Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.45M+ 9.08% |
$42.6M - $45.7M
|
17.5M
$549M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.09MNew |
$31.9M - $34.2M
|
1.09M
$34.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.01M+ 3745.37% |
$29.6M - $31.8M
|
1.04M
$32.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
599K+ 63.91% |
$17.6M - $18.8M
|
1.54M
$48.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
529K+ 157.65% |
$15.5M - $16.6M
|
864K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
433KNew |
$12.7M - $13.6M
|
433K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
354K+ 117.93% |
$10.4M - $11.1M
|
653K
$20.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
327KNew |
$9.58M - $10.3M
|
327K
$10.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
302KNew |
$8.85M - $9.49M
|
302K
$9.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
273KNew |
$8.01M - $8.59M
|
273K
$8.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
261K+ 327.28% |
$7.65M - $8.2M
|
340K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
254K+ 2.06% |
$7.46M - $8.01M
|
12.6M
$396M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
243K+ 171.91% |
$7.13M - $7.65M
|
385K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
238K+ 2334.43% |
$6.99M - $7.49M
|
248K
$7.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
BUY
|
- |
229K+ 215.88% |
$6.73M - $7.21M
|
336K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
226KNew |
$6.64M - $7.12M
|
226K
$7.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
217K+ 7.83% |
$6.35M - $6.81M
|
2.98M
$93.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
215K+ 2056.75% |
$6.29M - $6.75M
|
225K
$7.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
177K+ 45.74% |
$5.19M - $5.57M
|
564K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
175K+ 3.48% |
$5.12M - $5.49M
|
5.19M
$163M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
171KNew |
$5.03M - $5.39M
|
171K
$5.39M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
166K+ 16.95% |
$4.86M - $5.22M
|
1.14M
$36M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
159K+ 73.35% |
$4.65M - $4.99M
|
375K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
158K+ 131.73% |
$4.63M - $4.96M
|
277K
$8.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
152KNew |
$4.47M - $4.79M
|
152K
$4.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
144K+ 172.79% |
$4.24M - $4.55M
|
228K
$7.18M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
131K+ 1497.39% |
$3.85M - $4.13M
|
140K
$4.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
129K+ 184.12% |
$3.79M - $4.07M
|
199K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
122KNew |
$3.59M - $3.85M
|
122K
$3.85M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
122KNew |
$3.58M - $3.84M
|
122K
$3.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
116K+ 152.58% |
$3.41M - $3.66M
|
193K
$6.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
115K+ 344.0% |
$3.36M - $3.61M
|
148K
$4.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
104K+ 2.92% |
$3.04M - $3.26M
|
3.66M
$115M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
103K+ 1406.36% |
$3.02M - $3.24M
|
110K
$3.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
100K+ 19.65% |
$2.93M - $3.15M
|
609K
$19.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
95KNew |
$2.79M - $2.99M
|
95K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
88.4K+ 722.85% |
$2.59M - $2.78M
|
101K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
88.2K+ 4.74% |
$2.59M - $2.77M
|
1.95M
$61.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
83.7K+ 76.75% |
$2.46M - $2.63M
|
193K
$6.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
83.1K+ 547.03% |
$2.44M - $2.61M
|
98.3K
$3.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
78.7K+ 64.76% |
$2.31M - $2.48M
|
200K
$6.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
78.5KNew |
$2.3M - $2.47M
|
78.5K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
78.3KNew |
$2.3M - $2.46M
|
78.3K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
77KNew |
$2.26M - $2.42M
|
77K
$2.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
73K+ 386.43% |
$2.14M - $2.3M
|
91.9K
$2.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
69.2K+ 200.75% |
$2.03M - $2.18M
|
104K
$3.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
66.5K+ 20.17% |
$1.95M - $2.09M
|
396K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64.2KNew |
$1.88M - $2.02M
|
64.2K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
64.2KNew |
$1.88M - $2.02M
|
64.2K
$2.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
63.6KNew |
$1.87M - $2M
|
63.6K
$2M
|