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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-400- 4.62% |
$12K - $12.5K
|
8.26K
$258K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-408- 0.16% |
$12.2K - $12.7K
|
248K
$7.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-425- 2.7% |
$12.7K - $13.3K
|
15.3K
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-427- 0.34% |
$12.8K - $13.3K
|
125K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-450- 11.03% |
$13.5K - $14K
|
3.63K
$113K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-450- 0.71% |
$13.5K - $14K
|
63.1K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-459- 5.23% |
$13.8K - $14.3K
|
8.31K
$260K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-462- 14.8% |
$13.9K - $14.4K
|
2.66K
$83.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-465- 1.68% |
$13.9K - $14.5K
|
27.2K
$849K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-470- 2.79% |
$14.1K - $14.7K
|
16.4K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-489- 0.6% |
$14.7K - $15.3K
|
81.6K
$2.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-490- 2.71% |
$14.7K - $15.3K
|
17.6K
$548K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-500- 6.78% |
$15K - $15.6K
|
6.87K
$215K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-500- 37.99% |
$15K - $15.6K
|
816
$25.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 5.6% |
$15K - $15.6K
|
8.44K
$263K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-500- 5.71% |
$15K - $15.6K
|
8.25K
$258K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-513- 3.42% |
$15.4K - $16K
|
14.5K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-525- 4.24% |
$15.7K - $16.4K
|
11.9K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-529- 5.4% |
$15.9K - $16.5K
|
9.27K
$290K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-560- 2.67% |
$16.8K - $17.5K
|
20.4K
$637K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-561- 3.05% |
$16.8K - $17.5K
|
17.9K
$558K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-567- 0.57% |
$17K - $17.7K
|
99.5K
$3.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-580- 24.63% |
$17.4K - $18.1K
|
1.78K
$55.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-586- 5.01% |
$17.6K - $18.3K
|
11.1K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-600- 0.54% |
$18K - $18.7K
|
111K
$3.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-600- 7.8% |
$18K - $18.7K
|
7.09K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-603- 7.77% |
$18.1K - $18.8K
|
7.16K
$223K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-606- 1.37% |
$18.2K - $18.9K
|
43.6K
$1.36M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-612- 1.55% |
$18.4K - $19.1K
|
38.7K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-620- 7.26% |
$18.6K - $19.4K
|
7.92K
$247K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-627- 3.25% |
$18.8K - $19.6K
|
18.6K
$582K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-632- 2.95% |
$19K - $19.7K
|
20.8K
$650K
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-639- 0.6% |
$19.2K - $19.9K
|
106K
$3.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-646- 72.18% |
$19.4K - $20.2K
|
249
$7.78K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-677- 6.68% |
$20.3K - $21.1K
|
9.46K
$295K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-693- 3.41% |
$20.8K - $21.6K
|
19.6K
$613K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-697- 1.11% |
$20.9K - $21.8K
|
61.9K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-710- 2.06% |
$21.3K - $22.2K
|
33.7K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-710- 8.58% |
$21.3K - $22.2K
|
7.57K
$236K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-715- 4.55% |
$21.4K - $22.3K
|
15K
$469K
|
|
|
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
$656K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-731- 2.14% |
$21.9K - $22.8K
|
33.4K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-740- 0.81% |
$22.2K - $23.1K
|
90.5K
$2.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-781- 3.44% |
$23.4K - $24.4K
|
21.9K
$684K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-782- 64.52% |
$23.5K - $24.4K
|
430
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-800- 3.55% |
$24K - $25K
|
21.7K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-800- 1.24% |
$24K - $25K
|
63.8K
$1.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-815- 6.99% |
$24.4K - $25.4K
|
10.8K
$339K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-815- 7.97% |
$24.4K - $25.4K
|
9.42K
$294K
|