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 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-12.9KClosed |
$412K - $466K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-13K- 7.65% |
$415K - $470K
|
156K
$5.09M
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-13KClosed |
$415K - $470K
|
0
$0
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-13.1K- 5.72% |
$418K - $474K
|
215K
$7.01M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.1K- 23.78% |
$418K - $474K
|
41.9K
$1.36M
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13.3KClosed |
$424K - $480K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-13.5K- 7.72% |
$431K - $488K
|
161K
$5.23M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-13.5KClosed |
$433K - $490K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-13.6KClosed |
$434K - $492K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-13.7K- 55.4% |
$440K - $498K
|
11.1K
$360K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-13.8K- 18.05% |
$443K - $501K
|
62.7K
$2.04M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-14.1K- 88.7% |
$453K - $513K
|
1.8K
$58.6K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-14.3K- 4.45% |
$458K - $518K
|
307K
$9.99M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-14.4K- 42.66% |
$460K - $521K
|
19.3K
$628K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.5K- 12.92% |
$464K - $526K
|
97.7K
$3.18M
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-14.6KClosed |
$468K - $530K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.7K- 21.84% |
$472K - $535K
|
52.8K
$1.72M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.8K- 12.07% |
$474K - $537K
|
108K
$3.51M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-14.9K- 21.63% |
$477K - $540K
|
54K
$1.76M
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-14.9K- 5.3% |
$477K - $540K
|
266K
$8.67M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-15.1K- 44.59% |
$483K - $546K
|
18.7K
$609K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.1K- 26.79% |
$483K - $546K
|
41.2K
$1.34M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-15.3KClosed |
$490K - $554K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-15.7K- 2.42% |
$503K - $570K
|
635K
$20.7M
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-15.8KClosed |
$505K - $571K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-16.4K- 50.35% |
$525K - $594K
|
16.2K
$526K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16.8K- 28.76% |
$537K - $608K
|
41.5K
$1.35M
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-16.9K- 10.31% |
$540K - $611K
|
147K
$4.77M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-17.1K- 58.14% |
$548K - $621K
|
12.3K
$401K
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-17.8K- 18.79% |
$570K - $645K
|
76.9K
$2.5M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-17.9K- 7.14% |
$572K - $648K
|
232K
$7.55M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-18.5KClosed |
$594K - $672K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-18.6KClosed |
$596K - $675K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-18.8K- 55.38% |
$601K - $681K
|
15.1K
$492K
|
|
Jul 14, 2022
Q2 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-19K- 15.51% |
$608K - $689K
|
104K
$3.37M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.3K- 20.55% |
$617K - $699K
|
74.5K
$2.42M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19.8K- 7.38% |
$634K - $718K
|
249K
$8.09M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.2K- 18.61% |
$647K - $733K
|
88.4K
$2.88M
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-20.6K- 8.33% |
$659K - $747K
|
227K
$7.37M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-20.7K- 10.27% |
$664K - $752K
|
181K
$5.9M
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-21.2K- 16.81% |
$678K - $767K
|
105K
$3.41M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-21.3K- 12.12% |
$683K - $774K
|
155K
$5.04M
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-22.5KClosed |
$722K - $817K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-22.6KClosed |
$725K - $821K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.1K- 3.62% |
$741K - $839K
|
616K
$20M
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-23.5K- 73.61% |
$752K - $852K
|
8.42K
$274K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-23.6K- 67.29% |
$755K - $855K
|
11.5K
$373K
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-24K- 57.68% |
$768K - $870K
|
17.6K
$573K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$780K - $883K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-24.5K- 49.59% |
$784K - $887K
|
24.9K
$809K
|