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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
22KNew |
$658K - $745K
|
22K
$700K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21.9K+ 79.31% |
$655K - $741K
|
49.6K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
21.2KNew |
$632K - $716K
|
21.2K
$673K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.2K+ 10.02% |
$632K - $715K
|
232K
$7.39M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
21KNew |
$628K - $711K
|
21K
$669K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
20.8K+ 22.68% |
$622K - $704K
|
113K
$3.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
20.5K+ 4.13% |
$612K - $693K
|
516K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
20.3K+ 55.77% |
$607K - $688K
|
56.8K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
20.2K+ 6.4% |
$602K - $682K
|
335K
$10.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
19.7K+ 76.47% |
$588K - $665K
|
45.4K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.5K+ 1.3% |
$582K - $658K
|
1.52M
$48.4M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
19.3KNew |
$575K - $651K
|
19.3K
$612K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
18.6KNew |
$554K - $628K
|
18.6K
$590K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
18.3KNew |
$545K - $618K
|
18.3K
$581K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
18.1K+ 39.08% |
$541K - $613K
|
64.5K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.1K+ 12.53% |
$541K - $612K
|
163K
$5.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18.1K+ 75.21% |
$539K - $610K
|
42.1K
$1.34M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.4K+ 16.98% |
$519K - $587K
|
120K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
16.7KNew |
$500K - $566K
|
16.7K
$532K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
16K+ 15.18% |
$479K - $542K
|
122K
$3.87M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
15.9KNew |
$476K - $539K
|
15.9K
$507K
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
15.9KNew |
$476K - $538K
|
15.9K
$506K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
15.7K+ 31.84% |
$468K - $530K
|
65K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.7K+ 28.84% |
$467K - $529K
|
69.9K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
15.6K+ 55.63% |
$465K - $527K
|
43.6K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$460K - $521K
|
15.4K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 0.84% |
$459K - $520K
|
1.84M
$58.5M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.2KNew |
$453K - $512K
|
15.2K
$482K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
15.1KNew |
$451K - $511K
|
15.1K
$480K
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
14.7KNew |
$440K - $498K
|
14.7K
$468K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
14.1K+ 3.95% |
$422K - $477K
|
372K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.8K+ 13.07% |
$411K - $465K
|
119K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.6K+ 17.38% |
$407K - $461K
|
92.1K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
13.5K+ 102.43% |
$403K - $456K
|
26.7K
$848K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.4K+ 87.18% |
$399K - $452K
|
28.7K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
13.4KNew |
$399K - $451K
|
13.4K
$425K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13.3K+ 651.05% |
$398K - $451K
|
15.4K
$489K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12.9K+ 50.26% |
$386K - $437K
|
38.7K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.8K+ 0.58% |
$382K - $433K
|
2.2M
$70.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.8K+ 50.22% |
$381K - $431K
|
38.2K
$1.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.7KNew |
$379K - $429K
|
12.7K
$403K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$377K - $427K
|
12.6K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.5K+ 121.89% |
$374K - $423K
|
22.8K
$724K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.5KNew |
$373K - $422K
|
12.5K
$397K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3K+ 13.56% |
$368K - $416K
|
103K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
12.3K+ 3.86% |
$367K - $415K
|
330K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.2K+ 19.62% |
$363K - $411K
|
74.1K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
12.1KNew |
$361K - $409K
|
12.1K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
12K+ 11.74% |
$358K - $405K
|
114K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.8KNew |
$352K - $399K
|
11.8K
$375K
|