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 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
6.43K+ 2.01% |
$182K - $202K
|
327K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.38K+ 39.01% |
$181K - $200K
|
22.7K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.34K+ 2.24% |
$180K - $199K
|
289K
$9.07M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.33K+ 46.61% |
$179K - $199K
|
19.9K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.29K+ 2.34% |
$178K - $198K
|
276K
$8.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.26K+ 12.17% |
$177K - $197K
|
57.7K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.24K+ 80.22% |
$177K - $196K
|
14K
$440K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.88K+ 14.32% |
$167K - $185K
|
46.9K
$1.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.79K+ 84.43% |
$164K - $182K
|
12.6K
$397K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.78K+ 2.69% |
$164K - $182K
|
220K
$6.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.73K+ 271.9% |
$162K - $180K
|
7.84K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5.71K+ 5.93% |
$162K - $179K
|
102K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5.7K+ 3.52% |
$161K - $179K
|
167K
$5.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.38K+ 65.1% |
$152K - $169K
|
13.6K
$428K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.27K+ 18.84% |
$149K - $165K
|
33.2K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
5.24K+ 7.95% |
$148K - $164K
|
71.1K
$2.23M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.11K+ 5.28% |
$145K - $160K
|
102K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.97K+ 2.33% |
$141K - $156K
|
218K
$6.86M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.93KNew |
$140K - $155K
|
4.93K
$155K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.77KNew |
$135K - $150K
|
4.77K
$150K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.44K+ 22.52% |
$126K - $139K
|
24.2K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.37K+ 30.53% |
$124K - $137K
|
18.7K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.37K+ 365.88% |
$124K - $137K
|
5.56K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.32K+ 29.77% |
$122K - $135K
|
18.8K
$591K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.21KNew |
$119K - $132K
|
4.21K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
4.16K+ 39.26% |
$118K - $131K
|
14.8K
$463K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.11K+ 1.33% |
$116K - $129K
|
314K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.09K+ 21.37% |
$116K - $128K
|
23.2K
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.97K+ 8.17% |
$113K - $125K
|
52.6K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.9KNew |
$111K - $122K
|
3.9K
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.86K+ 41.87% |
$109K - $121K
|
13.1K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.75K+ 5.02% |
$106K - $118K
|
78.5K
$2.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.75KNew |
$106K - $118K
|
3.75K
$118K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.7K+ 13.95% |
$105K - $116K
|
30.2K
$950K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.69K+ 107.83% |
$105K - $116K
|
7.11K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.61K+ 135.83% |
$102K - $113K
|
6.27K
$197K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
3.6K+ 5.17% |
$102K - $113K
|
73.2K
$2.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.59K+ 6.13% |
$102K - $113K
|
62.2K
$1.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 5.65% |
$101K - $112K
|
66.9K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.53K+ 18.84% |
$99.9K - $111K
|
22.2K
$699K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.48K+ 10.13% |
$98.7K - $109K
|
37.9K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.41K+ 7.01% |
$96.6K - $107K
|
52K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.26KNew |
$92.4K - $102K
|
3.26K
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.2K+ 23.1% |
$90.7K - $100K
|
17.1K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.96K+ 13.56% |
$84K - $93.1K
|
24.8K
$780K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.95K+ 245.67% |
$83.5K - $92.6K
|
4.15K
$130K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.94K+ 21.49% |
$83.2K - $92.2K
|
16.6K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.92K+ 14.31% |
$82.7K - $91.6K
|
23.3K
$732K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.78K+ 2.42% |
$78.8K - $87.3K
|
118K
$3.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.75K+ 23.31% |
$78K - $86.4K
|
14.6K
$457K
|