Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-2K- 20.13% |
$58.6K - $62.9K
|
7.93K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 18.79% |
$59.4K - $63.7K
|
8.75K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.05K- 2.2% |
$60.1K - $64.5K
|
91.3K
$2.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.09K- 5.74% |
$61.4K - $65.8K
|
34.4K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-2.15K- 4.22% |
$63.1K - $67.6K
|
48.8K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.17K- 7.59% |
$63.5K - $68.1K
|
26.4K
$844K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.2K- 10.87% |
$64.5K - $69.2K
|
18K
$578K
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.21K- 19.25% |
$64.7K - $69.4K
|
9.25K
$296K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.28K- 10.63% |
$67K - $71.8K
|
19.2K
$615K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.38K- 10.71% |
$69.9K - $74.9K
|
19.9K
$636K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.43K- 23.37% |
$71.3K - $76.4K
|
7.97K
$255K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.44K- 5.29% |
$71.4K - $76.6K
|
43.6K
$1.4M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.44K- 5.29% |
$71.4K - $76.6K
|
43.6K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.46K- 1.06% |
$72K - $77.2K
|
229K
$7.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.46K- 5.48% |
$72.2K - $77.4K
|
42.4K
$1.36M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2.55K- 19.27% |
$74.8K - $80.2K
|
10.7K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.58K- 47.14% |
$75.5K - $81K
|
2.89K
$92.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.61K- 2.2% |
$76.6K - $82.2K
|
116K
$3.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.62K- 7.19% |
$76.8K - $82.4K
|
33.8K
$1.08M
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.7K- 10.85% |
$79.2K - $84.9K
|
22.2K
$711K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2.75K- 1.65% |
$80.7K - $86.6K
|
164K
$5.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.76K- 2.68% |
$81K - $86.9K
|
100K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.82K- 27.79% |
$82.6K - $88.6K
|
7.32K
$235K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.84K- 15.29% |
$83.2K - $89.3K
|
15.7K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.85K- 7.76% |
$83.6K - $89.7K
|
33.9K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-2.94K- 10.16% |
$86.3K - $92.6K
|
26K
$834K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.95K- 2.78% |
$86.4K - $92.7K
|
103K
$3.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.97K- 36.57% |
$87K - $93.3K
|
5.15K
$165K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.98K- 10.89% |
$87.4K - $93.8K
|
24.4K
$781K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.03K- 13.54% |
$88.8K - $95.3K
|
19.3K
$620K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.04K- 15.12% |
$89K - $95.5K
|
17K
$546K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.09K- 6.42% |
$90.5K - $97.1K
|
44.9K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-3.1K- 4.98% |
$90.9K - $97.5K
|
59.2K
$1.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-3.15K- 6.18% |
$92.3K - $99K
|
47.8K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.15K- 9.53% |
$92.4K - $99.1K
|
29.9K
$958K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3.15K- 15.43% |
$92.4K - $99.2K
|
17.3K
$554K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-3.22K- 5.94% |
$94.4K - $101K
|
50.9K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.22K- 3.48% |
$94.5K - $101K
|
89.3K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.25K- 21.14% |
$95.3K - $102K
|
12.1K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-3.28K- 6.79% |
$96.1K - $103K
|
44.9K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-3.32K- 26.62% |
$97.4K - $104K
|
9.15K
$293K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.32K- 17.94% |
$97.4K - $105K
|
15.2K
$487K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.38K- 6.92% |
$99.2K - $106K
|
45.5K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-3.4K- 5.35% |
$99.8K - $107K
|
60.2K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-3.47K- 4.06% |
$102K - $109K
|
82.1K
$2.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.56K- 18.35% |
$104K - $112K
|
15.8K
$508K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.58K- 14.18% |
$105K - $113K
|
21.6K
$693K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.59K- 9.22% |
$105K - $113K
|
35.4K
$1.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.62K- 10.16% |
$106K - $114K
|
32K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.63K- 4.7% |
$106K - $114K
|
73.5K
$2.36M
|