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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.21K+ 3.01% |
$65.9K - $74.6K
|
75.4K
$2.37M
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.04K+ 2.56% |
$60.9K - $68.9K
|
81.8K
$2.57M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 3.48% |
$60.4K - $68.4K
|
60.1K
$1.89M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.99K+ 19.0% |
$59.5K - $67.3K
|
12.5K
$392K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.98K+ 9.6% |
$59.1K - $66.9K
|
22.6K
$710K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 381.89% |
$56.7K - $64.2K
|
2.4K
$75.2K
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.87K+ 3.11% |
$56K - $63.4K
|
62.1K
$1.95M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 1.34% |
$55.6K - $63K
|
141K
$4.41M
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.86K+ 5.69% |
$55.5K - $62.8K
|
34.5K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.84K+ 22.82% |
$55K - $62.3K
|
9.91K
$311K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.81K+ 20.22% |
$53.9K - $61.1K
|
10.7K
$337K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.76K+ 16.24% |
$52.6K - $59.5K
|
12.6K
$396K
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.69K+ 24.2% |
$50.4K - $57.1K
|
8.67K
$272K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.66K+ 37.91% |
$49.6K - $56.1K
|
6.04K
$190K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.65K+ 3.56% |
$49.4K - $55.9K
|
48.1K
$1.51M
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
1.65K+ 4.94% |
$49.3K - $55.8K
|
35.1K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.61K+ 0.91% |
$48.1K - $54.5K
|
179K
$5.64M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.59K+ 3.05% |
$47.4K - $53.7K
|
53.7K
$1.69M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.59K+ 31.38% |
$47.3K - $53.6K
|
6.64K
$208K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
1.56K+ 2.06% |
$46.4K - $52.6K
|
77K
$2.42M
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.53K+ 1.43% |
$45.7K - $51.8K
|
109K
$3.41M
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 8.93% |
$45.7K - $51.8K
|
18.7K
$586K
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.5K+ 4.45% |
$44.8K - $50.7K
|
35.3K
$1.11M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.5K+ 2.27% |
$44.7K - $50.6K
|
67.5K
$2.12M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.47K+ 2.17% |
$43.9K - $49.7K
|
69.3K
$2.18M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.42K+ 10.94% |
$42.3K - $47.8K
|
14.3K
$451K
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.4K+ 4.72% |
$41.8K - $47.3K
|
31.1K
$976K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.37K+ 0.49% |
$40.8K - $46.3K
|
282K
$8.87M
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
1.35K+ 9.64% |
$40.4K - $45.7K
|
15.4K
$483K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.33K+ 10.49% |
$39.6K - $44.8K
|
14K
$438K
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.32K+ 8.93% |
$39.4K - $44.7K
|
16.1K
$506K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.31KNew |
$39.2K - $44.4K
|
1.31K
$41.2K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.28K+ 3.92% |
$38.1K - $43.2K
|
33.8K
$1.06M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.24K+ 7.03% |
$37.1K - $42.1K
|
19K
$595K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.24K+ 11.18% |
$37.1K - $42K
|
12.4K
$388K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.22K+ 1.55% |
$36.3K - $41.1K
|
79.9K
$2.51M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.21K+ 2.52% |
$36.1K - $40.9K
|
49.1K
$1.54M
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.18K+ 10.72% |
$35.1K - $39.7K
|
12.1K
$381K
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17K+ 11.54% |
$35K - $39.7K
|
11.3K
$356K
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.12K+ 1.98% |
$33.3K - $37.7K
|
57.6K
$1.81M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.1K+ 1297.65% |
$32.9K - $37.3K
|
1.19K
$37.3K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.1K+ 9.16% |
$32.7K - $37K
|
13K
$410K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 724.0% |
$32.4K - $36.7K
|
1.24K
$38.8K
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.01K+ 3.96% |
$30.1K - $34.1K
|
26.5K
$831K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1K+ 23.13% |
$29.9K - $33.9K
|
5.34K
$168K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1K+ 18.1% |
$29.9K - $33.8K
|
6.52K
$205K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
986+ 0.93% |
$29.4K - $33.3K
|
107K
$3.37M
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
974+ 1.3% |
$29.1K - $32.9K
|
76K
$2.39M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
959+ 7.37% |
$28.6K - $32.4K
|
14K
$439K
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
950+ 8.12% |
$28.4K - $32.1K
|
12.7K
$397K
|