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 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.62K+ 359.11% |
$48.5K - $50.5K
|
2.07K
$64.9K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
1.58K+ 1.43% |
$47.5K - $49.4K
|
112K
$3.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.56K+ 1.5% |
$46.7K - $48.6K
|
105K
$3.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.55K+ 3.66% |
$46.5K - $48.5K
|
44K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.46KNew |
$43.7K - $45.5K
|
1.46K
$45.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.45K+ 12.73% |
$43.4K - $45.2K
|
12.8K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 7.78% |
$42.9K - $44.6K
|
19.8K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 9.54% |
$42.7K - $44.5K
|
16.4K
$514K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.41K+ 2.33% |
$42.2K - $43.9K
|
61.8K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.39K+ 1.63% |
$41.5K - $43.2K
|
86.3K
$2.71M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.33K+ 2.04% |
$39.9K - $41.6K
|
66.6K
$2.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.32K+ 3.39% |
$39.6K - $41.3K
|
40.3K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.28K+ 13.23% |
$38.5K - $40.1K
|
11K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.23K+ 12.68% |
$37K - $38.5K
|
11K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
1.2K+ 5.42% |
$36.1K - $37.6K
|
23.4K
$735K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.2K+ 3.71% |
$36K - $37.5K
|
33.5K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.15K+ 12.53% |
$34.4K - $35.8K
|
10.3K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.13K+ 5.04% |
$33.8K - $35.2K
|
23.5K
$738K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.11K+ 6.02% |
$33.4K - $34.7K
|
19.6K
$615K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.1KNew |
$33K - $34.3K
|
1.1K
$34.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.06K+ 1.33% |
$31.6K - $32.9K
|
80.2K
$2.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.03K+ 6.54% |
$31K - $32.3K
|
16.9K
$529K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 0.87% |
$31K - $32.3K
|
120K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.02K+ 2.98% |
$30.7K - $32K
|
35.4K
$1.11M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.02KNew |
$30.6K - $31.8K
|
1.02K
$32K
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.02K+ 15.04% |
$30.5K - $31.7K
|
7.77K
$244K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.02K+ 13.45% |
$30.4K - $31.7K
|
8.56K
$269K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
977+ 5.21% |
$29.3K - $30.5K
|
19.7K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
969New |
$29.1K - $30.3K
|
969
$30.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
965+ 13.09% |
$28.9K - $30.1K
|
8.34K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
951+ 9.86% |
$28.5K - $29.7K
|
10.6K
$333K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
896+ 10.18% |
$26.9K - $28K
|
9.69K
$304K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
859+ 9.22% |
$25.8K - $26.8K
|
10.2K
$320K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
840+ 43.8% |
$25.2K - $26.2K
|
2.76K
$86.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
816New |
$24.5K - $25.5K
|
816
$25.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
796+ 4.28% |
$23.9K - $24.9K
|
19.4K
$609K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
795+ 4.56% |
$23.8K - $24.8K
|
18.2K
$572K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
784+ 5.35% |
$23.5K - $24.5K
|
15.5K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
741+ 1.73% |
$22.2K - $23.1K
|
43.5K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
700New |
$21K - $21.9K
|
700
$22K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
700New |
$21K - $21.9K
|
700
$22K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
688+ 8.13% |
$20.6K - $21.5K
|
9.15K
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
650+ 76.29% |
$19.5K - $20.3K
|
1.5K
$47.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
648+ 4.34% |
$19.4K - $20.2K
|
15.6K
$489K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
640+ 5.29% |
$19.2K - $20K
|
12.7K
$400K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
610New |
$18.3K - $19K
|
610
$19.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
608+ 5.09% |
$18.2K - $19K
|
12.6K
$394K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
580+ 2.59% |
$17.4K - $18.1K
|
22.9K
$720K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
575+ 3.8% |
$17.2K - $18K
|
15.7K
$493K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
569+ 5.46% |
$17.1K - $17.8K
|
11K
$345K
|