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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-102- 0.69% |
$3.05K - $3.45K
|
14.7K
$458K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-111- 0.94% |
$3.31K - $3.75K
|
11.7K
$364K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-118- 18.79% |
$3.52K - $3.99K
|
510
$15.9K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-120- 1.49% |
$3.58K - $4.06K
|
7.94K
$248K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-120- 0.42% |
$3.58K - $4.06K
|
28.6K
$893K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-141- 0.38% |
$4.21K - $4.77K
|
36.8K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-142- 1.77% |
$4.24K - $4.8K
|
7.9K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-145- 0.83% |
$4.33K - $4.9K
|
17.4K
$543K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-148- 4.42% |
$4.42K - $5K
|
3.2K
$99.9K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-161- 12.46% |
$4.81K - $5.44K
|
1.13K
$35.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-168- 1.91% |
$5.02K - $5.68K
|
8.62K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-176- 0.21% |
$5.26K - $5.95K
|
85.6K
$2.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-177- 26.94% |
$5.29K - $5.98K
|
480
$15K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-178- 1.29% |
$5.32K - $6.02K
|
13.7K
$427K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-186- 22.38% |
$5.55K - $6.29K
|
645
$20.1K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-190- 2.8% |
$5.67K - $6.42K
|
6.59K
$206K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-219- 2.68% |
$6.54K - $7.4K
|
7.96K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-223- 0.64% |
$6.66K - $7.54K
|
34.4K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-238- 3.51% |
$7.11K - $8.05K
|
6.55K
$204K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-250- 1.64% |
$7.47K - $8.45K
|
15K
$469K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-268- 1.14% |
$8K - $9.06K
|
23.2K
$724K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-297- 11.07% |
$8.87K - $10K
|
2.39K
$74.5K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-297- 7.63% |
$8.87K - $10K
|
3.59K
$112K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-302- 2.16% |
$9.02K - $10.2K
|
13.7K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-310- 0.98% |
$9.26K - $10.5K
|
31.3K
$978K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-340- 0.88% |
$10.2K - $11.5K
|
38.5K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-358- 1.9% |
$10.7K - $12.1K
|
18.5K
$578K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-362- 1.38% |
$10.8K - $12.2K
|
25.8K
$806K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-373- 0.63% |
$11.1K - $12.6K
|
59.3K
$1.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-400- 40.0% |
$11.9K - $13.5K
|
600
$18.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-400- 2.97% |
$11.9K - $13.5K
|
13.1K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-400- 8.79% |
$11.9K - $13.5K
|
4.15K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 3.2% |
$11.9K - $13.5K
|
12.1K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-402- 1.43% |
$12K - $13.6K
|
27.7K
$865K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-410- 1.1% |
$12.2K - $13.9K
|
37K
$1.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-411- 0.43% |
$12.3K - $13.9K
|
94.2K
$2.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-425- 5.24% |
$12.7K - $14.4K
|
7.69K
$240K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-453- 0.74% |
$13.5K - $15.3K
|
60.7K
$1.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-455- 0.79% |
$13.6K - $15.4K
|
57.4K
$1.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-480- 3.71% |
$14.3K - $16.2K
|
12.5K
$390K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-483- 15.41% |
$14.4K - $16.3K
|
2.65K
$82.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-492- 2.76% |
$14.7K - $16.6K
|
17.3K
$541K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-493- 1.59% |
$14.7K - $16.7K
|
30.5K
$952K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-500- 3.48% |
$14.9K - $16.9K
|
13.9K
$433K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-500- 1.09% |
$14.9K - $16.9K
|
45.4K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 5.94% |
$14.9K - $16.9K
|
7.92K
$247K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-500- 3.34% |
$14.9K - $16.9K
|
14.5K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-507- 2.16% |
$15.1K - $17.1K
|
22.9K
$717K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-527- 5.84% |
$15.7K - $17.8K
|
8.5K
$265K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-548- 1.22% |
$16.4K - $18.5K
|
44.4K
$1.39M
|