Purchases and Sales Made in Q4 2025 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 2025. 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 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.73KNew |
$269K - $278K
|
8.73K
$270K
|
|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
8.71KNew |
$269K - $277K
|
8.71K
$269K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
8.69K+ 37.8% |
$268K - $276K
|
31.7K
$979K
|
|
|
Jan 26, 2026
Q4 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
8.65K+ 16.44% |
$267K - $275K
|
61.2K
$1.89M
|
|
|
Jan 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8.07K+ 310.02% |
$249K - $257K
|
10.7K
$330K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.95KNew |
$245K - $253K
|
7.95K
$246K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
7.4KNew |
$228K - $235K
|
7.4K
$229K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
7.34KNew |
$226K - $233K
|
7.34K
$227K
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.29KNew |
$225K - $232K
|
7.29K
$225K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.06K+ 5.76% |
$218K - $225K
|
130K
$4.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.85K+ 24.28% |
$211K - $218K
|
35.1K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6.75K+ 50.55% |
$208K - $215K
|
20.1K
$621K
|
|
|
Jan 29, 2026
Q4 2025
|
Hegarty Advisors, LLC
Garden City, NY |
BUY
|
- |
6.59KNew |
$203K - $209K
|
6.59K
$203K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.58K+ 1.91% |
$203K - $209K
|
351K
$10.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
6.37K+ 3.56% |
$196K - $202K
|
185K
$5.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.32K+ 34.04% |
$195K - $201K
|
24.9K
$769K
|
|
|
Jan 28, 2026
Q4 2025
|
Old National Bancorp
|
BUY
|
- |
6.31K+ 7.85% |
$195K - $201K
|
86.7K
$2.68M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.29KNew |
$194K - $200K
|
6.29K
$194K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.99K+ 13.99% |
$185K - $191K
|
48.8K
$1.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.99K+ 23.4% |
$185K - $190K
|
31.6K
$976K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.43K+ 33.61% |
$167K - $173K
|
21.6K
$667K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.13K+ 7.76% |
$158K - $163K
|
71.2K
$2.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
5K+ 49.32% |
$154K - $159K
|
15.1K
$468K
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
4.97K+ 43.34% |
$153K - $158K
|
16.4K
$508K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.55K+ 36.35% |
$140K - $145K
|
17.1K
$527K
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.37K+ 58.51% |
$135K - $139K
|
11.8K
$366K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.32K+ 16.64% |
$133K - $137K
|
30.3K
$935K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.22K+ 7.34% |
$130K - $134K
|
61.7K
$1.91M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.14K+ 24.81% |
$128K - $132K
|
20.8K
$643K
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
4.07K+ 28.53% |
$125K - $129K
|
18.3K
$566K
|
|
|
Jan 23, 2026
Q4 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.82K+ 13.52% |
$118K - $121K
|
32.1K
$990K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.45K+ 10.18% |
$106K - $110K
|
37.4K
$1.15M
|
|
|
Jan 29, 2026
Q4 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.32K+ 517.78% |
$102K - $106K
|
3.96K
$122K
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.07K+ 12.27% |
$94.7K - $97.6K
|
28.1K
$868K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.07K+ 9.73% |
$94.6K - $97.6K
|
34.6K
$1.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
2.99K+ 1.6% |
$92.1K - $94.9K
|
190K
$5.87M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.82K+ 6.29% |
$87K - $89.6K
|
47.7K
$1.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.75KNew |
$84.7K - $87.3K
|
2.75K
$84.8K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.74KNew |
$84.5K - $87.1K
|
2.74K
$84.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.74KNew |
$84.3K - $86.9K
|
2.74K
$84.5K
|
|
|
Jan 27, 2026
Q4 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.5K+ 12.41% |
$77.1K - $79.5K
|
22.7K
$700K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.42K+ 7.66% |
$74.5K - $76.8K
|
34K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.37K+ 1.18% |
$72.9K - $75.2K
|
203K
$6.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.27K+ 5.43% |
$69.9K - $72.1K
|
44K
$1.36M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.25K+ 13.12% |
$69.4K - $71.5K
|
19.4K
$599K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.99K+ 6.15% |
$61.5K - $63.4K
|
34.4K
$1.06M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.98K+ 0.88% |
$61.2K - $63K
|
227K
$7.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.94K+ 4.45% |
$59.9K - $61.8K
|
45.6K
$1.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.84K+ 6.84% |
$56.8K - $58.6K
|
28.8K
$889K
|
|
|
Jan 30, 2026
Q4 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.79K+ 7.28% |
$55.2K - $56.9K
|
26.4K
$815K
|
|