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 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-63.3K- 41.34% |
$1.86M - $1.99M
|
89.9K
$2.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-64.5K- 84.85% |
$1.89M - $2.03M
|
11.5K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-70.4K- 11.12% |
$2.07M - $2.22M
|
563K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-71.6K- 62.05% |
$2.1M - $2.25M
|
43.8K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-77K- 66.41% |
$2.26M - $2.42M
|
39K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87.8K- 8.2% |
$2.57M - $2.76M
|
983K
$30.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-89K- 88.42% |
$2.61M - $2.8M
|
11.7K
$366K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-89.4K- 50.96% |
$2.62M - $2.81M
|
86.1K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-95.2K- 31.15% |
$2.79M - $2.99M
|
210K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-103K- 93.33% |
$3.02M - $3.24M
|
7.36K
$231K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-109K- 17.22% |
$3.2M - $3.43M
|
524K
$16.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-114K- 80.42% |
$3.35M - $3.59M
|
27.8K
$873K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-120K- 92.7% |
$3.53M - $3.79M
|
9.47K
$298K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-123K- 25.1% |
$3.61M - $3.87M
|
367K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-132K- 5.23% |
$3.88M - $4.16M
|
2.4M
$75.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-144K- 38.78% |
$4.23M - $4.54M
|
228K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-144K- 95.98% |
$4.24M - $4.54M
|
6.04K
$190K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-184K- 17.55% |
$5.38M - $5.77M
|
862K
$27.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-205K- 18.97% |
$6M - $6.44M
|
874K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-223K- 41.31% |
$6.55M - $7.03M
|
318K
$9.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-224K- 11.82% |
$6.56M - $7.04M
|
1.67M
$52.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-263K- 13.59% |
$7.72M - $8.28M
|
1.67M
$52.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-265K- 53.0% |
$7.77M - $8.34M
|
235K
$7.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-272K- 5.54% |
$7.97M - $8.54M
|
4.63M
$146M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-275K- 13.38% |
$8.07M - $8.65M
|
1.78M
$55.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-353K- 22.45% |
$10.4M - $11.1M
|
1.22M
$38.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-360K- 5.2% |
$10.6M - $11.3M
|
6.56M
$206M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-469K- 9.15% |
$13.8M - $14.8M
|
4.66M
$146M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-568K- 50.0% |
$16.6M - $17.9M
|
568K
$17.8M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.35M- 40.32% |
$39.5M - $42.3M
|
1.99M
$62.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.35M- 40.32% |
$39.5M - $42.3M
|
1.99M
$62.6M
|