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 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
21KNew |
$616K - $661K
|
21K
$660K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
20.6K+ 18.29% |
$604K - $648K
|
133K
$4.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
20.5K+ 86.57% |
$601K - $645K
|
44.2K
$1.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
19.6K+ 7.84% |
$574K - $616K
|
269K
$8.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
19.4KNew |
$569K - $610K
|
19.4K
$609K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.9K+ 21.57% |
$555K - $596K
|
107K
$3.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18.1K+ 156.82% |
$530K - $568K
|
29.6K
$929K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
17.6K+ 4.02% |
$518K - $555K
|
457K
$14.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
17.6KNew |
$517K - $555K
|
17.6K
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17K+ 8.19% |
$498K - $534K
|
224K
$7.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
16.8KNew |
$493K - $528K
|
16.8K
$528K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
16.4KNew |
$482K - $517K
|
16.4K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
15.9KNew |
$467K - $501K
|
15.9K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
15.8K+ 101.83% |
$462K - $496K
|
31.2K
$981K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.7KNew |
$461K - $495K
|
15.7K
$494K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15.7K+ 39.74% |
$461K - $495K
|
55.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 96.9% |
$449K - $482K
|
31.1K
$978K
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
15.1KNew |
$444K - $476K
|
15.1K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15KNew |
$440K - $472K
|
15K
$471K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14.9K+ 1.78% |
$437K - $469K
|
852K
$26.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.3K+ 4.21% |
$420K - $450K
|
354K
$11.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.2KNew |
$418K - $448K
|
14.2K
$448K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
13.8K+ 61.75% |
$406K - $435K
|
36.2K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
13.7K+ 13.08% |
$403K - $432K
|
119K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13.7K+ 11.14% |
$403K - $432K
|
137K
$4.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
13.6KNew |
$400K - $429K
|
13.6K
$429K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.2K+ 18.77% |
$388K - $416K
|
83.7K
$2.63M
|
|
|
Dec 14, 2023
Q2 2023
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13KNew |
$381K - $409K
|
13K
$408K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.9KNew |
$378K - $406K
|
12.9K
$405K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$366K - $393K
|
12.5K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.4K+ 6.75% |
$365K - $391K
|
197K
$6.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
12.4K+ 15.63% |
$364K - $390K
|
91.7K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.4K+ 16.74% |
$364K - $390K
|
86.5K
$2.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$362K - $389K
|
12.4K
$388K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
12.2KNew |
$359K - $385K
|
12.2K
$384K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12.1KNew |
$355K - $381K
|
12.1K
$380K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.4K+ 22.61% |
$335K - $360K
|
62K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3KNew |
$331K - $355K
|
11.3K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 27.25% |
$324K - $348K
|
51.6K
$1.62M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.7K+ 19.22% |
$315K - $338K
|
66.6K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.6KNew |
$312K - $335K
|
10.6K
$334K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.6K+ 107.3% |
$312K - $335K
|
20.6K
$645K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
10.6K+ 13.78% |
$311K - $334K
|
87.6K
$2.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10.6K+ 7.65% |
$311K - $334K
|
149K
$4.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 49.27% |
$308K - $331K
|
31.8K
$1M
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.5KNew |
$307K - $329K
|
10.5K
$328K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
10.1K+ 82.71% |
$297K - $318K
|
22.4K
$702K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
10K+ 8.06% |
$294K - $315K
|
134K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
10KNew |
$293K - $315K
|
10K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
10K+ 31.15% |
$293K - $315K
|
42.1K
$1.32M
|