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 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.5K+ 3.85% |
$141K - $159K
|
121K
$3.98M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.41K+ 0.97% |
$138K - $156K
|
456K
$15M
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.35K+ 42.95% |
$137K - $154K
|
14.5K
$476K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
4.31KNew |
$135K - $152K
|
4.31K
$141K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.29K+ 2.37% |
$135K - $152K
|
185K
$6.09M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.13K+ 49.46% |
$130K - $146K
|
12.5K
$409K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.03K+ 4.09% |
$127K - $142K
|
103K
$3.37M
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4K+ 38.2% |
$126K - $141K
|
14.5K
$475K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
4KNew |
$126K - $141K
|
4K
$131K
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4K+ 400.0% |
$126K - $141K
|
5K
$164K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.97K+ 17.68% |
$125K - $140K
|
26.4K
$868K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.97K+ 55.07% |
$125K - $140K
|
11.2K
$367K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.96KNew |
$124K - $140K
|
3.96K
$130K
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.95K+ 6.31% |
$124K - $140K
|
66.6K
$2.19M
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.9K+ 10.87% |
$122K - $138K
|
39.8K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.76K+ 30.44% |
$118K - $133K
|
16.1K
$529K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
3.75K+ 4.61% |
$118K - $133K
|
85.2K
$2.8M
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.7K+ 6.83% |
$116K - $131K
|
57.8K
$1.9M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.6K+ 5.81% |
$113K - $127K
|
65.6K
$2.15M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.57K+ 54.65% |
$112K - $126K
|
10.1K
$332K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.48K+ 249.82% |
$109K - $123K
|
4.87K
$160K
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.47K+ 1.61% |
$109K - $123K
|
219K
$7.19M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.4K+ 5.54% |
$107K - $120K
|
64.8K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.38K+ 26.07% |
$106K - $119K
|
16.3K
$537K
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.37K+ 26.68% |
$106K - $119K
|
16K
$526K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.36KNew |
$106K - $119K
|
3.36K
$110K
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.3K+ 20.7% |
$103K - $116K
|
19.2K
$631K
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.25K+ 19.19% |
$102K - $115K
|
20.2K
$664K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
3.2K+ 14.02% |
$101K - $113K
|
26.1K
$856K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
3.08K+ 5.14% |
$96.6K - $109K
|
62.9K
$2.07M
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.02K+ 28.49% |
$94.7K - $107K
|
13.6K
$447K
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.95K+ 12.07% |
$92.7K - $104K
|
27.4K
$900K
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.92K+ 34.69% |
$91.8K - $103K
|
11.3K
$373K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.8K+ 4.64% |
$88K - $99.1K
|
63.2K
$2.08M
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.73K+ 7.57% |
$85.8K - $96.6K
|
38.8K
$1.28M
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 4.28% |
$84.7K - $95.4K
|
65.7K
$2.16M
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.63K+ 1.55% |
$82.6K - $93K
|
172K
$5.66M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.6K+ 14.77% |
$81.6K - $91.9K
|
20.2K
$664K
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.51K+ 10.77% |
$78.8K - $88.7K
|
25.8K
$848K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.35K+ 8.1% |
$73.9K - $83.1K
|
31.4K
$1.03M
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.28K+ 13.78% |
$71.4K - $80.4K
|
18.8K
$617K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
2.23KNew |
$70K - $78.8K
|
2.23K
$73.2K
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.21K+ 3.0% |
$69.3K - $78K
|
75.7K
$2.49M
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2.15K+ 26.4% |
$67.4K - $75.8K
|
10.3K
$337K
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
2.09K+ 7.54% |
$65.5K - $73.8K
|
29.8K
$978K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.82K+ 1.13% |
$57.2K - $64.4K
|
163K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.79K+ 12.66% |
$56K - $63.1K
|
15.9K
$522K
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.78K+ 1.62% |
$55.7K - $62.7K
|
111K
$3.65M
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.76K+ 29.65% |
$55.1K - $62K
|
7.68K
$252K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.71KNew |
$53.6K - $60.4K
|
1.71K
$56.1K
|