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 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.46KNew |
$78.8K - $89.3K
|
2.46K
$80.9K
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.41K+ 16.43% |
$77K - $87.2K
|
17K
$560K
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2.39K+ 1.23% |
$76.4K - $86.6K
|
196K
$6.44M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.37K+ 41.31% |
$75.8K - $85.8K
|
8.09K
$266K
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
2.33K+ 1.17% |
$74.7K - $84.6K
|
202K
$6.62M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.25K+ 3.2% |
$72.1K - $81.6K
|
72.6K
$2.38M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.21K+ 0.62% |
$70.6K - $80K
|
359K
$11.8M
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.2K+ 2.22% |
$70.6K - $79.9K
|
101K
$3.33M
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.2K+ 5.38% |
$70.4K - $79.8K
|
43.1K
$1.42M
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.17K+ 6.04% |
$69.5K - $78.7K
|
38.1K
$1.25M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.16K+ 790.11% |
$69.1K - $78.2K
|
2.43K
$79.8K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.14K+ 1.52% |
$68.7K - $77.7K
|
143K
$4.69M
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 17.39% |
$66.7K - $75.5K
|
14.1K
$462K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.06K+ 16.37% |
$65.9K - $74.6K
|
14.6K
$480K
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.04K+ 11.07% |
$65.4K - $74.1K
|
20.5K
$673K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.02K+ 7.2% |
$64.7K - $73.3K
|
30.1K
$988K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.02KNew |
$64.7K - $73.2K
|
2.02K
$66.3K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.97K+ 15.07% |
$63.2K - $71.6K
|
15.1K
$495K
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
1.95K+ 2.66% |
$62.5K - $70.7K
|
75.4K
$2.48M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.89K+ 6.57% |
$60.5K - $68.5K
|
30.7K
$1.01M
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.87K+ 3.03% |
$59.7K - $67.6K
|
63.4K
$2.08M
|
|
Aug 15, 2022
Q2 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
1.85K+ 2.85% |
$59.2K - $67.1K
|
66.7K
$2.19M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.81K+ 8.2% |
$58.1K - $65.8K
|
23.9K
$786K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.75K+ 4.48% |
$55.9K - $63.3K
|
40.7K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.71KNew |
$54.7K - $61.9K
|
1.71K
$56.1K
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
1.65K+ 7.41% |
$52.7K - $59.6K
|
23.8K
$783K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.63K+ 5.86% |
$52.1K - $59K
|
29.4K
$966K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.55KNew |
$49.6K - $56.2K
|
1.55K
$50.9K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.5K+ 14.34% |
$48.2K - $54.5K
|
12K
$394K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.5KNew |
$48K - $54.4K
|
1.5K
$49.3K
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.49K+ 2.53% |
$47.6K - $53.9K
|
60.3K
$1.98M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.49K+ 12.72% |
$47.6K - $53.9K
|
13.2K
$433K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.46K+ 247.12% |
$46.7K - $52.9K
|
2.05K
$67.3K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.45K+ 3.43% |
$46.5K - $52.7K
|
43.8K
$1.44M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 5.59% |
$45.9K - $51.9K
|
27K
$888K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.41K+ 4.74% |
$45.1K - $51.1K
|
31.1K
$1.02M
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.39KNew |
$44.6K - $50.5K
|
1.39K
$45.7K
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.39K+ 16.9% |
$44.3K - $50.2K
|
9.58K
$315K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.38KNew |
$44K - $49.9K
|
1.38K
$45.2K
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.35KNew |
$43.2K - $49K
|
1.35K
$44.3K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1.33K+ 4.35% |
$42.6K - $48.2K
|
31.9K
$1.05M
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 2.05% |
$42.1K - $47.7K
|
65.6K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.28K+ 20.63% |
$41K - $46.5K
|
7.5K
$246K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.22K+ 2.53% |
$39.2K - $44.3K
|
49.5K
$1.63M
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.22K+ 2.7% |
$38.9K - $44.1K
|
46.2K
$1.52M
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 9.06% |
$36.8K - $41.7K
|
13.9K
$455K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.14K+ 2.41% |
$36.6K - $41.5K
|
48.5K
$1.59M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.11K+ 3.61% |
$35.6K - $40.4K
|
31.9K
$1.05M
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.05K+ 1.46% |
$33.5K - $38K
|
72.9K
$2.39M
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 2.03% |
$33.1K - $37.5K
|
52K
$1.71M
|