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 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
170+ 0.26% |
$5.93K - $6.65K
|
65.7K
$2.06M
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
156+ 0.3% |
$5.44K - $6.11K
|
52.7K
$1.65M
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
154+ 0.06% |
$5.37K - $6.03K
|
250K
$7.83M
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
150+ 7.5% |
$5.23K - $5.87K
|
2.15K
$67.3K
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
141+ 0.62% |
$4.92K - $5.52K
|
22.8K
$715K
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
138+ 0.6% |
$4.81K - $5.4K
|
23.3K
$729K
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
122+ 1.05% |
$4.25K - $4.78K
|
11.7K
$367K
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
118+ 0.61% |
$4.11K - $4.62K
|
19.5K
$609K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
101New |
$3.52K - $3.95K
|
101
$3.16K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 0.96% |
$3.49K - $3.91K
|
10.5K
$328K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$3.49K - $3.91K
|
100
$3.13K
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
100+ 0.36% |
$3.49K - $3.91K
|
27.5K
$862K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
97+ 0.52% |
$3.38K - $3.8K
|
18.8K
$589K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
93+ 1.45% |
$3.24K - $3.64K
|
6.52K
$204K
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
92+ 0.78% |
$3.21K - $3.6K
|
11.9K
$373K
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
91+ 0.49% |
$3.17K - $3.56K
|
18.5K
$579K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
90+ 1.31% |
$3.14K - $3.52K
|
6.98K
$218K
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
89+ 0.29% |
$3.1K - $3.48K
|
30.5K
$954K
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
80+ 19.23% |
$2.79K - $3.13K
|
496
$15.5K
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
75+ 0.03% |
$2.61K - $2.94K
|
218K
$6.83M
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
75+ 0.22% |
$2.61K - $2.94K
|
33.6K
$1.05M
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
54+ 0.22% |
$1.88K - $2.11K
|
24.6K
$769K
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
48+ 0.03% |
$1.67K - $1.88K
|
161K
$5.03M
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
43+ 0.13% |
$1.5K - $1.68K
|
33.6K
$1.05M
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
42+ 0.16% |
$1.46K - $1.64K
|
26.4K
$827K
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
42+ 0.14% |
$1.46K - $1.64K
|
30.5K
$955K
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
42+ 0.14% |
$1.46K - $1.64K
|
30.5K
$955K
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
38+ 0.64% |
$1.32K - $1.49K
|
5.98K
$187K
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
37+ 0.47% |
$1.29K - $1.45K
|
7.94K
$249K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
35New |
$1.22K - $1.37K
|
35
$1.1K
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
34+ 0.58% |
$1.19K - $1.33K
|
5.9K
$185K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
32+ 0.57% |
$1.12K - $1.25K
|
5.61K
$176K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
31New |
$1.08K - $1.21K
|
31
$971
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26+ 1.85% |
$906 - $1.02K
|
1.43K
$44.8K
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
24+ 0.62% |
$837 - $939
|
3.87K
$121K
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
19+ 0.08% |
$662 - $744
|
25.2K
$790K
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
17+ 0.13% |
$593 - $665
|
12.8K
$402K
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
17+ 0.3% |
$593 - $665
|
5.71K
$179K
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
17+ 0.13% |
$593 - $665
|
12.7K
$397K
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
16+ 0.29% |
$558 - $626
|
5.52K
$173K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.3% |
$558 - $626
|
5.31K
$166K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
16+ 0.01% |
$558 - $626
|
155K
$4.85M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15+ 0.34% |
$523 - $587
|
4.46K
$140K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
14+ 0.63% |
$488 - $548
|
2.25K
$70.4K
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
13+ 0.17% |
$453 - $509
|
7.89K
$247K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.05% |
$418 - $470
|
24.9K
$778K
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
12+ 0.18% |
$418 - $470
|
6.85K
$214K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.62% |
$383 - $431
|
1.79K
$56K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10+ 0.06% |
$349 - $391
|
17.4K
$545K
|
|
Apr 21, 2022
Q1 2022
|
Jacobsen Capital Management
|
BUY
|
- |
10+ 0.12% |
$349 - $391
|
8.14K
$255K
|