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
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-69.4K- 58.39% |
$2.42M - $2.72M
|
49.5K
$1.55M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-71.1K- 46.17% |
$2.48M - $2.78M
|
82.9K
$2.61M
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-71.6KClosed |
$2.5M - $2.8M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-76.3K- 35.81% |
$2.66M - $2.99M
|
137K
$4.29M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-79.7K- 35.11% |
$2.78M - $3.12M
|
147K
$4.63M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-80.8K- 3.51% |
$2.82M - $3.16M
|
2.22M
$69.8M
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-82.2K- 22.58% |
$2.86M - $3.22M
|
282K
$8.85M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-82.6KClosed |
$2.88M - $3.23M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-85.1K- 46.44% |
$2.97M - $3.33M
|
98.1K
$3.08M
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-85.1K- 90.96% |
$2.97M - $3.33M
|
8.46K
$266K
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-86.6K- 54.13% |
$3.02M - $3.39M
|
73.4K
$2.31M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-86.9K- 96.17% |
$3.03M - $3.4M
|
3.46K
$109K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.2K- 0.79% |
$3.14M - $3.53M
|
11.3M
$355M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-92.4KClosed |
$3.22M - $3.62M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-94K- 31.69% |
$3.28M - $3.68M
|
203K
$6.36M
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-99.7KClosed |
$3.48M - $3.9M
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-105K- 30.53% |
$3.66M - $4.1M
|
239K
$7.49M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 5.86% |
$3.68M - $4.14M
|
1.7M
$53.3M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-107K- 14.03% |
$3.74M - $4.2M
|
657K
$20.6M
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-108KClosed |
$3.78M - $4.24M
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-110KClosed |
$3.84M - $4.31M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-114K- 6.75% |
$3.96M - $4.45M
|
1.57M
$49.4M
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-120KClosed |
$4.18M - $4.69M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-121K- 44.4% |
$4.21M - $4.73M
|
151K
$4.75M
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-124K- 31.72% |
$4.33M - $4.86M
|
267K
$8.39M
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-128KClosed |
$4.45M - $5M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-131K- 77.23% |
$4.58M - $5.14M
|
38.7K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-133KClosed |
$4.63M - $5.2M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-135K- 50.54% |
$4.69M - $5.27M
|
132K
$4.14M
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-138KClosed |
$4.81M - $5.4M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-140K- 62.08% |
$4.89M - $5.49M
|
85.7K
$2.69M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-149K- 44.02% |
$5.18M - $5.82M
|
189K
$5.94M
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-158KClosed |
$5.51M - $6.19M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-163K- 19.62% |
$5.69M - $6.39M
|
669K
$21M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-167K- 26.91% |
$5.82M - $6.54M
|
454K
$14.3M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-171K- 7.95% |
$5.98M - $6.71M
|
1.99M
$62.4M
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-172KClosed |
$5.99M - $6.73M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-172KClosed |
$6M - $6.74M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-173K- 2.08% |
$6.03M - $6.77M
|
8.13M
$255M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-179K- 36.54% |
$6.25M - $7.02M
|
311K
$9.78M
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-180K- 82.02% |
$6.27M - $7.05M
|
39.5K
$1.24M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-186K- 19.02% |
$6.48M - $7.27M
|
791K
$24.8M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-191K- 26.5% |
$6.66M - $7.47M
|
530K
$16.6M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-194K- 3.56% |
$6.77M - $7.6M
|
5.26M
$165M
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-196K- 61.31% |
$6.82M - $7.65M
|
123K
$3.88M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-197K- 26.73% |
$6.85M - $7.69M
|
539K
$16.9M
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-204K- 82.18% |
$7.12M - $8M
|
44.3K
$1.39M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-209K- 89.35% |
$7.27M - $8.17M
|
24.9K
$781K
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-224K- 99.91% |
$7.82M - $8.78M
|
200
$6.28K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-228K- 54.07% |
$7.95M - $8.92M
|
194K
$6.08M
|