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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.43K- 7.19% |
$120K - $134K
|
44.3K
$1.38M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.43K- 7.19% |
$120K - $134K
|
44.3K
$1.38M
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.45K- 2.07% |
$120K - $135K
|
163K
$5.1M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.5K- 5.23% |
$122K - $137K
|
63.4K
$1.98M
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-3.75K- 2.56% |
$131K - $147K
|
143K
$4.45M
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-3.77K- 30.68% |
$131K - $147K
|
8.51K
$266K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.77K- 5.19% |
$131K - $148K
|
68.8K
$2.15M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 25.86% |
$132K - $148K
|
10.8K
$338K
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.87KClosed |
$135K - $151K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.96K- 17.97% |
$138K - $155K
|
18.1K
$564K
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.96K- 3.45% |
$138K - $155K
|
111K
$3.45M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.96K- 32.86% |
$138K - $155K
|
8.09K
$253K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4K- 4.31% |
$140K - $157K
|
88.8K
$2.77M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.06K- 5.17% |
$141K - $159K
|
74.4K
$2.32M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.06K- 2.81% |
$142K - $159K
|
141K
$4.39M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.06K- 3.58% |
$142K - $159K
|
109K
$3.42M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.07K- 19.08% |
$142K - $159K
|
17.3K
$540K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-4.09K- 6.58% |
$143K - $160K
|
58.1K
$1.82M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.14K- 3.56% |
$144K - $162K
|
112K
$3.5M
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-4.22K- 4.27% |
$147K - $165K
|
94.7K
$2.96M
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.27K- 25.59% |
$149K - $167K
|
12.4K
$388K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.28K- 13.43% |
$149K - $168K
|
27.6K
$862K
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-4.44K- 4.06% |
$155K - $174K
|
105K
$3.28M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.51K- 17.84% |
$157K - $177K
|
20.8K
$649K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.59K- 2.17% |
$160K - $180K
|
207K
$6.45M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.59K- 4.42% |
$160K - $180K
|
99.2K
$3.1M
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.59K- 4.32% |
$160K - $180K
|
102K
$3.17M
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-4.6KClosed |
$160K - $180K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.64K- 7.18% |
$162K - $182K
|
60K
$1.87M
|
|
Apr 29, 2022
Q1 2022
|
Reik & Co., LLC
|
SELL
|
- |
-4.89K- 29.9% |
$170K - $191K
|
11.5K
$358K
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.99KClosed |
$174K - $195K
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.1KClosed |
$178K - $200K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-5.11KClosed |
$178K - $200K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-5.15K- 20.01% |
$180K - $202K
|
20.6K
$643K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-5.15KClosed |
$180K - $202K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-5.2K- 12.28% |
$181K - $204K
|
37.1K
$1.16M
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.22KClosed |
$182K - $204K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-5.22KClosed |
$182K - $204K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5.25KClosed |
$183K - $205K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-5.26KClosed |
$183K - $206K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.28KClosed |
$184K - $207K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5.33K- 7.04% |
$186K - $209K
|
70.4K
$2.2M
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-5.34KClosed |
$186K - $209K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.35KClosed |
$186K - $209K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.4K- 5.65% |
$188K - $211K
|
90.2K
$2.82M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.4KClosed |
$188K - $211K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.44K- 83.83% |
$190K - $213K
|
1.05K
$32.8K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.47KClosed |
$191K - $214K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-5.5K- 32.4% |
$192K - $215K
|
11.5K
$358K
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.5K- 6.31% |
$192K - $215K
|
81.7K
$2.55M
|