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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
407+ 2.0% |
$13K - $14.8K
|
20.8K
$683K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
382+ 2.61% |
$12.2K - $13.9K
|
15K
$494K
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
382+ 1.14% |
$12.2K - $13.9K
|
34K
$1.12M
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
352+ 6.08% |
$11.3K - $12.8K
|
6.14K
$202K
|
|
Aug 10, 2022
Q2 2022
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
350+ 5.31% |
$11.2K - $12.7K
|
6.94K
$228K
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
322+ 2.75% |
$10.3K - $11.7K
|
12K
$396K
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
300+ 2.85% |
$9.61K - $10.9K
|
10.8K
$356K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 42.86% |
$9.61K - $10.9K
|
1K
$32.8K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
300+ 3.0% |
$9.61K - $10.9K
|
10.3K
$338K
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
290New |
$9.29K - $10.5K
|
290
$9.52K
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
258+ 0.3% |
$8.26K - $9.36K
|
85.4K
$2.8M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
253New |
$8.1K - $9.17K
|
253
$8.31K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
233New |
$7.46K - $8.45K
|
233
$7.65K
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
230+ 1.8% |
$7.36K - $8.34K
|
13K
$427K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
216+ 10.17% |
$6.92K - $7.83K
|
2.34K
$76.8K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200New |
$6.4K - $7.25K
|
200
$6.57K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
200New |
$6.4K - $7.25K
|
200
$6.57K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200+ 200.0% |
$6.4K - $7.25K
|
300
$9.85K
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
183+ 0.87% |
$5.86K - $6.64K
|
21.2K
$696K
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
182+ 2.66% |
$5.83K - $6.6K
|
7.03K
$231K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
179+ 1.07% |
$5.73K - $6.49K
|
16.9K
$554K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
177+ 0.36% |
$5.67K - $6.42K
|
49.7K
$1.63M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
176+ 0.94% |
$5.64K - $6.38K
|
19K
$624K
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
163+ 0.54% |
$5.22K - $5.91K
|
30.6K
$1.01M
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
158+ 0.85% |
$5.06K - $5.73K
|
18.7K
$614K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
150New |
$4.8K - $5.44K
|
150
$4.93K
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
142+ 1.52% |
$4.55K - $5.15K
|
9.46K
$311K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
135New |
$4.32K - $4.9K
|
135
$4.43K
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
130+ 0.38% |
$4.16K - $4.71K
|
34.6K
$1.14M
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
130+ 2.61% |
$4.16K - $4.71K
|
5.11K
$168K
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
128+ 1.65% |
$4.1K - $4.64K
|
7.86K
$258K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
125+ 11.36% |
$4K - $4.53K
|
1.23K
$40.2K
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
120+ 0.4% |
$3.84K - $4.35K
|
30.3K
$993K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
111+ 0.55% |
$3.55K - $4.02K
|
20.2K
$664K
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
104+ 0.45% |
$3.33K - $3.77K
|
23.4K
$768K
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
100+ 0.45% |
$3.2K - $3.63K
|
22.4K
$737K
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
95+ 0.12% |
$3.04K - $3.44K
|
77.6K
$2.55M
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
93+ 0.07% |
$2.98K - $3.37K
|
129K
$4.25M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
84+ 0.9% |
$2.69K - $3.05K
|
9.38K
$308K
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
83New |
$2.66K - $3.01K
|
83
$2.73K
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80+ 0.74% |
$2.56K - $2.9K
|
10.9K
$359K
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
78+ 0.23% |
$2.5K - $2.83K
|
33.7K
$1.11M
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
76+ 0.3% |
$2.43K - $2.76K
|
25.1K
$823K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
75+ 18.38% |
$2.4K - $2.72K
|
483
$15.9K
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
74+ 0.32% |
$2.37K - $2.68K
|
23.1K
$759K
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
73+ 0.78% |
$2.34K - $2.65K
|
9.45K
$310K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
71+ 0.89% |
$2.27K - $2.57K
|
8.01K
$263K
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
68+ 0.78% |
$2.18K - $2.47K
|
8.77K
$288K
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
BUY
|
- |
67+ 0.12% |
$2.15K - $2.43K
|
54.1K
$1.78M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
52+ 8.93% |
$1.67K - $1.89K
|
634
$20.8K
|