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 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.71K- 1.03% |
$171K - $184K
|
551K
$17.2M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.72K- 36.5% |
$171K - $185K
|
9.96K
$311K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-5.74K- 40.2% |
$172K - $185K
|
8.54K
$267K
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-5.78K- 3.69% |
$173K - $186K
|
151K
$4.7M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.81K- 24.6% |
$174K - $188K
|
17.8K
$557K
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.81K- 45.92% |
$174K - $188K
|
6.85K
$214K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-5.83K- 47.51% |
$175K - $188K
|
6.44K
$201K
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-6.05K- 7.08% |
$181K - $195K
|
79.4K
$2.48M
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-6.06K- 24.88% |
$181K - $196K
|
18.3K
$571K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-6.11K- 23.8% |
$183K - $197K
|
19.6K
$611K
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-6.13K- 9.05% |
$184K - $198K
|
61.6K
$1.92M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.29K- 26.41% |
$189K - $203K
|
17.5K
$547K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.3K- 11.24% |
$189K - $203K
|
49.8K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.34K- 6.59% |
$190K - $205K
|
90K
$2.81M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-6.35K- 8.35% |
$190K - $205K
|
69.7K
$2.18M
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-6.53K- 9.59% |
$196K - $211K
|
61.6K
$1.92M
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-6.64K- 1.31% |
$199K - $214K
|
500K
$15.6M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.7K- 38.33% |
$201K - $216K
|
10.8K
$337K
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.77K- 17.72% |
$203K - $218K
|
31.4K
$981K
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.77K- 39.82% |
$203K - $218K
|
10.2K
$319K
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-6.85K- 28.82% |
$205K - $221K
|
16.9K
$529K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.93K- 57.75% |
$208K - $224K
|
5.07K
$158K
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-7.03K- 6.83% |
$210K - $227K
|
95.9K
$2.99M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-7.1K- 17.56% |
$213K - $229K
|
33.3K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-7.15K- 10.64% |
$214K - $231K
|
60.1K
$1.88M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.2K- 97.65% |
$216K - $232K
|
173
$5.4K
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.28K- 31.09% |
$218K - $235K
|
16.1K
$504K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.42K- 24.93% |
$222K - $240K
|
22.3K
$698K
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-7.46K- 36.14% |
$223K - $241K
|
13.2K
$412K
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-7.47K- 3.41% |
$224K - $241K
|
211K
$6.6M
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-7.54K- 30.15% |
$226K - $243K
|
17.5K
$545K
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-7.57K- 11.22% |
$227K - $244K
|
59.9K
$1.87M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.63K- 7.99% |
$229K - $246K
|
87.9K
$2.75M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.65K- 41.53% |
$229K - $247K
|
10.8K
$336K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.7K- 11.74% |
$231K - $249K
|
57.9K
$1.81M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.71K- 15.46% |
$231K - $249K
|
42.2K
$1.32M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.81K- 12.04% |
$234K - $252K
|
57K
$1.78M
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-7.81K- 24.97% |
$234K - $252K
|
23.5K
$733K
|
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-8K- 19.94% |
$240K - $258K
|
32.1K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8K- 93.02% |
$240K - $258K
|
600
$18.7K
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-8.04K- 10.86% |
$241K - $260K
|
66K
$2.06M
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-8.08K- 7.22% |
$242K - $261K
|
104K
$3.25M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.29K- 7.49% |
$248K - $267K
|
102K
$3.2M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8.37K- 21.05% |
$251K - $270K
|
31.4K
$981K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-8.41K- 12.88% |
$252K - $272K
|
56.9K
$1.78M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-8.71K- 22.58% |
$261K - $281K
|
29.9K
$932K
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-8.74K- 12.41% |
$262K - $282K
|
61.7K
$1.93M
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.01K- 7.01% |
$270K - $291K
|
120K
$3.73M
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-9.28KClosed |
$278K - $299K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-9.3K- 29.23% |
$279K - $300K
|
22.5K
$703K
|