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 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-31.1K- 3.59% |
$930K - $1.05M
|
837K
$26.3M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-31.6K- 72.23% |
$943K - $1.07M
|
12.1K
$381K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-31.8K- 51.2% |
$951K - $1.08M
|
30.4K
$953K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-32.2K- 40.62% |
$963K - $1.09M
|
47.1K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-34.1K- 14.52% |
$1.02M - $1.15M
|
201K
$6.31M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-34.9K- 32.49% |
$1.04M - $1.18M
|
72.5K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-35.5K- 1.38% |
$1.06M - $1.2M
|
2.53M
$79.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-37.6K- 62.69% |
$1.12M - $1.27M
|
22.4K
$702K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-38.8K- 3.98% |
$1.16M - $1.31M
|
936K
$29.4M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-39.1K- 49.73% |
$1.17M - $1.32M
|
39.6K
$1.24M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-40.3K- 29.04% |
$1.2M - $1.36M
|
98.4K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-44K- 3.28% |
$1.31M - $1.49M
|
1.3M
$40.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.7K- 13.34% |
$1.33M - $1.51M
|
290K
$9.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-44.8K- 12.46% |
$1.34M - $1.51M
|
315K
$9.88M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-45.9K- 65.33% |
$1.37M - $1.55M
|
24.3K
$764K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46.1K- 84.75% |
$1.38M - $1.56M
|
8.3K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-46.8K- 79.84% |
$1.4M - $1.58M
|
11.8K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-49.2K- 31.89% |
$1.47M - $1.66M
|
105K
$3.3M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-51.5K- 37.71% |
$1.54M - $1.74M
|
85.1K
$2.67M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-52.7K- 18.06% |
$1.57M - $1.78M
|
239K
$7.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-53.7K- 6.07% |
$1.6M - $1.82M
|
832K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-55.6K- 81.08% |
$1.66M - $1.88M
|
13K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-56.1K- 14.46% |
$1.67M - $1.9M
|
331K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-56.8K- 86.63% |
$1.7M - $1.92M
|
8.76K
$275K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-57.9K- 7.44% |
$1.73M - $1.96M
|
721K
$22.6M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-68.7K- 2.14% |
$2.05M - $2.32M
|
3.14M
$98.6M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-70.9K- 32.72% |
$2.12M - $2.4M
|
146K
$4.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-71.4K- 30.11% |
$2.13M - $2.42M
|
166K
$5.21M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-72.8K- 99.0% |
$2.17M - $2.46M
|
738
$23.2K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-76.2K- 87.89% |
$2.28M - $2.58M
|
10.5K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-82.5K- 13.36% |
$2.46M - $2.79M
|
535K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-84.6K- 4.28% |
$2.53M - $2.86M
|
1.89M
$59.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-89.1K- 54.63% |
$2.66M - $3.01M
|
74K
$2.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-92.8K- 18.57% |
$2.77M - $3.14M
|
407K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-94.4K- 85.72% |
$2.82M - $3.19M
|
15.7K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-95.4K- 18.1% |
$2.85M - $3.23M
|
432K
$13.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-95.6K- 56.33% |
$2.85M - $3.23M
|
74.1K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-95.7K- 93.39% |
$2.86M - $3.23M
|
6.77K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-102K- 84.75% |
$3.05M - $3.45M
|
18.4K
$577K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-106K- 10.18% |
$3.15M - $3.57M
|
931K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-111K- 81.53% |
$3.32M - $3.76M
|
25.2K
$790K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-115K- 73.49% |
$3.43M - $3.88M
|
41.5K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-118K- 19.28% |
$3.52M - $3.99M
|
494K
$15.5M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-130K- 10.41% |
$3.89M - $4.4M
|
1.12M
$35.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-131K- 98.28% |
$3.9M - $4.42M
|
2.29K
$71.9K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-133K- 45.03% |
$3.97M - $4.5M
|
162K
$5.1M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-140K- 20.94% |
$4.17M - $4.72M
|
528K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-141K- 34.49% |
$4.21M - $4.77M
|
268K
$8.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-142K- 93.95% |
$4.23M - $4.78M
|
9.11K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-149K- 23.37% |
$4.46M - $5.05M
|
490K
$15.4M
|