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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.7KNew |
$1.88M - $2.02M
|
62.7K
$1.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
62.2KNew |
$1.86M - $2.01M
|
62.2K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
62K+ 13.8% |
$1.86M - $2M
|
511K
$16.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
60.7K+ 300.31% |
$1.82M - $1.96M
|
80.9K
$2.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
58.5K+ 16.0% |
$1.75M - $1.89M
|
424K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
54.3KNew |
$1.63M - $1.75M
|
54.3K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
53.5KNew |
$1.6M - $1.73M
|
53.5K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
53.5KNew |
$1.6M - $1.73M
|
53.5K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.5K+ 21.4% |
$1.54M - $1.66M
|
292K
$9.17M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
48.4KNew |
$1.45M - $1.56M
|
48.4K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
47.7K+ 41.67% |
$1.43M - $1.54M
|
162K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
47.6K+ 110.15% |
$1.43M - $1.54M
|
90.8K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
47.5K+ 72.8% |
$1.42M - $1.53M
|
113K
$3.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.4K+ 0.78% |
$1.42M - $1.53M
|
6.11M
$192M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
46.4KNew |
$1.39M - $1.5M
|
46.4K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
45.7K+ 528.56% |
$1.37M - $1.48M
|
54.4K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
44.9K+ 189.51% |
$1.34M - $1.45M
|
68.5K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
43.4K+ 114.04% |
$1.3M - $1.4M
|
81.4K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
42.8K+ 49.7% |
$1.28M - $1.38M
|
129K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
41.7K+ 112.94% |
$1.25M - $1.35M
|
78.7K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
38.4KNew |
$1.15M - $1.24M
|
38.4K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
37.1KNew |
$1.11M - $1.2M
|
37.1K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
36.3KNew |
$1.09M - $1.17M
|
36.3K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
35.9KNew |
$1.07M - $1.16M
|
35.9K
$1.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
35.8KNew |
$1.07M - $1.15M
|
35.8K
$1.12M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.6K+ 11.89% |
$1.07M - $1.15M
|
335K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
34.5KNew |
$1.03M - $1.11M
|
34.5K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
34.4K+ 15.09% |
$1.03M - $1.11M
|
262K
$8.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.4K+ 51.88% |
$1.03M - $1.11M
|
101K
$3.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
34.2KNew |
$1.03M - $1.1M
|
34.2K
$1.07M
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
34.1K+ 59.55% |
$1.02M - $1.1M
|
91.4K
$2.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
33.5KNew |
$1M - $1.08M
|
33.5K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
31.2K+ 2.12% |
$936K - $1.01M
|
1.5M
$47.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
31.2K+ 49.57% |
$934K - $1.01M
|
94.1K
$2.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30.5K+ 54.1% |
$912K - $983K
|
86.7K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
30K+ 647.86% |
$899K - $968K
|
34.6K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
29.7KNew |
$889K - $958K
|
29.7K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
29KNew |
$870K - $937K
|
29K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
28.9KNew |
$865K - $932K
|
28.9K
$907K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
28.5KNew |
$852K - $918K
|
28.5K
$894K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.9K+ 20.4% |
$806K - $868K
|
159K
$4.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
26.8KNew |
$803K - $865K
|
26.8K
$841K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
25.7KNew |
$771K - $830K
|
25.7K
$808K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24.5K+ 24.2% |
$735K - $792K
|
126K
$3.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
24.1KNew |
$722K - $778K
|
24.1K
$757K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 51.72% |
$657K - $708K
|
64.3K
$2.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
21.8K+ 31.18% |
$654K - $705K
|
91.8K
$2.88M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 8.27% |
$641K - $691K
|
280K
$8.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
20.9KNew |
$625K - $673K
|
20.9K
$655K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20.9K+ 100.49% |
$625K - $673K
|
41.6K
$1.31M
|