Purchases and Sales Made in Q1 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
20.2KNew |
$706K - $792K
|
20.2K
$639K
|
|
|
May 12, 2022
Q1 2022
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
20KNew |
$697K - $783K
|
20K
$631K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19.6K+ 39.22% |
$683K - $767K
|
69.6K
$2.2M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
18.5KNew |
$646K - $725K
|
18.5K
$585K
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$623K - $700K
|
17.9K
$564K
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
17.8K+ 4.88% |
$621K - $697K
|
382K
$12.1M
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
17.6K+ 29.63% |
$613K - $689K
|
77K
$2.43M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17.2K+ 4.36% |
$600K - $673K
|
412K
$13M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
17.2KNew |
$599K - $672K
|
17.2K
$542K
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17KNew |
$591K - $664K
|
17K
$535K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
15.9KNew |
$556K - $624K
|
15.9K
$503K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
15.8KNew |
$549K - $617K
|
15.8K
$497K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
15.7K+ 93.48% |
$548K - $615K
|
32.5K
$1.03M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
15.4K+ 120.47% |
$538K - $605K
|
28.3K
$892K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
15.4K+ 59.59% |
$537K - $603K
|
41.2K
$1.3M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.3KNew |
$533K - $598K
|
15.3K
$482K
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
15.2K+ 21.88% |
$530K - $595K
|
84.7K
$2.67M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14.9KNew |
$521K - $585K
|
14.9K
$471K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14.8K+ 32.46% |
$517K - $580K
|
60.5K
$1.91M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
13.8K+ 13.44% |
$481K - $540K
|
117K
$3.68M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13.8K+ 13.76% |
$481K - $540K
|
114K
$3.6M
|
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13.8K+ 93.03% |
$479K - $538K
|
28.5K
$900K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.4KNew |
$467K - $524K
|
13.4K
$422K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13.3KNew |
$462K - $519K
|
13.3K
$418K
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
13KNew |
$454K - $509K
|
13K
$411K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
12.9K+ 71.56% |
$448K - $503K
|
30.8K
$973K
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
12.7K+ 1.99% |
$442K - $496K
|
650K
$20.5M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.6K+ 1.61% |
$439K - $492K
|
796K
$25.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
12.5K+ 110.44% |
$437K - $491K
|
23.9K
$754K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.4K+ 23.74% |
$433K - $486K
|
64.8K
$2.04M
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11.9KNew |
$416K - $467K
|
11.9K
$377K
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
11.9KNew |
$415K - $466K
|
11.9K
$376K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.9K+ 25.61% |
$414K - $465K
|
58.2K
$1.84M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
11.7KNew |
$409K - $459K
|
11.7K
$370K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
11.5K+ 7.36% |
$401K - $451K
|
168K
$5.3M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.4K+ 13.42% |
$399K - $448K
|
96.8K
$3.05M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
11.2K+ 12.83% |
$391K - $439K
|
98.6K
$3.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.2K+ 22.94% |
$389K - $437K
|
59.8K
$1.89M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
11KNew |
$384K - $432K
|
11K
$348K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.8K+ 6.25% |
$376K - $422K
|
183K
$5.78M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.6K+ 12.31% |
$368K - $413K
|
96.4K
$3.04M
|
|
|
Apr 19, 2022
Q1 2022
|
Villere St Denis J & CO LLC
|
BUY
|
- |
10KNew |
$349K - $391K
|
10K
$316K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.86KNew |
$344K - $386K
|
9.86K
$311K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.82K+ 20.77% |
$342K - $384K
|
57.1K
$1.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.62K+ 37.57% |
$335K - $376K
|
35.2K
$1.11M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.53KNew |
$332K - $373K
|
9.53K
$301K
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
9.32KNew |
$325K - $365K
|
9.32K
$294K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.16K+ 20.75% |
$319K - $359K
|
53.3K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
9.08KNew |
$317K - $355K
|
9.08K
$286K
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
9.01K+ 4.74% |
$314K - $353K
|
199K
$6.29M
|