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
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.7K+ 1.36% |
$53.3K - $60K
|
127K
$4.17M
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
1.65K+ 13.02% |
$51.8K - $58.3K
|
14.3K
$470K
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.65K+ 1.14% |
$51.8K - $58.3K
|
146K
$4.81M
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.65K+ 1.8% |
$51.7K - $58.2K
|
93K
$3.05M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.65K+ 5.82% |
$51.7K - $58.2K
|
29.9K
$982K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.55K+ 36.21% |
$48.7K - $54.8K
|
5.83K
$191K
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 9.92% |
$47.3K - $53.3K
|
16.7K
$548K
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.5K+ 13.44% |
$47.1K - $53K
|
12.7K
$416K
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.46K+ 18.57% |
$45.8K - $51.6K
|
9.32K
$306K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.45K+ 1709.41% |
$45.6K - $51.4K
|
1.54K
$50.5K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.37K+ 17.03% |
$43.1K - $48.5K
|
9.43K
$310K
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.33K+ 0.59% |
$41.8K - $47.1K
|
226K
$7.41M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.32K+ 16.26% |
$41.3K - $46.5K
|
9.41K
$309K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.32K+ 1.37% |
$41.3K - $46.5K
|
97.7K
$3.21M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.3K+ 92.86% |
$40.8K - $46K
|
2.7K
$88.7K
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.29K+ 16.65% |
$40.5K - $45.6K
|
9.05K
$297K
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.23K+ 2.11% |
$38.6K - $43.4K
|
59.6K
$1.96M
|
|
Oct 18, 2022
Q3 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.2K+ 0.41% |
$37.7K - $42.4K
|
291K
$9.56M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.15K+ 0.58% |
$36.2K - $40.8K
|
200K
$6.57M
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.13K+ 2.64% |
$35.6K - $40.1K
|
44.1K
$1.45M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
1.12K+ 2.95% |
$35.2K - $39.7K
|
39.2K
$1.29M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.11K+ 6.5% |
$34.7K - $39.1K
|
18.1K
$595K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.1K+ 365.0% |
$34.4K - $38.7K
|
1.4K
$45.8K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.09K+ 2.8% |
$34.3K - $38.6K
|
40K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.06K+ 77.07% |
$33.3K - $37.5K
|
2.44K
$80.1K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
992+ 1.05% |
$31.1K - $35.1K
|
95.5K
$3.14M
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
986+ 1.34% |
$31K - $34.9K
|
74.4K
$2.44M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
940+ 12.06% |
$29.5K - $33.2K
|
8.73K
$287K
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
927+ 1.67% |
$29.1K - $32.8K
|
56.3K
$1.85M
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
920+ 2.83% |
$28.9K - $32.5K
|
33.5K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
917+ 4.03% |
$28.8K - $32.4K
|
23.7K
$778K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
903+ 2.57% |
$28.4K - $31.9K
|
36.1K
$1.18M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
870+ 4.1% |
$27.3K - $30.8K
|
22.1K
$726K
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
832+ 0.42% |
$26.1K - $29.4K
|
197K
$6.49M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
830+ 20.65% |
$26.1K - $29.3K
|
4.85K
$159K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
814+ 753.7% |
$25.6K - $28.8K
|
922
$30.3K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
805+ 2.11% |
$25.3K - $28.5K
|
39K
$1.28M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
801New |
$25.2K - $28.3K
|
801
$26.3K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
755+ 3.25% |
$23.7K - $26.7K
|
24K
$788K
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
727+ 3.47% |
$22.8K - $25.7K
|
21.7K
$711K
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
725+ 9.67% |
$22.8K - $25.6K
|
8.22K
$270K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
724+ 3.13% |
$22.7K - $25.6K
|
23.8K
$782K
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
724+ 1.03% |
$22.7K - $25.6K
|
70.8K
$2.33M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
716New |
$22.5K - $25.3K
|
716
$23.5K
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
700+ 0.93% |
$22K - $24.7K
|
76.1K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
700+ 6.8% |
$22K - $24.7K
|
11K
$361K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
682+ 107.57% |
$21.4K - $24.1K
|
1.32K
$43.2K
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
659+ 0.84% |
$20.7K - $23.3K
|
78.9K
$2.59M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
657+ 1.29% |
$20.6K - $23.2K
|
51.6K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
613+ 6.48% |
$19.2K - $21.7K
|
10.1K
$331K
|