Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-46K- 54.99% |
$1.38M - $1.49M
|
37.7K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-47.6K- 16.12% |
$1.43M - $1.54M
|
248K
$7.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.4K- 7.5% |
$1.45M - $1.56M
|
596K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-48.6K- 55.57% |
$1.45M - $1.57M
|
38.8K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-49.1K- 46.74% |
$1.47M - $1.58M
|
55.9K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-49.3K- 30.3% |
$1.48M - $1.59M
|
113K
$3.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-49.3K- 50.75% |
$1.48M - $1.59M
|
47.8K
$1.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-50.4K- 6.08% |
$1.51M - $1.63M
|
778K
$24.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-50.8K- 32.8% |
$1.52M - $1.64M
|
104K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-51.4K- 60.41% |
$1.54M - $1.66M
|
33.7K
$1.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.9K- 85.2% |
$1.56M - $1.68M
|
9.02K
$287K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-52.8K- 97.69% |
$1.58M - $1.7M
|
1.25K
$39.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-56.4K- 49.03% |
$1.69M - $1.82M
|
58.6K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-57K- 15.69% |
$1.71M - $1.84M
|
306K
$9.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-57.3K- 16.94% |
$1.72M - $1.85M
|
281K
$8.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-58.7K- 97.73% |
$1.76M - $1.89M
|
1.36K
$43.4K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-61.4K- 39.02% |
$1.84M - $1.98M
|
95.9K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-63.2K- 47.71% |
$1.89M - $2.04M
|
69.2K
$2.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-68.9K- 15.1% |
$2.06M - $2.22M
|
387K
$12.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-69.6K- 24.96% |
$2.08M - $2.25M
|
209K
$6.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-71.7K- 9.7% |
$2.15M - $2.31M
|
667K
$21.2M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72K- 13.0% |
$2.16M - $2.32M
|
482K
$15.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-75.8K- 7.88% |
$2.27M - $2.45M
|
886K
$28.2M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-76.8K- 46.09% |
$2.3M - $2.48M
|
89.9K
$2.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-81K- 77.82% |
$2.43M - $2.61M
|
23.1K
$735K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-82.4K- 40.14% |
$2.47M - $2.66M
|
123K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-83.4K- 68.92% |
$2.5M - $2.69M
|
37.6K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-83.8K- 33.06% |
$2.51M - $2.7M
|
170K
$5.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-90.1K- 72.26% |
$2.7M - $2.91M
|
34.6K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-90.6K- 7.8% |
$2.71M - $2.93M
|
1.07M
$34.1M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-92.2K- 99.39% |
$2.76M - $2.98M
|
563
$17.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-100K- 40.93% |
$3M - $3.23M
|
145K
$4.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-113K- 17.69% |
$3.39M - $3.66M
|
527K
$16.8M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-128K- 83.65% |
$3.82M - $4.12M
|
24.9K
$794K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-129K- 20.92% |
$3.86M - $4.16M
|
487K
$15.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-130K- 38.14% |
$3.9M - $4.2M
|
211K
$6.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-131K- 85.96% |
$3.92M - $4.22M
|
21.4K
$680K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-138K- 11.71% |
$4.12M - $4.44M
|
1.04M
$33M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-139K- 92.51% |
$4.17M - $4.49M
|
11.3K
$359K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-141K- 26.45% |
$4.23M - $4.56M
|
393K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-142K- 44.02% |
$4.26M - $4.59M
|
181K
$5.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-154K- 53.08% |
$4.63M - $4.99M
|
137K
$4.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-157K- 33.21% |
$4.69M - $5.06M
|
315K
$10M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-158K- 67.14% |
$4.73M - $5.09M
|
77.2K
$2.46M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-160K- 30.58% |
$4.8M - $5.17M
|
364K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-161K- 4.15% |
$4.82M - $5.19M
|
3.72M
$118M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-163KClosed |
$4.89M - $5.27M
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-164K- 10.9% |
$4.93M - $5.31M
|
1.34M
$42.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-168K- 3.48% |
$5.04M - $5.43M
|
4.67M
$149M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-172K- 86.2% |
$5.17M - $5.57M
|
27.6K
$878K
|