Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.14K+ 4.01% |
$62.8K - $67.3K
|
55.5K
$1.77M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.08K+ 4.51% |
$61K - $65.5K
|
48.2K
$1.53M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.08K+ 9.13% |
$61K - $65.4K
|
24.8K
$790K
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.05K+ 11.54% |
$60K - $64.4K
|
19.8K
$629K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 6.41% |
$59.9K - $64.2K
|
33.9K
$1.08M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.03K+ 6.08% |
$59.5K - $63.8K
|
35.4K
$1.13M
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.93K+ 10.71% |
$56.6K - $60.7K
|
20K
$635K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.92KNew |
$56.3K - $60.3K
|
1.92K
$61K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.84K+ 11.19% |
$53.8K - $57.8K
|
18.2K
$580K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.83K+ 29.49% |
$53.6K - $57.5K
|
8.02K
$255K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 136.82% |
$52.5K - $56.3K
|
3.1K
$98.6K
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.79K+ 13.88% |
$52.4K - $56.2K
|
14.7K
$467K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.71KNew |
$50.1K - $53.7K
|
1.71K
$54.3K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.6K+ 0.83% |
$47K - $50.4K
|
193K
$6.16M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.49K+ 80.67% |
$43.8K - $47K
|
3.35K
$106K
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
1.44K+ 16.35% |
$42.2K - $45.2K
|
10.2K
$325K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.44K+ 8.31% |
$42.1K - $45.1K
|
18.7K
$595K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.35K+ 6.86% |
$39.4K - $42.3K
|
20.9K
$666K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.32KNew |
$38.6K - $41.4K
|
1.32K
$41.9K
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
1.31K+ 14.42% |
$38.4K - $41.2K
|
10.4K
$330K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.29K+ 4.22% |
$37.7K - $40.4K
|
31.7K
$1.01M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 4.22% |
$37.7K - $40.4K
|
31.7K
$1.01M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
1.28K+ 22.08% |
$37.7K - $40.4K
|
7.1K
$226K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.24K+ 3.92% |
$36.4K - $39K
|
32.9K
$1.05M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.23K+ 10.24% |
$36.1K - $38.7K
|
13.3K
$422K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.23K+ 799.35% |
$36.1K - $38.7K
|
1.39K
$44.1K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.21K+ 15.65% |
$35.5K - $38.1K
|
8.94K
$284K
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.14K+ 10.03% |
$33.3K - $35.8K
|
12.5K
$397K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.13K+ 3.59% |
$33K - $35.4K
|
32.5K
$1.03M
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.08K+ 5.16% |
$31.5K - $33.8K
|
21.9K
$697K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.07K+ 8.49% |
$31.4K - $33.6K
|
13.7K
$435K
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.03K+ 11.92% |
$30.3K - $32.5K
|
9.7K
$309K
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.02K+ 10.54% |
$30K - $32.2K
|
10.7K
$342K
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1K+ 2.31% |
$29.4K - $31.5K
|
44.2K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 8.99% |
$29.3K - $31.5K
|
12.1K
$386K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 6.09% |
$29.3K - $31.5K
|
17.4K
$554K
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
995+ 8.62% |
$29.2K - $31.3K
|
12.5K
$399K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
988+ 0.56% |
$29K - $31.1K
|
178K
$5.67M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
911New |
$26.7K - $28.7K
|
911
$29K
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
900New |
$26.4K - $28.3K
|
900
$28.6K
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
880+ 6.86% |
$25.8K - $27.7K
|
13.7K
$436K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
826New |
$24.2K - $26K
|
826
$26.3K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
821+ 20.49% |
$24.1K - $25.8K
|
4.83K
$154K
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
792+ 10.18% |
$23.2K - $24.9K
|
8.57K
$273K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
791+ 9.29% |
$23.2K - $24.9K
|
9.3K
$296K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
768New |
$22.5K - $24.2K
|
768
$24.4K
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
765+ 11.58% |
$22.4K - $24.1K
|
7.37K
$234K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
755+ 0.65% |
$22.1K - $23.8K
|
117K
$3.71M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
748+ 3.53% |
$21.9K - $23.5K
|
21.9K
$698K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
715+ 0.28% |
$21K - $22.5K
|
260K
$8.28M
|