Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.67M+ 99.69% |
$49.8M - $56.3M
|
3.34M
$105M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.67M+ 99.69% |
$49.8M - $56.3M
|
3.34M
$105M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.11M+ 237.73% |
$33.1M - $37.4M
|
1.57M
$49.5M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
978KNew |
$29.2M - $33.1M
|
978K
$30.8M
|
|
|
May 15, 2023
Q1 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
500KNew |
$14.9M - $16.9M
|
500K
$15.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
498K+ 4467.46% |
$14.9M - $16.8M
|
509K
$16M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
434KNew |
$13M - $14.7M
|
434K
$13.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
417KNew |
$12.4M - $14.1M
|
417K
$13.1M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
387KNew |
$11.6M - $13.1M
|
387K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
349K+ 7.47% |
$10.4M - $11.8M
|
5.02M
$158M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
336K+ 7571.89% |
$10M - $11.3M
|
340K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
324K+ 4.92% |
$9.68M - $11M
|
6.92M
$218M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
320K+ 20.8% |
$9.56M - $10.8M
|
1.86M
$58.5M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
249K+ 402.32% |
$7.43M - $8.41M
|
311K
$9.77M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
245K+ 46.43% |
$7.3M - $8.27M
|
771K
$24.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
244K+ 44.32% |
$7.29M - $8.26M
|
795K
$25M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
231KNew |
$6.91M - $7.82M
|
231K
$7.28M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
228K+ 24.89% |
$6.81M - $7.71M
|
1.14M
$36M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
197KNew |
$5.87M - $6.65M
|
197K
$6.19M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
174K+ 22.81% |
$5.2M - $5.89M
|
937K
$29.5M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
157K+ 859.59% |
$4.69M - $5.32M
|
176K
$5.52M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
149K+ 82.49% |
$4.45M - $5.04M
|
330K
$10.4M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
148K+ 37.75% |
$4.43M - $5.01M
|
541K
$17M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
148K+ 40.55% |
$4.41M - $4.99M
|
511K
$16.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
146K+ 853.39% |
$4.35M - $4.93M
|
163K
$5.13M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
137K+ 1034.19% |
$4.1M - $4.64M
|
150K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 1.1% |
$4.01M - $4.54M
|
12.3M
$388M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
119K+ 1060.06% |
$3.54M - $4.01M
|
130K
$4.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
114K+ 56.06% |
$3.42M - $3.87M
|
319K
$10M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
112KNew |
$3.35M - $3.79M
|
112K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
109K+ 4.08% |
$3.24M - $3.67M
|
2.77M
$87M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
106KNew |
$3.17M - $3.59M
|
106K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
105K+ 53.77% |
$3.13M - $3.54M
|
300K
$9.43M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
96.6KNew |
$2.88M - $3.26M
|
96.6K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93K+ 65.6% |
$2.78M - $3.14M
|
235K
$7.39M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
89.1KNew |
$2.66M - $3.01M
|
89.1K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
85.5K+ 118.4% |
$2.55M - $2.89M
|
158K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
83.4K+ 82.64% |
$2.49M - $2.82M
|
184K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
81.7KNew |
$2.44M - $2.76M
|
81.7K
$2.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
76.9KNew |
$2.3M - $2.6M
|
76.9K
$2.42M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
74.1K+ 253.13% |
$2.21M - $2.5M
|
103K
$3.25M
|
|
|
May 09, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
70.2KNew |
$2.1M - $2.37M
|
70.2K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
65KNew |
$1.94M - $2.2M
|
65K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
60.2KNew |
$1.8M - $2.03M
|
60.2K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
58.7K+ 279.47% |
$1.75M - $1.98M
|
79.7K
$2.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
51KNew |
$1.52M - $1.72M
|
51K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
50.2K+ 21.97% |
$1.5M - $1.7M
|
279K
$8.77M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
49.8KNew |
$1.49M - $1.68M
|
49.8K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
49.1K+ 142.4% |
$1.47M - $1.66M
|
83.6K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
48.2KNew |
$1.44M - $1.63M
|
48.2K
$1.52M
|