Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Pfd And (PFF)

PFF Quotes by TradingView

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 11, 2023 Q1 2023
Bouvel Investment Partners, LLC

BUY
 -
47.4K
+ 107.71%
$1.41M - $1.6M
91.3K $2.87M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
47K
+ 4.55%
$1.4M - $1.59M
1.08M $33.9M
May 15, 2023 Q1 2023
Falcon Wealth Planning

BUY
 -
45.5K
+ 21.76%
$1.36M - $1.54M
255K $8M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
44.7K
+ 15.39%
$1.33M - $1.51M
335K $10.5M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
43.6K
+ 97.27%
$1.3M - $1.47M
88.5K $2.78M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
43.2K
New
$1.29M - $1.46M
43.2K $1.36M
May 15, 2023 Q1 2023
Ascendant Capital Management, LLC

Los Angeles, CA
BUY
 -
42.5K
New
$1.27M - $1.44M
42.5K $1.33M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
41.4K
+ 61.23%
$1.24M - $1.4M
109K $3.43M
May 04, 2023 Q1 2023
Great Diamond Partners, LLC

BUY
 -
40.2K
New
$1.2M - $1.36M
40.2K $1.26M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
40.1K
+ 96.1%
$1.2M - $1.36M
81.8K $2.57M
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
39.9K
+ 244.76%
$1.19M - $1.35M
56.2K $1.77M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
37.2K
+ 6.24%
$1.11M - $1.26M
633K $19.9M
May 03, 2023 Q1 2023
B&D White Capital Company, LLC

BUY
 -
37.2K
New
$1.11M - $1.26M
37.2K $1.17M
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
36.5K
+ 504.8%
$1.09M - $1.23M
43.7K $1.37M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
35.9K
New
$1.07M - $1.21M
35.9K $1.13M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
35.8K
+ 391.17%
$1.07M - $1.21M
44.9K $1.41M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
34.6K
+ 42.49%
$1.03M - $1.17M
116K $3.64M
May 09, 2023 Q1 2023
Beta Wealth Group, Inc.

BUY
 -
34.6K
New
$1.03M - $1.17M
34.6K $1.09M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
33.7K
+ 91.74%
$1.01M - $1.14M
70.5K $2.21M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
33.4K
New
$996K - $1.13M
33.4K $1.05M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
32.6K
+ 25.05%
$974K - $1.1M
163K $5.12M
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
32.5K
New
$969K - $1.1M
32.5K $1.02M
May 12, 2023 Q1 2023
Wavelength Capital Management, LLC

BUY
 -
32.1K
New
$959K - $1.09M
32.1K $1.01M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
31.9K
+ 39.49%
$954K - $1.08M
113K $3.54M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
31.2K
+ 5.45%
$932K - $1.06M
605K $19M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
30K
+ 31.17%
$894K - $1.01M
126K $3.96M
Apr 17, 2023 Q1 2023
Edge Wealth Management LLC

BUY
 -
29.8K
+ 1.94%
$889K - $1.01M
1.56M $49.1M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
29.7K
+ 18.28%
$886K - $1M
192K $6.03M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
28.3K
+ 22.99%
$844K - $955K
151K $4.75M
May 02, 2023 Q1 2023
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
27.9K
New
$832K - $942K
27.9K $875K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
27.4K
+ 28.62%
$820K - $928K
123K $3.87M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
27.3K
+ 204.31%
$815K - $923K
40.6K $1.28M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
27.3K
+ 9.73%
$814K - $922K
308K $9.66M
May 09, 2023 Q1 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
27.2K
New
$813K - $921K
27.2K $856K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
27K
+ 141.43%
$807K - $914K
46.1K $1.45M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
26K
New
$777K - $880K
26K $817K
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
25.8K
New
$770K - $871K
25.8K $810K
May 16, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
25.3K
New
$755K - $855K
25.3K $794K
Nov 13, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
25.3K
New
$755K - $855K
25.3K $794K
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
25.2K
New
$753K - $852K
25.2K $792K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
24.2K
+ 88.09%
$721K - $817K
51.6K $1.62M
May 04, 2023 Q1 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
24.1K
+ 5.44%
$719K - $814K
467K $14.7M
Apr 28, 2023 Q1 2023
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
24K
+ 31.3%
$716K - $811K
101K $3.16M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
23.9K
+ 4.68%
$715K - $810K
535K $16.8M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
23.7K
New
$707K - $800K
23.7K $744K
May 11, 2023 Q1 2023
Nvwm, LLC

BUY
 -
23.4K
+ 27.97%
$698K - $791K
107K $3.36M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
22.8K
New
$680K - $770K
22.8K $715K
Apr 19, 2023 Q1 2023
Ballast, Inc.

BUY
 -
22.6K
+ 8.35%
$675K - $764K
293K $9.22M
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
22.4K
+ 12.14%
$669K - $757K
207K $6.5M

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