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 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
9.91KNew |
$291K - $312K
|
9.91K
$331K
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
9.89K+ 8.31% |
$290K - $311K
|
129K
$4.31M
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
9.6K+ 35.98% |
$282K - $302K
|
36.3K
$1.21M
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.47KNew |
$278K - $298K
|
9.47K
$317K
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.39KNew |
$275K - $296K
|
9.39K
$314K
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.34K+ 13944.78% |
$274K - $294K
|
9.41K
$315K
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
9.11KNew |
$267K - $287K
|
9.11K
$305K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
9K+ 796.11% |
$264K - $283K
|
10.1K
$339K
|
|
Aug 09, 2023
Q2 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
9K+ 30.0% |
$264K - $283K
|
39K
$1.3M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.8K+ 29.58% |
$258K - $277K
|
38.5K
$1.29M
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
8.8KNew |
$258K - $277K
|
8.8K
$294K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
8.69KNew |
$255K - $274K
|
8.69K
$291K
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
8.69KNew |
$255K - $273K
|
8.69K
$291K
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
8.66KNew |
$254K - $272K
|
8.66K
$290K
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
8.6K+ 19.73% |
$252K - $271K
|
52.2K
$1.75M
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
8.6KNew |
$252K - $271K
|
8.6K
$288K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.57K+ 8.23% |
$251K - $270K
|
113K
$3.77M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.47KNew |
$248K - $266K
|
8.47K
$283K
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
8.28K+ 15.33% |
$243K - $261K
|
62.3K
$2.08M
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
8.2KNew |
$240K - $258K
|
8.2K
$274K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.15KNew |
$239K - $256K
|
8.15K
$273K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.13K+ 7.41% |
$238K - $256K
|
118K
$3.94M
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
8.12K+ 17.77% |
$238K - $256K
|
53.8K
$1.8M
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.95K+ 3.84% |
$233K - $250K
|
215K
$7.19M
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
7.7K+ 2.62% |
$226K - $242K
|
301K
$10.1M
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.69KNew |
$226K - $242K
|
7.69K
$257K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.69K+ 5.09% |
$225K - $242K
|
159K
$5.31M
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.54KNew |
$221K - $237K
|
7.54K
$252K
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
7.51KNew |
$220K - $236K
|
7.51K
$251K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.41K+ 19.63% |
$217K - $233K
|
45.2K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
7.34K+ 0.78% |
$215K - $231K
|
943K
$31.5M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
7.11K+ 2.95% |
$209K - $224K
|
248K
$8.3M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
7K+ 268.57% |
$205K - $220K
|
9.61K
$321K
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.97K+ 1.49% |
$204K - $219K
|
474K
$15.8M
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.78K+ 64.5% |
$199K - $213K
|
17.3K
$578K
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
6.77K+ 6.24% |
$199K - $213K
|
115K
$3.86M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.77KNew |
$198K - $213K
|
6.77K
$226K
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
6.76KNew |
$198K - $213K
|
6.76K
$226K
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
6.59K+ 42.13% |
$193K - $207K
|
22.2K
$744K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.39K+ 9.13% |
$187K - $201K
|
76.4K
$2.56M
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.39K+ 62.78% |
$187K - $201K
|
16.6K
$554K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.37K+ 8.54% |
$187K - $200K
|
81K
$2.71M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.3K+ 44.77% |
$185K - $198K
|
20.4K
$681K
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
6K+ 44.93% |
$176K - $189K
|
19.4K
$647K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.6K+ 3.45% |
$164K - $176K
|
168K
$5.62M
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.48K+ 80.98% |
$161K - $173K
|
12.3K
$410K
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
5.48K+ 19.06% |
$161K - $172K
|
34.2K
$1.15M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.41K+ 103.52% |
$159K - $170K
|
10.6K
$356K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.38K+ 8.12% |
$158K - $169K
|
71.6K
$2.4M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.36K+ 8.17% |
$157K - $169K
|
71K
$2.37M
|