Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-653- 3.13% |
$20.5K - $23.1K
|
20.2K
$647K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-658- 1.79% |
$20.7K - $23.3K
|
36.1K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-671- 6.45% |
$21.1K - $23.7K
|
9.73K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-674- 80.24% |
$21.2K - $23.8K
|
166
$5.31K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-675- 0.79% |
$21.2K - $23.9K
|
85K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-677- 5.26% |
$21.3K - $23.9K
|
12.2K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-685- 5.35% |
$21.5K - $24.2K
|
12.1K
$388K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-696- 2.71% |
$21.9K - $24.6K
|
25K
$800K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-739- 4.82% |
$23.2K - $26.1K
|
14.6K
$467K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-746- 3.12% |
$23.4K - $26.4K
|
23.2K
$742K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-749- 3.47% |
$23.5K - $26.5K
|
20.9K
$667K
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
SELL
|
- |
-750- 2.38% |
$23.6K - $26.5K
|
30.8K
$984K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-755- 5.12% |
$23.7K - $26.7K
|
14K
$447K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-756- 2.18% |
$23.7K - $26.7K
|
33.9K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-760- 9.27% |
$23.9K - $26.9K
|
7.44K
$238K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-760- 6.2% |
$23.9K - $26.9K
|
11.5K
$368K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-765- 4.19% |
$24K - $27K
|
17.5K
$560K
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-765- 2.51% |
$24K - $27K
|
29.8K
$952K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-768- 1.17% |
$24.1K - $27.1K
|
64.9K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-791- 0.12% |
$24.8K - $28K
|
648K
$20.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-800- 3.36% |
$25.1K - $28.3K
|
23K
$737K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-812- 3.24% |
$25.5K - $28.7K
|
24.3K
$776K
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-819- 8.11% |
$25.7K - $29K
|
9.28K
$297K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-835- 7.66% |
$26.2K - $29.5K
|
10.1K
$322K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-835- 1.2% |
$26.2K - $29.5K
|
68.9K
$2.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-840- 1.16% |
$26.4K - $29.7K
|
71.4K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-866- 0.56% |
$27.2K - $30.6K
|
155K
$4.95M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-908- 2.24% |
$28.5K - $32.1K
|
39.6K
$1.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-925- 7.16% |
$29K - $32.7K
|
12K
$384K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-934- 5.4% |
$29.3K - $33K
|
16.4K
$524K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-941- 0.75% |
$29.5K - $33.3K
|
125K
$4.01M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-963- 5.64% |
$30.2K - $34K
|
16.1K
$515K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-1K- 2.81% |
$31.4K - $35.4K
|
34.6K
$1.11M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 6.27% |
$33.4K - $37.6K
|
15.9K
$508K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.09K- 2.85% |
$34.1K - $38.4K
|
37K
$1.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.1K- 1.98% |
$34.5K - $38.9K
|
54.5K
$1.74M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-1.11K- 1.68% |
$34.8K - $39.2K
|
64.7K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.12K- 1.36% |
$35K - $39.4K
|
80.8K
$2.59M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.12K- 1.86% |
$35.2K - $39.7K
|
59.2K
$1.89M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.19K- 33.19% |
$37.3K - $42K
|
2.39K
$76.4K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.22K- 2.46% |
$38.2K - $43K
|
48.2K
$1.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.22K- 2.78% |
$38.2K - $43K
|
42.6K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.22K- 1.21% |
$38.2K - $43K
|
99.5K
$3.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 4.99% |
$39K - $43.9K
|
23.6K
$756K
|
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
SELL
|
- |
-1.25K- 0.55% |
$39.3K - $44.2K
|
227K
$7.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.25K- 2.82% |
$39.3K - $44.3K
|
43.2K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.25K- 89.94% |
$39.3K - $44.3K
|
140
$4.48K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.27K- 3.15% |
$40K - $45K
|
39.2K
$1.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.27K- 0.68% |
$40K - $45K
|
186K
$5.94M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 8.55% |
$40.3K - $45.3K
|
13.7K
$438K
|