Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-400- 0.61% |
$13.9K - $15.7K
|
65.4K
$2.04M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-400Closed |
$13.9K - $15.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-413Closed |
$14.4K - $16.2K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-425- 4.93% |
$14.8K - $16.6K
|
8.19K
$256K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-426- 1.07% |
$14.9K - $16.7K
|
39.4K
$1.23M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-427- 1.07% |
$14.9K - $16.7K
|
39.4K
$1.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-441- 2.46% |
$15.4K - $17.3K
|
17.5K
$545K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-444- 1.04% |
$15.5K - $17.4K
|
42.2K
$1.32M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-449- 1.6% |
$15.7K - $17.6K
|
27.6K
$862K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-460- 6.15% |
$16K - $18K
|
7.02K
$219K
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-493- 4.75% |
$17.2K - $19.3K
|
9.89K
$309K
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-499- 1.44% |
$17.4K - $19.5K
|
34K
$1.06M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-500- 2.06% |
$17.4K - $19.6K
|
23.8K
$744K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-500- 4.53% |
$17.4K - $19.6K
|
10.5K
$329K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 76.92% |
$17.4K - $19.6K
|
150
$4.68K
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-515- 5.64% |
$18K - $20.2K
|
8.62K
$269K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-519- 7.67% |
$18.1K - $20.3K
|
6.24K
$195K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-524Closed |
$18.3K - $20.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-548- 0.84% |
$19.1K - $21.4K
|
64.9K
$2.03M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-564- 6.16% |
$19.7K - $22.1K
|
8.6K
$269K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-565- 4.27% |
$19.7K - $22.1K
|
12.7K
$396K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-570- 25.62% |
$19.9K - $22.3K
|
1.66K
$51.7K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-582Closed |
$20.3K - $22.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-592- 7.05% |
$20.6K - $23.2K
|
7.8K
$244K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-596- 0.53% |
$20.8K - $23.3K
|
111K
$3.47M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-600- 3.43% |
$20.9K - $23.5K
|
16.9K
$527K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-603- 6.09% |
$21K - $23.6K
|
9.3K
$290K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-603- 6.09% |
$21K - $23.6K
|
9.3K
$290K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-650- 10.55% |
$22.7K - $25.4K
|
5.51K
$172K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-655- 4.17% |
$22.8K - $25.6K
|
15.1K
$470K
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-664- 1.77% |
$23.1K - $26K
|
36.8K
$1.15M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-669- 8.55% |
$23.3K - $26.2K
|
7.16K
$224K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-677- 53.65% |
$23.6K - $26.5K
|
585
$18.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-678- 8.51% |
$23.6K - $26.5K
|
7.29K
$228K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-703- 6.28% |
$24.5K - $27.5K
|
10.5K
$327K
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-705- 6.58% |
$24.6K - $27.6K
|
10K
$313K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-707- 9.62% |
$24.6K - $27.7K
|
6.65K
$208K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-711- 2.52% |
$24.8K - $27.8K
|
27.5K
$860K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-727- 10.02% |
$25.3K - $28.5K
|
6.53K
$204K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-742- 38.21% |
$25.9K - $29K
|
1.2K
$37.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-748- 1.74% |
$26.1K - $29.3K
|
42.2K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-776- 1.86% |
$27.1K - $30.4K
|
41K
$1.28M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-808- 4.01% |
$28.2K - $31.6K
|
19.3K
$604K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-820- 1.08% |
$28.6K - $32.1K
|
75.4K
$2.35M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-824- 1.57% |
$28.7K - $32.3K
|
51.7K
$1.61M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-869- 10.78% |
$30.3K - $34K
|
7.19K
$225K
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-895- 5.65% |
$31.2K - $35K
|
14.9K
$467K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-896- 0.66% |
$31.2K - $35.1K
|
135K
$4.22M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-900- 6.0% |
$31.4K - $35.2K
|
14.1K
$440K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-910- 0.89% |
$31.7K - $35.6K
|
101K
$3.15M
|