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 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.03K+ 5.97% |
$271K - $282K
|
160K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.91K+ 57.03% |
$267K - $278K
|
24.5K
$771K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.87K+ 1.53% |
$266K - $277K
|
588K
$18.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.84K+ 33.96% |
$265K - $276K
|
34.9K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.79KNew |
$264K - $274K
|
8.79K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.61K+ 3.3% |
$258K - $269K
|
269K
$8.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.52K+ 2.79% |
$256K - $266K
|
314K
$9.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.36K+ 66.89% |
$251K - $261K
|
20.8K
$655K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.28K+ 19.46% |
$248K - $259K
|
50.8K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.08KNew |
$242K - $252K
|
8.08K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
8K+ 41.34% |
$240K - $250K
|
27.4K
$859K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 98.13% |
$233K - $242K
|
15.7K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.73KNew |
$232K - $241K
|
7.73K
$243K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
7.7KNew |
$231K - $240K
|
7.7K
$242K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.65KNew |
$230K - $239K
|
7.65K
$240K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7.51KNew |
$225K - $234K
|
7.51K
$236K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.49K+ 123.93% |
$225K - $234K
|
13.5K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.46KNew |
$224K - $233K
|
7.46K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
7.4KNew |
$222K - $231K
|
7.4K
$232K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
7.25KNew |
$217K - $226K
|
7.25K
$228K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.23K+ 100.53% |
$217K - $226K
|
14.4K
$453K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
7.2K+ 10.79% |
$216K - $225K
|
73.9K
$2.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.15K+ 22.14% |
$214K - $223K
|
39.4K
$1.24M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
7.01K+ 5.22% |
$210K - $219K
|
141K
$4.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
6.97KNew |
$209K - $217K
|
6.97K
$219K
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.95K+ 5.39% |
$208K - $217K
|
136K
$4.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.94K+ 68.84% |
$208K - $217K
|
17K
$534K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
6.92KNew |
$207K - $216K
|
6.92K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.81K+ 3.69% |
$204K - $212K
|
191K
$6M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.76KNew |
$203K - $211K
|
6.76K
$212K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.74KNew |
$202K - $210K
|
6.74K
$212K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.61K+ 14.7% |
$198K - $206K
|
51.5K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
6.38K+ 12.06% |
$191K - $199K
|
59.3K
$1.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.26K+ 12.3% |
$188K - $195K
|
57.1K
$1.79M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6.26K+ 23.03% |
$188K - $195K
|
33.4K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6.2K+ 5.16% |
$186K - $194K
|
126K
$3.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
6.08K+ 1.45% |
$182K - $190K
|
426K
$13.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.07K+ 4.29% |
$182K - $189K
|
147K
$4.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
5.89K+ 5.11% |
$177K - $184K
|
121K
$3.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.81K+ 54.95% |
$174K - $181K
|
16.4K
$515K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.63K+ 5.43% |
$169K - $176K
|
109K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.61K+ 27.56% |
$168K - $175K
|
26K
$816K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.6K+ 0.36% |
$168K - $175K
|
1.56M
$49.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.6K+ 32.25% |
$168K - $175K
|
23K
$721K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
5.52K+ 10.25% |
$165K - $172K
|
59.3K
$1.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.43K+ 8.76% |
$163K - $170K
|
67.4K
$2.12M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.28K+ 21.41% |
$158K - $165K
|
30K
$941K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.18K+ 1.31% |
$155K - $162K
|
402K
$12.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.91K+ 15822.58% |
$147K - $153K
|
4.94K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.82K+ 24.1% |
$144K - $150K
|
24.8K
$779K
|