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 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-29.1K- 2.6% |
$1.02M - $1.14M
|
1.09M
$34.1M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-29.7KClosed |
$1.03M - $1.16M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-29.8K- 31.67% |
$1.04M - $1.17M
|
64.3K
$2.01M
|
|
Apr 13, 2022
Q1 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-29.8KClosed |
$1.04M - $1.17M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-30.2K- 34.7% |
$1.05M - $1.18M
|
56.8K
$1.77M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-30.2KClosed |
$1.05M - $1.18M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-30.5K- 47.84% |
$1.06M - $1.19M
|
33.2K
$1.04M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-30.8K- 58.35% |
$1.07M - $1.21M
|
22K
$687K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-31.2K- 37.03% |
$1.09M - $1.22M
|
53.1K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.3K- 4.68% |
$1.09M - $1.23M
|
638K
$19.9M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-31.8K- 48.43% |
$1.11M - $1.25M
|
33.9K
$1.06M
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-31.9KClosed |
$1.11M - $1.25M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32K- 84.25% |
$1.12M - $1.25M
|
5.98K
$187K
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-33.1K- 2.28% |
$1.15M - $1.29M
|
1.42M
$44.3M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-35.4K- 9.42% |
$1.23M - $1.39M
|
340K
$10.6M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-36.3K- 7.6% |
$1.27M - $1.42M
|
442K
$13.8M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-36.3K- 7.6% |
$1.27M - $1.42M
|
442K
$13.8M
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-37.6K- 78.18% |
$1.31M - $1.47M
|
10.5K
$328K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-37.8K- 23.55% |
$1.32M - $1.48M
|
123K
$3.83M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-37.9KClosed |
$1.32M - $1.48M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-38.6K- 12.61% |
$1.35M - $1.51M
|
267K
$8.35M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-38.7KClosed |
$1.35M - $1.51M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.8K- 7.2% |
$1.39M - $1.56M
|
513K
$16M
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-39.9K- 12.0% |
$1.39M - $1.56M
|
292K
$9.13M
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-40.9KClosed |
$1.43M - $1.6M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-40.9K- 76.1% |
$1.43M - $1.6M
|
12.9K
$402K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.5KClosed |
$1.45M - $1.63M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-43.7K- 3.46% |
$1.52M - $1.71M
|
1.22M
$38M
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-44.2K- 85.38% |
$1.54M - $1.73M
|
7.57K
$236K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-44.3K- 33.32% |
$1.54M - $1.73M
|
88.7K
$2.77M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-44.5K- 15.46% |
$1.55M - $1.74M
|
244K
$7.61M
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-45.5K- 80.02% |
$1.59M - $1.78M
|
11.4K
$355K
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-45.9KClosed |
$1.6M - $1.8M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-49.3K- 98.04% |
$1.72M - $1.93M
|
984
$30.7K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-51K- 30.81% |
$1.78M - $2M
|
114K
$3.57M
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-51K- 48.13% |
$1.78M - $2M
|
55K
$1.72M
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-51KClosed |
$1.78M - $2M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-52.4K- 73.87% |
$1.83M - $2.05M
|
18.5K
$579K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-52.9K- 50.87% |
$1.85M - $2.07M
|
51.1K
$1.6M
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-53.5KClosed |
$1.87M - $2.09M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-57.9K- 88.23% |
$2.02M - $2.27M
|
7.73K
$241K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-58.6K- 31.7% |
$2.04M - $2.29M
|
126K
$3.94M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-61.1K- 6.72% |
$2.13M - $2.39M
|
848K
$26.5M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-61.4K- 19.66% |
$2.14M - $2.4M
|
251K
$7.84M
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-61.7K- 90.42% |
$2.15M - $2.42M
|
6.54K
$204K
|
|
Apr 18, 2022
Q1 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-62.5KClosed |
$2.18M - $2.45M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-65.5K- 85.03% |
$2.28M - $2.56M
|
11.5K
$360K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-66.1KClosed |
$2.3M - $2.59M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-66.7K- 55.84% |
$2.32M - $2.61M
|
52.7K
$1.65M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-66.8K- 32.97% |
$2.33M - $2.61M
|
136K
$4.24M
|