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 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
140New |
$4.2K - $4.37K
|
140
$4.6K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
139+ 4.34% |
$4.17K - $4.34K
|
3.34K
$110K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
132+ 0.59% |
$3.96K - $4.12K
|
22.7K
$745K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
132+ 1.24% |
$3.96K - $4.12K
|
10.8K
$355K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
124New |
$3.72K - $3.87K
|
124
$4.07K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
119+ 0.22% |
$3.57K - $3.72K
|
54.7K
$1.8M
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
119+ 0.07% |
$3.57K - $3.72K
|
164K
$5.39M
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
114+ 0.83% |
$3.42K - $3.56K
|
13.8K
$453K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
112New |
$3.36K - $3.5K
|
112
$3.68K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
111+ 1.63% |
$3.33K - $3.47K
|
6.9K
$227K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
99+ 1.31% |
$2.97K - $3.09K
|
7.64K
$251K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
99+ 0.94% |
$2.97K - $3.09K
|
10.7K
$350K
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
94+ 0.55% |
$2.82K - $2.93K
|
17.3K
$569K
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
93+ 0.3% |
$2.79K - $2.9K
|
31.3K
$1.03M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
91New |
$2.73K - $2.84K
|
91
$2.99K
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
89+ 0.97% |
$2.67K - $2.78K
|
9.29K
$305K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
88+ 0.46% |
$2.64K - $2.75K
|
19.3K
$634K
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
85+ 0.2% |
$2.55K - $2.65K
|
43.7K
$1.43M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
85+ 0.2% |
$2.55K - $2.65K
|
43.7K
$1.43M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
84New |
$2.52K - $2.62K
|
84
$2.76K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
82+ 0.59% |
$2.46K - $2.56K
|
14K
$458K
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
75+ 0.12% |
$2.25K - $2.34K
|
63.7K
$2.09M
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
73+ 1.11% |
$2.19K - $2.28K
|
6.65K
$218K
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
69+ 0.33% |
$2.07K - $2.15K
|
20.9K
$685K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
64+ 1.53% |
$1.92K - $2K
|
4.24K
$139K
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
59+ 0.45% |
$1.77K - $1.84K
|
13.3K
$437K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
58+ 0.28% |
$1.74K - $1.81K
|
21K
$690K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50New |
$1.5K - $1.56K
|
50
$1.64K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
46+ 0.53% |
$1.38K - $1.44K
|
8.73K
$287K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44+ 0.89% |
$1.32K - $1.37K
|
5K
$164K
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
43+ 0.41% |
$1.29K - $1.34K
|
10.6K
$347K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
42+ 0.45% |
$1.26K - $1.31K
|
9.31K
$306K
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
42+ 0.53% |
$1.26K - $1.31K
|
7.91K
$260K
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
39+ 0.29% |
$1.17K - $1.22K
|
13.4K
$440K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
34+ 0.82% |
$1.02K - $1.06K
|
4.17K
$137K
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
33+ 0.1% |
$990 - $1.03K
|
32.7K
$1.07M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
32+ 0.3% |
$960 - $999
|
10.5K
$346K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.14% |
$900 - $937
|
21.7K
$712K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
27+ 5.24% |
$810 - $843
|
542
$17.8K
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
25+ 0.16% |
$750 - $781
|
15.3K
$501K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21+ 0.68% |
$630 - $656
|
3.1K
$102K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
20+ 0.13% |
$600 - $624
|
15.7K
$517K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
19+ 0.09% |
$570 - $593
|
20.4K
$669K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 27.94% |
$570 - $593
|
87
$2.86K
|
|
Oct 05, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
17+ 0.24% |
$510 - $531
|
7.02K
$230K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 0.26% |
$450 - $468
|
5.75K
$189K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15+ 0.65% |
$450 - $468
|
2.32K
$76.2K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
14+ 1.14% |
$420 - $437
|
1.24K
$40.8K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
13+ 0.1% |
$390 - $406
|
13.7K
$449K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 0.05% |
$390 - $406
|
23.8K
$781K
|