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 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.8KNew |
$352K - $399K
|
11.8K
$371K
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
11.4K+ 49.27% |
$340K - $385K
|
34.5K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
11.2KNew |
$336K - $380K
|
11.2K
$353K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
11.2K+ 3451.69% |
$335K - $379K
|
11.5K
$363K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.7K+ 10.22% |
$320K - $363K
|
116K
$3.64M
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.7K+ 2.5% |
$320K - $362K
|
439K
$13.8M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.6K+ 28.76% |
$316K - $357K
|
47.3K
$1.49M
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10.4KNew |
$311K - $353K
|
10.4K
$328K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.4KNew |
$311K - $352K
|
10.4K
$327K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 3.89% |
$309K - $349K
|
276K
$8.67M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 57.35% |
$306K - $347K
|
28.2K
$885K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 54.19% |
$305K - $346K
|
29.1K
$913K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.1KNew |
$300K - $340K
|
10.1K
$316K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.93KNew |
$296K - $336K
|
9.93K
$312K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.85K+ 91.4% |
$294K - $333K
|
20.6K
$648K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9.75K+ 7.56% |
$291K - $329K
|
139K
$4.35M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.4K+ 9.72% |
$281K - $318K
|
106K
$3.33M
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
9.29K+ 13.72% |
$277K - $314K
|
77K
$2.42M
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
9.28KNew |
$277K - $314K
|
9.28K
$292K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.26KNew |
$277K - $313K
|
9.26K
$291K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
9.26KNew |
$276K - $313K
|
9.26K
$291K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.2K+ 9.14% |
$275K - $311K
|
110K
$3.45M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.16KNew |
$273K - $310K
|
9.16K
$288K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.11K+ 84.29% |
$272K - $308K
|
19.9K
$626K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.09K+ 9.04% |
$272K - $307K
|
110K
$3.45M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
8.82KNew |
$263K - $298K
|
8.82K
$277K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.87KNew |
$235K - $266K
|
7.87K
$247K
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
7.76KNew |
$232K - $262K
|
7.76K
$244K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.73KNew |
$231K - $261K
|
7.73K
$243K
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
7.66K+ 13.7% |
$229K - $259K
|
63.6K
$2M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.51K+ 9.73% |
$224K - $254K
|
84.7K
$2.66M
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.43KNew |
$222K - $251K
|
7.43K
$233K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.4K+ 92.51% |
$221K - $250K
|
15.4K
$484K
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.29KNew |
$218K - $246K
|
7.29K
$229K
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
7.25K+ 9.99% |
$216K - $245K
|
79.8K
$2.51M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.14KNew |
$213K - $241K
|
7.14K
$224K
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
7.01K+ 8.54% |
$209K - $237K
|
89K
$2.8M
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
7KNew |
$209K - $237K
|
7K
$220K
|
|
May 12, 2023
Q1 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
6.85KNew |
$205K - $232K
|
6.85K
$215K
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.79KNew |
$203K - $230K
|
6.79K
$213K
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6.77KNew |
$202K - $229K
|
6.77K
$213K
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
6.72KNew |
$201K - $227K
|
6.72K
$211K
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.65K+ 8.37% |
$199K - $225K
|
86K
$2.7M
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
6.61KNew |
$197K - $223K
|
6.61K
$207K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.57K+ 2.19% |
$196K - $222K
|
306K
$9.6M
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.55KNew |
$196K - $222K
|
6.55K
$206K
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6.55KNew |
$196K - $221K
|
6.55K
$206K
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.51KNew |
$194K - $220K
|
6.51K
$204K
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6.49KNew |
$194K - $219K
|
6.49K
$204K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.37K+ 3.64% |
$190K - $215K
|
181K
$5.7M
|