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 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.6K+ 13.48% |
$73.7K - $81.6K
|
21.9K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.57K+ 26.08% |
$72.9K - $80.8K
|
12.4K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.52K+ 4.24% |
$71.3K - $79K
|
61.8K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.5K+ 250000.0% |
$70.9K - $78.5K
|
2.5K
$81.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.5K+ 32.47% |
$70.9K - $78.5K
|
10.2K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.48K+ 1.0% |
$70.3K - $77.9K
|
251K
$8.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 30.19% |
$69.1K - $76.6K
|
10.5K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.41K+ 15.15% |
$68.3K - $75.7K
|
18.3K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.39K+ 17.92% |
$67.6K - $74.9K
|
15.7K
$512K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.34KNew |
$66.2K - $73.3K
|
2.34K
$76.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.32K+ 0.4% |
$65.8K - $72.9K
|
590K
$19.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.28K+ 4.66% |
$64.5K - $71.5K
|
51.1K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.26K+ 23.91% |
$63.9K - $70.8K
|
11.7K
$381K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.25KNew |
$63.8K - $70.7K
|
2.25K
$73.4K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.22K+ 1.02% |
$62.8K - $69.6K
|
219K
$7.15M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.16K+ 12.05% |
$61.2K - $67.9K
|
20.1K
$655K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.15KNew |
$60.9K - $67.4K
|
2.15K
$70K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.13K+ 3.72% |
$60.4K - $67K
|
59.4K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.02K+ 8.8% |
$57.3K - $63.5K
|
25K
$814K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.99K+ 5.95% |
$56.4K - $62.5K
|
35.4K
$1.15M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.94K+ 14.31% |
$54.9K - $60.8K
|
15.5K
$504K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.87K+ 16.87% |
$53K - $58.7K
|
13K
$422K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.82K+ 17.99% |
$51.6K - $57.1K
|
11.9K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.8KNew |
$51K - $56.5K
|
1.8K
$58.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.79K+ 23.98% |
$50.7K - $56.2K
|
9.25K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.66K+ 11.5% |
$47.1K - $52.2K
|
16.1K
$525K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 403.65% |
$47K - $52.1K
|
2.07K
$67.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.63K+ 2.79% |
$46.1K - $51.1K
|
59.8K
$1.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.62K+ 2.16% |
$46K - $51K
|
76.9K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.62K+ 3.19% |
$45.9K - $50.8K
|
52.4K
$1.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.6K+ 16.53% |
$45.4K - $50.3K
|
11.3K
$368K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.6K+ 53.33% |
$45.3K - $50.2K
|
4.6K
$150K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.58K+ 2.07% |
$44.8K - $49.7K
|
78.1K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.57K+ 2.14% |
$44.6K - $49.4K
|
75.3K
$2.45M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.5K+ 4.14% |
$42.6K - $47.2K
|
37.8K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.5K+ 12.83% |
$42.5K - $47.1K
|
13.2K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.49K+ 7.43% |
$42.3K - $46.9K
|
21.6K
$704K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.44K+ 13.14% |
$40.8K - $45.2K
|
12.4K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.43KNew |
$40.6K - $45K
|
1.43K
$46.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$40.4K - $44.8K
|
1.43K
$46.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.41K+ 3.34% |
$40K - $44.3K
|
43.6K
$1.42M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.35K+ 11.41% |
$38.2K - $42.4K
|
13.2K
$429K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.32K+ 2.53% |
$37.5K - $41.5K
|
53.6K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.32K+ 3.28% |
$37.5K - $41.5K
|
41.6K
$1.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.31KNew |
$37.1K - $41.1K
|
1.31K
$42.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3K+ 47.06% |
$36.8K - $40.8K
|
4.06K
$132K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.29K+ 25700.0% |
$36.4K - $40.3K
|
1.29K
$42K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.28K+ 1.62% |
$36.4K - $40.3K
|
80.3K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.26K+ 4.24% |
$35.6K - $39.4K
|
30.8K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.25K+ 5.92% |
$35.4K - $39.2K
|
22.4K
$728K
|