Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Pfd And (PFF)

PFF Quotes by TradingView

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
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
46.7K
+ 296.55%
$1.4M - $1.46M
62.5K $2.05M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
45.7K
+ 39.24%
$1.37M - $1.43M
162K $5.33M
Oct 31, 2023 Q3 2023
Montis Financial, LLC

BUY
 -
44.2K
+ 13.18%
$1.33M - $1.38M
380K $12.5M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
41.4K
+ 0.63%
$1.24M - $1.29M
6.6M $217M
Oct 19, 2023 Q3 2023
Gds Wealth Management

BUY
 -
40.7K
+ 15.1%
$1.22M - $1.27M
310K $10.2M
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
40.6K
New
$1.22M - $1.27M
40.6K $1.33M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
40.1K
+ 243.45%
$1.2M - $1.25M
56.6K $1.86M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
39.7K
+ 38.45%
$1.19M - $1.24M
143K $4.69M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
39.2K
+ 202.25%
$1.18M - $1.23M
58.6K $1.93M
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
38.6K
+ 457.28%
$1.16M - $1.2M
47K $1.54M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
34.7K
+ 35.07%
$1.04M - $1.08M
133K $4.38M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
33.9K
+ 36.86%
$1.02M - $1.06M
126K $4.13M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
32.9K
New
$986K - $1.03M
32.9K $1.08M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
32.8K
New
$984K - $1.02M
32.8K $1.08M
Oct 11, 2023 Q3 2023
Northside Capital Management, LLC

BUY
 -
32.7K
+ 8.74%
$982K - $1.02M
407K $13.4M
Nov 03, 2023 Q3 2023
Strategic Wealth Investment Group, LLC

BUY
 -
32.5K
+ 5.33%
$974K - $1.01M
642K $21.1M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
30.2K
New
$904K - $941K
30.2K $990K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
28.4K
+ 8.4%
$852K - $887K
367K $12M
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
28K
+ 9.57%
$841K - $876K
321K $10.5M
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
27.5K
+ 8.06%
$824K - $857K
368K $12.1M
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
26.9K
+ 5.89%
$806K - $840K
483K $15.9M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
26.4K
New
$791K - $823K
26.4K $866K
Aug 22, 2024 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
26.1K
+ 20.98%
$782K - $814K
150K $4.94M
Oct 25, 2023 Q3 2023
Freedom Day Solutions, LLC

BUY
 -
25.4K
+ 40.77%
$762K - $793K
87.7K $2.88M
Oct 04, 2023 Q3 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
25.4K
+ 52.43%
$761K - $792K
73.7K $2.42M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
25.1K
New
$753K - $783K
25.1K $824K
Nov 21, 2023 Q3 2023
Invst, LLC

Indianapolis, IN
BUY
 -
24.6K
+ 139.49%
$738K - $768K
42.2K $1.39M
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
24.1K
New
$722K - $752K
24.1K $791K
Nov 02, 2023 Q3 2023
Spectrum Asset Management, Inc.

BUY
 -
23.6K
+ 11.84%
$708K - $737K
223K $7.32M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
23.3K
+ 103.51%
$700K - $728K
45.9K $1.51M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

BUY
 -
22.5K
New
$674K - $701K
22.5K $738K
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
21.6K
+ 154.33%
$647K - $674K
35.6K $1.17M
Oct 25, 2023 Q3 2023
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
21.4K
+ 28.55%
$641K - $668K
96.3K $3.16M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
21.2K
+ 10.93%
$634K - $661K
215K $7.05M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
20.5K
New
$616K - $641K
20.5K $675K
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
20.1K
+ 52.84%
$603K - $628K
58.2K $1.91M
Oct 24, 2023 Q3 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
19.4K
+ 35.32%
$582K - $606K
74.4K $2.44M
Oct 18, 2023 Q3 2023
Ballast, Inc.

BUY
 -
19K
+ 6.3%
$569K - $592K
320K $10.5M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
18.9K
+ 19.23%
$567K - $590K
117K $3.85M
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
18.4K
+ 13.78%
$551K - $573K
152K $4.98M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
18.2K
+ 27.28%
$547K - $569K
85.1K $2.79M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
17.9K
New
$536K - $558K
17.9K $587K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
17.9K
+ 55.39%
$536K - $558K
50.2K $1.65M
Nov 13, 2023 Q3 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
17.5K
+ 3.16%
$526K - $548K
573K $18.8M
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
17.3K
+ 134.5%
$518K - $539K
30.1K $989K
Nov 06, 2023 Q3 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
16.6K
New
$498K - $518K
16.6K $545K
Oct 26, 2023 Q3 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
16.5K
+ 7.25%
$495K - $515K
244K $8.02M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
16.4K
+ 3.14%
$492K - $513K
539K $17.7M
Oct 20, 2023 Q3 2023
Fulton Breakefield Broenniman LLC

BUY
 -
15.9K
+ 3.47%
$475K - $495K
473K $15.5M

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