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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.3KClosed |
$266K - $301K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.53K- 10.84% |
$273K - $309K
|
70.2K
$2.22M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-8.55KClosed |
$274K - $310K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-8.56KClosed |
$274K - $310K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-8.58K- 8.51% |
$275K - $311K
|
92.3K
$2.92M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.62KClosed |
$276K - $313K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-8.62KClosed |
$276K - $313K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.7K- 20.08% |
$278K - $315K
|
34.6K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.78KClosed |
$281K - $319K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-8.92K- 4.32% |
$286K - $323K
|
197K
$6.24M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.96K- 38.19% |
$287K - $325K
|
14.5K
$458K
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-9.06K- 9.4% |
$290K - $329K
|
87.4K
$2.76M
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-9.1K- 28.47% |
$291K - $330K
|
22.8K
$722K
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.2KClosed |
$295K - $334K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.24K- 26.08% |
$296K - $335K
|
26.2K
$828K
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-9.35K- 10.04% |
$299K - $339K
|
83.8K
$2.65M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-9.37K- 7.23% |
$300K - $340K
|
120K
$3.8M
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-9.43KClosed |
$302K - $342K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-9.43K- 12.55% |
$302K - $342K
|
65.7K
$2.08M
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-9.48K- 10.04% |
$304K - $344K
|
85K
$2.69M
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.86KClosed |
$316K - $357K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-9.99K- 9.52% |
$320K - $362K
|
94.9K
$3M
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.1K- 14.32% |
$323K - $366K
|
60.3K
$1.91M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.2K- 9.3% |
$326K - $369K
|
99.2K
$3.14M
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-10.3K- 24.72% |
$328K - $372K
|
31.2K
$987K
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-10.4K- 27.53% |
$333K - $377K
|
27.3K
$864K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.5K- 34.63% |
$337K - $381K
|
19.8K
$627K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 20.02% |
$338K - $383K
|
42.2K
$1.33M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-10.6K- 3.22% |
$340K - $385K
|
319K
$10.1M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.7K- 39.09% |
$341K - $386K
|
16.6K
$525K
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 61.06% |
$350K - $396K
|
6.96K
$220K
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-11.1KClosed |
$355K - $402K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-11.2K- 60.94% |
$359K - $406K
|
7.18K
$227K
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-11.5K- 0.77% |
$367K - $415K
|
1.47M
$46.4M
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-11.5KClosed |
$369K - $418K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.5K- 41.88% |
$369K - $418K
|
16K
$506K
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-11.6K- 62.7% |
$371K - $421K
|
6.9K
$218K
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-11.6K- 24.88% |
$373K - $422K
|
35.2K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.7K- 15.79% |
$376K - $426K
|
62.6K
$1.98M
|
|
Sep 05, 2024
Q2 2022
|
Stonebridge Advisors LLC
Wilton, CT |
SELL
|
- |
-11.8K- 56.45% |
$377K - $427K
|
9.09K
$287K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.8K- 36.15% |
$379K - $429K
|
20.9K
$660K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11.9KClosed |
$382K - $433K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12K- 19.57% |
$385K - $436K
|
49.4K
$1.56M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-12K- 10.5% |
$385K - $436K
|
102K
$3.24M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12.2K- 30.92% |
$390K - $441K
|
27.2K
$860K
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12.2K- 30.92% |
$390K - $441K
|
27.2K
$860K
|
|
Aug 08, 2022
Q2 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-12.2K- 2.46% |
$392K - $443K
|
486K
$15.4M
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-12.2K- 49.2% |
$392K - $444K
|
12.6K
$399K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.3KClosed |
$395K - $447K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-12.5K- 46.56% |
$400K - $453K
|
14.3K
$454K
|