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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26.5K- 32.85% |
$752K - $833K
|
54.2K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-27.5K- 23.45% |
$779K - $863K
|
89.7K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-28.9K- 35.6% |
$819K - $907K
|
52.3K
$1.64M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-29.5K- 91.63% |
$836K - $927K
|
2.7K
$84.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-29.6K- 17.45% |
$839K - $929K
|
140K
$4.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-30.2K- 41.07% |
$856K - $948K
|
43.3K
$1.36M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-30.8K- 29.68% |
$872K - $967K
|
72.9K
$2.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-31.5K- 10.96% |
$892K - $988K
|
256K
$8.03M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-31.8K- 95.27% |
$902K - $999K
|
1.58K
$49.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32.9K- 46.62% |
$931K - $1.03M
|
37.6K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34K- 1.69% |
$965K - $1.07M
|
1.98M
$62.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-35.6K- 30.46% |
$1.01M - $1.12M
|
81.2K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-35.9K- 31.12% |
$1.02M - $1.13M
|
79.4K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-36.9K- 21.75% |
$1.05M - $1.16M
|
133K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-38K- 47.87% |
$1.08M - $1.19M
|
41.4K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-38.4K- 8.13% |
$1.09M - $1.2M
|
433K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-42K- 11.53% |
$1.19M - $1.32M
|
322K
$10.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-42.2K- 68.12% |
$1.19M - $1.32M
|
19.7K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43.9K- 31.89% |
$1.25M - $1.38M
|
93.8K
$2.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-44.3K- 85.61% |
$1.26M - $1.39M
|
7.45K
$234K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-46.1K- 42.22% |
$1.31M - $1.45M
|
63.1K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-46.3K- 6.3% |
$1.31M - $1.45M
|
689K
$21.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-47K- 6.67% |
$1.33M - $1.47M
|
657K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-50.4K- 97.8% |
$1.43M - $1.58M
|
1.13K
$35.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-51.3K- 48.47% |
$1.45M - $1.61M
|
54.6K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-53.6K- 50.99% |
$1.52M - $1.68M
|
51.6K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-54.8K- 63.49% |
$1.55M - $1.72M
|
31.5K
$990K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-59.1K- 55.67% |
$1.67M - $1.85M
|
47K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-62.1K- 21.31% |
$1.76M - $1.95M
|
229K
$7.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-64.9K- 41.42% |
$1.84M - $2.04M
|
91.8K
$2.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-65K- 17.13% |
$1.84M - $2.04M
|
315K
$9.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-70K- 46.67% |
$1.98M - $2.2M
|
80K
$2.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-77.5K- 26.17% |
$2.2M - $2.43M
|
219K
$6.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-79.5K- 48.12% |
$2.25M - $2.5M
|
85.8K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-81K- 61.2% |
$2.3M - $2.54M
|
51.4K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-88.7K- 79.28% |
$2.52M - $2.79M
|
23.2K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-90.8K- 22.72% |
$2.57M - $2.85M
|
309K
$9.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-95.1K- 25.84% |
$2.7M - $2.99M
|
273K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-105K- 36.14% |
$2.97M - $3.29M
|
185K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-108K- 77.02% |
$3.06M - $3.39M
|
32.2K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-108K- 7.15% |
$3.06M - $3.39M
|
1.4M
$44.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-111K- 9.08% |
$3.14M - $3.48M
|
1.11M
$34.9M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-117K- 82.27% |
$3.3M - $3.66M
|
25.1K
$789K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-117K- 93.64% |
$3.32M - $3.68M
|
7.95K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-123K- 58.48% |
$3.47M - $3.85M
|
87K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-123K- 27.33% |
$3.49M - $3.87M
|
327K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-132K- 20.89% |
$3.74M - $4.15M
|
500K
$15.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-142K- 55.17% |
$4.03M - $4.46M
|
116K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-151K- 54.02% |
$4.27M - $4.73M
|
128K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-155K- 38.5% |
$4.38M - $4.85M
|
247K
$7.76M
|