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
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-35- 10.45% |
$1.12K - $1.27K
|
300
$9.33K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-35Closed |
$1.12K - $1.27K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-45- 0.03% |
$1.44K - $1.63K
|
156K
$4.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-52- 0.22% |
$1.67K - $1.89K
|
23.1K
$717K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-52- 0.22% |
$1.67K - $1.89K
|
23.1K
$717K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-61- 0.47% |
$1.95K - $2.21K
|
12.8K
$398K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-61- 1.47% |
$1.95K - $2.21K
|
4.08K
$127K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-62- 1.58% |
$1.99K - $2.25K
|
3.87K
$120K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-66- 0.38% |
$2.11K - $2.39K
|
17.2K
$535K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-75- 0.12% |
$2.4K - $2.72K
|
60.4K
$1.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-75- 53.19% |
$2.4K - $2.72K
|
66
$2.05K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-82- 0.16% |
$2.63K - $2.97K
|
52.6K
$1.64M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-84- 0.45% |
$2.69K - $3.05K
|
18.4K
$573K
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-86- 0.35% |
$2.75K - $3.12K
|
24.5K
$761K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-90- 0.97% |
$2.88K - $3.26K
|
9.21K
$286K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-90- 1.29% |
$2.88K - $3.26K
|
6.89K
$214K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-92- 0.77% |
$2.95K - $3.34K
|
11.8K
$368K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-100- 62.5% |
$3.2K - $3.63K
|
60
$1.87K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-100Closed |
$3.2K - $3.63K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 6.67% |
$3.2K - $3.63K
|
1.4K
$43.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-101- 0.27% |
$3.23K - $3.66K
|
36.7K
$1.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-103Closed |
$3.3K - $3.73K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-107- 0.46% |
$3.43K - $3.88K
|
23.3K
$725K
|
|
|
Aug 03, 2022
Q2 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-125- 1.86% |
$4K - $4.53K
|
6.61K
$206K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-127- 4.24% |
$4.07K - $4.61K
|
2.87K
$89.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-132- 0.15% |
$4.23K - $4.79K
|
90K
$2.8M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-135- 0.77% |
$4.32K - $4.9K
|
17.4K
$540K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-140- 0.46% |
$4.48K - $5.08K
|
30.5K
$949K
|
|
|
Jul 13, 2022
Q2 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-148- 2.03% |
$4.74K - $5.37K
|
7.16K
$223K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-150- 1.56% |
$4.8K - $5.44K
|
9.48K
$295K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-160Closed |
$5.12K - $5.8K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-175- 0.27% |
$5.6K - $6.35K
|
65.2K
$2.03M
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-177- 0.36% |
$5.67K - $6.42K
|
49.5K
$1.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 25.0% |
$6.4K - $7.25K
|
600
$18.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-200- 0.36% |
$6.4K - $7.25K
|
55.6K
$1.73M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-200- 0.32% |
$6.4K - $7.25K
|
63K
$1.96M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-207- 0.77% |
$6.63K - $7.51K
|
26.6K
$829K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-209- 19.92% |
$6.69K - $7.58K
|
840
$26.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-223- 1.35% |
$7.14K - $8.09K
|
16.3K
$508K
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-226- 1.66% |
$7.24K - $8.19K
|
13.4K
$417K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-235- 26.11% |
$7.52K - $8.52K
|
665
$20.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-244- 0.98% |
$7.81K - $8.85K
|
24.6K
$766K
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-250- 3.82% |
$8.01K - $9.07K
|
6.3K
$196K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250Closed |
$8.01K - $9.07K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-251- 25.2% |
$8.04K - $9.1K
|
745
$23.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-255- 1.33% |
$8.17K - $9.25K
|
19K
$589K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-272- 2.31% |
$8.71K - $9.86K
|
11.5K
$358K
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-290- 3.26% |
$9.29K - $10.5K
|
8.61K
$268K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-298- 1.99% |
$9.54K - $10.8K
|
14.6K
$455K
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-299- 0.6% |
$9.57K - $10.8K
|
49.2K
$1.53M
|