Purchases and Sales Made in Q2 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
59.6K+ 12.94% |
$1.91M - $2.16M
|
520K
$16.4M
|
|
Aug 15, 2022
Q2 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
59.2KNew |
$1.9M - $2.15M
|
59.2K
$1.87M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
58.3K+ 38.52% |
$1.87M - $2.11M
|
210K
$6.61M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57.3K+ 52602.75% |
$1.84M - $2.08M
|
57.4K
$1.81M
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
53.8K+ 79.59% |
$1.72M - $1.95M
|
121K
$3.83M
|
|
Aug 10, 2022
Q2 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
53.5KNew |
$1.71M - $1.94M
|
53.5K
$1.69M
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
52.7K+ 3833.82% |
$1.69M - $1.91M
|
54.1K
$1.71M
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
52.5K+ 18.64% |
$1.68M - $1.9M
|
334K
$10.5M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52.4K+ 181.05% |
$1.68M - $1.9M
|
81.4K
$2.57M
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
50K+ 50.0% |
$1.6M - $1.81M
|
150K
$4.73M
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
46.5K+ 146.07% |
$1.49M - $1.69M
|
78.4K
$2.47M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
45.3K+ 53.5% |
$1.45M - $1.64M
|
130K
$4.1M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.6K+ 12.37% |
$1.43M - $1.62M
|
405K
$12.8M
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
41.4K+ 103.1% |
$1.33M - $1.5M
|
81.6K
$2.57M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
40.9K+ 35.02% |
$1.31M - $1.48M
|
158K
$4.98M
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
36.3K+ 254.04% |
$1.16M - $1.32M
|
50.6K
$1.6M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35K+ 4.95% |
$1.12M - $1.27M
|
741K
$23.4M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
33.1K+ 17.01% |
$1.06M - $1.2M
|
228K
$7.18M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
31.4K+ 3190.85% |
$1.01M - $1.14M
|
32.4K
$1.02M
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
31.2KNew |
$1M - $1.13M
|
31.2K
$985K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31.1K+ 24.29% |
$996K - $1.13M
|
159K
$5.02M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.6K+ 6.36% |
$978K - $1.11M
|
511K
$16.1M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
25.7K+ 22.88% |
$822K - $931K
|
138K
$4.35M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
25KNew |
$801K - $908K
|
25K
$790K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
24.9K+ 3.16% |
$796K - $901K
|
811K
$25.6M
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
24.4KNew |
$781K - $884K
|
24.4K
$770K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.2K+ 56.78% |
$774K - $876K
|
66.7K
$2.11M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23.1KNew |
$738K - $836K
|
23.1K
$727K
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
21.4KNew |
$685K - $776K
|
21.4K
$675K
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
20.8K+ 34.85% |
$667K - $755K
|
80.6K
$2.54M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 9.63% |
$666K - $754K
|
237K
$7.47M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
20.1K+ 237.39% |
$644K - $729K
|
28.6K
$902K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.8K+ 9.07% |
$634K - $718K
|
238K
$7.51M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.7K+ 10.17% |
$630K - $713K
|
213K
$6.72M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.3KNew |
$617K - $699K
|
19.3K
$608K
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.6K+ 9.04% |
$595K - $674K
|
224K
$7.07M
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
18.5K+ 300.96% |
$594K - $672K
|
24.7K
$779K
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18.4K+ 52.31% |
$590K - $668K
|
53.6K
$1.69M
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
BUY
|
- |
18.3K+ 13.52% |
$586K - $664K
|
154K
$4.85M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 0.81% |
$565K - $639K
|
2.19M
$69.1M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
17.2K+ 7.05% |
$550K - $623K
|
261K
$8.23M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.1K+ 88.3% |
$547K - $619K
|
36.4K
$1.15M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17KNew |
$544K - $616K
|
17K
$536K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.7K+ 70.06% |
$503K - $569K
|
38.1K
$1.2M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
15.6K+ 215.45% |
$501K - $567K
|
22.9K
$722K
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$495K - $560K
|
15.5K
$488K
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
15.4K+ 120.47% |
$495K - $560K
|
28.3K
$892K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
15.3KNew |
$490K - $554K
|
15.3K
$482K
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15.1K+ 29.71% |
$483K - $546K
|
65.8K
$2.08M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
15KNew |
$480K - $544K
|
15K
$473K
|