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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-107KClosed |
$3.21M - $3.35M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-110K- 74.4% |
$3.3M - $3.44M
|
37.9K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-121K- 7.01% |
$3.62M - $3.77M
|
1.6M
$52.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-146K- 8.22% |
$4.39M - $4.57M
|
1.63M
$53.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-151K- 55.61% |
$4.54M - $4.73M
|
121K
$3.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-165K- 44.08% |
$4.95M - $5.16M
|
209K
$6.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-172K- 89.05% |
$5.15M - $5.36M
|
21.1K
$693K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-189K- 90.68% |
$5.68M - $5.91M
|
19.5K
$639K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-200K- 95.77% |
$6M - $6.24M
|
8.83K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-210K- 4.52% |
$6.31M - $6.57M
|
4.45M
$146M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-223K- 97.06% |
$6.68M - $6.95M
|
6.74K
$221K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-230K- 26.68% |
$6.9M - $7.18M
|
632K
$20.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-260K- 30.14% |
$7.81M - $8.13M
|
603K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-265K- 77.79% |
$7.94M - $8.27M
|
75.6K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-317K- 82.46% |
$9.51M - $9.9M
|
67.5K
$2.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-328K- 19.58% |
$9.83M - $10.2M
|
1.35M
$44.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-354K- 99.99% |
$10.6M - $11.1M
|
22
$722
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-425K- 98.19% |
$12.8M - $13.3M
|
7.85K
$258K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-462K- 89.49% |
$13.8M - $14.4M
|
54.2K
$1.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-467K- 3.71% |
$14M - $14.6M
|
12.1M
$398M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-548K- 97.12% |
$16.4M - $17.1M
|
16.3K
$534K
|