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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.45K+ 1709.41% |
$50.7K - $56.9K
|
1.54K
$48.3K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$49.8K - $56K
|
1.43K
$44.9K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.4KNew |
$48.8K - $54.8K
|
1.4K
$44K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 1.19% |
$48.6K - $54.6K
|
119K
$3.73M
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.37K+ 7.92% |
$47.8K - $53.7K
|
18.7K
$587K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.37K+ 0.72% |
$47.6K - $53.5K
|
191K
$6M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.36K+ 6.15% |
$47.4K - $53.2K
|
23.5K
$737K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 6.72% |
$47K - $52.8K
|
21.4K
$673K
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.34K+ 0.86% |
$46.6K - $52.3K
|
157K
$4.94M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.31K+ 1.43% |
$45.7K - $51.3K
|
93.1K
$2.92M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.3KNew |
$45.2K - $50.8K
|
1.3K
$40.7K
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
1.28K+ 3.31% |
$44.7K - $50.1K
|
40K
$1.25M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.27K+ 20.39% |
$44.2K - $49.6K
|
7.49K
$235K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$43.7K - $49K
|
1.25K
$39.4K
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
1.25K+ 9.82% |
$43.5K - $48.8K
|
14K
$438K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$42.7K - $47.9K
|
1.23K
$38.5K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.2KNew |
$41.8K - $47K
|
1.2K
$37.7K
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.17K+ 6.52% |
$40.6K - $45.6K
|
19K
$598K
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.17K+ 6.74% |
$40.6K - $45.6K
|
18.5K
$580K
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.16K+ 1.92% |
$40.4K - $45.4K
|
61.5K
$1.93M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.13K+ 11.41% |
$39.3K - $44.1K
|
11K
$345K
|
|
May 10, 2022
Q1 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.12K+ 19.98% |
$39.1K - $43.9K
|
6.73K
$211K
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 5.52% |
$38.3K - $43K
|
21K
$660K
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.08K+ 9.07% |
$37.6K - $42.2K
|
13K
$407K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.07K+ 43.46% |
$37.3K - $41.9K
|
3.53K
$111K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 17.79% |
$37.1K - $41.6K
|
7.05K
$221K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.05K+ 7.86% |
$36.5K - $41K
|
14.4K
$452K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.03K+ 1.28% |
$35.7K - $40.1K
|
81K
$2.54M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.01K+ 2.95% |
$35.3K - $39.7K
|
35.4K
$1.11M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.01K+ 7.2% |
$35.2K - $39.5K
|
15K
$472K
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1KNew |
$34.9K - $39.1K
|
1K
$31.4K
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
997+ 0.44% |
$34.8K - $39K
|
228K
$7.17M
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
BUY
|
- |
966+ 4.36% |
$33.7K - $37.8K
|
23.1K
$726K
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
944+ 10.05% |
$32.9K - $36.9K
|
10.3K
$325K
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
928+ 0.45% |
$32.4K - $36.3K
|
206K
$6.48M
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
920+ 0.19% |
$32.1K - $36K
|
475K
$14.9M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
897+ 1.95% |
$31.3K - $35.1K
|
46.8K
$1.47M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
894+ 1.35% |
$31.2K - $35K
|
67K
$2.11M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
845+ 2.11% |
$29.5K - $33.1K
|
40.9K
$1.29M
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
841+ 5.12% |
$29.3K - $32.9K
|
17.3K
$543K
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
830+ 3.04% |
$28.9K - $32.5K
|
28.1K
$883K
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
817+ 3.76% |
$28.5K - $32K
|
22.5K
$708K
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
802+ 16.62% |
$28K - $31.4K
|
5.63K
$177K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
800+ 5.93% |
$27.9K - $31.3K
|
14.3K
$449K
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
750+ 9.32% |
$26.1K - $29.4K
|
8.8K
$276K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
747+ 5.91% |
$26K - $29.2K
|
13.4K
$421K
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
739+ 5.31% |
$25.8K - $28.9K
|
14.7K
$461K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
727+ 34.37% |
$25.3K - $28.5K
|
2.84K
$89.3K
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
693+ 6.72% |
$24.2K - $27.1K
|
11K
$345K
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
665+ 2.26% |
$23.2K - $26K
|
30.1K
$946K
|