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
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.78K- 48.42% |
$293K - $316K
|
10.4K
$325K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9.93K- 29.03% |
$298K - $321K
|
24.3K
$758K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-9.95K- 11.25% |
$298K - $321K
|
78.5K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10K- 9.28% |
$300K - $324K
|
98K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10K- 39.06% |
$300K - $324K
|
15.6K
$489K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-10.3K- 8.24% |
$309K - $333K
|
115K
$3.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-10.4K- 54.85% |
$311K - $336K
|
8.56K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.6K- 3.91% |
$318K - $343K
|
261K
$8.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 2.06% |
$324K - $349K
|
515K
$16.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-10.9K- 11.71% |
$327K - $352K
|
82.3K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-10.9K- 38.11% |
$328K - $353K
|
17.8K
$555K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10.9K- 11.78% |
$328K - $353K
|
82K
$2.56M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11K- 36.91% |
$331K - $356K
|
18.9K
$589K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-11.1K- 7.6% |
$333K - $359K
|
135K
$4.22M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-11.2K- 12.55% |
$337K - $363K
|
78.3K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-11.3K- 10.1% |
$339K - $365K
|
101K
$3.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.4K- 19.03% |
$341K - $368K
|
48.5K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.4K- 4.72% |
$342K - $369K
|
230K
$7.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-11.5K- 57.15% |
$345K - $371K
|
8.63K
$269K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11.5K- 27.37% |
$345K - $372K
|
30.6K
$955K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.6K- 2.19% |
$347K - $374K
|
517K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-11.8K- 12.05% |
$352K - $379K
|
85.8K
$2.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-11.8K- 9.94% |
$353K - $380K
|
107K
$3.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-11.8K- 4.95% |
$353K - $380K
|
226K
$7.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12K- 69.09% |
$360K - $388K
|
5.37K
$168K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-12.1K- 34.44% |
$361K - $389K
|
23K
$717K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-12.2K- 19.83% |
$365K - $393K
|
49.3K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-12.6K- 21.22% |
$379K - $408K
|
46.9K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.7K- 3.28% |
$379K - $408K
|
373K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-13K- 6.3% |
$390K - $420K
|
194K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-13.8K- 18.22% |
$413K - $445K
|
61.9K
$1.93M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-14K- 8.28% |
$419K - $452K
|
155K
$4.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-14.3K- 60.53% |
$427K - $460K
|
9.3K
$290K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-14.4K- 7.31% |
$432K - $466K
|
183K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15K- 5.43% |
$449K - $484K
|
261K
$8.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 4.34% |
$456K - $491K
|
335K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-15.4K- 54.64% |
$463K - $499K
|
12.8K
$400K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-16.3K- 17.98% |
$487K - $525K
|
74.1K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16.6K- 34.46% |
$498K - $537K
|
31.6K
$988K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-16.8K- 56.52% |
$504K - $543K
|
12.9K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-17K- 15.39% |
$509K - $548K
|
93.3K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-17.6K- 21.72% |
$526K - $567K
|
63.3K
$1.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-17.6K- 3.94% |
$526K - $567K
|
428K
$13.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.7K- 9.17% |
$529K - $570K
|
175K
$5.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17.9K- 38.71% |
$536K - $578K
|
28.3K
$885K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-18.2K- 43.08% |
$544K - $586K
|
24K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.8K- 21.72% |
$564K - $608K
|
67.9K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-19.4K- 41.23% |
$581K - $626K
|
27.6K
$863K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-19.9K- 43.22% |
$597K - $643K
|
26.2K
$818K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.5K- 20.99% |
$615K - $662K
|
77.2K
$2.41M
|