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 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.14K+ 26.5% |
$184K - $198K
|
29.3K
$933K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.98K+ 10.73% |
$179K - $193K
|
61.7K
$1.96M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
5.86KNew |
$175K - $189K
|
5.86K
$186K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.8K+ 44.53% |
$174K - $187K
|
18.8K
$599K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.79K+ 34.17% |
$174K - $187K
|
22.7K
$724K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5.53K+ 2.35% |
$166K - $179K
|
241K
$7.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
5.35K+ 59.67% |
$160K - $173K
|
14.3K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.27K+ 6.38% |
$158K - $170K
|
87.9K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.23K+ 6.3% |
$157K - $169K
|
88.3K
$2.81M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.14K+ 11.87% |
$154K - $166K
|
48.4K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12K+ 13.07% |
$153K - $165K
|
44.3K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
5.09K+ 6.94% |
$152K - $164K
|
78.4K
$2.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.07K+ 73.63% |
$152K - $164K
|
12K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
5K+ 612.75% |
$150K - $161K
|
5.82K
$185K
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4.87K+ 16.43% |
$146K - $157K
|
34.5K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.86K+ 11.89% |
$146K - $157K
|
45.8K
$1.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.86K+ 4.12% |
$146K - $157K
|
123K
$3.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.83K+ 4.71% |
$145K - $156K
|
107K
$3.42M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.79K+ 11.93% |
$144K - $155K
|
45K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.78K+ 15.94% |
$143K - $154K
|
34.8K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
4.78K+ 49.89% |
$143K - $154K
|
14.3K
$457K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.61K+ 57.46% |
$138K - $149K
|
12.6K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.55KNew |
$136K - $147K
|
4.55K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.43KNew |
$133K - $143K
|
4.43K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.43K+ 6.4% |
$133K - $143K
|
73.6K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4.37K+ 41.62% |
$131K - $141K
|
14.9K
$473K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.35K+ 52.51% |
$130K - $140K
|
12.6K
$402K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.25K+ 2.35% |
$127K - $137K
|
185K
$5.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.18K+ 5.9% |
$125K - $135K
|
75K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.12KNew |
$124K - $133K
|
4.12K
$131K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.07K+ 31.29% |
$122K - $131K
|
17.1K
$544K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.05K+ 45.6% |
$121K - $131K
|
12.9K
$411K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.94K+ 14.51% |
$118K - $127K
|
31.1K
$989K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.9K+ 7.56% |
$117K - $126K
|
55.5K
$1.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.85KNew |
$115K - $124K
|
3.85K
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.78K+ 59.73% |
$113K - $122K
|
10.1K
$322K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.73K+ 5.12% |
$112K - $120K
|
76.7K
$2.44M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.72KNew |
$111K - $120K
|
3.72K
$118K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.63K+ 22.2% |
$109K - $117K
|
20K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.52K+ 0.57% |
$105K - $114K
|
618K
$19.7M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.45KNew |
$103K - $111K
|
3.45K
$110K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
3.36K+ 12.23% |
$101K - $108K
|
30.8K
$981K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.3K+ 9.85% |
$98.7K - $106K
|
36.8K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.26K+ 10.69% |
$97.7K - $105K
|
33.8K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.24K+ 16.01% |
$96.9K - $104K
|
23.4K
$746K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3.23K+ 20.85% |
$96.8K - $104K
|
18.7K
$596K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
3.15K+ 4.88% |
$94.3K - $102K
|
67.7K
$2.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.08K+ 1.37% |
$92.4K - $99.6K
|
229K
$7.27M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.98K+ 11.65% |
$89.3K - $96.2K
|
28.6K
$909K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
2.93KNew |
$87.6K - $94.4K
|
2.93K
$93.1K
|