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 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
10KNew |
$300K - $324K
|
10K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
9.93KNew |
$298K - $321K
|
9.93K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.73KNew |
$291K - $314K
|
9.73K
$306K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.62KNew |
$288K - $311K
|
9.62K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
9.6KNew |
$288K - $310K
|
9.6K
$302K
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
9.6K+ 59.5% |
$288K - $310K
|
25.7K
$808K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.5KNew |
$285K - $307K
|
9.5K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9.33K+ 106.56% |
$279K - $301K
|
18.1K
$568K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
9.3K+ 57.58% |
$279K - $300K
|
25.5K
$799K
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.29KNew |
$278K - $300K
|
9.29K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
9.16K+ 21.36% |
$274K - $296K
|
52K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.08K+ 69.81% |
$272K - $293K
|
22.1K
$694K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
9.08KNew |
$272K - $293K
|
9.08K
$285K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9KNew |
$270K - $291K
|
9K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9KNew |
$270K - $290K
|
9K
$283K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
8.8K+ 45.83% |
$264K - $284K
|
28K
$880K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
8.7K+ 17.1% |
$261K - $281K
|
59.6K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.43KNew |
$252K - $272K
|
8.43K
$265K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.37K+ 29.79% |
$251K - $270K
|
36.5K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
8.25K+ 58.51% |
$247K - $266K
|
22.4K
$702K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8.11KNew |
$243K - $262K
|
8.11K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.06KNew |
$241K - $260K
|
8.06K
$253K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
7.95KNew |
$238K - $257K
|
7.95K
$250K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.8K+ 41.71% |
$234K - $252K
|
26.5K
$833K
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.7KNew |
$231K - $249K
|
7.7K
$242K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
7.68KNew |
$230K - $248K
|
7.68K
$241K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.47KNew |
$224K - $241K
|
7.47K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
7.4KNew |
$222K - $239K
|
7.4K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.38KNew |
$221K - $238K
|
7.38K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.31K+ 1.4% |
$219K - $236K
|
530K
$16.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.3KNew |
$219K - $235K
|
7.3K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.14K+ 8211.49% |
$214K - $231K
|
7.23K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.13K+ 7.6% |
$214K - $230K
|
101K
$3.17M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.13K+ 23.9% |
$213K - $230K
|
36.9K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
7.07K+ 14.38% |
$212K - $228K
|
56.2K
$1.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.03K+ 69.59% |
$211K - $227K
|
17.1K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.99KNew |
$210K - $226K
|
6.99K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6.98KNew |
$209K - $225K
|
6.98K
$219K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.91KNew |
$207K - $223K
|
6.91K
$217K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.86K+ 17.33% |
$206K - $221K
|
46.4K
$1.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.86K+ 43.15% |
$205K - $221K
|
22.7K
$714K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
6.79KNew |
$204K - $219K
|
6.79K
$213K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.78KNew |
$203K - $219K
|
6.78K
$213K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
6.74KNew |
$202K - $218K
|
6.74K
$212K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
6.73KNew |
$202K - $217K
|
6.73K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
6.7KNew |
$201K - $216K
|
6.7K
$210K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.68K+ 5.26% |
$200K - $216K
|
134K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
6.67K+ 6.62% |
$200K - $215K
|
107K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.41K+ 94.65% |
$192K - $207K
|
13.2K
$414K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.29K+ 43.09% |
$189K - $203K
|
20.9K
$656K
|