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 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-815- 4.36% |
$24.4K - $25.4K
|
17.9K
$558K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-818- 1.24% |
$24.5K - $25.5K
|
65.1K
$2.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-829- 0.12% |
$24.9K - $25.9K
|
704K
$22M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-836- 0.88% |
$25.1K - $26.1K
|
94.2K
$2.94M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-842- 2.28% |
$25.3K - $26.3K
|
36K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-842- 2.28% |
$25.3K - $26.3K
|
36K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-857- 3.23% |
$25.7K - $26.8K
|
25.6K
$801K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-868- 6.18% |
$26K - $27.1K
|
13.2K
$412K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-880- 9.9% |
$26.4K - $27.5K
|
8.01K
$250K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-881- 8.31% |
$26.4K - $27.5K
|
9.73K
$304K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-900- 23.96% |
$27K - $28.1K
|
2.86K
$89.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-900- 1.96% |
$27K - $28.1K
|
45K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-902- 4.6% |
$27.1K - $28.2K
|
18.7K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-924- 3.98% |
$27.7K - $28.8K
|
22.3K
$696K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-947- 12.14% |
$28.4K - $29.6K
|
6.85K
$214K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-949- 3.6% |
$28.5K - $29.6K
|
25.4K
$793K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-962- 3.03% |
$28.9K - $30K
|
30.8K
$961K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-962- 3.03% |
$28.9K - $30K
|
30.8K
$961K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-969- 4.81% |
$29.1K - $30.3K
|
19.2K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-978- 1.52% |
$29.3K - $30.5K
|
63.2K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-992- 1.6% |
$29.8K - $31K
|
61K
$1.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.01K- 5.12% |
$30.3K - $31.5K
|
18.7K
$584K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.01K- 1.52% |
$30.3K - $31.6K
|
65.7K
$2.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.03K- 10.04% |
$31K - $32.3K
|
9.26K
$289K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.04K- 6.11% |
$31.1K - $32.4K
|
15.9K
$498K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.05K- 2.05% |
$31.6K - $32.9K
|
50.4K
$1.57M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.06KClosed |
$31.7K - $33K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 17.14% |
$32.6K - $33.9K
|
5.25K
$164K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.1K- 27.46% |
$33K - $34.4K
|
2.91K
$90.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.12K- 13.78% |
$33.7K - $35.1K
|
7.03K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.13K- 0.63% |
$33.9K - $35.3K
|
178K
$5.54M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.13K- 2.46% |
$33.9K - $35.3K
|
44.9K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.14K- 7.77% |
$34.3K - $35.7K
|
13.6K
$424K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.15K- 1.73% |
$34.5K - $35.9K
|
65.4K
$2.04M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.15K- 1.73% |
$34.5K - $35.9K
|
65.4K
$2.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.17K- 13.82% |
$35K - $36.4K
|
7.27K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.18K- 14.73% |
$35.4K - $36.9K
|
6.84K
$214K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.2K- 6.91% |
$36K - $37.5K
|
16.2K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.21K- 2.38% |
$36.3K - $37.8K
|
49.7K
$1.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.24K- 5.3% |
$37.1K - $38.6K
|
22.1K
$691K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.26K- 1.36% |
$37.8K - $39.3K
|
91.1K
$2.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.29K- 4.31% |
$38.7K - $40.3K
|
28.6K
$894K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.29K- 15.04% |
$38.8K - $40.4K
|
7.3K
$228K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-1.3K- 2.16% |
$38.8K - $40.4K
|
58.6K
$1.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.31K- 0.61% |
$39.3K - $40.9K
|
213K
$6.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.32K- 7.73% |
$39.6K - $41.2K
|
15.8K
$493K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.36K- 2.87% |
$40.8K - $42.5K
|
46K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.42K- 4.36% |
$42.5K - $44.2K
|
31K
$969K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 6.99% |
$42.7K - $44.5K
|
19K
$592K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.43K- 16.43% |
$42.8K - $44.6K
|
7.26K
$227K
|