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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.36K+ 61.74% |
$190K - $215K
|
16.7K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.9K+ 21.73% |
$176K - $199K
|
33K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
5.74K+ 95733.33% |
$172K - $194K
|
5.75K
$177K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
5.61K+ 9.99% |
$168K - $190K
|
61.8K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.57K+ 2.46% |
$166K - $188K
|
232K
$7.15M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
5.42K+ 41.0% |
$162K - $183K
|
18.6K
$575K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.32K+ 300.68% |
$159K - $180K
|
7.09K
$219K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5.29K+ 3094.74% |
$158K - $179K
|
5.46K
$169K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.24K+ 37.29% |
$156K - $177K
|
19.3K
$595K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.12K+ 95.25% |
$153K - $173K
|
10.5K
$324K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.08K+ 5.19% |
$152K - $172K
|
103K
$3.18M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.08K+ 143.46% |
$152K - $172K
|
8.62K
$266K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.04K+ 7.24% |
$150K - $170K
|
74.6K
$2.3M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
4.8K+ 11.73% |
$143K - $162K
|
45.7K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.75K+ 4.43% |
$142K - $161K
|
112K
$3.46M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
4.63K+ 1.96% |
$138K - $157K
|
241K
$7.44M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.5K+ 1.91% |
$134K - $152K
|
240K
$7.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.48K+ 23.71% |
$134K - $151K
|
23.4K
$721K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.42K+ 6.91% |
$132K - $149K
|
68.3K
$2.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.4K+ 31.12% |
$131K - $149K
|
18.5K
$571K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4.24K+ 3.74% |
$126K - $143K
|
118K
$3.63M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.19K+ 8.92% |
$125K - $142K
|
51.1K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 9.45% |
$124K - $140K
|
48K
$1.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.14K+ 3.94% |
$124K - $140K
|
109K
$3.37M
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4.04K+ 11.68% |
$120K - $136K
|
38.6K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.03K+ 3.51% |
$120K - $136K
|
119K
$3.67M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.01KNew |
$120K - $135K
|
4.01K
$124K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.95K+ 22.52% |
$118K - $134K
|
21.5K
$663K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.91K+ 24.43% |
$117K - $132K
|
19.9K
$615K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.8K+ 2.15% |
$114K - $129K
|
181K
$5.59M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.79K+ 14.66% |
$113K - $128K
|
29.7K
$915K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.76K+ 6.0% |
$112K - $127K
|
66.4K
$2.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.65K+ 11.42% |
$109K - $123K
|
35.6K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.43K+ 3.81% |
$102K - $116K
|
93.4K
$2.88M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 52.1% |
$100K - $113K
|
9.8K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.32K+ 44.97% |
$99.1K - $112K
|
10.7K
$330K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
3.26K+ 2.81% |
$97.4K - $110K
|
119K
$3.68M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.15K+ 46.98% |
$93.9K - $106K
|
9.84K
$304K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.08K+ 0.64% |
$92.1K - $104K
|
482K
$14.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.06K+ 4.01% |
$91.3K - $103K
|
79.3K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.8K+ 2.69% |
$83.6K - $94.7K
|
107K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.78K+ 1.75% |
$83K - $94K
|
162K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.57K+ 2.27% |
$76.6K - $86.8K
|
115K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.55K+ 1.89% |
$76.1K - $86.2K
|
138K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.55K+ 128.98% |
$76K - $86.1K
|
4.52K
$139K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.54K+ 15.56% |
$76K - $86K
|
18.9K
$583K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
2.48KNew |
$74.1K - $83.9K
|
2.48K
$76.6K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46K+ 11.01% |
$73.5K - $83.2K
|
24.8K
$765K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.44K+ 2.71% |
$72.9K - $82.6K
|
92.7K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.32K+ 12.88% |
$69.4K - $78.5K
|
20.4K
$628K
|