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
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.53K- 8.49% |
$157K - $174K
|
59.6K
$1.88M
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-5.65K- 8.75% |
$160K - $177K
|
58.9K
$1.86M
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.67K- 25.64% |
$161K - $178K
|
16.4K
$520K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 24.44% |
$162K - $179K
|
17.6K
$558K
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.78K- 12.7% |
$164K - $181K
|
39.7K
$1.26M
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-5.84K- 11.2% |
$165K - $183K
|
46.3K
$1.46M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.88K- 10.7% |
$166K - $184K
|
49K
$1.55M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.04K- 17.32% |
$171K - $190K
|
28.8K
$912K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.06K- 70.1% |
$172K - $190K
|
2.58K
$81.7K
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-6.17K- 34.48% |
$175K - $194K
|
11.7K
$370K
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-6.21K- 4.4% |
$176K - $195K
|
135K
$4.27M
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-6.32K- 27.02% |
$179K - $198K
|
17.1K
$540K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.45K- 40.21% |
$183K - $203K
|
9.59K
$303K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.53K- 44.45% |
$185K - $205K
|
8.16K
$258K
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-6.71K- 19.91% |
$190K - $211K
|
27K
$853K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.8K- 2.93% |
$193K - $213K
|
225K
$7.12M
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-6.8K- 11.44% |
$193K - $214K
|
52.7K
$1.66M
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-6.88K- 12.87% |
$195K - $216K
|
46.6K
$1.47M
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-6.89K- 30.03% |
$195K - $216K
|
16.1K
$507K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.92K- 14.49% |
$196K - $217K
|
40.9K
$1.29M
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-7.12K- 9.99% |
$202K - $223K
|
64.2K
$2.03M
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.16K- 21.78% |
$203K - $225K
|
25.7K
$812K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.21K- 49.99% |
$204K - $226K
|
7.22K
$228K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.47K- 31.82% |
$212K - $235K
|
16K
$506K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.52K- 15.62% |
$213K - $236K
|
40.6K
$1.28M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.64K- 3.16% |
$216K - $240K
|
234K
$7.39M
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-7.7K- 35.47% |
$218K - $242K
|
14K
$443K
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.7K- 39.67% |
$218K - $242K
|
11.7K
$370K
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-7.7K- 28.1% |
$218K - $242K
|
19.7K
$623K
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-7.78K- 39.04% |
$220K - $244K
|
12.1K
$384K
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.8K- 15.52% |
$221K - $245K
|
42.4K
$1.34M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-8.06K- 21.92% |
$229K - $253K
|
28.7K
$908K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.2K- 16.04% |
$232K - $257K
|
42.9K
$1.36M
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-8.25K- 14.7% |
$234K - $259K
|
47.9K
$1.51M
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.46K- 4.59% |
$240K - $266K
|
176K
$5.55M
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.71K- 5.22% |
$247K - $274K
|
158K
$5M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-8.73K- 7.79% |
$247K - $274K
|
103K
$3.27M
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-8.77K- 7.76% |
$248K - $275K
|
104K
$3.29M
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8.8K- 49.3% |
$249K - $276K
|
9.05K
$286K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-8.84K- 23.76% |
$250K - $277K
|
28.4K
$896K
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-9.12K- 3.99% |
$258K - $286K
|
219K
$6.93M
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.31K- 0.6% |
$264K - $292K
|
1.55M
$49.1M
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-9.44K- 1.95% |
$267K - $296K
|
474K
$15M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.58K- 14.65% |
$272K - $301K
|
55.9K
$1.77M
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.58K- 14.65% |
$272K - $301K
|
55.9K
$1.77M
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9.69K- 10.33% |
$275K - $304K
|
84.1K
$2.66M
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-9.95K- 12.21% |
$282K - $312K
|
71.6K
$2.26M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.1K- 24.35% |
$287K - $318K
|
31.5K
$995K
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10.2K- 15.96% |
$288K - $319K
|
53.5K
$1.69M
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-10.2K- 34.68% |
$290K - $322K
|
19.3K
$610K
|