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
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-239- 2.91% |
$7.5K - $8.45K
|
7.99K
$262K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-240- 7.36% |
$7.54K - $8.48K
|
3.02K
$99.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-245- 7.77% |
$7.69K - $8.66K
|
2.91K
$95.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 41.67% |
$7.85K - $8.84K
|
350
$11.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-251- 1.7% |
$7.88K - $8.87K
|
14.5K
$476K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-261- 1.23% |
$8.2K - $9.23K
|
20.9K
$687K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-275- 4.07% |
$8.64K - $9.72K
|
6.49K
$213K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-275- 24.44% |
$8.64K - $9.72K
|
850
$27.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-286- 5.13% |
$8.98K - $10.1K
|
5.29K
$174K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-297- 0.45% |
$9.33K - $10.5K
|
65.4K
$2.15M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-300- 1.09% |
$9.42K - $10.6K
|
27.2K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-301- 0.71% |
$9.45K - $10.6K
|
42.1K
$1.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-322- 13.62% |
$10.1K - $11.4K
|
2.04K
$67.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-352- 1.43% |
$11.1K - $12.4K
|
24.3K
$800K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-365- 3.02% |
$11.5K - $12.9K
|
11.7K
$385K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-379- 0.58% |
$11.9K - $13.4K
|
65.2K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-379- 0.9% |
$11.9K - $13.4K
|
41.9K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-396- 2.46% |
$12.4K - $14K
|
15.7K
$515K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-397- 2.31% |
$12.5K - $14K
|
16.8K
$552K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-400- 60.15% |
$12.6K - $14.1K
|
265
$8.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-400- 2.3% |
$12.6K - $14.1K
|
17K
$557K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-410- 2.17% |
$12.9K - $14.5K
|
18.4K
$606K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-430- 1.03% |
$13.5K - $15.2K
|
41.5K
$1.36M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-440- 4.37% |
$13.8K - $15.6K
|
9.62K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-482- 5.15% |
$15.1K - $17K
|
8.88K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-494- 1.25% |
$15.5K - $17.5K
|
38.9K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-495- 1.39% |
$15.5K - $17.5K
|
35.2K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-500- 1.55% |
$15.7K - $17.7K
|
31.8K
$1.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 4.77% |
$15.7K - $17.7K
|
9.99K
$328K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-500- 2.23% |
$15.7K - $17.7K
|
21.9K
$720K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-516- 0.38% |
$16.2K - $18.2K
|
134K
$4.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-520- 2.11% |
$16.3K - $18.4K
|
24.1K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-520- 0.86% |
$16.3K - $18.4K
|
59.8K
$1.97M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-524- 0.33% |
$16.5K - $18.5K
|
157K
$5.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-535- 2.78% |
$16.8K - $18.9K
|
18.7K
$614K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-539- 1.86% |
$16.9K - $19.1K
|
28.5K
$936K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-547- 0.96% |
$17.2K - $19.3K
|
56.3K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-556- 3.83% |
$17.5K - $19.7K
|
13.9K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-582- 1.13% |
$18.3K - $20.6K
|
51.1K
$1.68M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-596- 8.48% |
$18.7K - $21.1K
|
6.43K
$211K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-600- 3.67% |
$18.8K - $21.2K
|
15.7K
$517K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-607- 4.66% |
$19.1K - $21.5K
|
12.4K
$407K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-610- 2.89% |
$19.2K - $21.6K
|
20.5K
$674K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-618- 28.64% |
$19.4K - $21.8K
|
1.54K
$50.6K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-624- 2.71% |
$19.6K - $22.1K
|
22.4K
$737K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-624- 2.71% |
$19.6K - $22.1K
|
22.4K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-644- 2.1% |
$20.2K - $22.8K
|
30K
$986K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-645- 0.21% |
$20.3K - $22.8K
|
308K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-653- 3.13% |
$20.5K - $23.1K
|
20.2K
$664K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-658- 1.79% |
$20.7K - $23.3K
|
36.1K
$1.18M
|