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 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-7.66KClosed |
$267K - $300K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.72K- 29.68% |
$269K - $302K
|
18.3K
$564K
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-7.73K- 31.06% |
$270K - $303K
|
17.2K
$529K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.77K- 12.94% |
$271K - $304K
|
52.3K
$1.61M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-7.79K- 3.09% |
$272K - $305K
|
245K
$7.55M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.87K- 3.26% |
$274K - $308K
|
234K
$7.21M
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-7.94K- 6.76% |
$277K - $311K
|
109K
$3.38M
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-8KClosed |
$279K - $313K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-8K- 4.83% |
$279K - $313K
|
158K
$4.86M
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-8.15K- 70.7% |
$284K - $319K
|
3.38K
$104K
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-8.34K- 19.76% |
$291K - $327K
|
33.9K
$1.05M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.39KClosed |
$293K - $329K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-8.61K- 13.74% |
$300K - $337K
|
54K
$1.67M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8.68K- 67.16% |
$303K - $340K
|
4.25K
$131K
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-8.8K- 42.35% |
$307K - $344K
|
12K
$370K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.82K- 6.63% |
$308K - $345K
|
124K
$3.83M
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-8.91K- 43.24% |
$311K - $349K
|
11.7K
$361K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.93K- 3.93% |
$311K - $350K
|
218K
$6.74M
|
|
Apr 26, 2022
Q1 2022
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-9.12KClosed |
$318K - $357K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-9.3KClosed |
$324K - $364K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-9.35K- 15.93% |
$326K - $366K
|
49.3K
$1.52M
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.75KClosed |
$340K - $382K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-9.8KClosed |
$342K - $384K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.83K- 13.88% |
$343K - $385K
|
61K
$1.88M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9.92K- 31.48% |
$346K - $388K
|
21.6K
$666K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.1K- 25.39% |
$351K - $395K
|
29.6K
$914K
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-10.1K- 23.1% |
$352K - $396K
|
33.7K
$1.04M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.4K- 38.82% |
$362K - $407K
|
16.4K
$505K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-10.5K- 23.41% |
$364K - $409K
|
34.2K
$1.05M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.5K- 64.66% |
$366K - $411K
|
5.74K
$177K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-10.6KClosed |
$368K - $414K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-10.7K- 56.32% |
$372K - $418K
|
8.29K
$256K
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-11KClosed |
$385K - $432K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-11.1KClosed |
$386K - $434K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-11.1K- 16.08% |
$388K - $435K
|
58K
$1.79M
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-11.4K- 14.63% |
$397K - $446K
|
66.4K
$2.05M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.6K- 4.47% |
$403K - $452K
|
247K
$7.62M
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-11.7KClosed |
$407K - $457K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-11.7KClosed |
$407K - $457K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.9KClosed |
$415K - $466K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-12K- 50.0% |
$418K - $470K
|
12K
$370K
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.5K- 23.06% |
$435K - $488K
|
41.6K
$1.28M
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-12.7K- 14.31% |
$444K - $499K
|
76.3K
$2.35M
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-12.8KClosed |
$445K - $500K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12.9K- 4.14% |
$450K - $505K
|
299K
$9.22M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-12.9KClosed |
$450K - $506K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-13K- 18.61% |
$454K - $510K
|
57K
$1.76M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-13.1K- 41.44% |
$457K - $513K
|
18.5K
$572K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-13.5K- 31.27% |
$471K - $529K
|
29.7K
$916K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-13.6KClosed |
$473K - $531K
|
0
$0
|