Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.5K- 25.3% |
$345K - $390K
|
34.1K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.7K- 18.91% |
$348K - $394K
|
50K
$1.59M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11.8K- 96.8% |
$351K - $397K
|
389
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-11.8K- 24.59% |
$353K - $400K
|
36.3K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-12K- 25.0% |
$357K - $404K
|
35.9K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12K- 34.98% |
$359K - $407K
|
22.4K
$712K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.2K- 27.69% |
$364K - $412K
|
31.8K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.3K- 32.54% |
$366K - $415K
|
25.4K
$809K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12.9K- 44.32% |
$384K - $435K
|
16.2K
$514K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13.1K- 11.21% |
$392K - $444K
|
104K
$3.31M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-13.3K- 59.78% |
$397K - $450K
|
8.95K
$285K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-13.6K- 45.39% |
$407K - $461K
|
16.4K
$522K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-13.8K- 77.25% |
$411K - $465K
|
4.05K
$129K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14.1K- 59.34% |
$420K - $475K
|
9.63K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.4K- 11.73% |
$430K - $487K
|
108K
$3.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-14.5K- 19.1% |
$432K - $489K
|
61.3K
$1.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-15.2K- 8.94% |
$453K - $513K
|
154K
$4.91M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-15.4K- 3.19% |
$459K - $520K
|
466K
$14.8M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.4K- 67.78% |
$460K - $521K
|
7.33K
$233K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-15.5K- 48.67% |
$463K - $524K
|
16.4K
$520K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.7K- 42.68% |
$468K - $530K
|
21K
$669K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-16.1K- 17.26% |
$481K - $545K
|
77.2K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-16.2K- 6.09% |
$483K - $547K
|
250K
$7.94M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-16.8K- 67.28% |
$501K - $567K
|
8.16K
$260K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 50.0% |
$503K - $569K
|
16.8K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-17.4K- 46.47% |
$521K - $589K
|
20.1K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-17.6K- 3.41% |
$526K - $595K
|
499K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-18.7K- 19.55% |
$560K - $634K
|
77.1K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-18.8K- 31.41% |
$561K - $635K
|
41K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19K- 70.53% |
$567K - $642K
|
7.94K
$253K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-19.3K- 11.62% |
$576K - $652K
|
147K
$4.67M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-20.1K- 37.63% |
$601K - $680K
|
33.3K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-20.8K- 8.38% |
$620K - $702K
|
227K
$7.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-21K- 49.68% |
$626K - $708K
|
21.2K
$675K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-21.3K- 37.51% |
$637K - $722K
|
35.6K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-21.4K- 79.36% |
$639K - $724K
|
5.57K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-21.4K- 8.18% |
$640K - $725K
|
241K
$7.65M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.6K- 24.61% |
$646K - $731K
|
66.3K
$2.11M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-22.3K- 5.97% |
$665K - $753K
|
351K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-23K- 11.88% |
$687K - $778K
|
171K
$5.43M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-23.3K- 43.89% |
$695K - $788K
|
29.8K
$947K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23.3K- 10.11% |
$696K - $788K
|
207K
$6.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-24.1K- 15.77% |
$720K - $816K
|
129K
$4.1M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.2K- 32.09% |
$724K - $820K
|
51.3K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24.3K- 38.79% |
$726K - $822K
|
38.4K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.2K- 17.16% |
$813K - $921K
|
131K
$4.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.9K- 36.11% |
$832K - $942K
|
49.3K
$1.57M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-28.5K- 33.21% |
$852K - $965K
|
57.4K
$1.83M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-29K- 32.24% |
$865K - $979K
|
60.9K
$1.94M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-29.1K- 1.63% |
$868K - $983K
|
1.75M
$55.8M
|