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 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-3.03K- 5.99% |
$85.7K - $95K
|
47.5K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-3.04K- 4.24% |
$86.2K - $95.5K
|
68.6K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-3.08K- 2.49% |
$87.3K - $96.7K
|
121K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.09K- 32.7% |
$87.7K - $97.1K
|
6.37K
$201K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-3.11K- 2.26% |
$88.1K - $97.7K
|
134K
$4.25M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.11K- 7.14% |
$88.1K - $97.7K
|
40.4K
$1.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.13K- 20.52% |
$88.6K - $98.1K
|
12.1K
$383K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.13K- 23.71% |
$88.6K - $98.2K
|
10.1K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.13K- 1.93% |
$88.8K - $98.3K
|
159K
$5.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.14K- 12.48% |
$88.8K - $98.4K
|
22K
$695K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-3.28K- 18.36% |
$93K - $103K
|
14.6K
$461K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-3.3K- 4.11% |
$93.5K - $104K
|
76.9K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.36K- 14.95% |
$95.2K - $105K
|
19.1K
$604K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.36K- 10.92% |
$95.3K - $106K
|
27.4K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.36K- 10.92% |
$95.3K - $106K
|
27.4K
$867K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.5K- 14.17% |
$99.2K - $110K
|
21.2K
$670K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.52K- 12.87% |
$99.8K - $111K
|
23.8K
$753K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.57K- 25.57% |
$101K - $112K
|
10.4K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.6K- 26.48% |
$102K - $113K
|
9.98K
$316K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.65K- 22.76% |
$103K - $115K
|
12.4K
$391K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.73K- 67.65% |
$106K - $117K
|
1.78K
$56.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.85K- 4.36% |
$109K - $121K
|
84.4K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.9K- 12.93% |
$110K - $122K
|
26.2K
$829K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.9K- 12.56% |
$111K - $122K
|
27.2K
$858K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.96K- 2.97% |
$112K - $124K
|
130K
$4.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4K- 17.98% |
$113K - $126K
|
18.2K
$577K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-4.14K- 4.2% |
$117K - $130K
|
94.3K
$2.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.23K- 10.81% |
$120K - $133K
|
34.9K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-4.26K- 4.07% |
$121K - $134K
|
100K
$3.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.29K- 39.55% |
$121K - $135K
|
6.55K
$207K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.35K- 6.54% |
$123K - $137K
|
62.2K
$1.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.36K- 5.01% |
$123K - $137K
|
82.6K
$2.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.36K- 17.72% |
$124K - $137K
|
20.3K
$640K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4.37K- 53.97% |
$124K - $137K
|
3.73K
$118K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.46K- 58.27% |
$126K - $140K
|
3.19K
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-4.53K- 14.45% |
$128K - $142K
|
26.8K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.59K- 10.75% |
$130K - $144K
|
38.1K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-4.59K- 5.03% |
$130K - $144K
|
86.5K
$2.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-4.61K- 7.96% |
$131K - $145K
|
53.3K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.73K- 2.14% |
$134K - $148K
|
216K
$6.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.77K- 90.84% |
$135K - $150K
|
481
$15.2K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-4.8K- 25.75% |
$136K - $151K
|
13.8K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-4.81K- 21.56% |
$136K - $151K
|
17.5K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.84K- 21.32% |
$137K - $152K
|
17.9K
$564K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.87K- 13.47% |
$138K - $153K
|
31.2K
$987K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.99K- 41.02% |
$141K - $157K
|
7.17K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.01K- 14.09% |
$142K - $157K
|
30.5K
$966K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.3K- 17.83% |
$150K - $166K
|
24.4K
$771K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.31K- 8.5% |
$151K - $167K
|
57.2K
$1.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.48K- 1.16% |
$155K - $172K
|
467K
$14.8M
|