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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-377- 0.59% |
$11.3K - $12.2K
|
63.4K
$1.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-381- 1.57% |
$11.4K - $12.3K
|
23.9K
$746K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-381- 0.71% |
$11.4K - $12.3K
|
53.1K
$1.66M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 4.0% |
$12K - $12.9K
|
9.59K
$299K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-400- 2.93% |
$12K - $12.9K
|
13.2K
$413K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-410- 2.61% |
$12.3K - $13.2K
|
15.3K
$479K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-415- 3.76% |
$12.4K - $13.4K
|
10.6K
$332K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-440- 1.66% |
$13.2K - $14.2K
|
26K
$812K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-459- 1.08% |
$13.8K - $14.8K
|
42.1K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-460- 5.4% |
$13.8K - $14.8K
|
8.06K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-462- 7.49% |
$13.8K - $14.9K
|
5.7K
$178K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-474- 3.3% |
$14.2K - $15.3K
|
13.9K
$434K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-489- 0.81% |
$14.7K - $15.8K
|
59.7K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-489- 2.39% |
$14.7K - $15.8K
|
20K
$624K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 10.22% |
$15K - $16.1K
|
4.39K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-500- 0.78% |
$15K - $16.1K
|
63.5K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-500- 8.4% |
$15K - $16.1K
|
5.45K
$170K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-502- 3.46% |
$15K - $16.2K
|
14K
$438K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-519- 5.39% |
$15.5K - $16.8K
|
9.1K
$284K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-523- 5.99% |
$15.7K - $16.9K
|
8.21K
$256K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-540- 4.53% |
$16.2K - $17.4K
|
11.4K
$355K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-540- 4.9% |
$16.2K - $17.4K
|
10.5K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-542- 2.26% |
$16.2K - $17.5K
|
23.5K
$733K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-546- 1.55% |
$16.4K - $17.6K
|
34.7K
$1.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-568- 0.74% |
$17K - $18.3K
|
75.7K
$2.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-577- 0.98% |
$17.3K - $18.6K
|
58.1K
$1.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-600- 3.61% |
$18K - $19.4K
|
16K
$501K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 4.58% |
$18K - $19.4K
|
12.5K
$390K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-612- 1.09% |
$18.3K - $19.8K
|
55.7K
$1.74M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-620- 2.28% |
$18.6K - $20K
|
26.6K
$830K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-625- 6.12% |
$18.7K - $20.2K
|
9.59K
$299K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-650- 3.59% |
$19.5K - $21K
|
17.5K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-650- 4.78% |
$19.5K - $21K
|
13K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-658- 50.0% |
$19.7K - $21.2K
|
658
$20.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-664- 0.47% |
$19.9K - $21.4K
|
142K
$4.43M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-680- 13.56% |
$20.4K - $22K
|
4.34K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-699- 3.73% |
$20.9K - $22.6K
|
18K
$563K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-723- 7.99% |
$21.7K - $23.3K
|
8.32K
$260K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-750- 6.04% |
$22.5K - $24.2K
|
11.7K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-750- 6.53% |
$22.5K - $24.2K
|
10.7K
$335K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-750- 3.99% |
$22.5K - $24.2K
|
18K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-755- 7.5% |
$22.6K - $24.4K
|
9.31K
$291K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-776- 4.43% |
$23.2K - $25K
|
16.7K
$522K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-784- 7.63% |
$23.5K - $25.3K
|
9.49K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-795- 5.27% |
$23.8K - $25.7K
|
14.3K
$446K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-830- 17.11% |
$24.9K - $26.8K
|
4.02K
$126K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-841- 5.74% |
$25.2K - $27.1K
|
13.8K
$431K
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-853- 6.41% |
$25.6K - $27.5K
|
12.5K
$389K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-876- 7.47% |
$26.2K - $28.3K
|
10.9K
$339K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-879- 7.25% |
$26.3K - $28.4K
|
11.2K
$351K
|