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 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 1.14% |
$597 - $676
|
1.78K
$55.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
19+ 1.14% |
$567 - $642
|
1.68K
$52.7K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
19+ 0.21% |
$567 - $642
|
9.15K
$288K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
16+ 0.17% |
$478 - $541
|
9.71K
$305K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
16+ 0.24% |
$478 - $541
|
6.77K
$213K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15+ 0.03% |
$448 - $507
|
49.8K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15+ 0.07% |
$448 - $507
|
21.3K
$670K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
14+ 0.02% |
$418 - $473
|
87.8K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
11+ 0.95% |
$328 - $372
|
1.17K
$36.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
10+ 0.83% |
$299 - $338
|
1.21K
$38.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.3% |
$269 - $304
|
3.03K
$95.2K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 1.22% |
$239 - $270
|
666
$20.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.11% |
$179 - $203
|
5.38K
$169K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$179 - $203
|
23.9K
$751K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
6+ 0.07% |
$179 - $203
|
8.56K
$269K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4+ 0.03% |
$119 - $135
|
13.8K
$434K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.7% |
$119 - $135
|
577
$18.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$119 - $135
|
2.02K
$63.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 1.0% |
$89.6 - $101
|
304
$9.55K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.34% |
$89.6 - $101
|
882
$27.7K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.96% |
$89.6 - $101
|
315
$9.89K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.02% |
$89.6 - $101
|
14.4K
$453K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$59.7 - $67.6
|
6.61K
$207K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.16% |
$59.7 - $67.6
|
175
$5.5K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.03% |
$59.7 - $67.6
|
6.91K
$217K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.01% |
$29.9 - $33.8
|
9.15K
$287K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$29.9 - $33.8
|
14.5K
$455K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 5.56% |
$29.9 - $33.8
|
17
$534
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2- 0.01% |
$59.7 - $67.6
|
18K
$566K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.05% |
$89.6 - $101
|
6.06K
$190K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 1.0% |
$119 - $135
|
398
$12.5K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-6- 0.43% |
$179 - $203
|
1.38K
$43.2K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 0.73% |
$179 - $203
|
814
$25.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7- 0.07% |
$209 - $237
|
9.72K
$305K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 10.26% |
$239 - $270
|
70
$2.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 0.83% |
$448 - $507
|
1.8K
$56.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-22- 0.13% |
$657 - $744
|
16.3K
$513K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-23- 0.05% |
$687 - $778
|
50.9K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-29- 0.14% |
$866 - $980
|
20.8K
$654K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-50- 0.26% |
$1.49K - $1.69K
|
18.9K
$595K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-53- -0.0% |
$1.58K - $1.79K
|
1.07M
$33.6M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-62- 0.17% |
$1.85K - $2.1K
|
35.8K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-66- 0.37% |
$1.97K - $2.23K
|
17.7K
$556K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-67- 0.48% |
$2K - $2.27K
|
13.9K
$437K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-75- 0.16% |
$2.24K - $2.54K
|
48.2K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-75- 0.78% |
$2.24K - $2.54K
|
9.51K
$299K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-89- 0.28% |
$2.66K - $3.01K
|
31.8K
$1M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-94- 0.17% |
$2.81K - $3.18K
|
56.7K
$1.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-95- 0.19% |
$2.84K - $3.21K
|
48.9K
$1.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 68.97% |
$2.99K - $3.38K
|
45
$1.41K
|