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 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
20.6K+ 97.36% |
$616K - $664K
|
41.7K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
20.5KNew |
$615K - $662K
|
20.5K
$653K
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
20.2K+ 55.11% |
$604K - $651K
|
56.8K
$1.81M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20K+ 41.27% |
$600K - $647K
|
68.6K
$2.18M
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
20KNew |
$599K - $646K
|
20K
$636K
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.9K+ 33.45% |
$596K - $642K
|
79.4K
$2.53M
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
19.4K+ 2.29% |
$582K - $627K
|
868K
$27.6M
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
19KNew |
$570K - $614K
|
19K
$605K
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.9K+ 27.39% |
$565K - $609K
|
87.8K
$2.79M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.6KNew |
$558K - $601K
|
18.6K
$593K
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 17.73% |
$551K - $594K
|
122K
$3.89M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
18.2K+ 13.53% |
$546K - $588K
|
153K
$4.87M
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
18.1KNew |
$543K - $586K
|
18.1K
$577K
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
18.1K+ 210.47% |
$542K - $584K
|
26.7K
$849K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.6K+ 72.36% |
$526K - $567K
|
41.8K
$1.33M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
17.5KNew |
$525K - $566K
|
17.5K
$558K
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.7KNew |
$499K - $538K
|
16.7K
$530K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
16.4K+ 171.56% |
$491K - $530K
|
26K
$826K
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.3KNew |
$488K - $526K
|
16.3K
$519K
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$484K - $522K
|
16.2K
$514K
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$484K - $522K
|
16.2K
$514K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
16K+ 23.98% |
$480K - $517K
|
82.8K
$2.63M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15.9K+ 21.32% |
$475K - $512K
|
90.3K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.7K+ 0.56% |
$440K - $474K
|
2.66M
$84.5M
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$432K - $465K
|
14.4K
$458K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14.2K+ 29.83% |
$426K - $459K
|
61.9K
$1.97M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.1KNew |
$423K - $456K
|
14.1K
$449K
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
14KNew |
$421K - $453K
|
14K
$447K
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13.8K+ 52.67% |
$412K - $444K
|
39.9K
$1.27M
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
13.5K+ 3.93% |
$406K - $437K
|
358K
$11.4M
|
|
Dec 14, 2023
Q4 2022
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
13KNew |
$389K - $420K
|
13K
$414K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13K+ 22.47% |
$389K - $419K
|
70.8K
$2.25M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.4K+ 90.46% |
$372K - $400K
|
26.1K
$831K
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.3KNew |
$370K - $399K
|
12.3K
$393K
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.2K+ 13.13% |
$366K - $394K
|
105K
$3.35M
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
12KNew |
$360K - $388K
|
12K
$383K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12K+ 34.51% |
$360K - $388K
|
46.9K
$1.49M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$359K - $387K
|
12K
$381K
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
11.8KNew |
$353K - $380K
|
11.8K
$375K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 33.91% |
$340K - $367K
|
44.8K
$1.43M
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.2KNew |
$334K - $360K
|
11.2K
$355K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11K+ 138.38% |
$329K - $354K
|
18.9K
$601K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.8KNew |
$325K - $350K
|
10.8K
$345K
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$324K - $349K
|
10.8K
$345K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$324K - $349K
|
10.8K
$344K
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
10.7KNew |
$322K - $347K
|
10.7K
$342K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 17.8% |
$318K - $342K
|
70.2K
$2.23M
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.4KNew |
$311K - $335K
|
10.4K
$330K
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.2K+ 25.3% |
$306K - $329K
|
50.5K
$1.61M
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10.1K+ 36.86% |
$303K - $326K
|
37.5K
$1.19M
|