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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 0.72% |
$59.9 - $64.6
|
279
$8.74K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.07% |
$59.9 - $64.6
|
3.02K
$94.7K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$59.9 - $64.6
|
14.5K
$453K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.11% |
$30 - $32.3
|
91
$2.85K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1New |
$30 - $32.3
|
1
$31.3
|
|
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
$564
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3- 0.02% |
$89.9 - $96.8
|
18.1K
$568K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-4- 0.02% |
$120 - $129
|
26.5K
$831K
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-10- 0.12% |
$300 - $323
|
8.42K
$263K
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-10- 0.03% |
$300 - $323
|
33.8K
$1.06M
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-14- 1.0% |
$419 - $452
|
1.38K
$43.2K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-16- 0.07% |
$479 - $516
|
23.4K
$732K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-18- 0.1% |
$539 - $581
|
18.5K
$581K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 4.7% |
$749 - $807
|
507
$15.9K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-27- 0.16% |
$809 - $872
|
16.3K
$512K
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-49- 0.17% |
$1.47K - $1.58K
|
28.5K
$891K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-52- 10.36% |
$1.56K - $1.68K
|
450
$14.1K
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-59- 19.09% |
$1.77K - $1.9K
|
250
$7.83K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-66- 0.05% |
$1.98K - $2.13K
|
125K
$3.92M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-82- 0.27% |
$2.46K - $2.65K
|
30K
$940K
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-94- 0.89% |
$2.82K - $3.03K
|
10.4K
$327K
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-100- 0.06% |
$3K - $3.23K
|
180K
$5.65M
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-116- 0.35% |
$3.48K - $3.74K
|
32.9K
$1.03M
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-129- 80.63% |
$3.86K - $4.16K
|
31
$971
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-135- 1.49% |
$4.04K - $4.36K
|
8.93K
$280K
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-166- 1.17% |
$4.97K - $5.36K
|
14K
$438K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-171- 0.26% |
$5.12K - $5.52K
|
65.5K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-180- 1.36% |
$5.39K - $5.81K
|
13K
$407K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-193- 0.95% |
$5.78K - $6.23K
|
20.2K
$633K
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-194- 2.08% |
$5.81K - $6.26K
|
9.13K
$286K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 0.65% |
$5.99K - $6.46K
|
30.7K
$961K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-201- 16.74% |
$6.02K - $6.49K
|
1K
$31.3K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-204Closed |
$6.11K - $6.59K
|
0
$0
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-210- 3.08% |
$6.29K - $6.78K
|
6.6K
$207K
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-221- 0.34% |
$6.62K - $7.13K
|
65K
$2.04M
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-223- 7.67% |
$6.68K - $7.2K
|
2.68K
$84K
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-243- 2.53% |
$7.28K - $7.84K
|
9.36K
$293K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-243- 21.66% |
$7.28K - $7.84K
|
879
$27.5K
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-248- 1.34% |
$7.43K - $8.01K
|
18.2K
$570K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-260- 9.07% |
$7.79K - $8.39K
|
2.61K
$81.6K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-264- 3.21% |
$7.91K - $8.52K
|
7.96K
$249K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-274- 13.41% |
$8.21K - $8.84K
|
1.77K
$55.4K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-288- 22.21% |
$8.63K - $9.3K
|
1.01K
$31.6K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-320- 3.38% |
$9.59K - $10.3K
|
9.14K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-339- 0.91% |
$10.2K - $10.9K
|
36.9K
$1.16M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-347- 3.57% |
$10.4K - $11.2K
|
9.38K
$294K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-350- 22.76% |
$10.5K - $11.3K
|
1.19K
$37.2K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-351- 1.07% |
$10.5K - $11.3K
|
32.6K
$1.02M
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-355- 3.88% |
$10.6K - $11.5K
|
8.79K
$275K
|