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 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-465- 1.68% |
$13.9K - $14.5K
|
27.2K
$854K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-470- 2.79% |
$14.1K - $14.7K
|
16.4K
$514K
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-489- 0.6% |
$14.7K - $15.3K
|
81.6K
$2.56M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-490- 2.71% |
$14.7K - $15.3K
|
17.6K
$552K
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-500- 5.71% |
$15K - $15.6K
|
8.25K
$259K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-500- 37.99% |
$15K - $15.6K
|
816
$25.6K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 5.6% |
$15K - $15.6K
|
8.44K
$265K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 6.78% |
$15K - $15.6K
|
6.87K
$216K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-513- 3.42% |
$15.4K - $16K
|
14.5K
$456K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-525- 4.24% |
$15.7K - $16.4K
|
11.9K
$373K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-529- 5.4% |
$15.9K - $16.5K
|
9.27K
$291K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-560- 2.67% |
$16.8K - $17.5K
|
20.4K
$641K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-561- 3.05% |
$16.8K - $17.5K
|
17.9K
$561K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-567- 0.57% |
$17K - $17.7K
|
99.5K
$3.13M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-580- 24.63% |
$17.4K - $18.1K
|
1.78K
$55.8K
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-586- 5.01% |
$17.6K - $18.3K
|
11.1K
$349K
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-600- 7.8% |
$18K - $18.7K
|
7.09K
$223K
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-600- 0.54% |
$18K - $18.7K
|
111K
$3.49M
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-603- 7.77% |
$18.1K - $18.8K
|
7.16K
$225K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-606- 1.37% |
$18.2K - $18.9K
|
43.6K
$1.37M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-612- 1.55% |
$18.4K - $19.1K
|
38.7K
$1.22M
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-620- 7.26% |
$18.6K - $19.4K
|
7.92K
$249K
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-627- 3.25% |
$18.8K - $19.6K
|
18.6K
$586K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-632- 2.95% |
$19K - $19.7K
|
20.8K
$654K
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-639- 0.6% |
$19.2K - $19.9K
|
106K
$3.33M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-646- 72.18% |
$19.4K - $20.2K
|
249
$7.82K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-677- 6.68% |
$20.3K - $21.1K
|
9.46K
$297K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-693- 3.41% |
$20.8K - $21.6K
|
19.6K
$616K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-697- 1.11% |
$20.9K - $21.8K
|
61.9K
$1.94M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-710- 2.06% |
$21.3K - $22.2K
|
33.7K
$1.06M
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-710- 8.58% |
$21.3K - $22.2K
|
7.57K
$238K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-715- 4.55% |
$21.4K - $22.3K
|
15K
$472K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-725- 13.46% |
$21.7K - $22.6K
|
4.66K
$146K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-730- 3.36% |
$21.9K - $22.8K
|
21K
$660K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-731- 2.14% |
$21.9K - $22.8K
|
33.4K
$1.05M
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-740- 0.81% |
$22.2K - $23.1K
|
90.5K
$2.84M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-781- 3.44% |
$23.4K - $24.4K
|
21.9K
$689K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-782- 64.52% |
$23.5K - $24.4K
|
430
$13.5K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-800- 1.24% |
$24K - $25K
|
63.8K
$2.01M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-800- 3.55% |
$24K - $25K
|
21.7K
$682K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-815- 6.99% |
$24.4K - $25.4K
|
10.8K
$341K
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-815- 4.36% |
$24.4K - $25.4K
|
17.9K
$562K
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-815- 7.97% |
$24.4K - $25.4K
|
9.42K
$296K
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-818- 1.24% |
$24.5K - $25.5K
|
65.1K
$2.05M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-829- 0.12% |
$24.9K - $25.9K
|
704K
$22.1M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-836- 0.88% |
$25.1K - $26.1K
|
94.2K
$2.96M
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-842- 2.28% |
$25.3K - $26.3K
|
36K
$1.13M
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-857- 3.23% |
$25.7K - $26.8K
|
25.6K
$806K
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-868- 6.18% |
$26K - $27.1K
|
13.2K
$414K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-880- 9.9% |
$26.4K - $27.5K
|
8.01K
$252K
|