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 |
---|---|---|---|---|---|---|---|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-8.11K- 4.13% |
$255K - $287K
|
188K
$6.13M
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-8.3K- 3.28% |
$261K - $294K
|
245K
$7.96M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.37K- 18.52% |
$263K - $296K
|
36.8K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8.45K- 19.6% |
$265K - $299K
|
34.7K
$1.13M
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-8.47K- 13.5% |
$266K - $299K
|
54.3K
$1.77M
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-8.47K- 15.8% |
$266K - $300K
|
45.2K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.51K- 26.67% |
$267K - $301K
|
23.4K
$761K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.52K- 45.49% |
$268K - $301K
|
10.2K
$332K
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-8.67K- 41.37% |
$272K - $306K
|
12.3K
$400K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.71K- 4.07% |
$273K - $308K
|
205K
$6.68M
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-8.74KClosed |
$274K - $309K
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-8.77K- 14.54% |
$275K - $310K
|
51.6K
$1.68M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-8.93K- 25.8% |
$280K - $316K
|
25.7K
$836K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9.04K- 9.84% |
$284K - $320K
|
82.9K
$2.7M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-9.19K- 30.3% |
$289K - $325K
|
21.1K
$688K
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9.36K- 18.9% |
$294K - $331K
|
40.2K
$1.31M
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-9.43K- 11.1% |
$296K - $333K
|
75.5K
$2.46M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.56K- 22.56% |
$300K - $338K
|
32.8K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9.68K- 60.46% |
$304K - $342K
|
6.33K
$206K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.94K- 0.5% |
$312K - $351K
|
1.96M
$63.8M
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-10K- 11.11% |
$314K - $353K
|
80K
$2.6M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10K- 13.4% |
$315K - $355K
|
64.8K
$2.11M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.1K- 34.17% |
$318K - $358K
|
19.5K
$636K
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-10.3K- 24.6% |
$322K - $362K
|
31.4K
$1.02M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.3K- 24.94% |
$322K - $363K
|
30.9K
$1.01M
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-10.3K- 1.46% |
$323K - $363K
|
696K
$22.6M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.3K- 8.77% |
$324K - $364K
|
107K
$3.49M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.4K- 33.11% |
$328K - $369K
|
21.1K
$686K
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-10.4K- 50.87% |
$328K - $369K
|
10.1K
$328K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.9K- 8.18% |
$342K - $385K
|
122K
$3.98M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11.1K- 10.31% |
$348K - $391K
|
96.3K
$3.13M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-11.2K- 12.75% |
$350K - $394K
|
76.3K
$2.48M
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-11.7K- 1.8% |
$367K - $413K
|
637K
$20.7M
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-11.8K- 4.45% |
$370K - $417K
|
253K
$8.25M
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-12.1K- 14.14% |
$379K - $427K
|
73.3K
$2.39M
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-12.2K- 10.05% |
$384K - $433K
|
110K
$3.57M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-12.3K- 16.67% |
$386K - $435K
|
61.5K
$2M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.3K- 7.97% |
$387K - $436K
|
142K
$4.63M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.6K- 43.34% |
$427K - $481K
|
17.8K
$578K
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-13.8K- 45.85% |
$434K - $489K
|
16.3K
$532K
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-14.6K- 7.4% |
$459K - $517K
|
183K
$5.95M
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-15K- 18.46% |
$471K - $530K
|
66.3K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-15.3K- 44.8% |
$480K - $541K
|
18.9K
$613K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.3K- 21.18% |
$482K - $542K
|
57.1K
$1.86M
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-15.7K- 45.29% |
$493K - $555K
|
19K
$617K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.8K- 24.51% |
$495K - $557K
|
48.5K
$1.58M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-16.1K- 9.26% |
$505K - $569K
|
158K
$5.13M
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16.4K- 97.51% |
$514K - $578K
|
417
$13.6K
|
|
Nov 02, 2022
Q3 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-17.2K- 16.62% |
$540K - $608K
|
86.3K
$2.81M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18K- 29.82% |
$566K - $637K
|
42.4K
$1.38M
|