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
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.22K- 8.28% |
$96.5K - $104K
|
35.7K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-3.24K- 1.35% |
$97.2K - $105K
|
237K
$7.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.35K- 27.27% |
$100K - $108K
|
8.94K
$279K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3.36K- 2.71% |
$101K - $108K
|
121K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-3.41K- 3.91% |
$102K - $110K
|
83.6K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-3.44K- 23.98% |
$103K - $111K
|
10.9K
$340K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.46K- 7.84% |
$104K - $112K
|
40.6K
$1.27M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.48K- 10.6% |
$104K - $112K
|
29.4K
$917K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.5K- 20.64% |
$105K - $113K
|
13.5K
$420K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.51K- 8.78% |
$105K - $113K
|
36.5K
$1.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3.51K- 2.23% |
$105K - $113K
|
154K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.53K- 15.6% |
$106K - $114K
|
19.1K
$597K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.57K- 14.26% |
$107K - $115K
|
21.5K
$670K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.61K- 28.28% |
$108K - $116K
|
9.15K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.61K- 15.05% |
$108K - $117K
|
20.4K
$637K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.62K- 24.56% |
$108K - $117K
|
11.1K
$347K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.62K- 31.07% |
$109K - $117K
|
8.04K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.65K- 9.86% |
$109K - $118K
|
33.4K
$1.04M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-3.8K- 20.79% |
$114K - $123K
|
14.5K
$452K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3.82K- 65.51% |
$114K - $123K
|
2.01K
$62.8K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.91K- 13.68% |
$117K - $126K
|
24.7K
$771K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-3.98K- 15.27% |
$119K - $128K
|
22.1K
$689K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-4K- 6.04% |
$120K - $129K
|
62.3K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-4K- 35.03% |
$120K - $129K
|
7.42K
$232K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-4.1K- 19.74% |
$123K - $132K
|
16.7K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.15K- 6.41% |
$124K - $134K
|
60.7K
$1.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.17K- 18.86% |
$125K - $135K
|
17.9K
$560K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.27K- 6.53% |
$128K - $138K
|
61.2K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.29K- 81.09% |
$128K - $138K
|
1K
$31.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.3K- 13.22% |
$129K - $139K
|
28.2K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.35K- 8.65% |
$130K - $140K
|
45.9K
$1.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.38K- 12.06% |
$131K - $141K
|
31.9K
$997K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.42K- 5.77% |
$132K - $143K
|
72.2K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.42K- 24.87% |
$132K - $143K
|
13.4K
$417K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.5K- 26.96% |
$135K - $145K
|
12.2K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.59K- 35.59% |
$137K - $148K
|
8.31K
$259K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.6K- 29.56% |
$138K - $149K
|
11K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.68K- 1.85% |
$140K - $151K
|
248K
$7.76M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.77K- 2.57% |
$143K - $154K
|
181K
$5.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.89K- 7.56% |
$146K - $158K
|
59.8K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-4.9K- 68.21% |
$147K - $158K
|
2.28K
$71.3K
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
SELL
|
- |
-4.96K- 16.11% |
$148K - $160K
|
25.8K
$806K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.97K- 8.15% |
$149K - $160K
|
56K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-5.04K- 7.06% |
$151K - $163K
|
66.4K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.18K- 12.36% |
$155K - $167K
|
36.7K
$1.15M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.18K- 18.97% |
$155K - $167K
|
22.1K
$691K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.39K- 17.36% |
$162K - $174K
|
25.7K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.48K- 10.71% |
$164K - $177K
|
45.6K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.57K- 15.24% |
$167K - $180K
|
31K
$967K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-5.66K- 10.43% |
$170K - $183K
|
48.6K
$1.52M
|