Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
18.2K+ 2.66% |
$558K - $585K
|
703K
$22.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.8K+ 14.54% |
$545K - $572K
|
140K
$4.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.7K+ 14.44% |
$544K - $570K
|
141K
$4.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17.6K+ 1175.6% |
$540K - $567K
|
19.1K
$609K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.6K+ 22.69% |
$538K - $564K
|
94.9K
$3.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
16.4KNew |
$502K - $526K
|
16.4K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.9K+ 28.88% |
$486K - $509K
|
70.8K
$2.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
15.7K+ 15.41% |
$483K - $506K
|
118K
$3.75M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
15.7KNew |
$480K - $503K
|
15.7K
$498K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15.3K+ 67.19% |
$469K - $491K
|
38.1K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
15.2K+ 15.29% |
$466K - $489K
|
115K
$3.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
15.1K+ 7.7% |
$464K - $486K
|
212K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.1KNew |
$462K - $484K
|
15.1K
$480K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
14.9K+ 9.84% |
$458K - $480K
|
167K
$5.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
14.7K+ 816.41% |
$450K - $472K
|
16.5K
$524K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
14.6K+ 94.29% |
$446K - $467K
|
30K
$954K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.3K+ 74.49% |
$438K - $460K
|
33.5K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
13.7K+ 101.51% |
$419K - $440K
|
27.2K
$864K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
13.5K+ 19.45% |
$412K - $432K
|
82.6K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
13.4K+ 144.51% |
$410K - $430K
|
22.7K
$721K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
13.2K+ 1.37% |
$404K - $423K
|
973K
$31M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.2K+ 34.39% |
$404K - $423K
|
51.5K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.8K+ 24.56% |
$394K - $413K
|
65.1K
$2.07M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$387K - $405K
|
12.6K
$401K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
12.5K+ 67.93% |
$382K - $401K
|
30.8K
$981K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 94.75% |
$382K - $400K
|
25.6K
$814K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.3KNew |
$377K - $395K
|
12.3K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.3KNew |
$377K - $395K
|
12.3K
$391K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.2K+ 141.26% |
$375K - $393K
|
20.9K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
12.2K+ 94.66% |
$375K - $393K
|
25.1K
$800K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12K+ 415.67% |
$368K - $386K
|
14.9K
$474K
|
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
11.8K+ 4.65% |
$362K - $379K
|
266K
$8.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.8K+ 9.75% |
$361K - $379K
|
133K
$4.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11.6KNew |
$356K - $373K
|
11.6K
$369K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.1KNew |
$341K - $358K
|
11.1K
$354K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.1K+ 34.46% |
$341K - $357K
|
43.4K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 0.52% |
$322K - $338K
|
2.03M
$64.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.5KNew |
$321K - $337K
|
10.5K
$333K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10.5KNew |
$321K - $336K
|
10.5K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10.1KNew |
$309K - $324K
|
10.1K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.1K+ 650.94% |
$309K - $324K
|
11.6K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.1K+ 10.37% |
$308K - $323K
|
107K
$3.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9.88K+ 27.89% |
$303K - $317K
|
45.3K
$1.44M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.51K+ 14.81% |
$291K - $305K
|
73.7K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
9.44KNew |
$289K - $303K
|
9.44K
$300K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
9.37KNew |
$287K - $301K
|
9.37K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.3KNew |
$285K - $299K
|
9.3K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.15KNew |
$280K - $294K
|
9.15K
$291K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.06K+ 37.91% |
$278K - $291K
|
33K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
9.04K+ 7.46% |
$277K - $290K
|
130K
$4.14M
|