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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
41.1KNew |
$1.29M - $1.45M
|
41.1K
$1.31M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
40.9KNew |
$1.29M - $1.45M
|
40.9K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
40.7K+ 55.14% |
$1.28M - $1.44M
|
115K
$3.66M
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
40.1K+ 12.32% |
$1.26M - $1.42M
|
366K
$11.7M
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
36.6KNew |
$1.15M - $1.29M
|
36.6K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.3K+ 5.55% |
$1.01M - $1.14M
|
614K
$19.7M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.4K+ 361.61% |
$953K - $1.07M
|
38.8K
$1.24M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
29.4K+ 2741.42% |
$923K - $1.04M
|
30.5K
$974K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.2K+ 50.81% |
$886K - $997K
|
83.7K
$2.68M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
27.7KNew |
$868K - $977K
|
27.7K
$885K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.6K+ 6.49% |
$868K - $977K
|
454K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.1K+ 1.24% |
$851K - $958K
|
2.22M
$70.9M
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
26.3KNew |
$825K - $929K
|
26.3K
$841K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25.5K+ 11134.93% |
$801K - $901K
|
25.7K
$823K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
25.1K+ 19.03% |
$789K - $889K
|
157K
$5.03M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
24.7K+ 108.09% |
$777K - $875K
|
47.6K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
24.7KNew |
$776K - $873K
|
24.7K
$790K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.4K+ 3.95% |
$765K - $861K
|
640K
$20.5M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22.1K+ 9.32% |
$693K - $780K
|
259K
$8.28M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
21KNew |
$658K - $741K
|
21K
$671K
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
20.6K+ 4.24% |
$647K - $728K
|
506K
$16.2M
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
20.5KNew |
$644K - $725K
|
20.5K
$656K
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
20.4K+ 31.02% |
$640K - $720K
|
86.1K
$2.75M
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
20.1K+ 1.19% |
$632K - $712K
|
1.71M
$54.9M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
20KNew |
$627K - $706K
|
20K
$639K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
19.5K+ 6.13% |
$613K - $690K
|
338K
$10.8M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.3K+ 3.6% |
$605K - $681K
|
554K
$17.7M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
19.1K+ 1.31% |
$599K - $674K
|
1.47M
$47M
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
18.8K+ 18.84% |
$590K - $664K
|
118K
$3.79M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.4KNew |
$579K - $651K
|
18.4K
$590K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18.1KNew |
$568K - $639K
|
18.1K
$578K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.8K+ 2.2% |
$560K - $630K
|
829K
$26.5M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
17.6KNew |
$553K - $623K
|
17.6K
$564K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
17.1K+ 22.53% |
$537K - $605K
|
93.1K
$2.98M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.9K+ 5.18% |
$499K - $562K
|
323K
$10.3M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
15.3K+ 5.87% |
$480K - $541K
|
276K
$8.83M
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
14.8K+ 167.98% |
$464K - $522K
|
23.6K
$753K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
14.7KNew |
$463K - $521K
|
14.7K
$471K
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
14.2KNew |
$447K - $503K
|
14.2K
$455K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.1K+ 1.89% |
$444K - $500K
|
762K
$24.4M
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
13.8K+ 24.6% |
$434K - $489K
|
70K
$2.24M
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
13.7K+ 6.42% |
$431K - $486K
|
228K
$7.29M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
13.2K+ 5.84% |
$415K - $468K
|
240K
$7.67M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13K+ 1.89% |
$409K - $461K
|
705K
$22.5M
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.4K+ 15.41% |
$390K - $439K
|
93K
$2.98M
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
12.4KNew |
$390K - $439K
|
12.4K
$397K
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
BUY
|
- |
12.3K+ 4.61% |
$385K - $434K
|
279K
$8.92M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
12.1KNew |
$381K - $428K
|
12.1K
$388K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
11.5K+ 15.22% |
$361K - $406K
|
87K
$2.78M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11.5KNew |
$361K - $406K
|
11.5K
$367K
|