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 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-59.8KClosed |
$1.91M - $2.17M
|
0
$0
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-60.9K- 33.33% |
$1.95M - $2.21M
|
122K
$3.85M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-65.4K- 12.58% |
$2.09M - $2.37M
|
454K
$14.4M
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-67.8K- 27.71% |
$2.17M - $2.46M
|
177K
$5.59M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-68.6K- 25.63% |
$2.2M - $2.49M
|
199K
$6.29M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-69.9K- 6.4% |
$2.24M - $2.54M
|
1.02M
$32.3M
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-71KClosed |
$2.27M - $2.57M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-76.3K- 68.74% |
$2.44M - $2.77M
|
34.7K
$1.1M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-77.5K- 43.49% |
$2.48M - $2.81M
|
101K
$3.18M
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-80.2K- 17.27% |
$2.57M - $2.91M
|
384K
$12.1M
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-80.5KClosed |
$2.58M - $2.92M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-85.4K- 44.38% |
$2.73M - $3.1M
|
107K
$3.38M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-85.6K- 41.44% |
$2.74M - $3.1M
|
121K
$3.82M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-88.5K- 90.14% |
$2.83M - $3.21M
|
9.68K
$306K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-90.6K- 66.27% |
$2.9M - $3.29M
|
46.1K
$1.46M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-92.8K- 7.34% |
$2.97M - $3.37M
|
1.17M
$37M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-93K- 40.53% |
$2.98M - $3.37M
|
136K
$4.31M
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-93K- 75.38% |
$2.98M - $3.37M
|
30.4K
$960K
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-93.3K- 14.84% |
$2.99M - $3.38M
|
536K
$16.9M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-93.7K- 78.86% |
$3M - $3.4M
|
25.1K
$794K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-93.7K- 68.14% |
$3M - $3.4M
|
43.8K
$1.39M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-96.4KClosed |
$3.09M - $3.5M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-97.7KClosed |
$3.13M - $3.54M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-105K- 13.14% |
$3.35M - $3.8M
|
692K
$21.9M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-107K- 72.83% |
$3.44M - $3.89M
|
40K
$1.27M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-112K- 10.69% |
$3.58M - $4.06M
|
934K
$29.5M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-116K- 36.7% |
$3.72M - $4.21M
|
200K
$6.33M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-120K- 7.66% |
$3.86M - $4.37M
|
1.45M
$45.9M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-128KClosed |
$4.11M - $4.65M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-132KClosed |
$4.22M - $4.78M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-132K- 74.81% |
$4.24M - $4.8M
|
44.6K
$1.41M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-136KClosed |
$4.35M - $4.92M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-136K- 5.12% |
$4.35M - $4.93M
|
2.52M
$79.6M
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-136K- 81.5% |
$4.36M - $4.94M
|
30.9K
$978K
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-137K- 86.96% |
$4.38M - $4.96M
|
20.5K
$648K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-139K- 11.82% |
$4.44M - $5.03M
|
1.03M
$32.7M
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-141K- 99.03% |
$4.53M - $5.13M
|
1.38K
$43.6K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-143K- 62.1% |
$4.59M - $5.2M
|
87.5K
$2.76M
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-144K- 10.16% |
$4.61M - $5.22M
|
1.27M
$40.3M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-145KClosed |
$4.63M - $5.24M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-149K- 9.18% |
$4.77M - $5.4M
|
1.47M
$46.6M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-155K- 17.14% |
$4.96M - $5.61M
|
748K
$23.6M
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-164K- 91.11% |
$5.25M - $5.95M
|
16K
$506K
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-177K- 40.92% |
$5.67M - $6.42M
|
256K
$8.09M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-178K- 81.31% |
$5.71M - $6.47M
|
41K
$1.3M
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-180K- 75.18% |
$5.76M - $6.53M
|
59.4K
$1.88M
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-186K- 94.81% |
$5.97M - $6.76M
|
10.2K
$322K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-188K- 74.95% |
$6.02M - $6.82M
|
62.9K
$1.99M
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-204KClosed |
$6.54M - $7.41M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-210K- 16.19% |
$6.71M - $7.6M
|
1.08M
$34.3M
|