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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.23% |
$205 - $220
|
3.07K
$97K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 1.76% |
$205 - $220
|
405
$12.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 0.39% |
$205 - $220
|
1.8K
$56.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 1.97% |
$176 - $189
|
310
$9.78K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 1.9% |
$176 - $189
|
321
$10.1K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.87% |
$147 - $157
|
582
$18.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
5+ 1.51% |
$147 - $157
|
337
$10.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.57% |
$147 - $157
|
887
$28K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.6% |
$117 - $126
|
670
$21.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.71% |
$88 - $94.4
|
178
$5.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.04% |
$88 - $94.4
|
6.92K
$218K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3+ 0.04% |
$88 - $94.4
|
7.76K
$245K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$29.3 - $31.5
|
8
$252
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1New |
$29.3 - $31.5
|
1
$31.6
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 5.88% |
$29.3 - $31.5
|
16
$505
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-15- 0.1% |
$440 - $472
|
14.6K
$461K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18- 0.25% |
$528 - $566
|
7.2K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.05% |
$587 - $629
|
38.5K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-31- 6.77% |
$909 - $975
|
427
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 0.44% |
$1.03K - $1.1K
|
7.9K
$249K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-36- 8.41% |
$1.06K - $1.13K
|
392
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-46- 0.25% |
$1.35K - $1.45K
|
18.2K
$575K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-49- 0.3% |
$1.44K - $1.54K
|
16.3K
$513K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 9.52% |
$1.47K - $1.57K
|
475
$15K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-52- 10.36% |
$1.53K - $1.64K
|
450
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-56- 0.79% |
$1.64K - $1.76K
|
7.04K
$222K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-56- 0.65% |
$1.64K - $1.76K
|
8.56K
$270K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-57- 0.19% |
$1.67K - $1.79K
|
29.7K
$938K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-58- 98.31% |
$1.7K - $1.82K
|
1
$31.6
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-59- 0.1% |
$1.73K - $1.86K
|
59.2K
$1.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-77- 0.22% |
$2.26K - $2.42K
|
34.5K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-80- 0.43% |
$2.35K - $2.52K
|
18.5K
$583K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-84- 0.41% |
$2.46K - $2.64K
|
20.3K
$640K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-87- 1.09% |
$2.55K - $2.74K
|
7.87K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-87- 0.06% |
$2.55K - $2.74K
|
151K
$4.78M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-89- 1.12% |
$2.61K - $2.8K
|
7.87K
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-89- 1.35% |
$2.61K - $2.8K
|
6.52K
$206K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-93- 0.1% |
$2.73K - $2.93K
|
91.2K
$2.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 1.05% |
$2.93K - $3.15K
|
9.41K
$297K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-120- 1.23% |
$3.52K - $3.78K
|
9.62K
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-123- 1.88% |
$3.61K - $3.87K
|
6.43K
$203K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-123- 0.27% |
$3.61K - $3.87K
|
45.9K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-138- 1.6% |
$4.05K - $4.34K
|
8.48K
$267K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-159- 0.52% |
$4.66K - $5K
|
30.3K
$956K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-160- 2.03% |
$4.69K - $5.03K
|
7.74K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-165- 62.26% |
$4.84K - $5.19K
|
100
$3.16K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-174- 1.63% |
$5.1K - $5.47K
|
10.5K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-180- 27.91% |
$5.28K - $5.66K
|
465
$14.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-185- 7.75% |
$5.43K - $5.82K
|
2.2K
$69.5K
|