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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-606- 0.94% |
$17.8K - $19.1K
|
63.6K
$1.99M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-613- 0.91% |
$18K - $19.3K
|
66.7K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-624- 1.87% |
$18.3K - $19.6K
|
32.8K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-645- 4.34% |
$18.9K - $20.3K
|
14.2K
$444K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-650- 0.81% |
$19.1K - $20.4K
|
79.2K
$2.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-653- 10.81% |
$19.2K - $20.5K
|
5.39K
$168K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-656- 2.41% |
$19.2K - $20.6K
|
26.6K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-672- 1.17% |
$19.7K - $21.1K
|
56.8K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-678- 91.87% |
$19.9K - $21.3K
|
60
$1.87K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-683- 2.97% |
$20K - $21.5K
|
22.4K
$698K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-685- 2.98% |
$20.1K - $21.6K
|
22.3K
$695K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-708- 3.74% |
$20.8K - $22.3K
|
18.2K
$570K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-720- 31.44% |
$21.1K - $22.7K
|
1.57K
$49K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-728- 1.57% |
$21.4K - $22.9K
|
45.6K
$1.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-733- 4.55% |
$21.5K - $23.1K
|
15.4K
$480K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-737- 4.16% |
$21.6K - $23.2K
|
17K
$530K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-742- 7.71% |
$21.8K - $23.3K
|
8.89K
$278K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-787- 1.51% |
$23.1K - $24.8K
|
51.5K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-800- 4.99% |
$23.5K - $25.2K
|
15.2K
$476K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-815- 1.52% |
$23.9K - $25.6K
|
52.9K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-815- 8.78% |
$23.9K - $25.6K
|
8.47K
$264K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-824- 0.52% |
$24.2K - $25.9K
|
157K
$4.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-829- 49.37% |
$24.3K - $26.1K
|
850
$26.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-830- 37.14% |
$24.3K - $26.1K
|
1.41K
$43.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-854- 7.58% |
$25K - $26.9K
|
10.4K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-865- 8.98% |
$25.4K - $27.2K
|
8.77K
$274K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-872- 4.52% |
$25.6K - $27.4K
|
18.4K
$575K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-873- 0.98% |
$25.6K - $27.5K
|
88.2K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-875- 7.28% |
$25.7K - $27.5K
|
11.1K
$348K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-899- 2.17% |
$26.4K - $28.3K
|
40.6K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-900- 6.89% |
$26.4K - $28.3K
|
12.2K
$380K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-903- 3.19% |
$26.5K - $28.4K
|
27.4K
$855K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-913- 3.09% |
$26.8K - $28.7K
|
28.6K
$894K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-930- 3.85% |
$27.3K - $29.3K
|
23.2K
$725K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-940- 65.78% |
$27.6K - $29.6K
|
489
$15.3K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-945- 0.46% |
$27.7K - $29.7K
|
206K
$6.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-945- 23.31% |
$27.7K - $29.7K
|
3.11K
$97.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-954- 12.64% |
$28K - $30K
|
6.59K
$206K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-958- 36.14% |
$28.1K - $30.1K
|
1.69K
$52.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-961- 3.36% |
$28.2K - $30.2K
|
27.6K
$863K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-962- 0.84% |
$28.2K - $30.3K
|
113K
$3.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-969- 82.89% |
$28.4K - $30.5K
|
200
$6.25K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1K- 7.19% |
$29.3K - $31.5K
|
12.9K
$403K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.02K- 0.8% |
$29.9K - $32.1K
|
127K
$3.97M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-1.03K- 5.05% |
$30.1K - $32.2K
|
19.3K
$602K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.05K- 9.2% |
$30.7K - $32.9K
|
10.3K
$322K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.06K- 5.02% |
$31K - $33.2K
|
20K
$624K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.06K- 8.14% |
$31K - $33.3K
|
11.9K
$373K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.08K- 84.31% |
$31.5K - $33.8K
|
200
$6.25K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.09K- 5.97% |
$31.9K - $34.2K
|
17.1K
$534K
|