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 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
98+ 1.34% |
$3.08K - $3.46K
|
7.4K
$243K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
97+ 1.03% |
$3.05K - $3.43K
|
9.48K
$311K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
93+ 0.58% |
$2.92K - $3.29K
|
16.2K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
85+ 0.96% |
$2.67K - $3K
|
8.95K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
84+ 0.51% |
$2.64K - $2.97K
|
16.4K
$540K
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
84+ 0.41% |
$2.64K - $2.97K
|
20.8K
$682K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
78+ 0.47% |
$2.45K - $2.76K
|
16.7K
$548K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
74+ 0.13% |
$2.32K - $2.62K
|
56.3K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
74+ 0.18% |
$2.32K - $2.62K
|
41.9K
$1.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.26% |
$1.98K - $2.23K
|
24.3K
$797K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
61+ 0.42% |
$1.92K - $2.16K
|
14.7K
$482K
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
59+ 0.25% |
$1.85K - $2.09K
|
23.8K
$781K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
52+ 0.28% |
$1.63K - $1.84K
|
18.6K
$610K
|
|
|
Nov 08, 2022
Q3 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
39+ 0.13% |
$1.22K - $1.38K
|
29.7K
$974K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
39+ 0.78% |
$1.22K - $1.38K
|
5.02K
$165K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
37+ 13.26% |
$1.16K - $1.31K
|
316
$10.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
35+ 0.28% |
$1.1K - $1.24K
|
12.8K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
35+ 0.33% |
$1.1K - $1.24K
|
10.5K
$346K
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
34+ 0.43% |
$1.07K - $1.2K
|
7.95K
$261K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30+ 1.32% |
$942 - $1.06K
|
2.31K
$75.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 0.35% |
$816 - $919
|
7.55K
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
25+ 0.11% |
$785 - $884
|
23.4K
$769K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
24+ 1.34% |
$754 - $848
|
1.81K
$59.5K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
22+ 8.63% |
$691 - $778
|
277
$9.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
21+ 31.82% |
$659 - $742
|
87
$2.86K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 0.18% |
$628 - $707
|
10.9K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
20+ 0.13% |
$628 - $707
|
15.8K
$519K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
18+ 0.19% |
$565 - $636
|
9.6K
$315K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
18+ 0.14% |
$565 - $636
|
13.2K
$433K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 0.11% |
$502 - $566
|
14.4K
$473K
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
16+ 0.25% |
$502 - $566
|
6.32K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
15+ 0.17% |
$471 - $530
|
9.1K
$299K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$440 - $495
|
20.5K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
12+ 1.07% |
$377 - $424
|
1.14K
$37.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
11+ 0.94% |
$345 - $389
|
1.18K
$38.8K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
10+ 0.12% |
$314 - $354
|
8.43K
$277K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
8+ 0.04% |
$251 - $283
|
18.7K
$614K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.13% |
$220 - $247
|
5.36K
$176K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.04% |
$220 - $247
|
17.1K
$560K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7+ 0.05% |
$220 - $247
|
15.1K
$495K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
6+ 1.21% |
$188 - $212
|
501
$16.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 0.13% |
$157 - $177
|
3.88K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5+ 0.93% |
$157 - $177
|
541
$17.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.36% |
$126 - $141
|
1.12K
$36.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 1.33% |
$126 - $141
|
304
$9.98K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$94.2 - $106
|
7.37K
$242K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.02% |
$94.2 - $106
|
14.6K
$481K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.12% |
$31.4 - $35.4
|
90
$2.96K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.01% |
$31.4 - $35.4
|
13.2K
$432K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.27% |
$31.4 - $35.4
|
80
$2.63K
|