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 |
---|---|---|---|---|---|---|---|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
571+ 4.2% |
$17.9K - $20.2K
|
14.2K
$465K
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
558+ 1.31% |
$17.5K - $19.7K
|
43K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
546+ 13.38% |
$17.1K - $19.3K
|
4.63K
$152K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
544+ 0.82% |
$17.1K - $19.2K
|
67.3K
$2.21M
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
BUY
|
- |
541+ 1.79% |
$17K - $19.1K
|
30.8K
$1.01M
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
532+ 4.03% |
$16.7K - $18.8K
|
13.7K
$451K
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
528+ 3.77% |
$16.6K - $18.7K
|
14.5K
$477K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
500New |
$15.7K - $17.7K
|
500
$16.4K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
496+ 2.94% |
$15.6K - $17.5K
|
17.4K
$570K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
474+ 6.28% |
$14.9K - $16.8K
|
8.02K
$263K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
473+ 9.48% |
$14.9K - $16.7K
|
5.46K
$179K
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
461+ 1.36% |
$14.5K - $16.3K
|
34.3K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
460+ 5.7% |
$14.4K - $16.3K
|
8.52K
$280K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
450+ 2.54% |
$14.1K - $15.9K
|
18.2K
$597K
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
450+ 76.92% |
$14.1K - $15.9K
|
1.04K
$34K
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
423+ 13.2% |
$13.3K - $15K
|
3.63K
$119K
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
418+ 0.66% |
$13.1K - $14.8K
|
63.8K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
405+ 0.61% |
$12.7K - $14.3K
|
67.1K
$2.2M
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
400+ 3.55% |
$12.6K - $14.1K
|
11.7K
$383K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
395+ 0.8% |
$12.4K - $14K
|
50.1K
$1.64M
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
382+ 0.36% |
$12K - $13.5K
|
107K
$3.52M
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
381+ 1.0% |
$12K - $13.5K
|
38.6K
$1.27M
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
374+ 0.76% |
$11.7K - $13.2K
|
49.9K
$1.64M
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
356+ 0.3% |
$11.2K - $12.6K
|
121K
$3.97M
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
352+ 10.59% |
$11.1K - $12.4K
|
3.68K
$121K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
300New |
$9.42K - $10.6K
|
300
$9.85K
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
275+ 0.16% |
$8.64K - $9.72K
|
169K
$5.55M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
275+ 0.59% |
$8.64K - $9.72K
|
47K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
266+ 0.25% |
$8.35K - $9.4K
|
105K
$3.45M
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
250+ 2.31% |
$7.85K - $8.84K
|
11.1K
$364K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
242+ 0.39% |
$7.6K - $8.55K
|
62.9K
$2.06M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
227+ 1.27% |
$7.13K - $8.02K
|
18.1K
$593K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
214+ 0.33% |
$6.72K - $7.56K
|
65.4K
$2.15M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
209+ 0.5% |
$6.56K - $7.39K
|
42.2K
$1.38M
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
204New |
$6.41K - $7.21K
|
204
$6.7K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
204+ 0.54% |
$6.41K - $7.21K
|
38K
$1.25M
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
201+ 1.06% |
$6.31K - $7.11K
|
19.2K
$630K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
201+ 20.1% |
$6.31K - $7.11K
|
1.2K
$39.4K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
192+ 0.95% |
$6.03K - $6.79K
|
20.4K
$670K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
189+ 3.28% |
$5.93K - $6.68K
|
5.95K
$195K
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
186+ 28.84% |
$5.84K - $6.58K
|
831
$27.3K
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
185+ 0.6% |
$5.81K - $6.54K
|
30.8K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 2.6% |
$5.5K - $6.19K
|
6.9K
$227K
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
152+ 0.45% |
$4.77K - $5.37K
|
34.1K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
152+ 0.85% |
$4.77K - $5.37K
|
18.1K
$595K
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
124+ 1.31% |
$3.89K - $4.38K
|
9.57K
$314K
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
BUY
|
- |
122+ 0.45% |
$3.83K - $4.31K
|
27.5K
$902K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
115+ 0.14% |
$3.61K - $4.07K
|
80.9K
$2.66M
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
108+ 0.67% |
$3.39K - $3.82K
|
16.3K
$534K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100+ 13.42% |
$3.14K - $3.54K
|
845
$27.7K
|