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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
85.5K+ 3.72% |
$2.42M - $2.68M
|
2.38M
$77.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
84.9KNew |
$2.41M - $2.67M
|
84.9K
$2.77M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
84.2K+ 7.56% |
$2.39M - $2.64M
|
1.2M
$39.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
84.2K+ 9.74% |
$2.39M - $2.64M
|
949K
$30.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
84KNew |
$2.38M - $2.64M
|
84K
$2.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
82K+ 402.48% |
$2.32M - $2.57M
|
102K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
80.8KNew |
$2.29M - $2.54M
|
80.8K
$2.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
79.9K+ 1151.71% |
$2.26M - $2.51M
|
86.8K
$2.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
77.5K+ 6.19% |
$2.2M - $2.43M
|
1.33M
$43.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
76.3K+ 88.73% |
$2.16M - $2.4M
|
162K
$5.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
75.5KNew |
$2.14M - $2.37M
|
75.5K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
69.9KNew |
$1.98M - $2.19M
|
69.9K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
67.1K+ 49.93% |
$1.9M - $2.11M
|
201K
$6.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
64.5K+ 494.06% |
$1.83M - $2.03M
|
77.6K
$2.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
63.9K+ 917.7% |
$1.81M - $2.01M
|
70.9K
$2.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.6K+ 7.52% |
$1.8M - $2M
|
909K
$29.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
62K+ 808.77% |
$1.76M - $1.95M
|
69.7K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
61.1K+ 45.44% |
$1.73M - $1.92M
|
196K
$6.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
59.5K+ 469.48% |
$1.69M - $1.87M
|
72.2K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
59.4K+ 2.57% |
$1.68M - $1.87M
|
2.37M
$77.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
58.4KNew |
$1.65M - $1.83M
|
58.4K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
53.6K+ 141.55% |
$1.52M - $1.68M
|
91.5K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
53.5KNew |
$1.52M - $1.68M
|
53.5K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
53.4K+ 17.24% |
$1.51M - $1.68M
|
363K
$11.8M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
53.4K+ 65.0% |
$1.51M - $1.68M
|
136K
$4.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
53.4K+ 214.46% |
$1.51M - $1.68M
|
78.3K
$2.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
53.2K+ 3.32% |
$1.51M - $1.67M
|
1.66M
$54M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
50.9K+ 15.86% |
$1.44M - $1.6M
|
372K
$12.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
50.5KNew |
$1.43M - $1.59M
|
50.5K
$1.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
50.5K+ 21.19% |
$1.43M - $1.59M
|
289K
$9.42M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
50KNew |
$1.42M - $1.57M
|
50K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
49.7K+ 251.61% |
$1.41M - $1.56M
|
69.5K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
46.9K+ 26.43% |
$1.33M - $1.47M
|
224K
$7.3M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
46.4K+ 61.55% |
$1.31M - $1.46M
|
122K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
44.4KNew |
$1.26M - $1.39M
|
44.4K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43.2K+ 23.91% |
$1.22M - $1.36M
|
224K
$7.29M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
43KNew |
$1.22M - $1.35M
|
43K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
42.8KNew |
$1.21M - $1.34M
|
42.8K
$1.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
42.8KNew |
$1.21M - $1.34M
|
42.8K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
39.6KNew |
$1.12M - $1.24M
|
39.6K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
38.5KNew |
$1.09M - $1.21M
|
38.5K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
38.3K+ 10.46% |
$1.09M - $1.2M
|
405K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
38.2K+ 37.15% |
$1.08M - $1.2M
|
141K
$4.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
36.5KNew |
$1.03M - $1.15M
|
36.5K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
36.3KNew |
$1.03M - $1.14M
|
36.3K
$1.18M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
36.1KNew |
$1.02M - $1.13M
|
36.1K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35K+ 164.93% |
$991K - $1.1M
|
56.2K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
34.2K+ 18.44% |
$970K - $1.07M
|
220K
$7.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
34.1K+ 446.49% |
$967K - $1.07M
|
41.8K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.1K+ 5.88% |
$937K - $1.04M
|
596K
$19.4M
|