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 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
14.4K+ 144.26% |
$463K - $524K
|
24.5K
$803K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.4KNew |
$460K - $521K
|
14.4K
$472K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14K+ 11.3% |
$449K - $509K
|
138K
$4.54M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13.6KNew |
$435K - $493K
|
13.6K
$446K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 76.93% |
$426K - $482K
|
30.6K
$1M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.2K+ 25.74% |
$421K - $477K
|
64.3K
$2.11M
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
12.8KNew |
$409K - $463K
|
12.8K
$419K
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
12.4K+ 15.16% |
$397K - $449K
|
94.1K
$3.09M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 1.81% |
$389K - $440K
|
681K
$22.4M
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
11.5K+ 148.21% |
$367K - $415K
|
19.2K
$630K
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.4K+ 53.85% |
$365K - $413K
|
32.6K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.8K+ 10.16% |
$345K - $391K
|
117K
$3.84M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5K+ 9.09% |
$336K - $380K
|
126K
$4.13M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
10.4K+ 60.31% |
$333K - $378K
|
27.7K
$909K
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
10.4KNew |
$331K - $375K
|
10.4K
$340K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
10.3K+ 2.69% |
$330K - $374K
|
393K
$12.9M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
10.3K+ 33.37% |
$330K - $373K
|
41.1K
$1.35M
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
10.1K+ 1.67% |
$323K - $365K
|
614K
$20.2M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
10K+ 14.59% |
$321K - $364K
|
78.8K
$2.59M
|
|
Aug 11, 2022
Q2 2022
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
10K+ 50.0% |
$320K - $363K
|
30K
$985K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.96K+ 54.46% |
$319K - $361K
|
28.3K
$928K
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9.89K+ 20.41% |
$317K - $359K
|
58.4K
$1.92M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.67K+ 23.02% |
$310K - $351K
|
51.7K
$1.7M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9.41K+ 77.14% |
$301K - $341K
|
21.6K
$710K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.4K+ 32.68% |
$301K - $341K
|
38.2K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.29K+ 97.43% |
$297K - $337K
|
18.8K
$618K
|
|
May 18, 2023
Q2 2022
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
9.09KNew |
$291K - $330K
|
9.09K
$299K
|
|
Aug 12, 2022
Q2 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
9.04K+ 43.89% |
$289K - $328K
|
29.6K
$973K
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
8.87KNew |
$284K - $322K
|
8.87K
$291K
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.7K+ 13.43% |
$279K - $316K
|
73.5K
$2.41M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.68K+ 204.48% |
$278K - $315K
|
12.9K
$424K
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.64K+ 9.61% |
$277K - $313K
|
98.5K
$3.23M
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
8.51K+ 53.86% |
$272K - $309K
|
24.3K
$798K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.34KNew |
$267K - $302K
|
8.34K
$274K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8.2K+ 136.14% |
$262K - $297K
|
14.2K
$467K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
8.07KNew |
$258K - $293K
|
8.07K
$265K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.96KNew |
$255K - $288K
|
7.96K
$261K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.77KNew |
$249K - $282K
|
7.77K
$255K
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
7.64K+ 82.02% |
$245K - $277K
|
17K
$557K
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.24K+ 11.51% |
$232K - $262K
|
70.1K
$2.3M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
7.2KNew |
$231K - $261K
|
7.2K
$236K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.15K+ 49.65% |
$229K - $259K
|
21.5K
$708K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
7.12K+ 4.79% |
$228K - $258K
|
156K
$5.12M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.03K+ 91.45% |
$225K - $255K
|
14.7K
$483K
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
7K+ 16.97% |
$224K - $254K
|
48.2K
$1.58M
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
6.88KNew |
$220K - $249K
|
6.88K
$226K
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.71K+ 1.41% |
$215K - $243K
|
481K
$15.8M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
6.69KNew |
$214K - $242K
|
6.69K
$220K
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
6.59KNew |
$211K - $239K
|
6.59K
$216K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.51KNew |
$208K - $236K
|
6.51K
$214K
|