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 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.24K+ 1.42% |
$35.2K - $39K
|
89K
$2.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.24K+ 5.14% |
$35.2K - $39K
|
25.4K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 1.96% |
$35.1K - $38.9K
|
64.5K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.17K+ 2.1% |
$33K - $36.6K
|
56.7K
$1.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.16KNew |
$32.7K - $36.3K
|
1.16K
$36.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.14KNew |
$32.2K - $35.7K
|
1.14K
$35.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
1.12K+ 11.03% |
$31.8K - $35.2K
|
11.3K
$357K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.1K+ 1.21% |
$31.1K - $34.4K
|
91.6K
$2.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.1K+ 16.27% |
$31.1K - $34.4K
|
7.83K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.09K+ 13.61% |
$30.9K - $34.3K
|
9.12K
$288K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.04K+ 221.23% |
$29.5K - $32.7K
|
1.51K
$47.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.02K+ 100.0% |
$28.9K - $32K
|
2.04K
$64.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
956+ 2.37% |
$27.1K - $30K
|
41.4K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
950New |
$26.9K - $29.8K
|
950
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
938New |
$26.6K - $29.5K
|
938
$29.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
936+ 10.93% |
$26.5K - $29.4K
|
9.5K
$300K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
933+ 13.52% |
$26.4K - $29.3K
|
7.83K
$248K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
920+ 7.26% |
$26.1K - $28.9K
|
13.6K
$429K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
910+ 11.49% |
$25.8K - $28.6K
|
8.83K
$279K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
910+ 2.89% |
$25.8K - $28.6K
|
32.4K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
898+ 15.63% |
$25.4K - $28.2K
|
6.65K
$210K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
890+ 2.04% |
$25.2K - $27.9K
|
44.5K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
889+ 231.51% |
$25.2K - $27.9K
|
1.27K
$40.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
887New |
$25.1K - $27.9K
|
887
$28K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
887+ 1.72% |
$25.1K - $27.9K
|
52.4K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
884+ 3.42% |
$25.1K - $27.8K
|
26.7K
$844K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
856+ 4.32% |
$24.3K - $26.9K
|
20.7K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
850New |
$24.1K - $26.7K
|
850
$26.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
802+ 0.92% |
$22.7K - $25.2K
|
87.8K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
800+ 10.81% |
$22.7K - $25.1K
|
8.2K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
761+ 16.33% |
$21.6K - $23.9K
|
5.42K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
750+ 2.94% |
$21.3K - $23.6K
|
26.2K
$830K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
750New |
$21.3K - $23.6K
|
750
$23.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
697+ 4.14% |
$19.8K - $21.9K
|
17.5K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
693New |
$19.6K - $21.8K
|
693
$21.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
662+ 1.47% |
$18.8K - $20.8K
|
45.7K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
640+ 45.52% |
$18.1K - $20.1K
|
2.05K
$64.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
632+ 4.44% |
$17.9K - $19.8K
|
14.9K
$470K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
630+ 7.21% |
$17.9K - $19.8K
|
9.36K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
621New |
$17.6K - $19.5K
|
621
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
600New |
$17K - $18.8K
|
600
$19K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
584+ 18.27% |
$16.6K - $18.3K
|
3.78K
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
567+ 1.15% |
$16.1K - $17.8K
|
49.9K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
560+ 5.87% |
$15.9K - $17.6K
|
10.1K
$319K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
560+ 0.88% |
$15.9K - $17.6K
|
64.4K
$2.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
545+ 2.35% |
$15.4K - $17.1K
|
23.8K
$751K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
533+ 0.82% |
$15.1K - $16.7K
|
65.9K
$2.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
522+ 1.78% |
$14.8K - $16.4K
|
29.9K
$944K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
522+ 1.47% |
$14.8K - $16.4K
|
36K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
500New |
$14.2K - $15.7K
|
500
$15.8K
|