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 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-885- 0.93% |
$26.5K - $28.6K
|
94.6K
$2.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-888- 48.98% |
$26.6K - $28.7K
|
925
$28.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-900- 6.17% |
$27K - $29.1K
|
13.7K
$427K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-901- 1.83% |
$27K - $29.1K
|
48.3K
$1.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-943- 1.87% |
$28.3K - $30.4K
|
49.4K
$1.54M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-950- 16.25% |
$28.5K - $30.7K
|
4.9K
$153K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-975- 3.59% |
$29.2K - $31.5K
|
26.2K
$817K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.01K- 0.54% |
$30.3K - $32.6K
|
184K
$5.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 3.48% |
$31.1K - $33.5K
|
28.7K
$897K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.07K- 76.92% |
$32.1K - $34.6K
|
322
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.08K- 25.59% |
$32.3K - $34.8K
|
3.13K
$97.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.1K- 6.92% |
$32.9K - $35.5K
|
14.8K
$462K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.1K- 0.99% |
$33K - $35.5K
|
110K
$3.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.1K- 2.02% |
$33K - $35.5K
|
53.4K
$1.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.1K- 10.19% |
$33K - $35.5K
|
9.7K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.2K- 3.47% |
$36K - $38.7K
|
33.4K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.24K- 36.73% |
$37K - $39.9K
|
2.13K
$66.5K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.27K- 3.33% |
$38K - $41K
|
36.9K
$1.15M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.27K- 3.33% |
$38K - $41K
|
36.9K
$1.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.27K- 1.89% |
$38.1K - $41.1K
|
66K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.3K- 1.07% |
$38.8K - $41.8K
|
120K
$3.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.3K- 13.82% |
$38.9K - $42K
|
8.11K
$253K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-1.32K- 59.37% |
$39.7K - $42.7K
|
906
$28.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.33K- 1.66% |
$39.7K - $42.8K
|
78.6K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.4K- 17.53% |
$41.9K - $45.2K
|
6.59K
$206K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-1.48K- 2.4% |
$44.3K - $47.7K
|
60.2K
$1.88M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-1.5K- 97.4% |
$44.9K - $48.4K
|
40
$1.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.5K- 60.93% |
$44.9K - $48.4K
|
962
$30K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.53K- 3.93% |
$45.8K - $49.4K
|
37.4K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.53K- 13.83% |
$45.9K - $49.5K
|
9.55K
$298K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.54K- 9.17% |
$46.2K - $49.8K
|
15.3K
$477K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.55K- 19.38% |
$46.4K - $50K
|
6.44K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.55K- 14.25% |
$46.5K - $50.1K
|
9.34K
$292K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.56K- 2.97% |
$46.7K - $50.3K
|
50.9K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.6K- 4.62% |
$47.9K - $51.6K
|
33.1K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.62K- 12.51% |
$48.4K - $52.2K
|
11.3K
$353K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.64KClosed |
$49K - $52.8K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 8.13% |
$50K - $53.9K
|
18.9K
$589K
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.7K- 4.98% |
$50.9K - $54.9K
|
32.4K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 14.5% |
$51.7K - $55.7K
|
10.2K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.73K- 9.56% |
$51.8K - $55.8K
|
16.4K
$511K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.76K- 10.9% |
$52.6K - $56.7K
|
14.4K
$448K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.76K- 1.32% |
$52.8K - $56.8K
|
132K
$4.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.83K- 11.78% |
$54.8K - $59K
|
13.7K
$428K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.84K- 12.23% |
$55.1K - $59.4K
|
13.2K
$412K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.85K- 6.01% |
$55.3K - $59.6K
|
28.9K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.89K- 13.52% |
$56.5K - $60.8K
|
12.1K
$377K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.9K- 13.04% |
$56.9K - $61.3K
|
12.7K
$396K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.96K- 12.23% |
$58.6K - $63.2K
|
14K
$439K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.96K- 6.51% |
$58.7K - $63.2K
|
28.1K
$878K
|