K - $34K
|
38.1K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.01K+ 10.26% |
$31.5K - $33.8K
|
10.9K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.01K+ 1.67% |
$31.5K - $33.8K
|
61.4K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1K+ 2.95% |
$31.2K - $33.5K
|
34.9K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
994+ 1.05% |
$31K - $33.3K
|
95.8K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
935+ 14.69% |
$29.2K - $31.3K
|
7.3K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
917+ 14.14% |
$28.6K - $30.7K
|
7.4K
$228K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
864+ 0.61% |
$27K - $29K
|
141K
$4.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
863New |
$27K - $28.9K
|
863
$26.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
862+ 12.23% |
$26.9K - $28.9K
|
7.91K
$244K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
851+ 8.6% |
$26.6K - $28.5K
|
10.8K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
850+ 17.93% |
$26.5K - $28.5K
|
5.59K
$172K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
850New |
$26.5K - $28.5K
|
850
$26.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
834+ 1.88% |
$26K - $27.9K
|
45.2K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
800+ 1.91% |
$25K - $26.8K
|
42.7K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
800+ 6.18% |
$25K - $26.8K
|
13.7K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
797+ 1.39% |
$24.9K - $26.7K
|
58K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
788+ 2.95% |
$24.6K - $26.4K
|
27.5K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
772+ 2.43% |
$24.1K - $25.9K
|
32.5K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
759+ 0.98% |
$23.7K - $25.4K
|
78.5K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
752+ 8.62% |
$23.5K - $25.2K
|
9.48K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
741+ 8.58% |
$23.1K - $24.8K
|
9.38K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
730+ 4.43% |
$22.8K - $24.5K
|
17.2K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
730+ 6.04% |
$22.8K - $24.5K
|
12.8K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
725+ 5.33% |
$22.6K - $24.3K
|
14.3K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
705+ 11.58% |
$22K - $23.6K
|
6.79K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
702+ 3.77% |
$21.9K - $23.5K
|
19.3K
$597K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
697+ 1.33% |
$21.8K - $23.4K
|
53K
$1.63M
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
693+ 0.57% |
$21.6K - $23.2K
|
121K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
685New |
$21.4K - $23K
|
685
$21.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
683+ 0.88% |
$21.3K - $22.9K
|
77.9K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
673+ 5.06% |
$21K - $22.6K
|
14K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
670+ 10.59% |
$20.9K - $22.5K
|
7K
$216K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
650+ 1.44% |
$20.3K - $21.8K
|
45.8K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
629+ 0.38% |
$19.6K - $21.1K
|
166K
$5.12M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
626+ 1.46% |
$19.5K - $21K
|
43.5K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
615+ 4.66% |
$19.2K - $20.6K
|
13.8K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
614+ 2.18% |
$19.2K - $20.6K
|
28.8K
$888K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
610+ 5.79% |
$19.1K - $20.4K
|
11.2K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
609+ 3.96% |
$19K - $20.4K
|
16K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
608+ 5.46% |
$19K - $20.4K
|
11.7K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
565+ 9.3% |
$17.6K - $18.9K
|
6.64K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
560+ 8.03% |
$17.5K - $18.8K
|
7.53K
$232K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
554+ 8.93% |
$17.3K - $18.6K
|
6.76K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
527+ 1.29% |
$16.5K - $17.7K
|
41.3K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
519+ 0.87% |
$16.2K - $17.4K
|
60.4K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
504+ 2.08% |
$15.7K - $16.9K
|
24.7K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
500New |
$15.6K - $16.8K
|
500
$15.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
478+ 1.2% |
$14.9K - $16K
|
40.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
462+ 7.06% |
$14.4K - $15.5K
|
7.01K
$216K
|