Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.49K+ 8.45% |
$109K - $117K
|
44.8K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.47K+ 1.47% |
$108K - $116K
|
240K
$7.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.41K+ 16.44% |
$106K - $114K
|
24.2K
$763K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.38K+ 22.13% |
$105K - $113K
|
18.6K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.37K+ 37.79% |
$105K - $113K
|
12.3K
$388K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.34K+ 2.87% |
$104K - $112K
|
120K
$3.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.31K+ 2.32% |
$103K - $111K
|
146K
$4.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.27K+ 0.36% |
$102K - $110K
|
909K
$28.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.2K+ 3.5% |
$99.8K - $107K
|
94.8K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.2K+ 4.26% |
$99.7K - $107K
|
78.3K
$2.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.16KNew |
$98.5K - $106K
|
3.16K
$99.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.09K+ 10.57% |
$96.4K - $104K
|
32.3K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.01K+ 12.35% |
$93.8K - $101K
|
27.4K
$863K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3K+ 32.21% |
$93.5K - $101K
|
12.3K
$388K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3K+ 5.27% |
$93.5K - $101K
|
60K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3K+ 41.07% |
$93.5K - $100K
|
10.3K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.91K+ 3.79% |
$90.6K - $97.3K
|
79.6K
$2.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.89K+ 14.13% |
$90.1K - $96.8K
|
23.3K
$737K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
2.88K+ 40.53% |
$89.6K - $96.3K
|
9.97K
$314K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.88K+ 3.13% |
$89.6K - $96.3K
|
94.8K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.82K+ 4.17% |
$87.8K - $94.3K
|
70.4K
$2.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.79K+ 39.55% |
$87K - $93.5K
|
9.85K
$311K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.69K+ 8.77% |
$83.9K - $90.1K
|
33.4K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.69KNew |
$83.8K - $90.1K
|
2.69K
$84.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.64K+ 39.58% |
$82.3K - $88.4K
|
9.31K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.51K+ 7.27% |
$78.2K - $84K
|
37K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.5K+ 8.28% |
$77.8K - $83.6K
|
32.6K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.48K+ 8.68% |
$77.5K - $83.2K
|
31.1K
$981K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.44K+ 22.71% |
$76.1K - $81.7K
|
13.2K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.37K+ 13.79% |
$73.8K - $79.3K
|
19.5K
$616K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.36K+ 14.26% |
$73.6K - $79.1K
|
18.9K
$597K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
2.35K+ 0.66% |
$73.4K - $78.9K
|
361K
$11.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.3K+ 4.3% |
$71.7K - $77.1K
|
55.9K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.28K+ 4.35% |
$71.2K - $76.5K
|
54.8K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.25K+ 32.59% |
$70.2K - $75.4K
|
9.16K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.2K+ 6.89% |
$68.6K - $73.7K
|
34.1K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.19K+ 3.97% |
$68.2K - $73.2K
|
57.2K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.15KNew |
$67K - $72K
|
2.15K
$67.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.11K+ 2.56% |
$65.8K - $70.7K
|
84.7K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 53.09% |
$64.2K - $69K
|
5.94K
$187K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.03K+ 3.11% |
$63.2K - $67.9K
|
67.3K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.02K+ 2.34% |
$62.8K - $67.5K
|
88.2K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2K+ 0.63% |
$62.4K - $67K
|
319K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2K+ 27.33% |
$62.4K - $67K
|
9.32K
$294K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2K+ 65.24% |
$62.3K - $67K
|
5.06K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.99K+ 2.87% |
$61.9K - $66.5K
|
71.1K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.95K+ 2.63% |
$60.9K - $65.4K
|
76.2K
$2.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1.95K+ 3.53% |
$60.9K - $65.4K
|
57.3K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.95K+ 7.62% |
$60.7K - $65.2K
|
27.5K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 1.8% |
$60K - $64.4K
|
109K
$3.43M
|