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 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.67K- 18.51% |
$107K - $115K
|
16.1K
$504K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.68K- 2.03% |
$108K - $116K
|
177K
$5.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.71K- 15.26% |
$109K - $117K
|
20.6K
$643K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3.88K- 14.03% |
$114K - $122K
|
23.8K
$742K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.88K- 9.54% |
$114K - $122K
|
36.8K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.96K- 1.29% |
$116K - $125K
|
303K
$9.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 11.21% |
$117K - $125K
|
31.5K
$983K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-3.99K- 6.09% |
$117K - $126K
|
61.5K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4K- 32.16% |
$117K - $126K
|
8.44K
$264K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-4.04K- 5.64% |
$118K - $127K
|
67.5K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.05K- 14.59% |
$119K - $127K
|
23.7K
$740K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.18K- 3.03% |
$123K - $132K
|
134K
$4.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 10.96% |
$123K - $132K
|
34.1K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-4.24K- 18.0% |
$124K - $133K
|
19.3K
$604K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-4.25K- 24.51% |
$125K - $134K
|
13.1K
$408K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.29K- 6.05% |
$126K - $135K
|
66.6K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.41K- 9.9% |
$129K - $139K
|
40.1K
$1.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.55K- 11.99% |
$133K - $143K
|
33.4K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-4.63K- 20.24% |
$136K - $146K
|
18.2K
$569K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.63K- 17.76% |
$136K - $146K
|
21.4K
$670K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.67K- 37.42% |
$137K - $147K
|
7.8K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.81K- 32.72% |
$141K - $151K
|
9.89K
$309K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.82K- 2.78% |
$141K - $152K
|
169K
$5.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.86K- 3.85% |
$142K - $153K
|
121K
$3.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.17K- 77.26% |
$152K - $163K
|
1.52K
$47.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-5.4K- 16.34% |
$158K - $170K
|
27.6K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.42K- 7.81% |
$159K - $170K
|
63.9K
$2M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.53K- 7.47% |
$162K - $174K
|
68.5K
$2.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-5.62K- 9.57% |
$165K - $177K
|
53.1K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5.64K- 47.41% |
$165K - $177K
|
6.25K
$195K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-5.79K- 16.29% |
$170K - $182K
|
29.8K
$930K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.79K- 18.2% |
$170K - $182K
|
26K
$813K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-5.83K- 22.27% |
$171K - $183K
|
20.3K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.86K- 2.44% |
$172K - $184K
|
235K
$7.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.87K- 11.73% |
$172K - $185K
|
44.2K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-5.91K- 5.27% |
$173K - $186K
|
106K
$3.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.17K- 6.69% |
$181K - $194K
|
86K
$2.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.17K- 2.01% |
$181K - $194K
|
300K
$9.38M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-6.23K- 23.48% |
$183K - $196K
|
20.3K
$634K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-6.39K- 11.87% |
$187K - $201K
|
47.4K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.4K- 24.9% |
$188K - $201K
|
19.3K
$603K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.48K- 8.39% |
$190K - $204K
|
70.7K
$2.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-6.49K- 5.93% |
$190K - $204K
|
103K
$3.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.59K- 20.29% |
$193K - $207K
|
25.9K
$808K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.59K- 17.9% |
$193K - $207K
|
30.2K
$943K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.66K- 62.0% |
$195K - $209K
|
4.08K
$127K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.67K- 4.1% |
$196K - $210K
|
156K
$4.87M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-6.76K- 43.0% |
$198K - $213K
|
8.96K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-6.88K- 37.14% |
$202K - $216K
|
11.6K
$364K
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-7.03K- 1.46% |
$206K - $221K
|
475K
$14.8M
|