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 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$31.4 - $35.4
|
5.1K
$167K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1- 50.0% |
$31.4 - $35.4
|
1
$32.8
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 4.76% |
$31.4 - $35.4
|
20
$657
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 3.03% |
$157 - $177
|
160
$5.25K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-8- 0.03% |
$251 - $283
|
25.3K
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9- 2.64% |
$283 - $318
|
332
$10.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-10- 52.63% |
$314 - $354
|
9
$296
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11- 0.02% |
$345 - $389
|
50.3K
$1.65M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-18- 0.1% |
$565 - $636
|
18.5K
$609K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-19- 0.24% |
$597 - $672
|
7.99K
$262K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-20- 0.13% |
$628 - $707
|
14.8K
$486K
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-27- 0.21% |
$848 - $954
|
13K
$428K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-30- 0.15% |
$942 - $1.06K
|
20.6K
$678K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-31- 0.15% |
$973 - $1.1K
|
20.5K
$672K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-42- 0.23% |
$1.32K - $1.48K
|
18.3K
$603K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-44- 0.22% |
$1.38K - $1.56K
|
19.9K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-47- 0.54% |
$1.48K - $1.66K
|
8.63K
$283K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-49- 0.15% |
$1.54K - $1.73K
|
33K
$1.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-50- 0.3% |
$1.57K - $1.77K
|
16.6K
$546K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52- 0.4% |
$1.63K - $1.84K
|
12.9K
$423K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-58- 15.8% |
$1.82K - $2.05K
|
309
$10.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-58- 0.78% |
$1.82K - $2.05K
|
7.42K
$244K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-61- 0.29% |
$1.92K - $2.16K
|
21K
$690K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-63- 0.07% |
$1.98K - $2.23K
|
85.1K
$2.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-70- 0.13% |
$2.2K - $2.47K
|
55.7K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-76- 0.33% |
$2.39K - $2.69K
|
22.6K
$743K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-77- 4.11% |
$2.42K - $2.72K
|
1.8K
$59K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-84- 0.08% |
$2.64K - $2.97K
|
104K
$3.43M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-84- 0.31% |
$2.64K - $2.97K
|
27.3K
$897K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-86- 10.41% |
$2.7K - $3.04K
|
740
$24.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-88- 1.41% |
$2.76K - $3.11K
|
6.17K
$202K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-89- 4.93% |
$2.79K - $3.15K
|
1.72K
$56.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-99- 0.19% |
$3.11K - $3.5K
|
52.5K
$1.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 0.81% |
$3.14K - $3.54K
|
12.3K
$403K
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-101- 0.69% |
$3.17K - $3.57K
|
14.6K
$479K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-102- 0.82% |
$3.2K - $3.61K
|
12.3K
$406K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-113- 0.33% |
$3.55K - $3.99K
|
34K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-131- 1.14% |
$4.11K - $4.63K
|
11.3K
$372K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-143- 2.04% |
$4.49K - $5.06K
|
6.88K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-148- 2.9% |
$4.65K - $5.23K
|
4.96K
$163K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-150- 2.18% |
$4.71K - $5.3K
|
6.74K
$221K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-157- 0.85% |
$4.93K - $5.55K
|
18.3K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-165- 2.02% |
$5.18K - $5.83K
|
8K
$263K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-173- 1.44% |
$5.43K - $6.12K
|
11.9K
$390K
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-190- 1.61% |
$5.97K - $6.72K
|
11.6K
$382K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 1.35% |
$6.28K - $7.07K
|
14.6K
$478K
|
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-210- 0.77% |
$6.59K - $7.42K
|
27.1K
$891K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-219- 1.16% |
$6.88K - $7.74K
|
18.7K
$615K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-220- 1.15% |
$6.91K - $7.78K
|
18.9K
$622K
|