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 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.02KClosed |
$30.5K - $34.5K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.03K- 5.9% |
$30.8K - $34.8K
|
16.4K
$513K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.03K- 12.86% |
$30.8K - $34.9K
|
6.98K
$218K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.06K- 2.61% |
$31.6K - $35.8K
|
39.6K
$1.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.13K- 3.45% |
$33.9K - $38.3K
|
31.7K
$991K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.14K- 2.93% |
$34.2K - $38.7K
|
37.9K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-1.15K- 1.55% |
$34.3K - $38.8K
|
73K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 3.36% |
$34.7K - $39.3K
|
33.5K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.17K- 4.95% |
$34.8K - $39.4K
|
22.4K
$699K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.19K- 9.75% |
$35.5K - $40.2K
|
11K
$344K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.21K- 6.85% |
$36.3K - $41K
|
16.5K
$515K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.25K- 7.44% |
$37.2K - $42.1K
|
15.5K
$483K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.26K- 0.52% |
$37.5K - $42.5K
|
240K
$7.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.26K- 13.49% |
$37.7K - $42.7K
|
8.1K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.27K- 3.03% |
$37.9K - $42.9K
|
40.6K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.3K- 48.64% |
$38.9K - $44K
|
1.38K
$42.9K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-1.31K- 2.09% |
$39K - $44.1K
|
61.1K
$1.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.32K- 22.63% |
$39.3K - $44.5K
|
4.5K
$141K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.36K- 2.2% |
$40.6K - $45.9K
|
60.3K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.37K- 5.34% |
$40.9K - $46.3K
|
24.3K
$759K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.41K- 17.89% |
$42.2K - $47.8K
|
6.49K
$203K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.46K- 4.22% |
$43.7K - $49.5K
|
33.2K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.49K- 0.81% |
$44.6K - $50.5K
|
183K
$5.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.57K- 12.0% |
$46.9K - $53.1K
|
11.5K
$360K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.58K- 8.69% |
$47.2K - $53.5K
|
16.6K
$519K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.59K- 16.56% |
$47.4K - $53.7K
|
8K
$250K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.65K- 10.89% |
$49.1K - $55.7K
|
13.5K
$421K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.66K- 47.92% |
$49.4K - $56K
|
1.8K
$56.2K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.69K- 10.19% |
$50.4K - $57.1K
|
14.9K
$465K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.69K- 11.84% |
$50.5K - $57.2K
|
12.6K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 11.16% |
$50.8K - $57.5K
|
13.5K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.73K- 1.11% |
$51.5K - $58.4K
|
153K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.73K- 4.33% |
$51.6K - $58.4K
|
38.2K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.75K- 7.48% |
$52.2K - $59.1K
|
21.6K
$676K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.77K- 2.15% |
$52.9K - $59.8K
|
80.6K
$2.52M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-1.78K- 8.04% |
$53K - $60K
|
20.3K
$634K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-1.86K- 6.02% |
$55.4K - $62.8K
|
29K
$905K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.89K- 81.52% |
$56.4K - $63.8K
|
428
$13.4K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2K- 8.71% |
$59.7K - $67.6K
|
21K
$655K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.04K- 8.41% |
$61K - $69.1K
|
22.2K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.09K- 6.85% |
$62.5K - $70.8K
|
28.5K
$889K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.1K- 17.29% |
$62.6K - $70.9K
|
10K
$313K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.11K- 4.35% |
$62.9K - $71.2K
|
46.3K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.11K- 1.37% |
$63K - $71.3K
|
151K
$4.73M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.12K- 4.63% |
$63.4K - $71.7K
|
43.7K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.19K- 1.97% |
$65.4K - $74.1K
|
109K
$3.41M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.27K- 21.06% |
$67.8K - $76.7K
|
8.51K
$266K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.28K- 3.49% |
$68K - $77K
|
63K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.3K- 16.95% |
$68.7K - $77.8K
|
11.3K
$352K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.42K- 5.0% |
$72.4K - $81.9K
|
46K
$1.44M
|