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 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
197+ 0.76% |
$5.88K - $6.66K
|
26.2K
$822K
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
194+ 1.14% |
$5.79K - $6.56K
|
17.3K
$542K
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
192+ 0.67% |
$5.73K - $6.49K
|
28.8K
$904K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
181+ 0.93% |
$5.4K - $6.12K
|
19.7K
$620K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
176+ 0.35% |
$5.26K - $5.95K
|
50.6K
$1.59M
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
174+ 0.54% |
$5.2K - $5.88K
|
32.6K
$1.02M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
167+ 0.63% |
$4.99K - $5.65K
|
26.7K
$838K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
166+ 0.26% |
$4.96K - $5.61K
|
63.6K
$2M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
159+ 0.8% |
$4.75K - $5.38K
|
20.1K
$632K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
158+ 0.81% |
$4.72K - $5.34K
|
19.8K
$620K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
154New |
$4.6K - $5.21K
|
154
$4.84K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 0.88% |
$4.48K - $5.07K
|
17.3K
$543K
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
141+ 0.36% |
$4.21K - $4.77K
|
39K
$1.22M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
138+ 0.96% |
$4.12K - $4.67K
|
14.5K
$455K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
136+ 1.2% |
$4.06K - $4.6K
|
11.5K
$361K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
118+ 1.68% |
$3.52K - $3.99K
|
7.14K
$224K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
105+ 0.97% |
$3.14K - $3.55K
|
10.9K
$343K
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
105+ 1.01% |
$3.14K - $3.55K
|
10.5K
$329K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
104+ 0.87% |
$3.11K - $3.52K
|
12K
$378K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 200.0% |
$2.99K - $3.38K
|
150
$4.71K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
98+ 2.88% |
$2.93K - $3.31K
|
3.5K
$110K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
85+ 0.88% |
$2.54K - $2.87K
|
9.74K
$306K
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
82+ 0.55% |
$2.45K - $2.77K
|
15K
$470K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
76+ 0.34% |
$2.27K - $2.57K
|
22.4K
$704K
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
74+ 0.44% |
$2.21K - $2.5K
|
16.8K
$527K
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
71+ 0.95% |
$2.12K - $2.4K
|
7.54K
$237K
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
70+ 0.58% |
$2.09K - $2.37K
|
12.2K
$382K
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
68+ 0.41% |
$2.03K - $2.3K
|
16.7K
$526K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
67New |
$2K - $2.27K
|
67
$2.1K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
66+ 0.72% |
$1.97K - $2.23K
|
9.17K
$288K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
61+ 0.09% |
$1.82K - $2.06K
|
69.3K
$2.18M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
61+ 0.21% |
$1.82K - $2.06K
|
29.4K
$924K
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
61+ 0.14% |
$1.82K - $2.06K
|
42.4K
$1.33M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60New |
$1.79K - $2.03K
|
60
$1.88K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59New |
$1.76K - $1.99K
|
59
$1.85K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
58+ 0.28% |
$1.73K - $1.96K
|
20.4K
$642K
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
54+ 0.19% |
$1.61K - $1.83K
|
28.5K
$896K
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
53+ 0.82% |
$1.58K - $1.79K
|
6.5K
$204K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
52+ 11.56% |
$1.55K - $1.76K
|
502
$15.8K
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
49+ 0.97% |
$1.46K - $1.66K
|
5.11K
$161K
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
47+ 0.26% |
$1.4K - $1.59K
|
18.2K
$571K
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
46+ 1.13% |
$1.37K - $1.56K
|
4.11K
$129K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
43+ 0.21% |
$1.28K - $1.45K
|
20.9K
$657K
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
42+ 0.08% |
$1.25K - $1.42K
|
55.7K
$1.75M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39+ 0.06% |
$1.16K - $1.32K
|
63K
$1.98M
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
32+ 0.31% |
$956 - $1.08K
|
10.5K
$329K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
31+ 0.64% |
$926 - $1.05K
|
4.91K
$154K
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
31+ 0.02% |
$926 - $1.05K
|
167K
$5.24M
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
28+ 0.31% |
$836 - $947
|
9.16K
$288K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
26+ 0.5% |
$776 - $879
|
5.22K
$164K
|