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 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.51KNew |
$208K - $236K
|
6.51K
$203K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6.49KNew |
$208K - $235K
|
6.49K
$203K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
6.45K+ 27.09% |
$207K - $234K
|
30.3K
$945K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.14KNew |
$197K - $223K
|
6.14K
$192K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.14KNew |
$197K - $223K
|
6.14K
$192K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
5.68K+ 9.6% |
$182K - $206K
|
64.8K
$2.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.66K+ 42.24% |
$181K - $205K
|
19K
$595K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.53K+ 53.95% |
$177K - $200K
|
15.8K
$493K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.49K+ 3.34% |
$176K - $199K
|
170K
$5.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.28K+ 9.25% |
$169K - $191K
|
62.3K
$1.95M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.13K+ 9.02% |
$164K - $186K
|
62K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
5KNew |
$160K - $181K
|
5K
$156K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.98K+ 6.56% |
$159K - $180K
|
80.8K
$2.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
4.97K+ 6.45% |
$159K - $180K
|
82K
$2.56M
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.86K+ 3.22% |
$155K - $176K
|
156K
$4.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.67K+ 10.12% |
$149K - $169K
|
50.8K
$1.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.66K+ 6.31% |
$149K - $169K
|
78.5K
$2.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.65K+ 47.22% |
$149K - $169K
|
14.5K
$453K
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
4.64K+ 1.87% |
$148K - $168K
|
253K
$7.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
4.53K+ 12.18% |
$145K - $164K
|
41.7K
$1.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.41K+ 10.81% |
$141K - $160K
|
45.2K
$1.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
4.39K+ 8.48% |
$141K - $159K
|
56.2K
$1.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.25K+ 15.61% |
$136K - $154K
|
31.5K
$984K
|
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
4.23K+ 3.86% |
$135K - $153K
|
114K
$3.55M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 63.72% |
$133K - $151K
|
10.7K
$334K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.06K+ 7.86% |
$130K - $147K
|
55.7K
$1.74M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.8K+ 22.03% |
$122K - $138K
|
21K
$656K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
3.72K+ 5.18% |
$119K - $135K
|
75.5K
$2.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.59K+ 6.79% |
$115K - $130K
|
56.4K
$1.76M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.56K+ 4.28% |
$114K - $129K
|
86.6K
$2.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.43K+ 3.9% |
$110K - $124K
|
91.3K
$2.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.39K+ 6.9% |
$109K - $123K
|
52.5K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.38K+ 32.72% |
$108K - $123K
|
13.7K
$429K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.37K+ 20.6% |
$108K - $122K
|
19.7K
$617K
|
|
|
Jul 27, 2022
Q2 2022
|
Reik & Co., LLC
|
BUY
|
- |
3.29K+ 28.68% |
$105K - $119K
|
14.7K
$460K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.2KNew |
$102K - $116K
|
3.2K
$99.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.11K+ 5.95% |
$99.6K - $113K
|
55.4K
$1.73M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.1KNew |
$99.4K - $113K
|
3.1K
$96.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.07K+ 18.02% |
$98.4K - $111K
|
20.1K
$628K
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.05K+ 8.48% |
$97.8K - $111K
|
39.1K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.03K+ 4.68% |
$97K - $110K
|
67.8K
$2.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.03K+ 1.84% |
$97K - $110K
|
168K
$5.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.02K+ 0.47% |
$96.6K - $109K
|
649K
$20.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 26.26% |
$95.1K - $108K
|
14.3K
$446K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.97K+ 7.64% |
$95.1K - $108K
|
41.8K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.68K+ 22.22% |
$85.9K - $97.3K
|
14.8K
$461K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.63K+ 70.65% |
$84.1K - $95.2K
|
6.34K
$198K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.58K+ 3.69% |
$82.6K - $93.5K
|
72.4K
$2.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.58K+ 5.33% |
$82.5K - $93.5K
|
51K
$1.59M
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 33.72% |
$81K - $91.8K
|
10K
$313K
|