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
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
477+ 3.72% |
$13.5K - $15K
|
13.3K
$418K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
467New |
$13.2K - $14.7K
|
467
$14.7K
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
453+ 3.87% |
$12.8K - $14.2K
|
12.1K
$382K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
450New |
$12.8K - $14.1K
|
450
$14.1K
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
448+ 5.77% |
$12.7K - $14.1K
|
8.22K
$258K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
446+ 0.47% |
$12.6K - $14K
|
94.6K
$2.97M
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
411+ 2.34% |
$11.6K - $12.9K
|
18K
$564K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
400+ 81.8% |
$11.3K - $12.6K
|
889
$27.9K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
385New |
$10.9K - $12.1K
|
385
$12.1K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
384+ 1.9% |
$10.9K - $12.1K
|
20.6K
$648K
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
382+ 1.59% |
$10.8K - $12K
|
24.5K
$768K
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
365+ 3.13% |
$10.3K - $11.5K
|
12K
$378K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
358+ 3.42% |
$10.1K - $11.2K
|
10.8K
$340K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
350+ 33.82% |
$9.92K - $11K
|
1.39K
$43.5K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
337+ 16.31% |
$9.55K - $10.6K
|
2.4K
$75.5K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
334New |
$9.47K - $10.5K
|
334
$10.5K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
318New |
$9.01K - $9.99K
|
318
$9.99K
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
300+ 1.54% |
$8.5K - $9.42K
|
19.7K
$620K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
300New |
$8.5K - $9.42K
|
300
$9.42K
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
300+ 0.76% |
$8.5K - $9.42K
|
39.7K
$1.25M
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
287+ 0.92% |
$8.13K - $9.01K
|
31.4K
$985K
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
274+ 1.07% |
$7.77K - $8.6K
|
25.9K
$814K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
265+ 3.32% |
$7.51K - $8.32K
|
8.25K
$259K
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
256+ 0.41% |
$7.26K - $8.04K
|
62.1K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
255+ 392.31% |
$7.23K - $8.01K
|
320
$10.1K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
247New |
$7K - $7.76K
|
247
$7.76K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
244New |
$6.91K - $7.66K
|
244
$7.66K
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
225+ 2.09% |
$6.38K - $7.07K
|
11K
$346K
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
223+ 2.34% |
$6.32K - $7K
|
9.76K
$307K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
213+ 0.42% |
$6.04K - $6.69K
|
50.6K
$1.59M
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
210New |
$5.95K - $6.59K
|
210
$6.6K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
202+ 0.69% |
$5.72K - $6.34K
|
29.4K
$922K
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
179+ 0.27% |
$5.07K - $5.62K
|
65.9K
$2.07M
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
160+ 1.03% |
$4.53K - $5.02K
|
15.7K
$493K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
159+ 1.49% |
$4.51K - $4.99K
|
10.8K
$340K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
159+ 28.55% |
$4.51K - $4.99K
|
716
$22.5K
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
153+ 1.49% |
$4.34K - $4.8K
|
10.4K
$328K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$4.25K - $4.71K
|
150
$4.71K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
141+ 1.2% |
$4K - $4.43K
|
11.9K
$373K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
130+ 116.07% |
$3.68K - $4.08K
|
242
$7.6K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
130New |
$3.68K - $4.08K
|
130
$4.08K
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
130+ 0.57% |
$3.68K - $4.08K
|
22.9K
$720K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
127+ 3.05% |
$3.6K - $3.99K
|
4.29K
$135K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
109+ 1.64% |
$3.09K - $3.42K
|
6.76K
$212K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
100New |
$2.83K - $3.14K
|
100
$3.14K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100+ 2.36% |
$2.83K - $3.14K
|
4.34K
$136K
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
96+ 1.39% |
$2.72K - $3.01K
|
7.01K
$220K
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
95+ 1.02% |
$2.69K - $2.98K
|
9.38K
$295K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
94New |
$2.66K - $2.95K
|
94
$2.95K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
91+ 0.48% |
$2.58K - $2.86K
|
19.1K
$599K
|