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
|
Community Bank, N.A.
|
BUY
|
- |
175+ 0.28% |
$5.13K - $5.51K
|
62.2K
$1.95M
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
158+ 1.51% |
$4.63K - $4.97K
|
10.6K
$334K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
153+ 0.12% |
$4.49K - $4.81K
|
125K
$3.94M
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
150+ 0.47% |
$4.4K - $4.72K
|
32.3K
$1.01M
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
150+ 100.0% |
$4.4K - $4.72K
|
300
$9.42K
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
146+ 2.24% |
$4.28K - $4.59K
|
6.65K
$209K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
131+ 0.31% |
$3.84K - $4.12K
|
42.2K
$1.33M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
129+ 1.41% |
$3.78K - $4.06K
|
9.29K
$292K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
125+ 147.06% |
$3.67K - $3.93K
|
210
$6.6K
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
121+ 0.6% |
$3.55K - $3.81K
|
20.4K
$639K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
115+ 0.51% |
$3.37K - $3.62K
|
22.5K
$708K
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
114+ 0.68% |
$3.34K - $3.59K
|
16.9K
$531K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
109+ 0.04% |
$3.2K - $3.43K
|
306K
$9.61M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 1.44% |
$3.14K - $3.37K
|
7.54K
$237K
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
99+ 1.08% |
$2.9K - $3.11K
|
9.27K
$291K
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
99+ 1.43% |
$2.9K - $3.11K
|
7K
$220K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
96+ 1.15% |
$2.82K - $3.02K
|
8.44K
$265K
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
93+ 0.14% |
$2.73K - $2.93K
|
64.6K
$2.03M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
93+ 0.41% |
$2.73K - $2.93K
|
22.7K
$713K
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
91+ 1.0% |
$2.67K - $2.86K
|
9.2K
$289K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
82+ 0.78% |
$2.41K - $2.58K
|
10.6K
$332K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
80+ 1.23% |
$2.35K - $2.52K
|
6.58K
$207K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
76+ 0.44% |
$2.23K - $2.39K
|
17.5K
$548K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
71New |
$2.08K - $2.23K
|
71
$2.23K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
71+ 1.73% |
$2.08K - $2.23K
|
4.18K
$131K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
64+ 0.31% |
$1.88K - $2.01K
|
21K
$659K
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
61+ 0.14% |
$1.79K - $1.92K
|
42.8K
$1.34M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
50+ 0.34% |
$1.47K - $1.57K
|
14.7K
$462K
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
48+ 0.46% |
$1.41K - $1.51K
|
10.5K
$330K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
48+ 0.37% |
$1.41K - $1.51K
|
13K
$410K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
48+ 0.98% |
$1.41K - $1.51K
|
4.96K
$156K
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
46+ 0.66% |
$1.35K - $1.45K
|
7.03K
$221K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
44+ 0.24% |
$1.29K - $1.38K
|
18.7K
$586K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
41+ 0.15% |
$1.2K - $1.29K
|
26.5K
$832K
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
41+ 0.12% |
$1.2K - $1.29K
|
33.3K
$1.04M
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
40+ 0.07% |
$1.17K - $1.26K
|
57.4K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
37+ 0.4% |
$1.09K - $1.16K
|
9.19K
$289K
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
36+ 0.11% |
$1.06K - $1.13K
|
32.6K
$1.02M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
32+ 0.06% |
$939 - $1.01K
|
49.8K
$1.57M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
32+ 0.15% |
$939 - $1.01K
|
21.7K
$680K
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
29+ 0.01% |
$851 - $912
|
279K
$8.76M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
28+ 0.49% |
$821 - $881
|
5.73K
$180K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
19+ 0.09% |
$557 - $598
|
20.2K
$634K
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
14+ 1.15% |
$411 - $440
|
1.23K
$38.5K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 1.6% |
$381 - $409
|
827
$26K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
12+ 0.4% |
$352 - $378
|
3.04K
$95.6K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
12+ 0.06% |
$352 - $378
|
20.1K
$633K
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
10+ 2.49% |
$293 - $315
|
411
$12.9K
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
10+ 0.03% |
$293 - $315
|
36.3K
$1.14M
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.09% |
$235 - $252
|
8.57K
$269K
|