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 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-25K- 26.47% |
$750K - $809K
|
69.6K
$2.19M
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-25.1K- 15.99% |
$753K - $812K
|
132K
$4.15M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25.5K- 1.15% |
$764K - $823K
|
2.19M
$68.8M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.6K- 20.94% |
$768K - $827K
|
96.8K
$3.04M
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-26.2K- 21.37% |
$785K - $846K
|
96.4K
$3.03M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-26.7K- 31.38% |
$801K - $863K
|
58.4K
$1.84M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-27K- 27.16% |
$810K - $873K
|
72.5K
$2.28M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-27.1K- 20.77% |
$813K - $876K
|
104K
$3.25M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27.9K- 9.52% |
$837K - $902K
|
266K
$8.35M
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-28K- 56.77% |
$839K - $904K
|
21.3K
$670K
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-28.2K- 7.26% |
$844K - $909K
|
359K
$11.3M
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-28.7K- 56.36% |
$861K - $928K
|
22.3K
$699K
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-29.3K- 15.55% |
$877K - $945K
|
159K
$5M
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-29.4K- 6.01% |
$882K - $950K
|
460K
$14.5M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30.1K- 32.38% |
$903K - $973K
|
62.9K
$1.98M
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-30.8K- 28.74% |
$922K - $993K
|
76.3K
$2.4M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-31.9K- 39.45% |
$956K - $1.03M
|
49K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-32K- 6.74% |
$959K - $1.03M
|
443K
$13.9M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-32.3K- 9.22% |
$967K - $1.04M
|
318K
$9.99M
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-34.4K- 51.31% |
$1.03M - $1.11M
|
32.7K
$1.03M
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-34.6K- 45.77% |
$1.04M - $1.12M
|
41K
$1.29M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-34.6K- 18.13% |
$1.04M - $1.12M
|
156K
$4.91M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-34.9K- 52.47% |
$1.05M - $1.13M
|
31.6K
$994K
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-35.1K- 32.41% |
$1.05M - $1.13M
|
73.2K
$2.3M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-35.8K- 3.54% |
$1.07M - $1.16M
|
975K
$30.6M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36.3K- 57.33% |
$1.09M - $1.17M
|
27K
$848K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-37.1K- 46.61% |
$1.11M - $1.2M
|
42.5K
$1.33M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-37.4K- 48.67% |
$1.12M - $1.21M
|
39.5K
$1.24M
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-37.6K- 43.6% |
$1.13M - $1.21M
|
48.7K
$1.53M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.6K- 11.43% |
$1.16M - $1.25M
|
299K
$9.4M
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-40.6K- 42.32% |
$1.22M - $1.31M
|
55.4K
$1.74M
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-40.6K- 20.86% |
$1.22M - $1.31M
|
154K
$4.84M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-41.1K- 67.15% |
$1.23M - $1.33M
|
20.1K
$632K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42.1K- 87.41% |
$1.26M - $1.36M
|
6.06K
$191K
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-42.5K- 28.72% |
$1.27M - $1.37M
|
106K
$3.32M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-44.1K- 60.53% |
$1.32M - $1.42M
|
28.7K
$903K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-44.8K- 9.88% |
$1.34M - $1.45M
|
409K
$12.9M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-46K- 54.99% |
$1.38M - $1.49M
|
37.7K
$1.18M
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-47.6K- 16.12% |
$1.43M - $1.54M
|
248K
$7.79M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.4K- 7.5% |
$1.45M - $1.56M
|
596K
$18.7M
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-48.6K- 55.57% |
$1.45M - $1.57M
|
38.8K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-49.1K- 46.74% |
$1.47M - $1.58M
|
55.9K
$1.76M
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-49.3K- 30.3% |
$1.48M - $1.59M
|
113K
$3.56M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-49.3K- 50.75% |
$1.48M - $1.59M
|
47.8K
$1.5M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-50.4K- 6.08% |
$1.51M - $1.63M
|
778K
$24.5M
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-50.8K- 32.8% |
$1.52M - $1.64M
|
104K
$3.27M
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-51.4K- 60.41% |
$1.54M - $1.66M
|
33.7K
$1.06M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.9K- 85.2% |
$1.56M - $1.68M
|
9.02K
$283K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-52.8K- 97.69% |
$1.58M - $1.7M
|
1.25K
$39.3K
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-56.4K- 49.03% |
$1.69M - $1.82M
|
58.6K
$1.84M
|