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 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
52+ 8.93% |
$1.67K - $1.89K
|
634
$20K
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
51+ 0.22% |
$1.63K - $1.85K
|
23.7K
$750K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
51+ 0.08% |
$1.63K - $1.85K
|
62.3K
$1.97M
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
50+ 0.74% |
$1.6K - $1.81K
|
6.76K
$214K
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
41+ 0.29% |
$1.31K - $1.49K
|
14K
$442K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
40+ 0.32% |
$1.28K - $1.45K
|
12.5K
$394K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
36+ 0.18% |
$1.15K - $1.31K
|
20.1K
$634K
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
31+ 0.24% |
$993 - $1.12K
|
12.7K
$402K
|
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.21% |
$993 - $1.12K
|
14.7K
$464K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 0.93% |
$929 - $1.05K
|
3.15K
$99.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
29+ 0.37% |
$929 - $1.05K
|
7.92K
$250K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
28+ 0.02% |
$897 - $1.02K
|
126K
$3.99M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
27+ 1.2% |
$865 - $979
|
2.28K
$71.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
24+ 0.17% |
$768 - $870
|
14.1K
$446K
|
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
24+ 0.08% |
$768 - $870
|
30K
$949K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
21New |
$672 - $761
|
21
$664
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
21+ 1.19% |
$672 - $761
|
1.79K
$56.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
20+ 0.07% |
$640 - $725
|
27.4K
$865K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 1.01% |
$576 - $653
|
1.81K
$57.1K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
12+ 4.94% |
$384 - $435
|
255
$8.06K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
11+ 0.99% |
$352 - $399
|
1.12K
$35.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
10+ 0.86% |
$320 - $363
|
1.17K
$37K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.16% |
$320 - $363
|
6.25K
$198K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10+ 0.09% |
$320 - $363
|
11.7K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8+ 0.08% |
$256 - $290
|
9.55K
$302K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 0.37% |
$224 - $254
|
1.87K
$59.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.11% |
$192 - $218
|
5.35K
$169K
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4+ 0.05% |
$128 - $145
|
7.71K
$244K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.02% |
$96.1 - $109
|
14.4K
$455K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.01% |
$96.1 - $109
|
300
$9.48K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.27% |
$96.1 - $109
|
1.12K
$35.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.88% |
$64 - $72.5
|
229
$7.24K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
2+ 0.01% |
$64 - $72.5
|
30.3K
$957K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.02% |
$64 - $72.5
|
13.2K
$416K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$32 - $36.3
|
5.1K
$161K
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.28% |
$32 - $36.3
|
79
$2.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$32 - $36.3
|
1
$31.6
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- -0.0% |
$64 - $72.5
|
53.1K
$1.68M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-4Closed |
$128 - $145
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 0.36% |
$160 - $181
|
1.4K
$44.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$160 - $181
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12- 11.88% |
$384 - $435
|
89
$2.81K
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-15- 0.07% |
$480 - $544
|
21.5K
$679K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-15- 8.33% |
$480 - $544
|
165
$5.22K
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-20- 0.07% |
$640 - $725
|
27.5K
$869K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 7.59% |
$897 - $1.02K
|
341
$10.8K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-31- 1.37% |
$993 - $1.12K
|
2.23K
$70.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-35- 10.45% |
$1.12K - $1.27K
|
300
$9.48K
|