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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-912- 5.97% |
$25.8K - $28.6K
|
14.4K
$452K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-915- 4.7% |
$25.9K - $28.7K
|
18.5K
$584K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-919- 3.25% |
$26K - $28.9K
|
27.3K
$861K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-923- 12.72% |
$26.2K - $29K
|
6.34K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-931- 1.63% |
$26.4K - $29.2K
|
56.2K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-944- 1.28% |
$26.8K - $29.6K
|
73K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-959- 6.46% |
$27.2K - $30.1K
|
13.9K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1K- 30.16% |
$28.3K - $31.4K
|
2.32K
$72.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.01K- 1.78% |
$28.6K - $31.7K
|
55.6K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 3.91% |
$28.8K - $31.9K
|
25K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 5.79% |
$29.7K - $32.9K
|
17.1K
$538K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 12.73% |
$29.8K - $33K
|
7.2K
$227K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.08K- 3.22% |
$30.6K - $33.9K
|
32.5K
$1.02M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.11K- 7.83% |
$31.5K - $34.9K
|
13.1K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.12K- 5.12% |
$31.8K - $35.2K
|
20.8K
$655K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.13K- 4.5% |
$32K - $35.5K
|
24K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.16K- 11.11% |
$32.8K - $36.3K
|
9.26K
$292K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.18K- 14.75% |
$33.5K - $37.1K
|
6.83K
$215K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.19K- 13.89% |
$33.7K - $37.4K
|
7.38K
$232K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.2K- 7.54% |
$34.1K - $37.7K
|
14.7K
$464K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.21K- 12.87% |
$34.3K - $38K
|
8.19K
$258K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.22K- 1.58% |
$34.5K - $38.3K
|
75.8K
$2.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.23K- 11.17% |
$34.8K - $38.5K
|
9.76K
$307K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.23K- 1.03% |
$34.8K - $38.6K
|
119K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.23K- 13.39% |
$34.9K - $38.6K
|
7.95K
$250K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.25K- 4.82% |
$35.3K - $39.2K
|
24.6K
$776K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.25K- 8.04% |
$35.4K - $39.3K
|
14.3K
$450K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-1.26K- 2.93% |
$35.8K - $39.7K
|
41.9K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 5.23% |
$36.1K - $40K
|
23.1K
$727K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.28K- 7.15% |
$36.2K - $40.1K
|
16.6K
$523K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.35K- 8.73% |
$38.2K - $42.4K
|
14.1K
$444K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.41K- 1.73% |
$39.9K - $44.2K
|
80.2K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.46K- 6.66% |
$41.3K - $45.8K
|
20.5K
$644K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.49K- 6.81% |
$42.3K - $46.8K
|
20.4K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.5K- 15.41% |
$42.5K - $47.1K
|
8.23K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.5K- 10.92% |
$42.5K - $47.1K
|
12.2K
$385K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.5K- 8.76% |
$42.6K - $47.2K
|
15.7K
$493K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.53K- 1.48% |
$43.4K - $48K
|
102K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.54K- 10.59% |
$43.5K - $48.2K
|
13K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.54K- 0.96% |
$43.7K - $48.4K
|
159K
$5M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.57K- 0.73% |
$44.6K - $49.4K
|
213K
$6.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.63K- 4.02% |
$46.3K - $51.3K
|
39K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.64K- 1.86% |
$46.6K - $51.6K
|
86.5K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 6.41% |
$46.8K - $51.8K
|
24.1K
$759K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.65K- 9.29% |
$46.8K - $51.9K
|
16.1K
$508K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-1.66K- 4.2% |
$47K - $52.1K
|
37.9K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.67K- 7.91% |
$47.3K - $52.4K
|
19.4K
$612K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.67K- 12.14% |
$47.4K - $52.6K
|
12.1K
$382K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.68K- 2.58% |
$47.6K - $52.8K
|
63.4K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.7K- 2.12% |
$48.1K - $53.3K
|
78.3K
$2.47M
|