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 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-185- 7.75% |
$5.43K - $5.82K
|
2.2K
$67.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-200- 16.67% |
$5.87K - $6.29K
|
1K
$30.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-200- 2.68% |
$5.87K - $6.29K
|
7.25K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 2.23% |
$5.87K - $6.29K
|
8.79K
$271K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-209- 1.31% |
$6.13K - $6.58K
|
15.7K
$485K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-210- 2.09% |
$6.16K - $6.61K
|
9.82K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-220- 0.97% |
$6.45K - $6.92K
|
22.6K
$696K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-224- 2.23% |
$6.57K - $7.05K
|
9.8K
$302K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-227- 1.58% |
$6.66K - $7.14K
|
14.1K
$435K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-235- 1.46% |
$6.89K - $7.39K
|
15.8K
$488K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-236- 1.52% |
$6.92K - $7.42K
|
15.2K
$470K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-255- 12.66% |
$7.48K - $8.02K
|
1.76K
$54.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-271- 0.34% |
$7.95K - $8.53K
|
79.6K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-275- 0.14% |
$8.07K - $8.65K
|
197K
$6.09M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-276- 0.62% |
$8.1K - $8.68K
|
44.1K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-282- 1.51% |
$8.27K - $8.87K
|
18.4K
$567K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-285- 1.97% |
$8.36K - $8.97K
|
14.2K
$438K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-294- 4.33% |
$8.62K - $9.25K
|
6.5K
$201K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-307- 1.63% |
$9K - $9.66K
|
18.5K
$570K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-308- 1.1% |
$9.03K - $9.69K
|
27.7K
$854K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-314- 0.52% |
$9.21K - $9.88K
|
60.4K
$1.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-328- 2.4% |
$9.62K - $10.3K
|
13.4K
$412K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-336- 2.19% |
$9.85K - $10.6K
|
15K
$464K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-356- 2.58% |
$10.4K - $11.2K
|
13.5K
$415K
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-359- 5.24% |
$10.5K - $11.3K
|
6.49K
$200K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-390- 0.62% |
$11.4K - $12.3K
|
62.6K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-404- 3.67% |
$11.8K - $12.7K
|
10.6K
$327K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-424- 0.81% |
$12.4K - $13.3K
|
52.1K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-435- 87.0% |
$12.8K - $13.7K
|
65
$2.01K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-441- 2.08% |
$12.9K - $13.9K
|
20.8K
$642K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-447- 4.94% |
$13.1K - $14.1K
|
8.6K
$265K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-457- 2.64% |
$13.4K - $14.4K
|
16.8K
$519K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-462- 0.09% |
$13.6K - $14.5K
|
516K
$15.9M
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-465- 1.75% |
$13.6K - $14.6K
|
26.1K
$806K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-465- 3.02% |
$13.6K - $14.6K
|
14.9K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-472- 1.66% |
$13.8K - $14.8K
|
28K
$864K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-476- 1.12% |
$14K - $15K
|
41.9K
$1.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-486- 10.8% |
$14.3K - $15.3K
|
4.01K
$124K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-500- 47.62% |
$14.7K - $15.7K
|
550
$17K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-500- 1.92% |
$14.7K - $15.7K
|
25.5K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-544- 0.26% |
$16K - $17.1K
|
209K
$6.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-544- 14.84% |
$16K - $17.1K
|
3.12K
$96.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-547- 0.59% |
$16K - $17.2K
|
92.2K
$2.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-550- 5.68% |
$16.1K - $17.3K
|
9.13K
$282K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-553- 3.33% |
$16.2K - $17.4K
|
16.1K
$495K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-566- 0.62% |
$16.6K - $17.8K
|
90.4K
$2.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-568- 31.91% |
$16.7K - $17.9K
|
1.21K
$37.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-584- 4.03% |
$17.1K - $18.4K
|
13.9K
$429K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-591- 5.06% |
$17.3K - $18.6K
|
11.1K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-600- 1.74% |
$17.6K - $18.9K
|
33.9K
$1.05M
|