Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-29.6KClosed |
$949K - $1.07M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-29.7K- 16.24% |
$952K - $1.08M
|
153K
$4.86M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-31.2K- 29.4% |
$998K - $1.13M
|
74.9K
$2.37M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31.3K- 51.37% |
$1M - $1.14M
|
29.7K
$939K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31.7K- 79.36% |
$1.01M - $1.15M
|
8.24K
$261K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-32.3K- 99.67% |
$1.03M - $1.17M
|
108
$3.42K
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-32.7K- 54.54% |
$1.05M - $1.19M
|
27.3K
$864K
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-33.5K- 52.11% |
$1.07M - $1.21M
|
30.8K
$975K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-33.9K- 38.23% |
$1.09M - $1.23M
|
54.8K
$1.73M
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-34.1KClosed |
$1.09M - $1.24M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 5.66% |
$1.16M - $1.31M
|
602K
$19M
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-37.1KClosed |
$1.19M - $1.34M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-37.6K- 67.62% |
$1.2M - $1.36M
|
18K
$570K
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-37.7K- 17.29% |
$1.21M - $1.37M
|
180K
$5.71M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-37.8K- 12.6% |
$1.21M - $1.37M
|
262K
$8.31M
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-39.5KClosed |
$1.26M - $1.43M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.8K- 7.39% |
$1.27M - $1.44M
|
499K
$15.8M
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-40KClosed |
$1.28M - $1.45M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-40.6KClosed |
$1.3M - $1.47M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-40.8KClosed |
$1.31M - $1.48M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-42.6K- 51.32% |
$1.37M - $1.55M
|
40.5K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.8K- 8.65% |
$1.37M - $1.55M
|
452K
$14.3M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-42.9K- 7.6% |
$1.37M - $1.56M
|
522K
$16.5M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-43.7K- 9.9% |
$1.4M - $1.59M
|
398K
$12.6M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-43.7K- 9.9% |
$1.4M - $1.59M
|
398K
$12.6M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-44.1K- 27.28% |
$1.41M - $1.6M
|
118K
$3.72M
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-44.3KClosed |
$1.42M - $1.61M
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-44.5K- 78.4% |
$1.42M - $1.61M
|
12.3K
$388K
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-45.3K- 77.81% |
$1.45M - $1.64M
|
12.9K
$409K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-47.6K- 36.88% |
$1.52M - $1.72M
|
81.4K
$2.58M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-48.7K- 56.29% |
$1.56M - $1.77M
|
37.8K
$1.2M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-49.8K- 20.16% |
$1.59M - $1.81M
|
197K
$6.25M
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-52.2KClosed |
$1.67M - $1.89M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-53.1K- 19.89% |
$1.7M - $1.93M
|
214K
$6.78M
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-53.4K- 22.84% |
$1.71M - $1.93M
|
180K
$5.71M
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-53.7K- 43.4% |
$1.72M - $1.95M
|
70.1K
$2.22M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-55.9K- 29.53% |
$1.79M - $2.03M
|
133K
$4.22M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57.5K- 14.91% |
$1.84M - $2.08M
|
328K
$10.4M
|
|
Aug 04, 2022
Q2 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-58KClosed |
$1.86M - $2.1M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-59.5K- 17.46% |
$1.9M - $2.16M
|
281K
$8.9M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-59.8KClosed |
$1.91M - $2.17M
|
0
$0
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-60.9K- 33.33% |
$1.95M - $2.21M
|
122K
$3.86M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-65.4K- 12.58% |
$2.09M - $2.37M
|
454K
$14.4M
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-67.8K- 27.71% |
$2.17M - $2.46M
|
177K
$5.6M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-68.6K- 25.63% |
$2.2M - $2.49M
|
199K
$6.3M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-69.9K- 6.4% |
$2.24M - $2.54M
|
1.02M
$32.4M
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-71KClosed |
$2.27M - $2.57M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-76.3K- 68.74% |
$2.44M - $2.77M
|
34.7K
$1.1M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-77.5K- 43.49% |
$2.48M - $2.81M
|
101K
$3.19M
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-80.2K- 17.27% |
$2.57M - $2.91M
|
384K
$12.2M
|