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 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.43K- 15.93% |
$42.8K - $44.6K
|
7.54K
$235K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.43K- 15.2% |
$42.9K - $44.6K
|
7.98K
$249K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 8.27% |
$43.7K - $45.5K
|
16.2K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.48K- 5.05% |
$44.4K - $46.2K
|
27.8K
$869K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.49K- 94.97% |
$44.7K - $46.5K
|
79
$2.47K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.5K- 8.79% |
$45K - $46.8K
|
15.5K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.5K- 5.73% |
$45K - $46.8K
|
24.7K
$771K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.5K- 3.34% |
$45K - $46.8K
|
43.4K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.51K- 1.64% |
$45.3K - $47.1K
|
90.2K
$2.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.51K- 1.69% |
$45.4K - $47.3K
|
88.3K
$2.76M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.57K- 5.2% |
$47.1K - $49.1K
|
28.6K
$894K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.6K- 6.54% |
$48K - $50K
|
22.9K
$714K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.63K- 43.18% |
$49K - $51K
|
2.15K
$67.1K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.64K- 12.19% |
$49.2K - $51.3K
|
11.8K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.66K- 16.22% |
$49.7K - $51.8K
|
8.57K
$268K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.68K- 8.61% |
$50.3K - $52.3K
|
17.8K
$556K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.71K- 58.73% |
$51.2K - $53.3K
|
1.2K
$37.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.75K- 4.97% |
$52.4K - $54.5K
|
33.4K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.77K- 17.9% |
$53.1K - $55.3K
|
8.12K
$254K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.79K- 5.25% |
$53.6K - $55.8K
|
32.2K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.91K- 5.25% |
$57.1K - $59.5K
|
34.4K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.95K- 1.15% |
$58.4K - $60.8K
|
167K
$5.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.95K- 3.29% |
$58.5K - $60.9K
|
57.3K
$1.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.95K- 21.41% |
$58.5K - $60.9K
|
7.16K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.96K- 20.34% |
$58.7K - $61.1K
|
7.66K
$239K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.96K- 3.75% |
$58.8K - $61.2K
|
50.2K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.97K- 2.67% |
$59K - $61.4K
|
71.5K
$2.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.97K- 7.42% |
$59.2K - $61.6K
|
24.6K
$769K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.01K- 5.69% |
$60.4K - $62.8K
|
33.4K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.03K- 31.61% |
$60.9K - $63.4K
|
4.39K
$137K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-2.06K- 6.78% |
$61.7K - $64.2K
|
28.3K
$883K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.06K- 12.32% |
$61.8K - $64.4K
|
14.7K
$458K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.19K- 13.79% |
$65.5K - $68.2K
|
13.7K
$427K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.2K- 70.97% |
$66K - $68.7K
|
900
$28.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.25K- 24.63% |
$67.6K - $70.4K
|
6.9K
$215K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.31K- 23.55% |
$69.3K - $72.1K
|
7.5K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.37K- 22.3% |
$71.1K - $74K
|
8.26K
$258K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.38K- 2.16% |
$71.3K - $74.2K
|
108K
$3.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.41K- 7.59% |
$72.2K - $75.2K
|
29.3K
$916K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.44K- 17.08% |
$73K - $76K
|
11.8K
$369K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.44K- 4.05% |
$73.2K - $76.2K
|
57.9K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.5K- 19.35% |
$75K - $78.1K
|
10.4K
$325K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.53K- 9.04% |
$75.9K - $79K
|
25.5K
$795K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.56K- 9.23% |
$76.6K - $79.8K
|
25.1K
$784K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.58K- 1.1% |
$77.5K - $80.7K
|
232K
$7.25M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.65K- 3.87% |
$79.6K - $82.8K
|
65.8K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.68K- 1.95% |
$80.2K - $83.5K
|
134K
$4.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.69K- 7.97% |
$80.7K - $84K
|
31.1K
$970K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.73K- 9.22% |
$81.8K - $85.1K
|
26.8K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.76K- 3.41% |
$82.7K - $86.1K
|
78.2K
$2.44M
|