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 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
32.9KNew |
$934K - $1.03M
|
32.9K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
32.9K+ 26.68% |
$931K - $1.03M
|
156K
$4.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
31.8K+ 5.56% |
$902K - $999K
|
604K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.7K+ 8.57% |
$897K - $994K
|
401K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.3K+ 0.81% |
$858K - $951K
|
3.75M
$118M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.1K+ 180.81% |
$854K - $946K
|
46.8K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
30.1KNew |
$852K - $944K
|
30.1K
$944K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30KNew |
$851K - $943K
|
30K
$943K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
29.8KNew |
$844K - $935K
|
29.8K
$936K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
29.6K+ 20.05% |
$838K - $928K
|
177K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.9K+ 65.03% |
$820K - $909K
|
73.4K
$2.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
28.8KNew |
$816K - $904K
|
28.8K
$904K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
28.6K+ 176.74% |
$810K - $897K
|
44.7K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
26.7K+ 31.36% |
$756K - $837K
|
112K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.4K+ 19.76% |
$747K - $828K
|
160K
$5.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
24.9K+ 21.99% |
$706K - $782K
|
138K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.7K+ 7.86% |
$701K - $776K
|
339K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
24.5KNew |
$696K - $771K
|
24.5K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.4KNew |
$691K - $765K
|
24.4K
$766K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.9K+ 3.73% |
$678K - $751K
|
666K
$20.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
23.3K+ 310.76% |
$661K - $732K
|
30.8K
$968K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2K+ 94.74% |
$659K - $730K
|
47.8K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
23.1K+ 38.48% |
$656K - $727K
|
83.3K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
23K+ 30.96% |
$652K - $722K
|
97.3K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
22KNew |
$623K - $690K
|
22K
$690K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
21.9KNew |
$622K - $689K
|
21.9K
$689K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
21.3KNew |
$604K - $669K
|
21.3K
$670K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
21.2K+ 300.2% |
$601K - $666K
|
28.3K
$888K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
21.2KNew |
$601K - $665K
|
21.2K
$666K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
20.8KNew |
$590K - $653K
|
20.8K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20.7KNew |
$587K - $650K
|
20.7K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
20.4KNew |
$579K - $642K
|
20.4K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
20K+ 66.67% |
$567K - $628K
|
50K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
19.8K+ 15.63% |
$560K - $621K
|
146K
$4.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19.7KNew |
$559K - $620K
|
19.7K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.6K+ 14.91% |
$555K - $615K
|
151K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
19.3KNew |
$548K - $607K
|
19.3K
$607K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
19.2KNew |
$545K - $604K
|
19.2K
$604K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
19.1K+ 22.02% |
$542K - $601K
|
106K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
19.1KNew |
$542K - $601K
|
19.1K
$601K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
18.9K+ 26.56% |
$535K - $593K
|
89.9K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.5K+ 508.98% |
$523K - $580K
|
22.1K
$694K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.4K+ 8.42% |
$522K - $579K
|
237K
$7.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
18.4K+ 1.64% |
$522K - $579K
|
1.14M
$35.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
18.4K+ 81.93% |
$521K - $578K
|
40.9K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
18.4KNew |
$520K - $577K
|
18.4K
$577K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
18.2K+ 20.73% |
$515K - $571K
|
106K
$3.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.2K+ 58.12% |
$515K - $570K
|
49.4K
$1.55M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
17.7KNew |
$503K - $557K
|
17.7K
$557K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
17.2KNew |
$489K - $541K
|
17.2K
$542K
|