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 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
651+ 9.4% |
$22.7K - $25.5K
|
7.58K
$241K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
641+ 0.16% |
$22.3K - $25.1K
|
402K
$12.8M
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
627New |
$21.9K - $24.5K
|
627
$20K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
625New |
$21.8K - $24.5K
|
625
$19.9K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
622+ 2.21% |
$21.7K - $24.3K
|
28.8K
$915K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
620+ 11.27% |
$21.6K - $24.3K
|
6.12K
$195K
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
619+ 0.71% |
$21.6K - $24.2K
|
87.9K
$2.8M
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
617+ 4.63% |
$21.5K - $24.1K
|
13.9K
$444K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
584+ 1.01% |
$20.4K - $22.9K
|
58.3K
$1.85M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
568+ 0.17% |
$19.8K - $22.2K
|
329K
$10.5M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
560+ 7.01% |
$19.5K - $21.9K
|
8.55K
$272K
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
553+ 0.95% |
$19.3K - $21.6K
|
58.8K
$1.87M
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
550+ 4.53% |
$19.2K - $21.5K
|
12.7K
$404K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
550+ 7.44% |
$19.2K - $21.5K
|
7.94K
$253K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
548+ 0.89% |
$19.1K - $21.4K
|
62.1K
$1.98M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
547+ 1.42% |
$19.1K - $21.4K
|
39K
$1.24M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
530+ 3.1% |
$18.5K - $20.7K
|
17.6K
$560K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
515New |
$18K - $20.2K
|
515
$16.4K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
501New |
$17.5K - $19.6K
|
501
$15.9K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
486+ 0.35% |
$16.9K - $19K
|
138K
$4.38M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
484+ 4.47% |
$16.9K - $18.9K
|
11.3K
$360K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
481+ 6.67% |
$16.8K - $18.8K
|
7.69K
$245K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
480+ 13.89% |
$16.7K - $18.8K
|
3.94K
$125K
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
439+ 4.41% |
$15.3K - $17.2K
|
10.4K
$331K
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
415+ 2.62% |
$14.5K - $16.2K
|
16.3K
$517K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
411+ 15.92% |
$14.3K - $16.1K
|
2.99K
$95.2K
|
|
May 13, 2022
Q1 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
400+ 0.82% |
$13.9K - $15.7K
|
49.1K
$1.56M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
396+ 0.84% |
$13.8K - $15.5K
|
47.4K
$1.51M
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
367New |
$12.8K - $14.4K
|
367
$11.7K
|
|
Apr 26, 2022
Q1 2022
|
Delta Capital Management LLC
|
BUY
|
- |
353+ 1.62% |
$12.3K - $13.8K
|
22.2K
$706K
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
352+ 1.69% |
$12.3K - $13.8K
|
21.2K
$674K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
330+ 0.95% |
$11.5K - $12.9K
|
35K
$1.12M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
330+ 3.14% |
$11.5K - $12.9K
|
10.9K
$345K
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
312+ 1.73% |
$10.9K - $12.2K
|
18.4K
$585K
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
309+ 1.46% |
$10.8K - $12.1K
|
21.5K
$684K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
298+ 2.16% |
$10.4K - $11.7K
|
14.1K
$448K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
296+ 13.6% |
$10.3K - $11.6K
|
2.47K
$78.7K
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
292+ 1.18% |
$10.2K - $11.4K
|
25K
$795K
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
289+ 1.1% |
$10.1K - $11.3K
|
26.6K
$847K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
288+ 2.25% |
$10K - $11.3K
|
13.1K
$417K
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
262+ 0.63% |
$9.13K - $10.3K
|
42K
$1.33M
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
261+ 0.41% |
$9.1K - $10.2K
|
63.2K
$2.01M
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
250+ 3.32% |
$8.72K - $9.79K
|
7.79K
$248K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
248+ 0.5% |
$8.65K - $9.71K
|
49.7K
$1.58M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
245+ 4.11% |
$8.54K - $9.59K
|
6.2K
$197K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
209+ 0.49% |
$7.29K - $8.18K
|
42.9K
$1.37M
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
200+ 3.7% |
$6.97K - $7.83K
|
5.6K
$178K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
200+ 2.2% |
$6.97K - $7.83K
|
9.3K
$296K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
195+ 0.23% |
$6.8K - $7.63K
|
85.1K
$2.71M
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
170+ 0.26% |
$5.93K - $6.65K
|
65.7K
$2.09M
|