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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-14.7K- 10.19% |
$430K - $461K
|
129K
$4.14M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15K- 27.03% |
$441K - $473K
|
40.6K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.6K- 31.58% |
$457K - $490K
|
33.7K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-15.7K- 83.29% |
$460K - $494K
|
3.15K
$101K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-15.9K- 10.92% |
$467K - $501K
|
130K
$4.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15.9K- 2.21% |
$467K - $501K
|
705K
$22.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16K- 18.85% |
$468K - $502K
|
68.8K
$2.2M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-16.8K- 8.5% |
$491K - $527K
|
180K
$5.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-16.8K- 23.0% |
$492K - $528K
|
56.2K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-17.2K- 66.27% |
$506K - $542K
|
8.78K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17.4K- 4.96% |
$511K - $548K
|
334K
$10.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-17.4K- 9.51% |
$511K - $549K
|
166K
$5.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-18.6K- 44.16% |
$545K - $584K
|
23.5K
$752K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.6K- 2.34% |
$545K - $584K
|
776K
$24.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-20.1K- 64.77% |
$590K - $633K
|
10.9K
$351K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20.7K- 66.78% |
$607K - $651K
|
10.3K
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.7K- 6.25% |
$608K - $652K
|
311K
$9.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-21K- 7.44% |
$616K - $661K
|
261K
$8.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-22.5K- 31.61% |
$659K - $707K
|
48.6K
$1.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-22.5K- 17.44% |
$659K - $707K
|
106K
$3.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-22.5K- 9.71% |
$659K - $707K
|
209K
$6.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-24.5K- 14.78% |
$719K - $771K
|
141K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25.4K- 13.98% |
$744K - $798K
|
156K
$5M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-26.3K- 2.02% |
$772K - $828K
|
1.27M
$40.8M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26.7K- 44.01% |
$784K - $841K
|
34K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-26.8K- 1.71% |
$785K - $842K
|
1.54M
$49.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-28.1K- 45.85% |
$824K - $884K
|
33.2K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.4K- 1.74% |
$893K - $958K
|
1.72M
$55.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-31K- 2.77% |
$909K - $975K
|
1.09M
$34.9M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-31.4K- 65.02% |
$920K - $986K
|
16.9K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-31.4K- 76.48% |
$920K - $987K
|
9.64K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.2K- 7.7% |
$975K - $1.05M
|
398K
$12.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-34K- 6.45% |
$998K - $1.07M
|
494K
$15.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-34.4K- 48.31% |
$1.01M - $1.08M
|
36.8K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.6K- 10.63% |
$1.05M - $1.12M
|
300K
$9.6M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-36.1K- 28.64% |
$1.06M - $1.13M
|
89.9K
$2.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-36.9K- 64.96% |
$1.08M - $1.16M
|
19.9K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-38.1K- 67.16% |
$1.12M - $1.2M
|
18.6K
$596K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-38.6K- 17.02% |
$1.13M - $1.22M
|
188K
$6.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-40.2K- 37.56% |
$1.18M - $1.26M
|
66.8K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-40.2K- 4.32% |
$1.18M - $1.27M
|
891K
$28.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-41.5K- 50.77% |
$1.22M - $1.31M
|
40.3K
$1.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-42.6K- 41.32% |
$1.25M - $1.34M
|
60.5K
$1.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-43.1K- 3.77% |
$1.27M - $1.36M
|
1.1M
$35.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-44.9K- 69.0% |
$1.32M - $1.41M
|
20.1K
$646K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-47.2K- 5.67% |
$1.38M - $1.49M
|
785K
$25.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48K- 17.38% |
$1.41M - $1.51M
|
228K
$7.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52.7K- 2.86% |
$1.55M - $1.66M
|
1.79M
$57.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-55.6K- 1.77% |
$1.63M - $1.75M
|
3.08M
$98.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-60.3KClosed |
$1.77M - $1.9M
|
0
$0
|