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 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.68K+ 7.32% |
$140K - $146K
|
68.6K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.64K+ 10.51% |
$139K - $145K
|
48.8K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.46K+ 60.58% |
$134K - $139K
|
11.8K
$369K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
4.27K+ 153.87% |
$128K - $133K
|
7.05K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.83K+ 4.89% |
$115K - $119K
|
82.2K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.7K+ 3.14% |
$111K - $115K
|
122K
$3.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.68K+ 13.26% |
$110K - $115K
|
31.5K
$983K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.63K+ 21.91% |
$109K - $113K
|
20.2K
$630K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.44K+ 45.76% |
$103K - $107K
|
10.9K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.38K+ 2.47% |
$101K - $105K
|
140K
$4.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.32K+ 3.96% |
$99.5K - $104K
|
87K
$2.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
3.26K+ 4.82% |
$97.7K - $102K
|
70.8K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
3.23K+ 4.73% |
$96.9K - $101K
|
71.5K
$2.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.23K+ 45.25% |
$96.9K - $101K
|
10.4K
$324K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.23K+ 32.59% |
$96.9K - $101K
|
13.1K
$410K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.21K+ 16.54% |
$96.4K - $100K
|
22.6K
$707K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.16KNew |
$94.7K - $98.6K
|
3.16K
$98.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.01K+ 14.26% |
$90.3K - $94K
|
24.1K
$754K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.95K+ 5.68% |
$88.6K - $92.2K
|
54.9K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.88K+ 16.47% |
$86.2K - $89.8K
|
20.3K
$635K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.83K+ 2.5% |
$84.8K - $88.2K
|
116K
$3.62M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.74K+ 3.78% |
$82.2K - $85.5K
|
75.2K
$2.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.74K+ 29.29% |
$82.2K - $85.5K
|
12.1K
$378K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.68K+ 9.93% |
$80.5K - $83.8K
|
29.7K
$928K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.62KNew |
$78.5K - $81.8K
|
2.62K
$81.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.57K+ 9.67% |
$77.1K - $80.3K
|
29.2K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.53K+ 1.49% |
$75.9K - $79K
|
172K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.5KNew |
$75K - $78.1K
|
2.5K
$78.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.5K+ 7.2% |
$74.9K - $78K
|
37.2K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
2.5K+ 22.52% |
$74.9K - $77.9K
|
13.6K
$424K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
2.48KNew |
$74.4K - $77.5K
|
2.48K
$77.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.33K+ 0.84% |
$69.9K - $72.7K
|
281K
$8.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2.31K+ 12.83% |
$69.4K - $72.2K
|
20.3K
$635K
|
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.3K+ 6.82% |
$69.1K - $71.9K
|
36.1K
$1.13M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.21K+ 1.96% |
$66.3K - $69K
|
115K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.19K+ 5.56% |
$65.8K - $68.5K
|
41.6K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
2.14K+ 13.04% |
$64.3K - $66.9K
|
18.6K
$580K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.11K+ 7.25% |
$63.4K - $66K
|
31.3K
$976K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.11K+ 19.28% |
$63.3K - $65.9K
|
13.1K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$63.2K - $65.8K
|
2.11K
$65.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.08K+ 0.93% |
$62.5K - $65.1K
|
226K
$7.07M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.07K+ 16.87% |
$62K - $64.5K
|
14.3K
$447K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.02K+ 5.9% |
$60.6K - $63.1K
|
36.3K
$1.13M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2K+ 28.58% |
$60K - $62.5K
|
9.01K
$281K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.84K+ 11.96% |
$55.2K - $57.4K
|
17.2K
$538K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.81K+ 11.21% |
$54.2K - $56.4K
|
17.9K
$560K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.79K+ 18.02% |
$53.6K - $55.8K
|
11.7K
$365K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.74K+ 2.02% |
$52.2K - $54.3K
|
87.7K
$2.74M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.65K+ 3.46% |
$49.3K - $51.4K
|
49.2K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 0.71% |
$48.6K - $50.6K
|
228K
$7.14M
|