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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.4K- 3.9% |
$138K - $156K
|
109K
$3.53M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.41K- 9.46% |
$138K - $156K
|
42.2K
$1.37M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.43K- 1.91% |
$139K - $157K
|
228K
$7.41M
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4.45K- 1.75% |
$140K - $157K
|
251K
$8.16M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.49K- 22.39% |
$141K - $159K
|
15.6K
$506K
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.5K- 20.92% |
$141K - $159K
|
17K
$553K
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-4.5K- 9.75% |
$141K - $159K
|
41.7K
$1.36M
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.53K- 11.7% |
$142K - $160K
|
34.2K
$1.11M
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.59K- 15.15% |
$144K - $162K
|
25.7K
$835K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.61K- 4.28% |
$145K - $163K
|
103K
$3.35M
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.64K- 22.31% |
$146K - $164K
|
16.2K
$526K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.67K- 36.52% |
$146K - $165K
|
8.11K
$264K
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-4.7K- 19.26% |
$148K - $166K
|
19.7K
$641K
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.7K- 3.74% |
$148K - $166K
|
121K
$3.94M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.76K- 33.46% |
$149K - $168K
|
9.46K
$308K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-4.83K- 6.61% |
$152K - $171K
|
68.1K
$2.22M
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-4.86K- 3.12% |
$152K - $172K
|
151K
$4.91M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.91K- 11.65% |
$154K - $174K
|
37.3K
$1.21M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.02K- 87.07% |
$158K - $177K
|
745
$24.2K
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5.16K- 15.5% |
$162K - $182K
|
28.1K
$915K
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-5.18K- 1.32% |
$163K - $183K
|
388K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.24K- 58.49% |
$165K - $185K
|
3.72K
$121K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-5.26K- 12.01% |
$165K - $186K
|
38.6K
$1.25M
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.35K- 25.44% |
$168K - $189K
|
15.7K
$510K
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-5.36K- 5.65% |
$168K - $190K
|
89.6K
$2.91M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-5.42K- 9.58% |
$170K - $192K
|
51.1K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.74KClosed |
$180K - $203K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.09K- 10.79% |
$191K - $215K
|
50.3K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.17K- 6.65% |
$194K - $218K
|
86.7K
$2.82M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.33K- 3.21% |
$199K - $224K
|
191K
$6.21M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.37K- 6.42% |
$200K - $225K
|
92.8K
$3.02M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.44K- 0.12% |
$202K - $228K
|
5.35M
$174M
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-6.48K- 8.43% |
$203K - $229K
|
70.4K
$2.29M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.48K- 32.83% |
$204K - $229K
|
13.3K
$432K
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-6.5K- 1.35% |
$204K - $230K
|
475K
$15.4M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.55K- 16.37% |
$206K - $232K
|
33.5K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.58K- 28.55% |
$207K - $233K
|
16.5K
$536K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.65K- 27.56% |
$209K - $235K
|
17.5K
$569K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.7K- 36.49% |
$210K - $237K
|
11.7K
$379K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.83K- 34.43% |
$215K - $242K
|
13K
$424K
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-6.87K- 3.41% |
$216K - $243K
|
195K
$6.34M
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.15K- 1.58% |
$224K - $253K
|
446K
$14.5M
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7.27K- 6.94% |
$228K - $257K
|
97.5K
$3.17M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.28K- 8.41% |
$229K - $257K
|
79.3K
$2.58M
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-7.37K- 26.87% |
$231K - $261K
|
20.1K
$653K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.37K- 38.24% |
$232K - $261K
|
11.9K
$387K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-7.44K- 60.35% |
$234K - $263K
|
4.89K
$159K
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-7.48K- 5.75% |
$235K - $264K
|
123K
$3.99M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-7.75K- 4.97% |
$243K - $274K
|
148K
$4.82M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.81K- 7.63% |
$245K - $276K
|
94.6K
$3.08M
|