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 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.1K- 29.63% |
$183K - $191K
|
14.5K
$472K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-6.11K- 11.84% |
$183K - $191K
|
45.5K
$1.48M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.21K- 27.93% |
$186K - $194K
|
16K
$522K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.23K- 4.46% |
$187K - $195K
|
134K
$4.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6.33K- 25.58% |
$190K - $197K
|
18.4K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.35K- 12.48% |
$190K - $198K
|
44.5K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-6.5K- 30.92% |
$195K - $203K
|
14.5K
$473K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.5K- 19.17% |
$195K - $203K
|
27.4K
$892K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-6.66K- 24.09% |
$200K - $208K
|
21K
$683K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-6.86K- 23.04% |
$206K - $214K
|
22.9K
$746K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.1K- 20.07% |
$213K - $222K
|
28.3K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.71K- 5.0% |
$231K - $241K
|
146K
$4.76M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.71K- 5.0% |
$231K - $241K
|
146K
$4.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.95K- 9.79% |
$238K - $248K
|
73.3K
$2.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.06K- 23.79% |
$242K - $252K
|
25.8K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.12K- 29.46% |
$244K - $254K
|
19.4K
$633K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.35K- 20.56% |
$250K - $261K
|
32.3K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-8.61K- 25.06% |
$258K - $269K
|
25.7K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.77K- 28.16% |
$263K - $274K
|
22.4K
$728K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.15K- 4.01% |
$274K - $286K
|
219K
$7.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-9.29K- 19.02% |
$279K - $290K
|
39.6K
$1.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-9.44K- 72.19% |
$283K - $295K
|
3.64K
$118K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.98K- 58.55% |
$299K - $312K
|
7.07K
$230K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 3.49% |
$314K - $327K
|
290K
$9.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10.7KClosed |
$320K - $333K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-10.8K- 6.01% |
$325K - $338K
|
170K
$5.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.1K- 40.05% |
$334K - $348K
|
16.7K
$542K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.2K- 7.2% |
$337K - $350K
|
145K
$4.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-11.4K- 62.65% |
$343K - $357K
|
6.81K
$222K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-11.6K- 7.96% |
$346K - $361K
|
134K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.6K- 4.46% |
$348K - $362K
|
249K
$8.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11.7K- 13.53% |
$351K - $365K
|
74.8K
$2.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-11.9K- 14.19% |
$355K - $370K
|
71.7K
$2.33M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-11.9K- 19.04% |
$356K - $371K
|
50.5K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.9K- 32.34% |
$357K - $372K
|
24.9K
$810K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12K- 22.64% |
$359K - $374K
|
40.9K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-12.2K- 36.07% |
$367K - $382K
|
21.7K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.3K- 57.61% |
$368K - $383K
|
9.02K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.3K- 36.73% |
$369K - $384K
|
21.2K
$690K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-12.3K- 9.54% |
$370K - $385K
|
117K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.4K- 13.31% |
$372K - $387K
|
80.8K
$2.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-12.5K- 47.76% |
$375K - $390K
|
13.7K
$445K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-13.8K- 38.0% |
$413K - $430K
|
22.5K
$731K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.9K- 7.74% |
$416K - $433K
|
165K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.9K- 28.11% |
$417K - $434K
|
35.6K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.1K- 5.29% |
$424K - $441K
|
253K
$8.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-14.9K- 59.01% |
$447K - $466K
|
10.4K
$337K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-15.5K- 5.12% |
$465K - $484K
|
287K
$9.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15.6K- 20.46% |
$466K - $486K
|
60.5K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15.7K- 90.6% |
$470K - $489K
|
1.63K
$52.9K
|