Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-140- 0.1% |
$4.2K - $4.37K
|
133K
$4.17M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-143- 0.34% |
$4.29K - $4.46K
|
41.8K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-145- 1.03% |
$4.35K - $4.53K
|
14K
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-150- 1.2% |
$4.5K - $4.68K
|
12.3K
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-151- 0.41% |
$4.53K - $4.71K
|
36.6K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-179- 0.88% |
$5.37K - $5.59K
|
20.1K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-188- 0.26% |
$5.64K - $5.87K
|
71.5K
$2.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-189- 25.34% |
$5.67K - $5.9K
|
557
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-194- 1.04% |
$5.82K - $6.06K
|
18.5K
$577K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.94% |
$6K - $6.24K
|
10.1K
$316K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200- 10.26% |
$6K - $6.24K
|
1.75K
$54.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 2.28% |
$6K - $6.24K
|
8.59K
$268K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-201- 1.95% |
$6.03K - $6.28K
|
10.1K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-204- 2.17% |
$6.12K - $6.37K
|
9.18K
$287K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-212- 18.91% |
$6.36K - $6.62K
|
909
$28.4K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-215- 1.52% |
$6.45K - $6.71K
|
14K
$436K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-220- 1.46% |
$6.6K - $6.87K
|
14.8K
$463K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-221- 0.89% |
$6.63K - $6.9K
|
24.6K
$769K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-222- 4.85% |
$6.66K - $6.93K
|
4.36K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-224- 2.44% |
$6.72K - $6.99K
|
8.97K
$280K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-230- 0.36% |
$6.9K - $7.18K
|
63.3K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-238- 6.4% |
$7.14K - $7.43K
|
3.48K
$109K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-239- 28.9% |
$7.17K - $7.46K
|
588
$18.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-247- 48.72% |
$7.41K - $7.71K
|
260
$8.12K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-250- 3.18% |
$7.5K - $7.81K
|
7.62K
$238K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-260- 0.92% |
$7.8K - $8.12K
|
28K
$873K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-260- 1.0% |
$7.8K - $8.12K
|
25.9K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-269- 3.01% |
$8.07K - $8.4K
|
8.67K
$271K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-287- 0.56% |
$8.61K - $8.96K
|
51.1K
$1.6M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-287- 2.67% |
$8.61K - $8.96K
|
10.5K
$326K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-294- 2.74% |
$8.82K - $9.18K
|
10.5K
$326K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-300- 1.61% |
$9K - $9.37K
|
18.3K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-310- 4.96% |
$9.3K - $9.68K
|
5.94K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-328- 0.06% |
$9.84K - $10.2K
|
563K
$17.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-328- 1.01% |
$9.84K - $10.2K
|
32.2K
$1M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-329- 1.48% |
$9.87K - $10.3K
|
21.9K
$685K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-340- 15.44% |
$10.2K - $10.6K
|
1.86K
$58.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-344- 1.86% |
$10.3K - $10.7K
|
18.1K
$566K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-348- 0.8% |
$10.4K - $10.9K
|
43.1K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-350- 20.49% |
$10.5K - $10.9K
|
1.36K
$42.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 0.72% |
$10.5K - $10.9K
|
48.1K
$1.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-351- 3.27% |
$10.5K - $11K
|
10.4K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-354- 20.11% |
$10.6K - $11.1K
|
1.41K
$43.9K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-362- 2.5% |
$10.9K - $11.3K
|
14.1K
$441K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-363- 1.99% |
$10.9K - $11.3K
|
17.9K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-367- 10.3% |
$11K - $11.5K
|
3.2K
$99.8K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-377- 3.51% |
$11.3K - $11.8K
|
10.4K
$324K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-378- 4.66% |
$11.3K - $11.8K
|
7.73K
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-384- 43.39% |
$11.5K - $12K
|
501
$15.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-393- 0.59% |
$11.8K - $12.3K
|
65.8K
$2.06M
|