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 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-62- 1.99% |
$1.76K - $1.95K
|
3.05K
$96.3K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-66- 0.11% |
$1.87K - $2.07K
|
59.3K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-67- 0.31% |
$1.9K - $2.1K
|
21.6K
$684K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-68- 64.15% |
$1.93K - $2.14K
|
38
$1.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-72- 0.93% |
$2.04K - $2.26K
|
7.66K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-85- 0.46% |
$2.41K - $2.67K
|
18.4K
$581K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-87- 0.29% |
$2.47K - $2.73K
|
30.1K
$950K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-89- 64.03% |
$2.52K - $2.79K
|
50
$1.58K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-95- 0.34% |
$2.69K - $2.98K
|
27.7K
$876K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-95- 1.24% |
$2.69K - $2.98K
|
7.57K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-104- 1.31% |
$2.95K - $3.27K
|
7.81K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-125- 0.23% |
$3.54K - $3.93K
|
54.9K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-142- 3.66% |
$4.02K - $4.46K
|
3.74K
$118K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-142- 0.89% |
$4.02K - $4.46K
|
15.9K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-149- 1.36% |
$4.22K - $4.68K
|
10.8K
$343K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-150- 1.12% |
$4.25K - $4.71K
|
13.3K
$420K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-160- 1.92% |
$4.53K - $5.02K
|
8.18K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-168- 5.43% |
$4.76K - $5.28K
|
2.93K
$92.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-170- 0.35% |
$4.82K - $5.34K
|
47.7K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-175- 1.84% |
$4.96K - $5.5K
|
9.31K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-175- 2.41% |
$4.96K - $5.5K
|
7.1K
$224K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-187- 2.77% |
$5.3K - $5.87K
|
6.58K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-194- 0.26% |
$5.5K - $6.09K
|
73.1K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-200- 36.36% |
$5.67K - $6.28K
|
350
$11.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-211- 0.39% |
$5.98K - $6.63K
|
54.5K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-213- 1.53% |
$6.04K - $6.69K
|
13.7K
$434K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-219- 7.52% |
$6.21K - $6.88K
|
2.69K
$85.1K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-240- 2.3% |
$6.8K - $7.54K
|
10.2K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-245- 0.11% |
$6.94K - $7.69K
|
223K
$7.04M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-250- 1.79% |
$7.09K - $7.85K
|
13.7K
$434K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-262- 1.81% |
$7.43K - $8.23K
|
14.2K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-263- 1.2% |
$7.45K - $8.26K
|
21.6K
$684K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-265- 1.03% |
$7.51K - $8.32K
|
25.6K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-275- 43.44% |
$7.79K - $8.64K
|
358
$11.3K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-280- 1.98% |
$7.94K - $8.79K
|
13.8K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-281- 3.24% |
$7.96K - $8.82K
|
8.39K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-282- 1.8% |
$7.99K - $8.85K
|
15.4K
$488K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-287- 0.39% |
$8.13K - $9.01K
|
74.1K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-290- 0.24% |
$8.22K - $9.11K
|
123K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-296- 36.27% |
$8.39K - $9.29K
|
520
$16.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-299- 83.99% |
$8.47K - $9.39K
|
57
$1.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-300- 1.64% |
$8.5K - $9.42K
|
18K
$570K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-300- 2.47% |
$8.5K - $9.42K
|
11.8K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 2.75% |
$8.5K - $9.42K
|
10.6K
$335K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-310- 8.53% |
$8.79K - $9.73K
|
3.33K
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-340- 4.66% |
$9.64K - $10.7K
|
6.96K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-341- 68.06% |
$9.66K - $10.7K
|
160
$5.06K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-363- 0.87% |
$10.3K - $11.4K
|
41.4K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-368- 0.84% |
$10.4K - $11.6K
|
43.3K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-368- 0.84% |
$10.4K - $11.6K
|
43.3K
$1.37M
|