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 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-1.09K- 9.22% |
$32K - $34.3K
|
10.7K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.11K- 22.62% |
$32.4K - $34.8K
|
3.78K
$118K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-1.13K- 1.84% |
$33K - $35.4K
|
59.9K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.13K- 4.07% |
$33.1K - $35.5K
|
26.6K
$830K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.15K- 1.71% |
$33.6K - $36.1K
|
65.9K
$2.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.16K- 6.26% |
$34K - $36.4K
|
17.4K
$542K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.2K- 9.92% |
$35.2K - $37.8K
|
10.9K
$340K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.2K- 1.3% |
$35.2K - $37.8K
|
91.3K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.21K- 22.63% |
$35.4K - $38K
|
4.13K
$129K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.21K- 12.66% |
$35.5K - $38.1K
|
8.35K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.23K- 2.6% |
$36K - $38.6K
|
45.9K
$1.43M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.24K- 34.46% |
$36.3K - $38.9K
|
2.36K
$73.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.24K- 8.59% |
$36.5K - $39.1K
|
13.2K
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.25K- 6.6% |
$36.7K - $39.3K
|
17.7K
$553K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.25K- 14.18% |
$36.7K - $39.4K
|
7.57K
$236K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.27K- 2.28% |
$37.2K - $40K
|
54.5K
$1.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.28K- 8.53% |
$37.4K - $40.1K
|
13.7K
$427K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.29K- 4.44% |
$37.8K - $40.6K
|
27.8K
$868K
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.32K- 3.47% |
$38.8K - $41.7K
|
36.9K
$1.15M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.33K- 2.82% |
$39.1K - $42K
|
46K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 56.49% |
$39.7K - $42.6K
|
1.04K
$32.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.36K- 1.83% |
$39.7K - $42.6K
|
72.7K
$2.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.39K- 10.68% |
$40.9K - $43.9K
|
11.7K
$364K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-1.42K- 11.66% |
$41.6K - $44.6K
|
10.7K
$335K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.43K- 4.81% |
$41.9K - $44.9K
|
28.2K
$882K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-1.44K- 1.87% |
$42.1K - $45.2K
|
75.4K
$2.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.45K- 6.24% |
$42.4K - $45.5K
|
21.7K
$679K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.48K- 4.12% |
$43.3K - $46.4K
|
34.4K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.48K- 24.4% |
$43.4K - $46.5K
|
4.58K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.5K- 10.47% |
$44.1K - $47.3K
|
12.8K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.51K- 4.39% |
$44.2K - $47.4K
|
32.8K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.59K- 16.1% |
$46.6K - $50K
|
8.28K
$259K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 64.33% |
$46.8K - $50.2K
|
885
$27.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.64K- 7.36% |
$48.2K - $51.7K
|
20.7K
$645K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.65K- 1.12% |
$48.4K - $51.9K
|
145K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.66K- 5.8% |
$48.8K - $52.3K
|
27K
$844K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.68K- 6.69% |
$49.1K - $52.7K
|
23.4K
$729K
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.68K- 0.93% |
$49.3K - $52.9K
|
179K
$5.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.7K- 8.62% |
$49.9K - $53.5K
|
18K
$564K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.75K- 8.26% |
$51.4K - $55.1K
|
19.5K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.8K- 3.51% |
$52.8K - $56.7K
|
49.5K
$1.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.81K- 1.92% |
$52.9K - $56.8K
|
92.4K
$2.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.81K- 9.43% |
$53.1K - $56.9K
|
17.4K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.81K- 33.71% |
$53.1K - $57K
|
3.56K
$111K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.84K- 9.75% |
$54K - $57.9K
|
17K
$532K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.85K- 4.79% |
$54.1K - $58.1K
|
36.7K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 0.84% |
$56.2K - $60.2K
|
227K
$7.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.95K- 1.73% |
$57K - $61.2K
|
110K
$3.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.96K- 20.59% |
$57.4K - $61.5K
|
7.55K
$236K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.97K- 32.57% |
$57.8K - $62K
|
4.08K
$127K
|