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 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.72K- 14.53% |
$48.7K - $53.9K
|
10.1K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.73K- 2.88% |
$49.1K - $54.4K
|
58.4K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.74K- 60.03% |
$49.3K - $54.7K
|
1.16K
$36.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.75K- 16.31% |
$49.6K - $55K
|
8.98K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.76K- 14.59% |
$50K - $55.4K
|
10.3K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.82K- 13.29% |
$51.5K - $57.1K
|
11.9K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.82K- 9.92% |
$51.7K - $57.3K
|
16.6K
$521K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.84K- 55.08% |
$52.1K - $57.7K
|
1.5K
$47.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-2.01K- 10.21% |
$56.9K - $63.1K
|
17.7K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.01K- 2.82% |
$57.1K - $63.2K
|
69.5K
$2.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.05K- 23.25% |
$58.2K - $64.4K
|
6.77K
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.13K- 10.46% |
$60.3K - $66.8K
|
18.2K
$574K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.14K- 9.0% |
$60.7K - $67.2K
|
21.6K
$681K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.19K- 6.31% |
$62.1K - $68.9K
|
32.6K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.19K- 32.07% |
$62.2K - $68.9K
|
4.65K
$146K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.22K- 21.39% |
$62.8K - $69.6K
|
8.14K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.24K- 34.33% |
$63.5K - $70.3K
|
4.28K
$135K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.27K- 47.38% |
$64.3K - $71.3K
|
2.52K
$79.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.31K- 18.99% |
$65.3K - $72.4K
|
9.83K
$310K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.33K- 12.64% |
$65.9K - $73K
|
16.1K
$506K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.33K- 11.96% |
$65.9K - $73K
|
17.1K
$539K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.36K- 14.44% |
$67K - $74.2K
|
14K
$441K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-2.4K- 1.8% |
$68.1K - $75.5K
|
131K
$4.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.43K- 9.57% |
$68.9K - $76.4K
|
23K
$723K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-2.47K- 4.22% |
$70.1K - $77.6K
|
56.2K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 10.5% |
$70.7K - $78.4K
|
21.3K
$670K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.51K- 8.76% |
$71.1K - $78.8K
|
26.1K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.58K- 24.93% |
$73.2K - $81.1K
|
7.78K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.59K- 7.19% |
$73.3K - $81.2K
|
33.4K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.61K- 19.44% |
$73.9K - $81.8K
|
10.8K
$340K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.61K- 6.36% |
$74K - $82K
|
38.4K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.63K- 6.22% |
$74.6K - $82.7K
|
39.7K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.65K- 2.45% |
$75K - $83.1K
|
105K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.69K- 6.36% |
$76.1K - $84.4K
|
39.6K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.69K- 7.8% |
$76.2K - $84.4K
|
31.8K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.69K- 18.04% |
$76.2K - $84.5K
|
12.2K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-2.7K- 38.83% |
$76.5K - $84.8K
|
4.25K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.72K- 25.14% |
$77.1K - $85.4K
|
8.1K
$255K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.73K- 62.18% |
$77.4K - $85.8K
|
1.66K
$52.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-2.81K- 0.66% |
$79.5K - $88.1K
|
423K
$13.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-2.81K- 22.35% |
$79.5K - $88.1K
|
9.75K
$307K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.83K- 13.03% |
$80.1K - $88.7K
|
18.9K
$594K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.85K- 13.69% |
$80.9K - $89.6K
|
18K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.87K- 34.75% |
$81.3K - $90.1K
|
5.39K
$170K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.91K- 16.89% |
$82.4K - $91.3K
|
14.3K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.93K- 14.28% |
$83.1K - $92.1K
|
17.6K
$555K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.97K- 13.13% |
$84.3K - $93.4K
|
19.7K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.99K- 1.56% |
$84.6K - $93.8K
|
188K
$5.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-3K- 7.63% |
$85K - $94.2K
|
36.3K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3K- 29.64% |
$85K - $94.2K
|
7.12K
$224K
|