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 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
947+ 4.68% |
$28.3K - $32K
|
21.2K
$666K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
935+ 7.81% |
$27.9K - $31.6K
|
12.9K
$406K
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
929+ 4.92% |
$27.7K - $31.4K
|
19.8K
$622K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
929+ 268.5% |
$27.7K - $31.4K
|
1.28K
$40K
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
925+ 2.94% |
$27.6K - $31.3K
|
32.3K
$1.02M
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
837+ 4.66% |
$25K - $28.3K
|
18.8K
$590K
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
832+ 0.16% |
$24.8K - $28.1K
|
516K
$16.2M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
800+ 5.75% |
$23.9K - $27K
|
14.7K
$462K
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
781+ 7.17% |
$23.3K - $26.4K
|
11.7K
$367K
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
761+ 8.82% |
$22.7K - $25.7K
|
9.39K
$295K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
744+ 6.35% |
$22.2K - $25.2K
|
12.5K
$392K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
709+ 118.17% |
$21.2K - $24K
|
1.31K
$41.1K
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
707+ 3.02% |
$21.1K - $23.9K
|
24.2K
$759K
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
664+ 8.65% |
$19.8K - $22.4K
|
8.34K
$262K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
660+ 3.37% |
$19.7K - $22.3K
|
20.2K
$635K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
645New |
$19.3K - $21.8K
|
645
$20.3K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
636+ 7.07% |
$19K - $21.5K
|
9.64K
$303K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
626+ 9.5% |
$18.7K - $21.2K
|
7.21K
$227K
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
620+ 6.67% |
$18.5K - $21K
|
9.91K
$311K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
610+ 0.22% |
$18.2K - $20.6K
|
280K
$8.79M
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
600+ 5.9% |
$17.9K - $20.3K
|
10.8K
$338K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
597+ 4.81% |
$17.8K - $20.2K
|
13K
$408K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
550New |
$16.4K - $18.6K
|
550
$17.3K
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
533+ 4.32% |
$15.9K - $18K
|
12.9K
$405K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
514+ 4.74% |
$15.3K - $17.4K
|
11.4K
$357K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
500New |
$14.9K - $16.9K
|
500
$15.7K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
500+ 3.45% |
$14.9K - $16.9K
|
15K
$470K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500+ 11.39% |
$14.9K - $16.9K
|
4.89K
$154K
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
498+ 0.6% |
$14.9K - $16.8K
|
83.3K
$2.62M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
496+ 2.09% |
$14.8K - $16.8K
|
24.2K
$760K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
493New |
$14.7K - $16.7K
|
493
$15.5K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
493+ 2.72% |
$14.7K - $16.7K
|
18.6K
$585K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
492+ 2.64% |
$14.7K - $16.6K
|
19.1K
$600K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
423+ 1.94% |
$12.6K - $14.3K
|
22.2K
$698K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
400+ 0.65% |
$11.9K - $13.5K
|
62K
$1.95M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
384New |
$11.5K - $13K
|
384
$12.1K
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
369+ 0.12% |
$11K - $12.5K
|
307K
$9.63M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
367+ 403.3% |
$11K - $12.4K
|
458
$14.4K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
323+ 0.11% |
$9.64K - $10.9K
|
307K
$9.63M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
318New |
$9.5K - $10.8K
|
318
$9.99K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.42K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.42K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
300New |
$8.96K - $10.1K
|
300
$9.42K
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
282New |
$8.42K - $9.53K
|
282
$8.86K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
253+ 2.43% |
$7.55K - $8.55K
|
10.7K
$335K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
250New |
$7.47K - $8.45K
|
250
$7.85K
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
240+ 1.37% |
$7.17K - $8.11K
|
17.7K
$557K
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
226+ 0.34% |
$6.75K - $7.64K
|
67.1K
$2.11M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
205+ 1.12% |
$6.12K - $6.93K
|
18.5K
$582K
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200+ 0.91% |
$5.97K - $6.76K
|
22.3K
$700K
|