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 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
697New |
$20.4K - $21.9K
|
697
$21.9K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
676+ 6.32% |
$19.8K - $21.3K
|
11.4K
$357K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
654+ 271.37% |
$19.2K - $20.6K
|
895
$28.1K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
650+ 3.15% |
$19.1K - $20.4K
|
21.3K
$668K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
633+ 12.98% |
$18.6K - $19.9K
|
5.51K
$173K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
595+ 3.11% |
$17.5K - $18.7K
|
19.7K
$619K
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
576+ 4.94% |
$16.9K - $18.1K
|
12.2K
$384K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
574+ 1.7% |
$16.8K - $18.1K
|
34.4K
$1.08M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
563+ 1.71% |
$16.5K - $17.7K
|
33.4K
$1.05M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
556+ 6.01% |
$16.3K - $17.5K
|
9.81K
$308K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
550+ 4.06% |
$16.1K - $17.3K
|
14.1K
$442K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
511+ 124.33% |
$15K - $16.1K
|
922
$29K
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
501+ 2.99% |
$14.7K - $15.8K
|
17.2K
$542K
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
500+ 7.27% |
$14.7K - $15.7K
|
7.37K
$232K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
496+ 0.97% |
$14.5K - $15.6K
|
51.6K
$1.62M
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
488+ 4.36% |
$14.3K - $15.4K
|
11.7K
$367K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
468+ 3.35% |
$13.7K - $14.7K
|
14.4K
$453K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
460+ 1150.0% |
$13.5K - $14.5K
|
500
$15.7K
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
458+ 8.96% |
$13.4K - $14.4K
|
5.57K
$175K
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
450+ 1.88% |
$13.2K - $14.2K
|
24.4K
$765K
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
444+ 5.48% |
$13K - $14K
|
8.54K
$268K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
440+ 1.7% |
$12.9K - $13.8K
|
26.3K
$825K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
431+ 0.84% |
$12.6K - $13.6K
|
51.7K
$1.63M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
395New |
$11.6K - $12.4K
|
395
$12.4K
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
394+ 3.97% |
$11.6K - $12.4K
|
10.3K
$324K
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
359+ 0.58% |
$10.5K - $11.3K
|
62.4K
$1.96M
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
342+ 0.49% |
$10K - $10.8K
|
69.6K
$2.19M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
333+ 24.22% |
$9.77K - $10.5K
|
1.71K
$53.6K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
320+ 2.31% |
$9.39K - $10.1K
|
14.2K
$445K
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
300+ 0.86% |
$8.8K - $9.44K
|
35.4K
$1.11M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
299+ 2.07% |
$8.77K - $9.41K
|
14.7K
$462K
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
290+ 2.06% |
$8.51K - $9.12K
|
14.4K
$451K
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
273+ 0.63% |
$8.01K - $8.59K
|
43.5K
$1.37M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
273+ 3.78% |
$8.01K - $8.59K
|
7.49K
$235K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
272+ 1.38% |
$7.98K - $8.56K
|
20K
$629K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
264New |
$7.74K - $8.31K
|
264
$8.29K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
262+ 44.41% |
$7.68K - $8.24K
|
852
$26.8K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
249New |
$7.3K - $7.83K
|
249
$7.82K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
239+ 1.45% |
$7.01K - $7.52K
|
16.7K
$526K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
238+ 2.07% |
$6.98K - $7.49K
|
11.7K
$369K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
232+ 0.45% |
$6.8K - $7.3K
|
51.4K
$1.61M
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
224+ 1.32% |
$6.57K - $7.05K
|
17.2K
$539K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
215+ 55.27% |
$6.31K - $6.76K
|
604
$19K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
205+ 1.5% |
$6.01K - $6.45K
|
13.9K
$436K
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
200+ 2.18% |
$5.87K - $6.29K
|
9.35K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
199+ 21.58% |
$5.84K - $6.26K
|
1.12K
$35.2K
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
195+ 1.33% |
$5.72K - $6.13K
|
14.9K
$468K
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
194+ 1.32% |
$5.69K - $6.1K
|
14.9K
$469K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
192+ 1.71% |
$5.63K - $6.04K
|
11.4K
$359K
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
185+ 0.48% |
$5.43K - $5.82K
|
39K
$1.23M
|