Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
82+ 0.55% |
$2.32K - $2.57K
|
14.9K
$486K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
72+ 0.46% |
$2.04K - $2.26K
|
15.9K
$517K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
68+ 0.64% |
$1.93K - $2.14K
|
10.6K
$346K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
61+ 0.13% |
$1.73K - $1.92K
|
47.1K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47New |
$1.33K - $1.48K
|
47
$1.53K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
46New |
$1.3K - $1.44K
|
46
$1.5K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
27+ 0.29% |
$765 - $848
|
9.23K
$301K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
22+ 0.23% |
$623 - $691
|
9.44K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21+ 0.28% |
$595 - $659
|
7.51K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
21+ 1.69% |
$595 - $659
|
1.26K
$41.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 2.32% |
$567 - $628
|
883
$28.8K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 2.32% |
$567 - $628
|
883
$28.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17+ 0.57% |
$482 - $534
|
3.01K
$98.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12New |
$340 - $377
|
12
$391
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
11+ 0.13% |
$312 - $345
|
8.59K
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
9+ 2.15% |
$255 - $283
|
428
$13.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 2.09% |
$255 - $283
|
439
$14.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
$227 - $251
|
8
$261
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 1.36% |
$227 - $251
|
596
$19.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
8+ 2.33% |
$227 - $251
|
351
$11.4K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 1.36% |
$227 - $251
|
595
$19.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.79% |
$198 - $220
|
898
$29.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 2.15% |
$198 - $220
|
333
$10.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 0.33% |
$170 - $188
|
1.82K
$59.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
5New |
$142 - $157
|
5
$163
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.78% |
$142 - $157
|
185
$6.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.01% |
$142 - $157
|
254
$8.28K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 2.58% |
$113 - $126
|
159
$5.18K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3+ 0.04% |
$85 - $94.2
|
7.51K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 6.0% |
$85 - $94.2
|
53
$1.73K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.04% |
$85 - $94.2
|
6.91K
$225K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$28.3 - $31.4
|
14.3K
$466K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$28.3 - $31.4
|
15.3K
$498K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.01% |
$28.3 - $31.4
|
7.16K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 1.41% |
$28.3 - $31.4
|
70
$2.28K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 9.09% |
$28.3 - $31.4
|
10
$326
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5- 0.03% |
$142 - $157
|
14.7K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-20- 0.14% |
$567 - $628
|
14.6K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-24- 0.07% |
$680 - $754
|
36.5K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-27- 4.98% |
$765 - $848
|
515
$16.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-34- 43.04% |
$964 - $1.07K
|
45
$1.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-38- 0.2% |
$1.08K - $1.19K
|
18.7K
$608K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-40- 0.09% |
$1.13K - $1.26K
|
46K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-42- 0.17% |
$1.19K - $1.32K
|
24.3K
$793K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-43- 0.44% |
$1.22K - $1.35K
|
9.77K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-47- 0.24% |
$1.33K - $1.48K
|
19.5K
$637K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-50- 16.67% |
$1.42K - $1.57K
|
250
$8.15K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-57- 0.27% |
$1.62K - $1.79K
|
20.8K
$678K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-57- 0.43% |
$1.62K - $1.79K
|
13.2K
$429K
|