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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.96K- 6.51% |
$58.7K - $63.2K
|
28.1K
$867K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.98K- 6.85% |
$59.3K - $63.9K
|
26.9K
$831K
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-1.99K- 43.8% |
$59.5K - $64.1K
|
2.55K
$78.7K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.99K- 4.85% |
$59.7K - $64.3K
|
39.1K
$1.21M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2K- 74.07% |
$59.9K - $64.6K
|
700
$21.6K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2K- 8.84% |
$59.9K - $64.6K
|
20.6K
$636K
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2K- 0.65% |
$59.9K - $64.6K
|
306K
$9.45M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.01K- 86.95% |
$60.1K - $64.7K
|
301
$9.29K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.05K- 2.97% |
$61.3K - $66K
|
66.8K
$2.06M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.05K- 17.12% |
$61.5K - $66.3K
|
9.94K
$307K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.07K- 2.11% |
$62.1K - $66.9K
|
96.1K
$2.96M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.11K- 8.76% |
$63.2K - $68.1K
|
22K
$678K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.13K- 4.05% |
$63.8K - $68.8K
|
50.4K
$1.56M
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-2.14K- 2.76% |
$64.1K - $69K
|
75.5K
$2.33M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 37.87% |
$64.6K - $69.6K
|
3.54K
$109K
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-2.18K- 12.94% |
$65.2K - $70.2K
|
14.6K
$451K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 3.85% |
$65.8K - $70.9K
|
54.9K
$1.69M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.2K- 9.78% |
$65.8K - $70.9K
|
20.2K
$625K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.2K- 2.05% |
$66K - $71.1K
|
105K
$3.24M
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.25K- 11.22% |
$67.4K - $72.6K
|
17.8K
$549K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.27K- 2.86% |
$68K - $73.3K
|
77.1K
$2.38M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.33K- 4.61% |
$69.7K - $75.1K
|
48.1K
$1.48M
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-2.35K- 22.45% |
$70.4K - $75.9K
|
8.12K
$250K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.39K- 43.83% |
$71.7K - $77.2K
|
3.07K
$94.6K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.4K- 14.76% |
$71.8K - $77.4K
|
13.8K
$427K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.45K- 3.09% |
$73.3K - $79K
|
76.7K
$2.37M
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-2.47K- 10.19% |
$74.1K - $79.8K
|
21.8K
$672K
|
|
Jan 18, 2023
Q4 2022
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.5K- 25.0% |
$74.9K - $80.7K
|
7.5K
$231K
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.53K- 27.24% |
$75.7K - $81.6K
|
6.75K
$208K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-2.53K- 2.14% |
$75.9K - $81.8K
|
116K
$3.58M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.54K- 5.44% |
$75.9K - $81.8K
|
44K
$1.36M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.58K- 16.49% |
$77.4K - $83.4K
|
13.1K
$404K
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.6K- 25.8% |
$77.9K - $83.9K
|
7.48K
$231K
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.61K- 10.33% |
$78.3K - $84.4K
|
22.7K
$700K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.67K- 2.87% |
$79.9K - $86.1K
|
90.2K
$2.78M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.68K- 18.37% |
$80.4K - $86.6K
|
11.9K
$368K
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-2.69K- 4.55% |
$80.7K - $87K
|
56.5K
$1.74M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.75K- 12.74% |
$82.5K - $88.9K
|
18.9K
$582K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.77K- 13.86% |
$82.9K - $89.4K
|
17.2K
$531K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.83K- 1.64% |
$84.8K - $91.4K
|
170K
$5.23M
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.93K- 13.37% |
$87.8K - $94.6K
|
19K
$586K
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 1.29% |
$89.5K - $96.4K
|
229K
$7.06M
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3K- 16.2% |
$89.8K - $96.7K
|
15.5K
$478K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-3.03K- 4.63% |
$90.6K - $97.6K
|
62.4K
$1.92M
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-3.07K- 14.62% |
$92.1K - $99.2K
|
17.9K
$554K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3.1K- 6.18% |
$92.8K - $99.9K
|
47K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.13K- 1.23% |
$93.7K - $101K
|
250K
$7.72M
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.15K- 15.05% |
$94.3K - $102K
|
17.8K
$548K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-3.2K- 6.26% |
$95.9K - $103K
|
47.9K
$1.48M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.21K- 1.55% |
$96.1K - $104K
|
204K
$6.3M
|