Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.53M+ 674.74% |
$45.8M - $47.7M
|
1.75M
$55.4M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.11M+ 106.5% |
$33.4M - $34.8M
|
2.16M
$68.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03MNew |
$31M - $32.3M
|
1.03M
$32.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
779K+ 50.67% |
$23.3M - $24.3M
|
2.31M
$73.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
513K+ 42.06% |
$15.4M - $16M
|
1.73M
$54.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
406K+ 62.11% |
$12.2M - $12.7M
|
1.06M
$33.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
375K+ 38.2% |
$11.3M - $11.7M
|
1.36M
$42.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
283KNew |
$8.47M - $8.82M
|
283K
$8.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
258K+ 5.57% |
$7.74M - $8.05M
|
4.89M
$155M
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
238KNew |
$7.15M - $7.44M
|
238K
$7.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
230K+ 12.84% |
$6.89M - $7.17M
|
2.02M
$63.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
206K+ 12.47% |
$6.19M - $6.44M
|
1.86M
$58.8M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
203K+ 190.7% |
$6.1M - $6.35M
|
310K
$9.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
186KNew |
$5.57M - $5.79M
|
186K
$5.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
178K+ 1040.11% |
$5.35M - $5.57M
|
196K
$6.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
173KNew |
$5.19M - $5.41M
|
173K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
168K+ 8.46% |
$5.05M - $5.26M
|
2.16M
$68.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
168K+ 73.73% |
$5.04M - $5.25M
|
396K
$12.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
162KNew |
$4.85M - $5.05M
|
162K
$5.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
160K+ 3.08% |
$4.8M - $5M
|
5.35M
$169M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
152K+ 13.79% |
$4.55M - $4.74M
|
1.25M
$39.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
150KNew |
$4.5M - $4.68M
|
150K
$4.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
138KNew |
$4.12M - $4.29M
|
138K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
108K+ 3.52% |
$3.25M - $3.39M
|
3.19M
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
107K+ 1132.67% |
$3.22M - $3.35M
|
117K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
106KNew |
$3.18M - $3.31M
|
106K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
104K+ 3.5% |
$3.13M - $3.26M
|
3.09M
$97.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
103KNew |
$3.08M - $3.21M
|
103K
$3.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
99KNew |
$2.97M - $3.09M
|
99K
$3.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97.8K+ 12.6% |
$2.93M - $3.05M
|
874K
$27.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
90.3K+ 275.09% |
$2.71M - $2.82M
|
123K
$3.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
88.3K+ 8.52% |
$2.65M - $2.76M
|
1.13M
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
81.4K+ 4.18% |
$2.44M - $2.54M
|
2.03M
$64.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
80.1K+ 251.57% |
$2.4M - $2.5M
|
112K
$3.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
70K+ 607.67% |
$2.1M - $2.19M
|
81.5K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
69.6KNew |
$2.09M - $2.17M
|
69.6K
$2.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
67.8K+ 148.9% |
$2.03M - $2.12M
|
113K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
65.7K+ 132.46% |
$1.97M - $2.05M
|
115K
$3.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
64.6KNew |
$1.94M - $2.02M
|
64.6K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
60.1KNew |
$1.8M - $1.88M
|
60.1K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.7K+ 1.61% |
$1.76M - $1.83M
|
3.72M
$117M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
53.5K+ 123.78% |
$1.61M - $1.67M
|
96.8K
$3.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
52.3KNew |
$1.57M - $1.63M
|
52.3K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
51.9K+ 187.82% |
$1.56M - $1.62M
|
79.5K
$2.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
51.4KNew |
$1.54M - $1.61M
|
51.4K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
50.8K+ 116.02% |
$1.52M - $1.59M
|
94.6K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
50.2KNew |
$1.5M - $1.57M
|
50.2K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49.9K+ 20.3% |
$1.5M - $1.56M
|
296K
$9.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
49.4K+ 2319.88% |
$1.48M - $1.54M
|
51.5K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.9K+ 7.32% |
$1.41M - $1.46M
|
687K
$21.7M
|