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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-368- 0.84% |
$10.4K - $11.6K
|
43.3K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-405- 2.53% |
$11.5K - $12.7K
|
15.6K
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-415- 5.73% |
$11.8K - $13K
|
6.83K
$217K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-440- 0.35% |
$12.5K - $13.8K
|
127K
$4.01M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-450- 1.97% |
$12.8K - $14.1K
|
22.4K
$711K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-450- 2.29% |
$12.8K - $14.1K
|
19.2K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-458- 12.78% |
$13K - $14.4K
|
3.13K
$99.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-470- 0.78% |
$13.3K - $14.8K
|
59.9K
$1.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-487- 79.06% |
$13.8K - $15.3K
|
129
$4.09K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 23.26% |
$14.2K - $15.7K
|
1.65K
$52.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 5.93% |
$14.2K - $15.7K
|
7.94K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-506- 1.3% |
$14.3K - $15.9K
|
38.5K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-548- 1.63% |
$15.5K - $17.2K
|
33.1K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-550- 1.56% |
$15.6K - $17.3K
|
34.8K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-552- 3.4% |
$15.6K - $17.3K
|
15.7K
$498K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-557- 1.36% |
$15.8K - $17.5K
|
40.4K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-582- 3.64% |
$16.5K - $18.3K
|
15.4K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-586- 4.75% |
$16.6K - $18.4K
|
11.7K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-595- 2.22% |
$16.9K - $18.7K
|
26.3K
$832K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-600- 7.88% |
$17K - $18.8K
|
7.02K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-614- 26.47% |
$17.4K - $19.3K
|
1.71K
$54.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-636- 6.04% |
$18K - $20K
|
9.9K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-650- 5.48% |
$18.4K - $20.4K
|
11.2K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-664- 4.22% |
$18.8K - $20.8K
|
15.1K
$478K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-670- 3.19% |
$19K - $21K
|
20.3K
$645K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-671- 2.93% |
$19K - $21.1K
|
22.2K
$705K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-679- 7.97% |
$19.2K - $21.3K
|
7.84K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-688- 7.52% |
$19.5K - $21.6K
|
8.46K
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-700- 9.84% |
$19.8K - $22K
|
6.41K
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-703- 8.32% |
$19.9K - $22.1K
|
7.75K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-708- 4.72% |
$20.1K - $22.2K
|
14.3K
$453K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-712- 4.68% |
$20.2K - $22.4K
|
14.5K
$459K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-719- 3.54% |
$20.4K - $22.6K
|
19.6K
$621K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-736- 2.71% |
$20.9K - $23.1K
|
26.4K
$838K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-753- 3.62% |
$21.3K - $23.6K
|
20.1K
$636K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-761- 0.27% |
$21.6K - $23.9K
|
280K
$8.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-774- 2.74% |
$21.9K - $24.3K
|
27.5K
$872K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-791- 1.01% |
$22.4K - $24.8K
|
77.4K
$2.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-806- 1.68% |
$22.8K - $25.3K
|
47.1K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-809- 2.61% |
$22.9K - $25.4K
|
30.2K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-819- 98.79% |
$23.2K - $25.7K
|
10
$317
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-821- 2.46% |
$23.3K - $25.8K
|
32.6K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-826- 18.94% |
$23.4K - $25.9K
|
3.53K
$112K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-828- 3.94% |
$23.5K - $26K
|
20.2K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-835- 2.77% |
$23.7K - $26.2K
|
29.3K
$929K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-837- 4.37% |
$23.7K - $26.3K
|
18.3K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-840- 1.69% |
$23.8K - $26.4K
|
48.9K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-847- 10.96% |
$24K - $26.6K
|
6.88K
$218K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-849- 2.6% |
$24.1K - $26.7K
|
31.8K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-884- 17.68% |
$25.1K - $27.8K
|
4.12K
$130K
|