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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
15.9K+ 3.47% |
$475K - $495K
|
473K
$14.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15.8K+ 197.97% |
$473K - $493K
|
23.7K
$751K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
15.8K+ 28.53% |
$473K - $492K
|
71.1K
$2.25M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
15.5KNew |
$466K - $485K
|
15.5K
$491K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
15.3K+ 17.08% |
$458K - $476K
|
105K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2K+ 6.37% |
$455K - $474K
|
253K
$8.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15K+ 100.0% |
$450K - $468K
|
30K
$948K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.6K+ 2.45% |
$439K - $457K
|
612K
$19.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
14.5K+ 4.56% |
$436K - $453K
|
333K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$420K - $437K
|
14K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
13.9KNew |
$415K - $432K
|
13.9K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.8K+ 0.62% |
$415K - $432K
|
2.25M
$71.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.7KNew |
$409K - $426K
|
13.7K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.6K+ 8.16% |
$408K - $425K
|
181K
$5.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
13.5K+ 17.66% |
$405K - $421K
|
89.9K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 11.03% |
$401K - $417K
|
135K
$4.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
13.2K+ 142.46% |
$395K - $412K
|
22.4K
$709K
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
13.1K+ 61.81% |
$392K - $408K
|
34.2K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.8K+ 1.5% |
$383K - $398K
|
864K
$27.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6K+ 44.4% |
$379K - $394K
|
41.1K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.6KNew |
$378K - $393K
|
12.6K
$398K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
12.5K+ 4.57% |
$374K - $389K
|
286K
$9.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
12.1K+ 5.26% |
$362K - $377K
|
241K
$7.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
11.7KNew |
$351K - $365K
|
11.7K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
11.6K+ 31.99% |
$348K - $362K
|
47.9K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.6K+ 108.95% |
$348K - $362K
|
22.2K
$703K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
11.1KNew |
$333K - $346K
|
11.1K
$351K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11K+ 46.98% |
$330K - $344K
|
34.5K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11KNew |
$330K - $343K
|
11K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.8K+ 6.8% |
$324K - $337K
|
170K
$5.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
10.8K+ 25.65% |
$324K - $337K
|
52.9K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$322K - $335K
|
10.7K
$340K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$322K - $335K
|
10.7K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.6KNew |
$319K - $332K
|
10.6K
$336K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
10.6K+ 5.31% |
$319K - $332K
|
211K
$6.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.4K+ 112.26% |
$313K - $326K
|
19.8K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 22.79% |
$309K - $321K
|
55.4K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 3.43% |
$308K - $321K
|
310K
$9.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.2KNew |
$304K - $317K
|
10.2K
$321K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10K+ 12.58% |
$300K - $312K
|
89.5K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
9.96K+ 4.43% |
$299K - $311K
|
235K
$7.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
9.87KNew |
$296K - $308K
|
9.87K
$312K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.83K+ 105.64% |
$295K - $307K
|
19.1K
$605K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
9.81KNew |
$294K - $306K
|
9.81K
$310K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
9.75K+ 16.97% |
$292K - $304K
|
67.2K
$2.12M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.56K+ 74.18% |
$287K - $299K
|
22.5K
$710K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.54K+ 1.79% |
$286K - $298K
|
542K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
9.44KNew |
$283K - $295K
|
9.44K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9.21KNew |
$276K - $288K
|
9.21K
$291K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
9.12K+ 4.43% |
$274K - $285K
|
215K
$6.8M
|