Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.3K- 4.18% |
$40.8K - $46K
|
29.8K
$953K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-1.33K- 62.05% |
$41.9K - $47.2K
|
816
$26.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.39K- 8.69% |
$43.6K - $49.1K
|
14.6K
$467K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.41K- 11.55% |
$44.3K - $49.8K
|
10.8K
$345K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.42K- 6.13% |
$44.5K - $50.1K
|
21.7K
$694K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.43K- 4.47% |
$44.7K - $50.4K
|
30.5K
$974K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-1.44K- 3.45% |
$45.3K - $51K
|
40.4K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.46K- 71.19% |
$45.8K - $51.5K
|
590
$18.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.46K- 83.49% |
$45.9K - $51.6K
|
289
$9.25K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.47K- 10.13% |
$46.1K - $51.9K
|
13K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.47K- 9.78% |
$46.2K - $52K
|
13.6K
$434K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.48K- 4.75% |
$46.6K - $52.4K
|
29.8K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-1.5K- 0.24% |
$47K - $52.9K
|
633K
$20.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.5K- 1.36% |
$47K - $52.9K
|
108K
$3.47M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-1.51K- 1.26% |
$47.4K - $53.4K
|
119K
$3.8M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.53K- 5.63% |
$47.9K - $54K
|
25.6K
$819K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.53K- 5.21% |
$48.1K - $54.2K
|
27.9K
$892K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.54K- 11.28% |
$48.4K - $54.4K
|
12.1K
$388K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.56K- 5.16% |
$49.1K - $55.3K
|
28.7K
$919K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.57K- 7.8% |
$49.1K - $55.3K
|
18.5K
$592K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.58K- 1.19% |
$49.5K - $55.8K
|
131K
$4.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.59K- 1.76% |
$49.8K - $56K
|
88.4K
$2.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.6K- 27.52% |
$50.2K - $56.5K
|
4.21K
$135K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.64K- 2.38% |
$51.5K - $57.9K
|
67.2K
$2.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.65K- 17.22% |
$51.7K - $58.3K
|
7.92K
$253K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 5.39% |
$51.8K - $58.3K
|
28.9K
$925K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.68K- 5.61% |
$52.8K - $59.5K
|
28.3K
$906K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.69K- 2.26% |
$52.9K - $59.6K
|
72.8K
$2.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.7K- 0.23% |
$53.3K - $60K
|
739K
$23.6M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.75K- 6.28% |
$55K - $61.9K
|
26.1K
$836K
|
|
|
Oct 21, 2022
Q3 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.77K- 1.56% |
$55.6K - $62.6K
|
112K
$3.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.8K- 2.9% |
$56.4K - $63.5K
|
60.2K
$1.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-1.8K- 13.41% |
$56.5K - $63.6K
|
11.6K
$371K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.8KClosed |
$56.6K - $63.7K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.86K- 2.36% |
$58.4K - $65.7K
|
76.9K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.87K- 3.88% |
$58.6K - $66K
|
46.3K
$1.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-1.88K- 2.04% |
$59.1K - $66.6K
|
90.4K
$2.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.9K- 3.01% |
$59.5K - $67K
|
61K
$1.95M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.91K- 24.58% |
$59.8K - $67.3K
|
5.85K
$187K
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.93K- 22.06% |
$60.5K - $68.2K
|
6.81K
$218K
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 14.08% |
$61.2K - $68.9K
|
11.9K
$381K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.06K- 1.83% |
$64.6K - $72.7K
|
110K
$3.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.1K- 3.99% |
$65.8K - $74.1K
|
50.4K
$1.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.1K- 11.14% |
$65.8K - $74.1K
|
16.7K
$534K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.18K- 2.68% |
$68.4K - $77K
|
79.2K
$2.53M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.2K- 8.09% |
$69.1K - $77.8K
|
25K
$800K
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.2K- 10.49% |
$69.1K - $77.8K
|
18.8K
$601K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.2K- 8.1% |
$69.1K - $77.8K
|
25K
$800K
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.22K- 22.85% |
$69.6K - $78.3K
|
7.48K
$239K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.22K- 3.99% |
$69.7K - $78.4K
|
53.5K
$1.71M
|