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 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
9.41KNew |
$267K - $295K
|
9.41K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.38KNew |
$266K - $295K
|
9.38K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.37K+ 18.67% |
$265K - $294K
|
59.5K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.31K+ 9.52% |
$264K - $292K
|
107K
$3.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9.08KNew |
$257K - $285K
|
9.08K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.07K+ 9.79% |
$257K - $285K
|
102K
$3.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
8.98K+ 51.79% |
$254K - $282K
|
26.3K
$832K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.9K+ 3.94% |
$252K - $280K
|
235K
$7.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.9K+ 16.04% |
$252K - $279K
|
64.3K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.89KNew |
$252K - $279K
|
8.89K
$281K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
8.82KNew |
$250K - $277K
|
8.82K
$279K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.71KNew |
$247K - $273K
|
8.71K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.69KNew |
$246K - $273K
|
8.69K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
8.63K+ 38.47% |
$245K - $271K
|
31.1K
$982K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
8.52KNew |
$241K - $268K
|
8.52K
$269K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.51KNew |
$241K - $267K
|
8.51K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8.38K+ 515.38% |
$237K - $263K
|
10K
$316K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
8.26K+ 44.44% |
$234K - $259K
|
26.8K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.1K+ 6.44% |
$229K - $254K
|
134K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.03K+ 72.06% |
$228K - $252K
|
19.2K
$606K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.02K+ 5.9% |
$227K - $252K
|
144K
$4.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
7.95KNew |
$225K - $250K
|
7.95K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.93KNew |
$225K - $249K
|
7.93K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.92KNew |
$224K - $249K
|
7.92K
$250K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.84KNew |
$222K - $246K
|
7.84K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.7KNew |
$218K - $242K
|
7.7K
$243K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
7.67KNew |
$217K - $241K
|
7.67K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
7.65KNew |
$217K - $240K
|
7.65K
$242K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.62KNew |
$216K - $239K
|
7.62K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
7.52KNew |
$213K - $236K
|
7.52K
$238K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
7.5KNew |
$213K - $236K
|
7.5K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
7.42KNew |
$210K - $233K
|
7.42K
$235K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.38K+ 24.65% |
$209K - $232K
|
37.3K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
7.11KNew |
$201K - $223K
|
7.11K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7.01K+ 67.62% |
$199K - $220K
|
17.4K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
6.98K+ 2.44% |
$198K - $219K
|
293K
$9.25M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.95KNew |
$197K - $218K
|
6.95K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.79KNew |
$193K - $213K
|
6.79K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.77K+ 11.85% |
$192K - $212K
|
63.9K
$2.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
6.76K+ 169.0% |
$192K - $212K
|
10.8K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.62KNew |
$188K - $208K
|
6.62K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
6.6K+ 24.13% |
$187K - $207K
|
34K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 17.6% |
$186K - $206K
|
43.9K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6.56KNew |
$186K - $206K
|
6.56K
$207K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.55KNew |
$186K - $206K
|
6.55K
$207K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.54K+ 35.11% |
$185K - $205K
|
25.2K
$795K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
6.54KNew |
$185K - $205K
|
6.54K
$207K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.5KNew |
$184K - $204K
|
6.5K
$205K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6.49KNew |
$184K - $204K
|
6.49K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.45KNew |
$183K - $203K
|
6.45K
$204K
|