Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.28K- 1.09% |
$71.7K - $80.7K
|
207K
$6.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-2.3K- 5.42% |
$72.2K - $81.3K
|
40.1K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.32K- 25.22% |
$72.9K - $82.1K
|
6.88K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.32K- 1.63% |
$72.9K - $82.1K
|
140K
$4.57M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.33K- 2.03% |
$73K - $82.2K
|
112K
$3.65M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.33K- 4.54% |
$73.2K - $82.4K
|
49K
$1.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.39K- 20.69% |
$74.9K - $84.3K
|
9.14K
$297K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.41K- 9.61% |
$75.5K - $85.1K
|
22.6K
$736K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.5K- 4.92% |
$78.5K - $88.3K
|
48.3K
$1.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.5K- 7.65% |
$78.5K - $88.4K
|
30.2K
$983K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.62K- 1.12% |
$82.4K - $92.7K
|
232K
$7.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.64K- 9.92% |
$83K - $93.4K
|
24K
$781K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.64K- 0.75% |
$83K - $93.4K
|
350K
$11.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.67K- 4.98% |
$83.8K - $94.4K
|
51K
$1.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.71K- 42.69% |
$85K - $95.7K
|
3.64K
$118K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.75K- 14.43% |
$86.3K - $97.2K
|
16.3K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-2.75K- 23.52% |
$86.4K - $97.3K
|
8.95K
$291K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.77K- 7.1% |
$87K - $98K
|
36.3K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.8K- 7.77% |
$87.9K - $99K
|
33.2K
$1.08M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.83K- 23.79% |
$88.9K - $100K
|
9.07K
$295K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.93K- 12.7% |
$92K - $104K
|
20.1K
$655K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.94K- 11.24% |
$92.4K - $104K
|
23.2K
$756K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 16.4% |
$92.6K - $104K
|
15K
$489K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.95K- 9.81% |
$92.7K - $104K
|
27.1K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.97K- 5.62% |
$93.2K - $105K
|
49.8K
$1.62M
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3K- 7.89% |
$94.2K - $106K
|
35K
$1.14M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.01K- 7.31% |
$94.6K - $106K
|
38.2K
$1.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.01K- 7.31% |
$94.6K - $106K
|
38.2K
$1.24M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.03K- 11.21% |
$95.2K - $107K
|
24K
$781K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.14K- 16.84% |
$98.5K - $111K
|
15.5K
$504K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-3.18K- 2.31% |
$100K - $113K
|
135K
$4.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.2K- 25.49% |
$100K - $113K
|
9.36K
$304K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.21K- 5.75% |
$101K - $113K
|
52.5K
$1.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-3.29K- 28.69% |
$103K - $116K
|
8.18K
$266K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.35K- 8.06% |
$105K - $118K
|
38.2K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.38K- 10.08% |
$106K - $119K
|
30.1K
$980K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.39K- 13.54% |
$106K - $120K
|
21.6K
$704K
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.44K- 2.15% |
$108K - $122K
|
156K
$5.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 14.11% |
$111K - $125K
|
21.6K
$702K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.6K- 98.09% |
$113K - $127K
|
70
$2.28K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.66K- 4.56% |
$115K - $129K
|
76.6K
$2.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.7K- 25.52% |
$116K - $131K
|
10.8K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.72K- 25.18% |
$117K - $131K
|
11K
$359K
|
|
|
Nov 09, 2022
Q3 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.75K- 12.75% |
$118K - $133K
|
25.7K
$835K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.77K- 6.89% |
$118K - $133K
|
50.9K
$1.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-3.95K- 63.15% |
$124K - $140K
|
2.3K
$74.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-4.1K- 3.17% |
$129K - $145K
|
125K
$4.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.16K- 10.23% |
$131K - $147K
|
36.5K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.28K- 28.5% |
$134K - $151K
|
10.7K
$350K
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-4.33K- 33.46% |
$136K - $153K
|
8.6K
$280K
|