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 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
1.11K+ 9.58% |
$33.3K - $35.9K
|
12.7K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 14.22% |
$32.9K - $35.4K
|
8.81K
$277K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.06K+ 0.91% |
$31.7K - $34.2K
|
117K
$3.68M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.06KNew |
$31.6K - $34.1K
|
1.06K
$33.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.04K+ 5.32% |
$31.2K - $33.6K
|
20.6K
$646K
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1K+ 20.0% |
$30K - $32.3K
|
6K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
970New |
$29.1K - $31.3K
|
970
$30.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
953+ 7.86% |
$28.6K - $30.8K
|
13.1K
$411K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
922+ 5.84% |
$27.6K - $29.8K
|
16.7K
$525K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
835New |
$25K - $27K
|
835
$26.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
826+ 1.05% |
$24.7K - $26.7K
|
79.7K
$2.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
790+ 0.76% |
$23.7K - $25.5K
|
105K
$3.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
755+ 10.17% |
$22.6K - $24.4K
|
8.18K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
725+ 3.54% |
$21.7K - $23.4K
|
21.2K
$665K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
716+ 14.04% |
$21.5K - $23.1K
|
5.82K
$183K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
703+ 19.12% |
$21.1K - $22.7K
|
4.38K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
700New |
$21K - $22.6K
|
700
$22K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
697+ 3.96% |
$20.9K - $22.5K
|
18.3K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
684New |
$20.5K - $22.1K
|
684
$21.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
657New |
$19.7K - $21.2K
|
657
$20.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
657+ 19.55% |
$19.7K - $21.2K
|
4.02K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
642+ 108.81% |
$19.2K - $20.7K
|
1.23K
$38.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
628New |
$18.8K - $20.3K
|
628
$19.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
573New |
$17.2K - $18.5K
|
573
$18K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
563New |
$16.9K - $18.2K
|
563
$17.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
561+ 1.79% |
$16.8K - $18.1K
|
32K
$1M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
531+ 1.03% |
$15.9K - $17.1K
|
52.1K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
500+ 6.6% |
$15K - $16.1K
|
8.07K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
469+ 1.12% |
$14.1K - $15.1K
|
42.4K
$1.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
459+ 1.05% |
$13.8K - $14.8K
|
44K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
446+ 2.67% |
$13.4K - $14.4K
|
17.1K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
441+ 4.1% |
$13.2K - $14.2K
|
11.2K
$351K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
440+ 265.06% |
$13.2K - $14.2K
|
606
$19K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
425+ 3.65% |
$12.7K - $13.7K
|
12.1K
$380K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
403New |
$12.1K - $13K
|
403
$12.7K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
403+ 1.17% |
$12.1K - $13K
|
34.7K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
402New |
$12K - $13K
|
402
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
387+ 1.94% |
$11.6K - $12.5K
|
20.3K
$638K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
386+ 0.57% |
$11.6K - $12.5K
|
67.7K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
384New |
$11.5K - $12.4K
|
384
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
375+ 3.49% |
$11.2K - $12.1K
|
11.1K
$349K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
372+ 1.94% |
$11.1K - $12K
|
19.6K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
361+ 2.08% |
$10.8K - $11.7K
|
17.7K
$556K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
357+ 4.73% |
$10.7K - $11.5K
|
7.9K
$248K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
346New |
$10.4K - $11.2K
|
346
$10.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
339+ 1.22% |
$10.2K - $10.9K
|
28.2K
$887K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
338+ 2.46% |
$10.1K - $10.9K
|
14.1K
$442K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
328+ 0.51% |
$9.83K - $10.6K
|
65.2K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
325New |
$9.74K - $10.5K
|
325
$10.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
319+ 1.37% |
$9.56K - $10.3K
|
23.6K
$740K
|