Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5.47M+ 8108.68% |
$155M - $172M
|
5.54M
$175M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.25M+ 18.52% |
$63.6M - $70.5M
|
14.4M
$454M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.06M+ 11.77% |
$58.3M - $64.6M
|
19.5M
$617M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.88MNew |
$53.3M - $59M
|
1.88M
$59.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.84MNew |
$52.1M - $57.7M
|
1.84M
$58.1M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.11M+ 358.29% |
$31.5M - $34.9M
|
1.42M
$44.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1MNew |
$31.2M - $34.6M
|
1.1M
$34.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.1M+ 1453.66% |
$31.1M - $34.5M
|
1.17M
$37.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
942K+ 17.6% |
$26.7M - $29.6M
|
6.29M
$199M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
925KNew |
$26.2M - $29M
|
925K
$29.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
725KNew |
$20.6M - $22.8M
|
725K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
632K+ 12.92% |
$17.9M - $19.8M
|
5.52M
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
618K+ 2762.7% |
$17.5M - $19.4M
|
640K
$20.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
576K+ 4.18% |
$16.3M - $18.1M
|
14.4M
$454M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
530K+ 8.03% |
$15M - $16.6M
|
7.13M
$225M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
495KNew |
$14M - $15.5M
|
495K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
464KNew |
$13.2M - $14.6M
|
464K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
410KNew |
$11.6M - $12.9M
|
410K
$13M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
406K+ 2312.3% |
$11.5M - $12.7M
|
424K
$13.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
345K+ 285.43% |
$9.77M - $10.8M
|
466K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
335K+ 867.28% |
$9.5M - $10.5M
|
374K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
327K+ 82.46% |
$9.26M - $10.3M
|
723K
$22.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
306KNew |
$8.67M - $9.6M
|
306K
$9.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
304K+ 9.85% |
$8.61M - $9.54M
|
3.39M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
300KNew |
$8.5M - $9.42M
|
300K
$9.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
296KNew |
$8.39M - $9.3M
|
296K
$9.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
255K+ 37.08% |
$7.22M - $8M
|
942K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
237K+ 11.68% |
$6.72M - $7.44M
|
2.27M
$71.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
210K+ 34.38% |
$5.96M - $6.6M
|
822K
$26M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
205KNew |
$5.8M - $6.43M
|
205K
$6.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
196K+ 2911.09% |
$5.56M - $6.16M
|
203K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
190KNew |
$5.37M - $5.95M
|
190K
$5.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
183KNew |
$5.2M - $5.76M
|
183K
$5.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
177KNew |
$5.02M - $5.56M
|
177K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
153KNew |
$4.34M - $4.81M
|
153K
$4.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
145KNew |
$4.1M - $4.55M
|
145K
$4.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
144K+ 10.6% |
$4.08M - $4.52M
|
1.5M
$47.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
143KNew |
$4.04M - $4.48M
|
143K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
133KNew |
$3.77M - $4.18M
|
133K
$4.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
130KNew |
$3.68M - $4.08M
|
130K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
129K+ 22849.2% |
$3.65M - $4.04M
|
129K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
128K+ 631.6% |
$3.61M - $4M
|
148K
$4.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 2.71% |
$3.42M - $3.79M
|
4.57M
$144M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
120KNew |
$3.4M - $3.76M
|
120K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
118KNew |
$3.36M - $3.72M
|
118K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115K+ 5.09% |
$3.25M - $3.6M
|
2.37M
$74.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
113K+ 172.09% |
$3.21M - $3.56M
|
179K
$5.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100KNew |
$2.84M - $3.15M
|
100K
$3.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
96.9K+ 45.94% |
$2.75M - $3.04M
|
308K
$9.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87.7KNew |
$2.49M - $2.76M
|
87.7K
$2.77M
|