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 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.77K- 2.75% |
$82.9K - $86.3K
|
97.8K
$3.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.97K- 2.93% |
$89.1K - $92.8K
|
98.5K
$3.07M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.09K- 6.99% |
$92.5K - $96.3K
|
41K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-3.1K- 43.66% |
$93K - $96.8K
|
4K
$125K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-3.15K- 3.45% |
$94.5K - $98.3K
|
88.2K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3.15K- 0.66% |
$94.5K - $98.4K
|
472K
$14.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.18K- 6.99% |
$95.4K - $99.3K
|
42.3K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.28K- 7.14% |
$98.4K - $102K
|
42.7K
$1.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-3.3K- 7.74% |
$99K - $103K
|
39.3K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.3K- 10.04% |
$99K - $103K
|
29.6K
$924K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.31K- 17.09% |
$99.1K - $103K
|
16K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-3.33K- 5.87% |
$99.9K - $104K
|
53.4K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.36K- 22.13% |
$101K - $105K
|
11.8K
$369K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.41K- 4.96% |
$102K - $106K
|
65.4K
$2.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.44K- 2.96% |
$103K - $107K
|
113K
$3.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.45K- 3.82% |
$103K - $108K
|
86.9K
$2.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.71K- 1.42% |
$111K - $116K
|
258K
$8.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-3.8K- 30.08% |
$114K - $119K
|
8.83K
$276K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.88K- 4.31% |
$116K - $121K
|
86K
$2.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.98K- 5.13% |
$119K - $124K
|
73.5K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.99K- 20.0% |
$120K - $125K
|
16K
$499K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-4.08K- 7.27% |
$122K - $128K
|
52.1K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.09K- 10.21% |
$123K - $128K
|
36K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.12K- 4.58% |
$123K - $129K
|
85.8K
$2.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.13K- 2.67% |
$124K - $129K
|
150K
$4.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.15K- 35.15% |
$124K - $129K
|
7.65K
$239K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.22K- 10.41% |
$127K - $132K
|
36.3K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.24K- 4.33% |
$127K - $132K
|
93.7K
$2.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.26K- 36.26% |
$128K - $133K
|
7.48K
$234K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.31K- 21.18% |
$129K - $134K
|
16K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-4.39K- 78.79% |
$132K - $137K
|
1.18K
$36.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-4.44K- 7.21% |
$133K - $138K
|
57.1K
$1.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.75K- 2.26% |
$143K - $148K
|
206K
$6.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.87K- 17.0% |
$146K - $152K
|
23.8K
$742K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-4.92K- 5.72% |
$148K - $154K
|
81.1K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.94K- 24.88% |
$148K - $154K
|
14.9K
$466K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.94K- 6.55% |
$148K - $154K
|
70.5K
$2.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.02K- 4.64% |
$150K - $157K
|
103K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.1K- 9.5% |
$153K - $159K
|
48.6K
$1.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-5.13K- 9.43% |
$154K - $160K
|
49.3K
$1.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.2K- 11.39% |
$156K - $162K
|
40.4K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.44K- 8.99% |
$163K - $170K
|
55K
$1.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-5.56K- 21.5% |
$167K - $174K
|
20.3K
$634K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.62K- 7.94% |
$168K - $175K
|
65.1K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5.65K- 1.87% |
$169K - $176K
|
296K
$9.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.67K- 2.28% |
$170K - $177K
|
243K
$7.58M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.76K- 25.13% |
$173K - $180K
|
17.2K
$536K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5.8K- 41.72% |
$174K - $181K
|
8.1K
$253K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-5.9K- 17.75% |
$177K - $184K
|
27.4K
$854K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.99K- 1.93% |
$180K - $187K
|
305K
$9.52M
|