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
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18K- 37.74% |
$566K - $638K
|
29.8K
$977K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-18.1K- 12.33% |
$567K - $639K
|
129K
$4.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-20K- 7.82% |
$628K - $707K
|
236K
$7.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20.1KClosed |
$632K - $711K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-20.2K- 38.05% |
$635K - $715K
|
32.9K
$1.08M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20.3K- 71.01% |
$637K - $718K
|
8.29K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.4K- 9.6% |
$642K - $723K
|
193K
$6.33M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.5K- 6.53% |
$644K - $724K
|
294K
$9.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.7K- 6.04% |
$682K - $768K
|
338K
$11.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.1K- 25.06% |
$695K - $783K
|
66.2K
$2.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-25.3K- 52.09% |
$794K - $893K
|
23.2K
$763K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.6K- 5.13% |
$804K - $905K
|
473K
$15.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26.5K- 6.43% |
$832K - $937K
|
386K
$12.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.4K- 8.35% |
$860K - $968K
|
301K
$9.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.7K- 21.25% |
$871K - $980K
|
103K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.1K- 1.72% |
$912K - $1.03M
|
1.66M
$54.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-29.1K- 37.12% |
$914K - $1.03M
|
49.3K
$1.62M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-29.3K- 30.39% |
$921K - $1.04M
|
67.2K
$2.21M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-29.5K- 5.31% |
$926K - $1.04M
|
526K
$17.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
SELL
|
- |
-29.6K- 2.02% |
$930K - $1.05M
|
1.44M
$47.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-29.7K- 7.47% |
$933K - $1.05M
|
368K
$12.1M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-29.7K- 7.47% |
$933K - $1.05M
|
368K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-31.7K- 71.02% |
$995K - $1.12M
|
12.9K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-32K- 51.22% |
$1.01M - $1.13M
|
30.5K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9K- 13.83% |
$1.03M - $1.16M
|
205K
$6.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-34K- 15.18% |
$1.07M - $1.2M
|
190K
$6.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36.4K- 5.34% |
$1.14M - $1.29M
|
645K
$21.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-36.4K- 6.5% |
$1.14M - $1.29M
|
523K
$17.2M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37K- 9.55% |
$1.16M - $1.31M
|
350K
$11.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-38.7K- 74.39% |
$1.21M - $1.37M
|
13.3K
$437K
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-38.7K- 25.2% |
$1.22M - $1.37M
|
115K
$3.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-38.8K- 11.61% |
$1.22M - $1.37M
|
295K
$9.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39.1K- 13.92% |
$1.23M - $1.38M
|
242K
$7.94M
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
SELL
|
- |
-41.9K- 29.37% |
$1.32M - $1.48M
|
101K
$3.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.9K- 7.47% |
$1.41M - $1.59M
|
557K
$18.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-45.6K- 39.8% |
$1.43M - $1.61M
|
68.9K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.5K- 3.29% |
$1.52M - $1.71M
|
1.42M
$46.8M
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-48.5K- 96.74% |
$1.52M - $1.72M
|
1.64K
$53.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-51.4K- 56.04% |
$1.61M - $1.82M
|
40.3K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-53.6K- 86.09% |
$1.68M - $1.89M
|
8.66K
$284K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-56.3K- 60.36% |
$1.77M - $1.99M
|
37K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-57.3K- 81.58% |
$1.8M - $2.02M
|
12.9K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-59.7K- 98.91% |
$1.87M - $2.11M
|
658
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-60.8K- 89.74% |
$1.91M - $2.15M
|
6.96K
$229K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-60.9K- 5.95% |
$1.91M - $2.15M
|
961K
$31.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-66.7K- 26.84% |
$2.1M - $2.36M
|
182K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-70.9K- 39.07% |
$2.23M - $2.51M
|
111K
$3.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-71.4K- 51.61% |
$2.24M - $2.52M
|
66.9K
$2.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-74.2K- 6.84% |
$2.33M - $2.62M
|
1.01M
$33.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-84.3K- 46.76% |
$2.65M - $2.98M
|
96K
$3.15M
|