Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.48K- 12.48% |
$47.5K - $53.8K
|
10.4K
$329K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.49K- 7.72% |
$47.8K - $54.1K
|
17.8K
$564K
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.5K- 5.23% |
$48K - $54.3K
|
27.1K
$857K
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
SELL
|
- |
-1.5K- 8.51% |
$48K - $54.4K
|
16.1K
$510K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.51K- 4.93% |
$48.3K - $54.6K
|
29.1K
$918K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.52K- 11.73% |
$48.6K - $55K
|
11.4K
$361K
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.52K- 10.19% |
$48.7K - $55.2K
|
13.4K
$424K
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-1.52K- 18.73% |
$48.8K - $55.3K
|
6.61K
$209K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.54KClosed |
$49.3K - $55.8K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.56K- 8.61% |
$49.8K - $56.4K
|
16.5K
$522K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.56K- 3.8% |
$49.8K - $56.4K
|
39.4K
$1.25M
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-1.6K- 14.69% |
$51.2K - $58K
|
9.29K
$294K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.6K- 8.18% |
$51.3K - $58.1K
|
18K
$568K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.64K- 33.39% |
$52.4K - $59.3K
|
3.26K
$103K
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.64K- 2.18% |
$52.6K - $59.5K
|
73.7K
$2.33M
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.77K- 3.19% |
$56.6K - $64.1K
|
53.7K
$1.7M
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-1.79K- 12.34% |
$57.2K - $64.7K
|
12.7K
$401K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 11.59% |
$58.5K - $66.2K
|
13.9K
$440K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.83K- 19.56% |
$58.5K - $66.3K
|
7.52K
$238K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.83K- 2.94% |
$58.5K - $66.3K
|
60.3K
$1.91M
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.85K- 1.26% |
$59.2K - $67.1K
|
145K
$4.57M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.87K- 5.86% |
$60K - $68K
|
30.1K
$951K
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 18.68% |
$60K - $68K
|
8.17K
$258K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.89KClosed |
$60.6K - $68.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.91K- 1.74% |
$61K - $69.1K
|
108K
$3.4M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.91K- 10.2% |
$61K - $69.1K
|
16.8K
$530K
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.92K- 1.89% |
$61.4K - $69.5K
|
99.7K
$3.15M
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.95K- 10.41% |
$62.5K - $70.8K
|
16.8K
$531K
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.95K- 1.83% |
$62.5K - $70.8K
|
105K
$3.31M
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2K- 1.27% |
$64K - $72.5K
|
156K
$4.92M
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-2K- 0.28% |
$64K - $72.5K
|
706K
$22.3M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.02K- 2.81% |
$64.6K - $73.1K
|
69.7K
$2.2M
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-2.02K- 8.74% |
$64.7K - $73.2K
|
21.1K
$666K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.03K- 10.45% |
$65K - $73.6K
|
17.4K
$549K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.03K- 32.21% |
$65.1K - $73.8K
|
4.28K
$135K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.04K- 21.26% |
$65.2K - $73.9K
|
7.55K
$239K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-2.05K- 4.66% |
$65.7K - $74.4K
|
41.9K
$1.33M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.06K- 21.0% |
$66K - $74.7K
|
7.76K
$245K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.07K- 59.77% |
$66.3K - $75.1K
|
1.39K
$44K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.25K- 10.79% |
$72.1K - $81.7K
|
18.6K
$589K
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.27K- 27.72% |
$72.7K - $82.3K
|
5.92K
$187K
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.27K- 8.24% |
$72.8K - $82.5K
|
25.3K
$800K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.32K- 21.1% |
$74.3K - $84.1K
|
8.68K
$274K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.32KClosed |
$74.4K - $84.2K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.37K- 29.23% |
$75.8K - $85.8K
|
5.73K
$181K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2.38K- 70.4% |
$76.1K - $86.2K
|
1K
$31.6K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.39K- 11.49% |
$76.5K - $86.6K
|
18.4K
$581K
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.39K- 8.03% |
$76.6K - $86.7K
|
27.4K
$866K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.42K- 11.39% |
$77.4K - $87.6K
|
18.8K
$594K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.43K- 29.64% |
$77.7K - $88K
|
5.76K
$182K
|