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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.42K- 5.0% |
$72.4K - $81.9K
|
46K
$1.44M
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.43K- 3.48% |
$72.5K - $82.1K
|
67.3K
$2.1M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.51K- 3.46% |
$74.8K - $84.7K
|
70K
$2.19M
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.52K- 3.53% |
$75.2K - $85.1K
|
68.7K
$2.15M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.53K- 29.97% |
$75.4K - $85.4K
|
5.9K
$184K
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.54K- 11.18% |
$75.8K - $85.8K
|
20.2K
$630K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.57K- 11.96% |
$76.6K - $86.8K
|
18.9K
$590K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.61K- 90.01% |
$78K - $88.3K
|
290
$9.06K
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.61K- 1.05% |
$78.1K - $88.4K
|
246K
$7.68M
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.65K- 7.4% |
$79K - $89.4K
|
33.1K
$1.03M
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-2.72K- 13.59% |
$81.1K - $91.8K
|
17.3K
$539K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.87K- 8.05% |
$85.8K - $97.2K
|
32.8K
$1.03M
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.89K- 15.98% |
$86.2K - $97.6K
|
15.2K
$474K
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.91K- 4.72% |
$87K - $98.5K
|
58.7K
$1.83M
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.92K- 7.59% |
$87.1K - $98.6K
|
35.5K
$1.11M
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2.95K- 11.43% |
$88.1K - $99.7K
|
22.9K
$714K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.05K- 10.62% |
$91.1K - $103K
|
25.7K
$802K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.15K- 3.34% |
$93.9K - $106K
|
90.9K
$2.84M
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.19K- 11.32% |
$95.4K - $108K
|
25K
$782K
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.25K- 1.62% |
$97K - $110K
|
198K
$6.17M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.27K- 3.63% |
$97.7K - $111K
|
86.9K
$2.71M
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.31K- 7.04% |
$98.7K - $112K
|
43.7K
$1.36M
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.56K- 2.95% |
$106K - $120K
|
117K
$3.66M
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.64K- 3.04% |
$109K - $123K
|
116K
$3.62M
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.73K- 2.83% |
$111K - $126K
|
128K
$4M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.76K- 93.41% |
$112K - $127K
|
265
$8.28K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-3.78K- 12.65% |
$113K - $128K
|
26.1K
$814K
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-3.92K- 4.06% |
$117K - $132K
|
92.5K
$2.89M
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-3.92K- 6.94% |
$117K - $133K
|
52.5K
$1.64M
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.92K- 24.06% |
$117K - $133K
|
12.4K
$387K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.94K- 1.02% |
$117K - $133K
|
383K
$12M
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4K- 13.25% |
$119K - $135K
|
26.2K
$818K
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-4.12K- 30.1% |
$123K - $139K
|
9.56K
$299K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.12K- 36.33% |
$123K - $139K
|
7.22K
$225K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4.22K- 31.93% |
$126K - $143K
|
8.99K
$281K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.22K- 7.61% |
$126K - $143K
|
51.3K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.43K- 41.68% |
$132K - $150K
|
6.2K
$194K
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.5K- 23.9% |
$134K - $152K
|
14.3K
$447K
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-4.53K- 2.14% |
$135K - $153K
|
207K
$6.46M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.89K- 9.91% |
$146K - $165K
|
44.5K
$1.39M
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5KClosed |
$149K - $169K
|
0
$0
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-5K- 85.37% |
$149K - $169K
|
857
$26.8K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.04K- 8.3% |
$150K - $170K
|
55.6K
$1.74M
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.06K- 38.71% |
$151K - $171K
|
8.01K
$250K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5.07K- 96.74% |
$151K - $171K
|
171
$5.34K
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.2K- 14.98% |
$155K - $176K
|
29.5K
$923K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.3K- 2.47% |
$158K - $179K
|
209K
$6.54M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.49K- 2.94% |
$164K - $185K
|
181K
$5.65M
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 13.43% |
$164K - $186K
|
35.5K
$1.11M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.7K- 31.76% |
$170K - $193K
|
12.2K
$382K
|