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 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
13+ 1.53% |
$390 - $406
|
863
$28.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
12+ 0.42% |
$360 - $375
|
2.9K
$95.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$360 - $375
|
12
$394
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8+ 1.95% |
$240 - $250
|
419
$13.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.09% |
$240 - $250
|
8.58K
$282K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 0.39% |
$210 - $219
|
1.81K
$59.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
6+ 1.78% |
$180 - $187
|
343
$11.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6+ 0.07% |
$180 - $187
|
8.7K
$286K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 1.48% |
$180 - $187
|
411
$13.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 1.56% |
$150 - $156
|
326
$10.7K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.86% |
$150 - $156
|
587
$19.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.45% |
$120 - $125
|
891
$29.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.02% |
$90 - $93.7
|
14.4K
$474K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.12% |
$60 - $62.4
|
180
$5.91K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$60 - $62.4
|
24.4K
$801K
|
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.01% |
$30 - $31.2
|
6.92K
$227K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 1.43% |
$30 - $31.2
|
71
$2.33K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 31.25% |
$150 - $156
|
11
$361
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$300 - $312
|
24.3K
$800K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 0.13% |
$570 - $593
|
14.7K
$483K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 2.27% |
$600 - $624
|
863
$28.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37- 0.77% |
$1.11K - $1.16K
|
4.79K
$157K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-48- 1.58% |
$1.44K - $1.5K
|
3K
$98.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-49- 0.33% |
$1.47K - $1.53K
|
14.9K
$488K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-50- 0.58% |
$1.5K - $1.56K
|
8.52K
$280K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-51- 0.06% |
$1.53K - $1.59K
|
88.1K
$2.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-52- 0.32% |
$1.56K - $1.62K
|
16K
$526K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-57- 14.54% |
$1.71K - $1.78K
|
335
$11K
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-63- 0.16% |
$1.89K - $1.97K
|
39K
$1.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-66- 10.89% |
$1.98K - $2.06K
|
540
$17.7K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-69- 0.89% |
$2.07K - $2.15K
|
7.67K
$252K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-70- 0.73% |
$2.1K - $2.19K
|
9.54K
$313K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-71- 16.63% |
$2.13K - $2.22K
|
356
$11.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-76- 2.17% |
$2.28K - $2.37K
|
3.42K
$112K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-78- 1.52% |
$2.34K - $2.44K
|
5.07K
$166K
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-80- 0.56% |
$2.4K - $2.5K
|
14.2K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-86- 0.93% |
$2.58K - $2.68K
|
9.2K
$302K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-87- 1.04% |
$2.61K - $2.72K
|
8.26K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-87- 0.4% |
$2.61K - $2.72K
|
21.9K
$718K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-96- 0.81% |
$2.88K - $3K
|
11.7K
$385K
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-104- 0.53% |
$3.12K - $3.25K
|
19.7K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-109- 1.27% |
$3.27K - $3.4K
|
8.45K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-116- 3.96% |
$3.48K - $3.62K
|
2.81K
$92.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-117- 0.09% |
$3.51K - $3.65K
|
127K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-119- 0.07% |
$3.57K - $3.72K
|
177K
$5.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-133- 3.31% |
$3.99K - $4.15K
|
3.88K
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-134- 19.23% |
$4.02K - $4.18K
|
563
$18.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-139- 1.92% |
$4.17K - $4.34K
|
7.11K
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-140- 0.1% |
$4.2K - $4.37K
|
133K
$4.38M
|