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
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1K+ 2.41% |
$32K - $36.3K
|
42.4K
$1.39M
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1KNew |
$32K - $36.3K
|
1K
$32.8K
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
990+ 4.89% |
$31.7K - $35.9K
|
21.2K
$697K
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
956+ 3.73% |
$30.6K - $34.7K
|
26.6K
$873K
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
950+ 9.2% |
$30.4K - $34.4K
|
11.3K
$370K
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
930+ 0.21% |
$29.8K - $33.7K
|
453K
$14.9M
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
884+ 10.05% |
$28.3K - $32.1K
|
9.68K
$318K
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
871+ 12.12% |
$27.9K - $31.6K
|
8.06K
$265K
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
868+ 0.25% |
$27.8K - $31.5K
|
353K
$11.6M
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
855+ 0.05% |
$27.4K - $31K
|
1.69M
$55.7M
|
|
Aug 02, 2022
Q2 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
840+ 0.75% |
$26.9K - $30.5K
|
112K
$3.69M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
839+ 6.98% |
$26.9K - $30.4K
|
12.9K
$422K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
817+ 5.17% |
$26.2K - $29.6K
|
16.6K
$546K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
817New |
$26.2K - $29.6K
|
817
$26.8K
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
813+ 103.3% |
$26K - $29.5K
|
1.6K
$52.5K
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
800+ 1.49% |
$25.6K - $29K
|
54.6K
$1.79M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$25.6K - $29K
|
800
$26.3K
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
769+ 2.31% |
$24.6K - $27.9K
|
34.1K
$1.12M
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
746New |
$23.9K - $27K
|
746
$24.5K
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
739+ 0.24% |
$23.7K - $26.8K
|
309K
$10.1M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
711+ 6.98% |
$22.8K - $25.8K
|
10.9K
$358K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
710+ 42.9% |
$22.7K - $25.7K
|
2.37K
$77.7K
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
BUY
|
- |
700+ 0.87% |
$22.4K - $25.4K
|
81.3K
$2.67M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
685+ 2.49% |
$21.9K - $24.8K
|
28.2K
$927K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
672+ 1.69% |
$21.5K - $24.4K
|
40.5K
$1.33M
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
656+ 0.39% |
$21K - $23.8K
|
169K
$5.54M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
653+ 0.16% |
$20.9K - $23.7K
|
412K
$13.5M
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
651+ 6.87% |
$20.8K - $23.6K
|
10.1K
$333K
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
647+ 1.41% |
$20.7K - $23.5K
|
46.6K
$1.53M
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
622+ 11.32% |
$19.9K - $22.6K
|
6.12K
$201K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
607+ 17.19% |
$19.4K - $22K
|
4.14K
$136K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
592+ 10.52% |
$19K - $21.5K
|
6.22K
$204K
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
591+ 1.81% |
$18.9K - $21.4K
|
33.3K
$1.09M
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
576+ 4.43% |
$18.4K - $20.9K
|
13.6K
$446K
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
570+ 0.24% |
$18.3K - $20.7K
|
234K
$7.7M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
558+ 5.03% |
$17.9K - $20.2K
|
11.7K
$383K
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
533+ 1.42% |
$17.1K - $19.3K
|
38.1K
$1.25M
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
526+ 1.49% |
$16.8K - $19.1K
|
35.7K
$1.17M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 909.09% |
$16K - $18.1K
|
555
$18.2K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
494New |
$15.8K - $17.9K
|
494
$16.2K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
493New |
$15.8K - $17.9K
|
493
$16.2K
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
485+ 1.16% |
$15.5K - $17.6K
|
42.4K
$1.39M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
482+ 16.96% |
$15.4K - $17.5K
|
3.32K
$109K
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
480+ 0.53% |
$15.4K - $17.4K
|
91.7K
$3.01M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
467+ 3.14% |
$15K - $16.9K
|
15.3K
$504K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
465+ 258.33% |
$14.9K - $16.9K
|
645
$21.2K
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
432+ 2.11% |
$13.8K - $15.7K
|
20.9K
$687K
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
429+ 3.6% |
$13.7K - $15.6K
|
12.3K
$405K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
425+ 0.92% |
$13.6K - $15.4K
|
46.8K
$1.54M
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
412+ 6.73% |
$13.2K - $14.9K
|
6.53K
$215K
|