Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 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 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.84K+ 53.13% |
$99.1K - $111K
|
8.19K
$256K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.78K+ 16.03% |
$96.8K - $109K
|
20.1K
$629K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.75K+ 19.87% |
$95.8K - $108K
|
16.6K
$519K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.73K+ 18.49% |
$95.2K - $107K
|
17.5K
$548K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.7K+ 44.92% |
$94K - $106K
|
8.7K
$272K
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.69K+ 5.26% |
$93.8K - $105K
|
53.8K
$1.69M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
2.69K+ 25.81% |
$93.6K - $105K
|
13.1K
$410K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.62K+ 14.34% |
$91.3K - $103K
|
20.9K
$654K
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.6K+ 30.67% |
$90.7K - $102K
|
11.1K
$347K
|
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
2.55K+ 9.49% |
$88.9K - $99.8K
|
29.4K
$921K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.55K+ 3.89% |
$88.9K - $99.8K
|
68.1K
$2.13M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 35.81% |
$88.1K - $98.9K
|
9.58K
$300K
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.46K+ 1.55% |
$85.8K - $96.4K
|
161K
$5.05M
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
2.43K+ 7.58% |
$84.7K - $95.1K
|
34.5K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.43K+ 42.77% |
$84.6K - $95K
|
8.1K
$254K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.37K+ 2.4% |
$82.4K - $92.6K
|
101K
$3.16M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
2.33K+ 4.68% |
$81.4K - $91.4K
|
52.2K
$1.63M
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.33K+ 18.7% |
$81K - $91K
|
14.8K
$462K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.25K+ 200.98% |
$78.3K - $87.9K
|
3.37K
$105K
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.2K+ 16.18% |
$76.7K - $86.1K
|
15.8K
$495K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 17.78% |
$75.8K - $85.1K
|
14.4K
$451K
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.15KNew |
$74.9K - $84.1K
|
2.15K
$67.3K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.14K+ 54.5% |
$74.7K - $83.8K
|
6.07K
$190K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.12K+ 2.88% |
$73.9K - $82.9K
|
75.8K
$2.37M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.1K+ 14.39% |
$73.1K - $82.1K
|
16.7K
$522K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.09K+ 11.41% |
$72.8K - $81.7K
|
20.4K
$638K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.04K+ 4.02% |
$71.2K - $80K
|
52.8K
$1.65M
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
2K+ 2.55% |
$69.7K - $78.3K
|
80.6K
$2.52M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.98K+ 1.72% |
$68.9K - $77.4K
|
117K
$3.66M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.98K+ 26.32% |
$68.8K - $77.3K
|
9.48K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.92K+ 18.17% |
$67K - $75.2K
|
12.5K
$391K
|
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.83K+ 10.83% |
$63.9K - $71.7K
|
18.8K
$587K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.79K+ 76.22% |
$62.5K - $70.1K
|
4.14K
$130K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73K+ 8.08% |
$60.2K - $67.6K
|
23.1K
$724K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73K+ 8.08% |
$60.2K - $67.6K
|
23.1K
$724K
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.7K+ 5.48% |
$59.3K - $66.5K
|
32.7K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.64K+ 2.27% |
$57.1K - $64.1K
|
73.8K
$2.31M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.6K+ 10.44% |
$55.9K - $62.7K
|
17K
$531K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.6K+ 100.0% |
$55.8K - $62.6K
|
3.2K
$100K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$55.8K - $62.6K
|
1.6K
$50.1K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.6K+ 6.09% |
$55.6K - $62.5K
|
27.8K
$870K
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.58K+ 4.99% |
$55.2K - $62K
|
33.3K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.57K+ 0.96% |
$54.8K - $61.5K
|
165K
$5.16M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.57K+ 229.01% |
$54.8K - $61.5K
|
2.26K
$70.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.55K+ 8.67% |
$54K - $60.6K
|
19.4K
$608K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.55K+ 8.75% |
$53.9K - $60.5K
|
19.2K
$601K
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.5KNew |
$52.3K - $58.7K
|
1.5K
$47K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 0.97% |
$52K - $58.4K
|
156K
$4.88M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.48K+ 1.39% |
$51.5K - $57.8K
|
108K
$3.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.47K+ 11.83% |
$51.2K - $57.5K
|
13.9K
$435K
|