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 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
62.9K+ 175.16% |
$1.85M - $1.98M
|
98.8K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
56.9K+ 50.43% |
$1.67M - $1.79M
|
170K
$5.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56K+ 23.41% |
$1.64M - $1.76M
|
295K
$9.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
56K+ 17.56% |
$1.64M - $1.76M
|
375K
$11.8M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
54.6KNew |
$1.6M - $1.72M
|
54.6K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
52.7K+ 569.08% |
$1.55M - $1.66M
|
62K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
49.6K+ 109.11% |
$1.45M - $1.56M
|
95K
$2.98M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49K+ 94.96% |
$1.44M - $1.54M
|
101K
$3.16M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
48.4KNew |
$1.42M - $1.52M
|
48.4K
$1.52M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
45.7K+ 75.13% |
$1.34M - $1.44M
|
107K
$3.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44.9K+ 22.33% |
$1.32M - $1.41M
|
246K
$7.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
43.9K+ 100.61% |
$1.29M - $1.38M
|
87.6K
$2.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.7K+ 8.17% |
$1.28M - $1.38M
|
579K
$18.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
41.5K+ 419.8% |
$1.22M - $1.31M
|
51.4K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
41.5K+ 1041.5% |
$1.22M - $1.31M
|
45.5K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.9K+ 17.2% |
$1.17M - $1.26M
|
272K
$8.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
39.6K+ 112.46% |
$1.16M - $1.25M
|
74.9K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
39.4KNew |
$1.15M - $1.24M
|
39.4K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39K+ 7.91% |
$1.14M - $1.23M
|
533K
$16.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
39K+ 7.56% |
$1.14M - $1.23M
|
555K
$17.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
39KNew |
$1.14M - $1.23M
|
39K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
38.9KNew |
$1.14M - $1.22M
|
38.9K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38.6K+ 27.48% |
$1.13M - $1.22M
|
179K
$5.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
38.3K+ 15.05% |
$1.12M - $1.21M
|
293K
$9.2M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
36.9KNew |
$1.08M - $1.16M
|
36.9K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
36.7K+ 2.42% |
$1.08M - $1.16M
|
1.56M
$48.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
36.3K+ 36.03% |
$1.06M - $1.14M
|
137K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35.4K+ 26.95% |
$1.04M - $1.11M
|
167K
$5.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34.7KNew |
$1.02M - $1.09M
|
34.7K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
34.5K+ 80.23% |
$1.01M - $1.09M
|
77.5K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.8K+ 1.53% |
$990K - $1.06M
|
2.24M
$70.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.7K+ 5.37% |
$958K - $1.03M
|
641K
$20.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
32.5KNew |
$953K - $1.02M
|
32.5K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
31.1KNew |
$912K - $978K
|
31.1K
$976K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30.6K+ 9.95% |
$898K - $963K
|
338K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
30.2K+ 384.07% |
$886K - $951K
|
38.1K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
29.8K+ 9.6% |
$875K - $939K
|
341K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
29.2K+ 113.37% |
$857K - $919K
|
55K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
28.7K+ 75.15% |
$841K - $902K
|
66.8K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.9K+ 7.28% |
$818K - $878K
|
411K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27.7K+ 5.94% |
$812K - $871K
|
494K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
27.6KNew |
$810K - $869K
|
27.6K
$867K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
27.5K+ 117.61% |
$806K - $865K
|
50.9K
$1.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
25.9KNew |
$760K - $815K
|
25.9K
$814K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.4K+ 77.24% |
$687K - $737K
|
53.7K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
22.2K+ 5.12% |
$652K - $700K
|
456K
$14.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.1K+ 9.21% |
$649K - $696K
|
262K
$8.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
21.7KNew |
$636K - $682K
|
21.7K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
21.4K+ 104.1% |
$627K - $672K
|
41.9K
$1.32M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
21.1K+ 20.43% |
$619K - $664K
|
124K
$3.91M
|