Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.14M+ 21.23% |
$64M - $69M
|
12.2M
$383M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.66M+ 3813.36% |
$49.7M - $53.6M
|
1.7M
$53.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.25MNew |
$37.5M - $40.4M
|
1.25M
$39.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
916KNew |
$27.4M - $29.6M
|
916K
$28.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
897KNew |
$26.9M - $29M
|
897K
$28.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
496KNew |
$14.9M - $16M
|
496K
$15.6M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
489K+ 177.88% |
$14.6M - $15.8M
|
763K
$24M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
479KNew |
$14.3M - $15.5M
|
479K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
410K+ 631.12% |
$12.3M - $13.2M
|
475K
$14.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
284K+ 37.2% |
$8.5M - $9.15M
|
1.05M
$32.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
274K+ 1269.13% |
$8.2M - $8.83M
|
295K
$9.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
266KNew |
$7.97M - $8.58M
|
266K
$8.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
262K+ 2816.15% |
$7.84M - $8.44M
|
271K
$8.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
224KNew |
$6.72M - $7.24M
|
224K
$7.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
215KNew |
$6.43M - $6.93M
|
215K
$6.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
214K+ 775.35% |
$6.42M - $6.92M
|
242K
$7.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
197K+ 999.88% |
$5.9M - $6.36M
|
217K
$6.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
195KNew |
$5.84M - $6.29M
|
195K
$6.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
190K+ 104.51% |
$5.69M - $6.13M
|
372K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
182K+ 88.83% |
$5.46M - $5.88M
|
388K
$12.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
167KNew |
$5M - $5.38M
|
167K
$5.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
166K+ 9.97% |
$4.96M - $5.34M
|
1.83M
$57.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
163KNew |
$4.89M - $5.27M
|
163K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
154KNew |
$4.6M - $4.96M
|
154K
$4.82M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
138K+ 29.24% |
$4.15M - $4.47M
|
612K
$19.2M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
137KNew |
$4.11M - $4.43M
|
137K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
136KNew |
$4.08M - $4.4M
|
136K
$4.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
133KNew |
$3.98M - $4.29M
|
133K
$4.17M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
132K+ 128.63% |
$3.96M - $4.27M
|
235K
$7.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
115K+ 8.1% |
$3.46M - $3.72M
|
1.54M
$48.4M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
107KNew |
$3.21M - $3.45M
|
107K
$3.36M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
106KNew |
$3.18M - $3.43M
|
106K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
106K+ 5.65% |
$3.17M - $3.41M
|
1.98M
$62.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
102KNew |
$3.07M - $3.31M
|
102K
$3.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
101KNew |
$3.02M - $3.25M
|
101K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
100K+ 495.54% |
$3M - $3.24M
|
120K
$3.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.4K+ 12.67% |
$2.86M - $3.08M
|
848K
$26.6M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
87.6K+ 79.97% |
$2.63M - $2.83M
|
197K
$6.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
86.2KNew |
$2.58M - $2.78M
|
86.2K
$2.71M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
85.9KNew |
$2.57M - $2.77M
|
85.9K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
82KNew |
$2.46M - $2.65M
|
82K
$2.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
81.7K+ 129.98% |
$2.45M - $2.64M
|
145K
$4.54M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
76.8KNew |
$2.3M - $2.48M
|
76.8K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
75.6KNew |
$2.26M - $2.44M
|
75.6K
$2.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
74.4K+ 52.93% |
$2.23M - $2.4M
|
215K
$6.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
74.3KNew |
$2.23M - $2.4M
|
74.3K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
72.6KNew |
$2.17M - $2.34M
|
72.6K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
71.8K+ 107.24% |
$2.15M - $2.32M
|
139K
$4.36M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
71.3KNew |
$2.13M - $2.3M
|
71.3K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
69KNew |
$2.07M - $2.23M
|
69K
$2.17M
|