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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
46.7K+ 296.55% |
$1.4M - $1.46M
|
62.5K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
45.7K+ 39.24% |
$1.37M - $1.43M
|
162K
$5.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
BUY
|
- |
44.2K+ 13.18% |
$1.33M - $1.38M
|
380K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.4K+ 0.63% |
$1.24M - $1.29M
|
6.6M
$209M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
40.7K+ 15.1% |
$1.22M - $1.27M
|
310K
$9.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
40.6KNew |
$1.22M - $1.27M
|
40.6K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.1K+ 243.45% |
$1.2M - $1.25M
|
56.6K
$1.79M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39.7K+ 38.45% |
$1.19M - $1.24M
|
143K
$4.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
39.2K+ 202.25% |
$1.18M - $1.23M
|
58.6K
$1.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
38.6K+ 457.28% |
$1.16M - $1.2M
|
47K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
36.1K+ 41.17% |
$1.08M - $1.13M
|
124K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.7K+ 35.07% |
$1.04M - $1.08M
|
133K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
33.9K+ 36.86% |
$1.02M - $1.06M
|
126K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
32.9KNew |
$986K - $1.03M
|
32.9K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
32.8KNew |
$984K - $1.02M
|
32.8K
$1.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
32.7K+ 8.74% |
$982K - $1.02M
|
407K
$12.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
32.5K+ 5.33% |
$974K - $1.01M
|
642K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
30.2KNew |
$904K - $941K
|
30.2K
$953K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 8.4% |
$852K - $887K
|
367K
$11.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
28K+ 9.57% |
$841K - $876K
|
321K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
27.5K+ 8.06% |
$824K - $857K
|
368K
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
26.9K+ 5.89% |
$806K - $840K
|
483K
$15.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26.4KNew |
$791K - $823K
|
26.4K
$834K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
26.1K+ 20.98% |
$782K - $814K
|
150K
$4.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
25.4K+ 40.77% |
$762K - $793K
|
87.7K
$2.77M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
25.4K+ 52.43% |
$761K - $792K
|
73.7K
$2.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.1KNew |
$753K - $783K
|
25.1K
$793K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
24.6K+ 139.49% |
$738K - $768K
|
42.2K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
24.1KNew |
$722K - $752K
|
24.1K
$761K
|
|
|
Nov 02, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
23.6K+ 11.84% |
$708K - $737K
|
223K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
23.3K+ 103.51% |
$700K - $728K
|
45.9K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
22.5KNew |
$674K - $701K
|
22.5K
$710K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.6K+ 154.33% |
$647K - $674K
|
35.6K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
21.4K+ 28.55% |
$641K - $668K
|
96.3K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21.2K+ 10.93% |
$634K - $661K
|
215K
$6.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
20.5KNew |
$616K - $641K
|
20.5K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20.1K+ 52.84% |
$603K - $628K
|
58.2K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19.4K+ 35.32% |
$582K - $606K
|
74.4K
$2.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
19K+ 6.3% |
$569K - $592K
|
320K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
18.9K+ 19.23% |
$567K - $590K
|
117K
$3.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
18.4K+ 13.78% |
$551K - $573K
|
152K
$4.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
18.2K+ 27.28% |
$547K - $569K
|
85.1K
$2.69M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
17.9KNew |
$536K - $558K
|
17.9K
$565K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.9K+ 55.39% |
$536K - $558K
|
50.2K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 3.16% |
$526K - $548K
|
573K
$18.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
17.3K+ 134.5% |
$518K - $539K
|
30.1K
$952K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
17.2K+ 13.82% |
$516K - $537K
|
142K
$4.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.6KNew |
$498K - $518K
|
16.6K
$525K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
16.5K+ 7.25% |
$495K - $515K
|
244K
$7.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 3.14% |
$492K - $513K
|
539K
$17M
|