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
|
Wealth Effects LLC
|
BUY
|
- |
17.2KNew |
$487K - $540K
|
17.2K
$561K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
17KNew |
$481K - $533K
|
17K
$553K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
16.4KNew |
$465K - $515K
|
16.4K
$534K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
16.4KNew |
$464K - $514K
|
16.4K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.8K+ 65.53% |
$446K - $495K
|
39.8K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.7K+ 2.92% |
$446K - $494K
|
555K
$18.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
15.6KNew |
$442K - $490K
|
15.6K
$508K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15.5K+ 76.41% |
$440K - $488K
|
35.9K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.5KNew |
$440K - $488K
|
15.5K
$506K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$438K - $485K
|
15.5K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 2.83% |
$436K - $483K
|
558K
$18.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15.3K+ 16.9% |
$432K - $479K
|
105K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
15K+ 27.27% |
$425K - $471K
|
70K
$2.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$423K - $469K
|
14.9K
$487K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
14.6K+ 5.99% |
$414K - $459K
|
259K
$8.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
14KNew |
$397K - $440K
|
14K
$457K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.9K+ 43.2% |
$395K - $437K
|
46.2K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$373K - $414K
|
13.2K
$429K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.8K+ 77.85% |
$361K - $401K
|
29.1K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12.7KNew |
$361K - $400K
|
12.7K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
12.4K+ 36.27% |
$352K - $390K
|
46.7K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
12.4K+ 90.36% |
$351K - $389K
|
26.1K
$850K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12.3K+ 1358.53% |
$350K - $388K
|
13.3K
$432K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12.3KNew |
$350K - $388K
|
12.3K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
12.3K+ 2.59% |
$348K - $386K
|
486K
$15.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
12KNew |
$339K - $376K
|
12K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12KNew |
$339K - $375K
|
12K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.8K+ 16.58% |
$336K - $372K
|
83.3K
$2.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
11.8K+ 35.66% |
$335K - $372K
|
45K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11.8KNew |
$335K - $371K
|
11.8K
$385K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.8K+ 115.91% |
$333K - $369K
|
21.9K
$714K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
11.8K+ 105.94% |
$333K - $369K
|
22.9K
$745K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.7K+ 12.33% |
$331K - $366K
|
106K
$3.46M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.6K+ 4.5% |
$329K - $365K
|
270K
$8.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.3KNew |
$321K - $355K
|
11.3K
$369K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
11.3K+ 22.98% |
$320K - $355K
|
60.5K
$1.97M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
11.2K+ 102.7% |
$319K - $353K
|
22.2K
$723K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
11.1KNew |
$313K - $347K
|
11.1K
$360K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 12.23% |
$311K - $345K
|
101K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$306K - $339K
|
10.8K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 68.3% |
$303K - $336K
|
26.4K
$859K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
10.6KNew |
$301K - $333K
|
10.6K
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 7.92% |
$300K - $332K
|
144K
$4.7M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
10.5KNew |
$298K - $330K
|
10.5K
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.3K+ 51.01% |
$292K - $323K
|
30.5K
$993K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.2KNew |
$288K - $319K
|
10.2K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.99K+ 110.75% |
$283K - $314K
|
19K
$619K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.92KNew |
$281K - $312K
|
9.92K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9.56KNew |
$271K - $300K
|
9.56K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
9.46KNew |
$268K - $297K
|
9.46K
$308K
|