Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-5.71K- 7.3% |
$171K - $193K
|
72.6K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.79K- 28.77% |
$173K - $196K
|
14.3K
$452K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-5.8K- 9.74% |
$173K - $196K
|
53.8K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-5.81K- 99.9% |
$173K - $196K
|
6
$189
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-5.84K- 39.89% |
$174K - $197K
|
8.79K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-5.85K- 9.24% |
$175K - $198K
|
57.4K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.87K- 7.65% |
$175K - $198K
|
70.9K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.88K- 10.31% |
$176K - $199K
|
51.1K
$1.61M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-5.9K- 9.82% |
$176K - $199K
|
54.2K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-5.94K- 14.03% |
$177K - $201K
|
36.4K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.01K- 49.84% |
$179K - $203K
|
6.05K
$191K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.02K- 7.81% |
$180K - $204K
|
71K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.02K- 18.05% |
$180K - $204K
|
27.4K
$863K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.04K- 15.28% |
$180K - $204K
|
33.5K
$1.06M
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-6.05K- 12.43% |
$181K - $205K
|
42.6K
$1.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.13K- 4.14% |
$183K - $207K
|
142K
$4.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.43K- 5.27% |
$192K - $217K
|
116K
$3.65M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.44K- 17.45% |
$192K - $218K
|
30.5K
$961K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.44K- 17.45% |
$192K - $218K
|
30.5K
$961K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.45K- 77.7% |
$193K - $218K
|
1.85K
$58.4K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.55K- 14.79% |
$196K - $222K
|
37.7K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.73K- 18.46% |
$201K - $228K
|
29.7K
$938K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-6.8K- 8.68% |
$203K - $230K
|
71.6K
$2.26M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-6.94K- 16.71% |
$207K - $235K
|
34.6K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.96K- 12.42% |
$208K - $235K
|
49.1K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-7.17K- 10.46% |
$214K - $243K
|
61.4K
$1.94M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7.19K- 66.23% |
$215K - $243K
|
3.67K
$116K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.23K- 4.0% |
$216K - $245K
|
174K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7.32K- 41.93% |
$219K - $248K
|
10.1K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.5K- 14.84% |
$224K - $253K
|
43K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-7.91K- 5.99% |
$236K - $267K
|
124K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.49K- 37.33% |
$254K - $287K
|
14.3K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-8.62K- 29.57% |
$257K - $291K
|
20.5K
$648K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.72K- 9.88% |
$260K - $295K
|
79.5K
$2.51M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.76K- 23.66% |
$262K - $296K
|
28.3K
$892K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.07K- 3.03% |
$271K - $306K
|
290K
$9.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-9.31K- 16.81% |
$278K - $315K
|
46.1K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.66K- 44.81% |
$288K - $326K
|
11.9K
$375K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.8K- 34.58% |
$293K - $331K
|
18.5K
$585K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9.82K- 15.82% |
$293K - $332K
|
52.2K
$1.65M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10K- 14.2% |
$300K - $340K
|
60.7K
$1.92M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10.1K- 34.61% |
$303K - $343K
|
19.2K
$605K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-10.4K- 8.69% |
$310K - $351K
|
109K
$3.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-10.4K- 6.76% |
$311K - $352K
|
144K
$4.54M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10.5K- 33.47% |
$314K - $355K
|
20.9K
$659K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.6K- 25.52% |
$317K - $359K
|
31K
$978K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.9K- 57.96% |
$324K - $367K
|
7.87K
$248K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-11.1K- 4.87% |
$330K - $374K
|
216K
$6.82M
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-11.4K- 10.96% |
$340K - $385K
|
92.6K
$2.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11.5K- 59.71% |
$342K - $387K
|
7.73K
$244K
|