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 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
214+ 1.8% |
$6.41K - $6.91K
|
12.1K
$383K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
182New |
$5.45K - $5.87K
|
182
$5.76K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
179+ 2.42% |
$5.36K - $5.78K
|
7.58K
$240K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
178New |
$5.33K - $5.75K
|
178
$5.64K
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
178+ 3.65% |
$5.33K - $5.75K
|
5.05K
$160K
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
177+ 1.87% |
$5.3K - $5.71K
|
9.65K
$306K
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
175+ 0.57% |
$5.24K - $5.65K
|
31K
$980K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
165+ 49.7% |
$4.94K - $5.33K
|
497
$15.7K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
162New |
$4.85K - $5.23K
|
162
$5.13K
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
159+ 0.86% |
$4.76K - $5.13K
|
18.7K
$594K
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
156+ 0.37% |
$4.67K - $5.04K
|
42.4K
$1.34M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
148+ 4.63% |
$4.43K - $4.78K
|
3.35K
$106K
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135+ 0.82% |
$4.04K - $4.36K
|
16.6K
$525K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
127+ 1.84% |
$3.8K - $4.1K
|
7.03K
$222K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
109+ 0.19% |
$3.27K - $3.52K
|
56.4K
$1.79M
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
101+ 2.03% |
$3.03K - $3.26K
|
5.07K
$160K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
97+ 2.45% |
$2.91K - $3.13K
|
4.06K
$129K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
81+ 0.55% |
$2.43K - $2.61K
|
14.8K
$468K
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
78New |
$2.34K - $2.52K
|
78
$2.47K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
66+ 1.15% |
$1.98K - $2.13K
|
5.82K
$184K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
65+ 1.35% |
$1.95K - $2.1K
|
4.88K
$154K
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
63+ 0.79% |
$1.89K - $2.03K
|
8.01K
$254K
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
50+ 0.43% |
$1.5K - $1.61K
|
11.7K
$370K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
50New |
$1.5K - $1.61K
|
50
$1.58K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 8.11% |
$1.35K - $1.45K
|
600
$19K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
42+ 2.44% |
$1.26K - $1.36K
|
1.76K
$55.7K
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
40+ 0.44% |
$1.2K - $1.29K
|
9.14K
$289K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
37+ 0.53% |
$1.11K - $1.19K
|
7K
$221K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
23+ 2.03% |
$689 - $742
|
1.16K
$36.7K
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
20+ 1.69% |
$599 - $646
|
1.2K
$38.1K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15+ 0.29% |
$449 - $484
|
5.2K
$165K
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
14+ 0.08% |
$419 - $452
|
17.1K
$540K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
13+ 0.72% |
$389 - $420
|
1.81K
$57.3K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
13+ 0.56% |
$389 - $420
|
2.32K
$73.3K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.24% |
$389 - $420
|
5.37K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11+ 0.28% |
$330 - $355
|
3.89K
$123K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10New |
$300 - $323
|
10
$317
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9+ 1.66% |
$270 - $291
|
550
$17.4K
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 2.63% |
$240 - $258
|
312
$9.88K
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.05% |
$210 - $226
|
14.4K
$456K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7New |
$210 - $226
|
7
$222
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.03% |
$59.9 - $64.6
|
6.91K
$219K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.07% |
$59.9 - $64.6
|
3.02K
$95.7K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$59.9 - $64.6
|
14.5K
$459K
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 0.72% |
$59.9 - $64.6
|
279
$8.83K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$30 - $32.3
|
1
$31.7
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.11% |
$30 - $32.3
|
91
$2.88K
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 10.0% |
$59.9 - $64.6
|
18
$570
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3- 0.02% |
$89.9 - $96.8
|
18.1K
$574K
|