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 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
2.86K+ 10.9% |
$85.8K - $92.4K
|
29.1K
$915K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.83K+ 0.44% |
$84.6K - $91.2K
|
640K
$20.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.82K+ 13.52% |
$84.5K - $91.1K
|
23.7K
$744K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.81K+ 2.59% |
$84.3K - $90.8K
|
111K
$3.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.75K+ 13.1% |
$82.3K - $88.6K
|
23.7K
$745K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
2.61K+ 901.03% |
$78.3K - $84.3K
|
2.9K
$91.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.52K+ 1.07% |
$75.5K - $81.4K
|
237K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.48KNew |
$74.3K - $80.1K
|
2.48K
$77.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.42K+ 22.38% |
$72.4K - $78K
|
13.2K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.4K+ 18.54% |
$71.8K - $77.4K
|
15.3K
$481K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
2.28K+ 5.48% |
$68.4K - $73.7K
|
44K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.25K+ 5.41% |
$67.4K - $72.7K
|
43.9K
$1.38M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.24KNew |
$67K - $72.1K
|
2.24K
$70.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.15K+ 9.24% |
$64.4K - $69.4K
|
25.4K
$798K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.14KNew |
$64.2K - $69.2K
|
2.14K
$67.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.11K+ 11.57% |
$63.3K - $68.2K
|
20.4K
$640K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
2.11K+ 7.07% |
$63.1K - $68K
|
31.9K
$1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.07K+ 11.02% |
$62K - $66.8K
|
20.9K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.05KNew |
$61.3K - $66.1K
|
2.05K
$64.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.04K+ 24.84% |
$61.2K - $65.9K
|
10.3K
$322K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2K+ 41.73% |
$59.9K - $64.5K
|
6.79K
$213K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.99K+ 1.09% |
$59.5K - $64.1K
|
185K
$5.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.97K+ 299.54% |
$59.1K - $63.6K
|
2.63K
$82.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.93K+ 259.33% |
$57.9K - $62.4K
|
2.68K
$84.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.92KNew |
$57.4K - $61.8K
|
1.92K
$60.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.86K+ 7.74% |
$55.7K - $60K
|
25.9K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.86K+ 7.74% |
$55.7K - $60K
|
25.9K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.84K+ 1.05% |
$55.2K - $59.5K
|
178K
$5.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.8K+ 12.41% |
$53.9K - $58.1K
|
16.3K
$512K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
1.71K+ 4.36% |
$51.2K - $55.2K
|
40.9K
$1.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.66KNew |
$49.7K - $53.6K
|
1.66K
$52.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.63KNew |
$48.8K - $52.6K
|
1.63K
$51.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.59KNew |
$47.7K - $51.4K
|
1.59K
$50K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
1.48K+ 11.22% |
$44.2K - $47.6K
|
14.6K
$460K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.47K+ 4.47% |
$44.1K - $47.5K
|
34.4K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$43.9K - $47.3K
|
1.47K
$46K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.42K+ 15.03% |
$42.5K - $45.8K
|
10.9K
$341K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
1.41K+ 21.77% |
$42.1K - $45.4K
|
7.86K
$247K
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.33K+ 5.14% |
$39.7K - $42.8K
|
27.1K
$853K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 9.35% |
$39K - $42.1K
|
15.2K
$478K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.29KNew |
$38.7K - $41.7K
|
1.29K
$40.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
1.29K+ 1.28% |
$38.7K - $41.7K
|
102K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.29KNew |
$38.6K - $41.6K
|
1.29K
$40.5K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.27K+ 6.78% |
$38K - $40.9K
|
20K
$627K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.24K+ 6.77% |
$37.2K - $40.1K
|
19.6K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.23KNew |
$36.9K - $39.7K
|
1.23K
$38.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.22K+ 7.32% |
$36.6K - $39.4K
|
17.9K
$562K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.2K+ 70.26% |
$36K - $38.7K
|
2.91K
$91.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.15KNew |
$34.4K - $37.1K
|
1.15K
$36.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.14KNew |
$34.2K - $36.9K
|
1.14K
$35.9K
|