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 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-563Closed |
$16.8K - $19K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-567- 2.84% |
$16.9K - $19.2K
|
19.4K
$606K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-577- 2.04% |
$17.2K - $19.5K
|
27.6K
$863K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-593- 64.11% |
$17.7K - $20K
|
332
$10.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-596- 7.97% |
$17.8K - $20.2K
|
6.88K
$215K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-600- 1.23% |
$17.9K - $20.3K
|
48K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-608- 7.89% |
$18.2K - $20.6K
|
7.1K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-609- 1.64% |
$18.2K - $20.6K
|
36.5K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-631- 2.29% |
$18.8K - $21.3K
|
27K
$842K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-633- 1.89% |
$18.9K - $21.4K
|
32.9K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-642- 52.11% |
$19.2K - $21.7K
|
590
$18.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-654- 7.75% |
$19.5K - $22.1K
|
7.78K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-655- 2.11% |
$19.6K - $22.1K
|
30.3K
$947K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-658- 8.11% |
$19.6K - $22.2K
|
7.45K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-665- 1.53% |
$19.9K - $22.5K
|
42.7K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-671- 0.65% |
$20K - $22.7K
|
103K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-692- 4.29% |
$20.7K - $23.4K
|
15.4K
$482K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-695- 5.08% |
$20.8K - $23.5K
|
13K
$406K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-700- 32.88% |
$20.9K - $23.7K
|
1.43K
$44.6K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-733- 1.67% |
$21.9K - $24.8K
|
43.2K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-739- 3.54% |
$22.1K - $25K
|
20.2K
$630K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-777- 6.15% |
$23.2K - $26.3K
|
11.9K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-789- 4.85% |
$23.6K - $26.7K
|
15.5K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-797- 76.78% |
$23.8K - $26.9K
|
241
$7.53K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-797- 5.14% |
$23.8K - $26.9K
|
14.7K
$459K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-828- 1.25% |
$24.7K - $28K
|
65.5K
$2.05M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-830- 6.42% |
$24.8K - $28.1K
|
12.1K
$378K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-841- 1.29% |
$25.1K - $28.4K
|
64.2K
$2M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-847- 4.77% |
$25.3K - $28.6K
|
16.9K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-850- 2.26% |
$25.4K - $28.7K
|
36.8K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-850- 5.55% |
$25.4K - $28.7K
|
14.5K
$452K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-872- 5.15% |
$26K - $29.5K
|
16.1K
$501K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-874- 3.07% |
$26.1K - $29.5K
|
27.6K
$861K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-875- 10.14% |
$26.1K - $29.6K
|
7.76K
$242K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-879- 6.91% |
$26.2K - $29.7K
|
11.8K
$370K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-884- 3.06% |
$26.4K - $29.9K
|
28K
$874K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-886- 7.33% |
$26.5K - $30K
|
11.2K
$350K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-891- 3.7% |
$26.6K - $30.1K
|
23.2K
$725K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-892- 22.21% |
$26.6K - $30.2K
|
3.13K
$97.6K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-893- 4.04% |
$26.7K - $30.2K
|
21.2K
$663K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-895- 9.01% |
$26.7K - $30.3K
|
9.04K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-942- 1.72% |
$28.1K - $31.8K
|
53.9K
$1.68M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-946- 4.47% |
$28.2K - $32K
|
20.2K
$632K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-962- 70.58% |
$28.7K - $32.5K
|
401
$12.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-967- 4.7% |
$28.9K - $32.7K
|
19.6K
$612K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-968- 8.61% |
$28.9K - $32.7K
|
10.3K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-983- 0.38% |
$29.4K - $33.2K
|
260K
$8.11M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-993- 11.63% |
$29.7K - $33.6K
|
7.55K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-999- 8.02% |
$29.8K - $33.8K
|
11.5K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 2.71% |
$29.9K - $33.8K
|
35.9K
$1.12M
|