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 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10.3K- 16.95% |
$291K - $322K
|
50.2K
$1.57M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.3K- 26.62% |
$292K - $324K
|
28.4K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.8K- 30.36% |
$306K - $339K
|
24.8K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11K- 64.07% |
$312K - $346K
|
6.18K
$193K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.2K- 27.1% |
$317K - $352K
|
30.1K
$941K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-11.4K- 38.83% |
$322K - $357K
|
17.9K
$560K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12K- 17.78% |
$340K - $377K
|
55.5K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12.1K- 8.25% |
$342K - $379K
|
134K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 49.31% |
$347K - $384K
|
12.6K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.4K- 23.93% |
$353K - $391K
|
39.5K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-12.7K- 36.56% |
$361K - $400K
|
22.1K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.1K- 4.31% |
$372K - $413K
|
292K
$9.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-13.2K- 1.66% |
$375K - $416K
|
783K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.4K- 5.29% |
$380K - $421K
|
240K
$7.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.8K- 66.27% |
$391K - $434K
|
7.03K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-13.8K- 1.5% |
$392K - $434K
|
906K
$28.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-14K- 15.93% |
$398K - $441K
|
74.1K
$2.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-14.3K- 7.89% |
$406K - $449K
|
167K
$5.22M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-14.3K- 16.7% |
$406K - $450K
|
71.4K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-14.7K- 96.6% |
$416K - $461K
|
516
$16.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-14.7K- 20.82% |
$418K - $463K
|
56.1K
$1.75M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.1K- 10.53% |
$427K - $473K
|
128K
$3.99M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.1K- 10.07% |
$429K - $476K
|
135K
$4.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.1K- 10.07% |
$429K - $476K
|
135K
$4.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-15.3K- 68.09% |
$433K - $480K
|
7.17K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.5K- 22.6% |
$439K - $487K
|
53.1K
$1.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15.7K- 30.57% |
$446K - $494K
|
35.8K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-15.8K- 15.28% |
$447K - $495K
|
87.4K
$2.73M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-15.8K- 23.48% |
$447K - $495K
|
51.4K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15.9K- 17.39% |
$451K - $500K
|
75.6K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16K- 16.05% |
$453K - $502K
|
83.6K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.1K- 44.26% |
$456K - $505K
|
20.3K
$632K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-16.5K- 37.86% |
$466K - $517K
|
27K
$843K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-16.6K- 70.07% |
$472K - $522K
|
7.11K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16.8K- 9.78% |
$478K - $529K
|
155K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-16.9K- 23.64% |
$479K - $531K
|
54.6K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-17.1K- 81.41% |
$485K - $537K
|
3.91K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-18K- 11.12% |
$511K - $567K
|
144K
$4.5M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-18.4K- 15.79% |
$523K - $579K
|
98.4K
$3.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.8K- 16.26% |
$560K - $620K
|
102K
$3.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19.9K- 13.72% |
$563K - $624K
|
125K
$3.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-21.3K- 12.99% |
$604K - $670K
|
143K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-21.4K- 19.25% |
$606K - $672K
|
89.8K
$2.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-22.3K- 6.68% |
$631K - $699K
|
311K
$9.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.7K- 8.96% |
$642K - $711K
|
230K
$7.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-25K- 10.63% |
$707K - $784K
|
210K
$6.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-25.2K- 41.28% |
$713K - $790K
|
35.8K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-25.4K- 79.1% |
$721K - $799K
|
6.72K
$210K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.6K- 2.48% |
$725K - $804K
|
1.01M
$31.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-25.7K- 55.95% |
$727K - $806K
|
20.2K
$631K
|