Purchases and Sales Made in Q1 2021 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q1 2021. 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 19, 2021
Q1 2021
|
Clarity Financial LLC
|
BUY
|
- |
880K+ 230.17% |
$32.7M - $33.9M
|
1.26M
$39.8M
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
753K+ 128.99% |
$28M - $29M
|
1.34M
$42.2M
|
|
Apr 14, 2021
Q1 2021
|
Advisors Management Group Inc
|
BUY
|
- |
355K+ 133.7% |
$13.2M - $13.7M
|
621K
$19.6M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
289K+ 6.74% |
$10.7M - $11.1M
|
4.57M
$144M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
254K+ 23.06% |
$9.43M - $9.77M
|
1.36M
$42.8M
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
237KNew |
$8.81M - $9.12M
|
237K
$7.48M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
223K+ 4.6% |
$8.28M - $8.57M
|
5.07M
$160M
|
|
Apr 23, 2021
Q1 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
219K+ 69.76% |
$8.15M - $8.44M
|
534K
$16.8M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
191K+ 41.09% |
$7.09M - $7.34M
|
655K
$20.7M
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
187K+ 76.62% |
$6.93M - $7.17M
|
430K
$13.6M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
186K+ 11.27% |
$6.9M - $7.14M
|
1.83M
$57.8M
|
|
May 13, 2021
Q1 2021
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
176KNew |
$6.55M - $6.78M
|
176K
$5.56M
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
166K+ 9.18% |
$6.16M - $6.38M
|
1.97M
$62.2M
|
|
May 05, 2021
Q1 2021
|
Congress Asset Management CO
|
BUY
|
- |
162KNew |
$6M - $6.21M
|
162K
$5.1M
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
BUY
|
- |
159K+ 38.61% |
$5.89M - $6.1M
|
569K
$18M
|
|
Apr 20, 2021
Q1 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
158KNew |
$5.87M - $6.07M
|
158K
$4.98M
|
|
May 17, 2021
Q1 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
149K+ 532.24% |
$5.55M - $5.74M
|
177K
$5.6M
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
149KNew |
$5.53M - $5.72M
|
149K
$4.69M
|
|
Apr 09, 2021
Q1 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
138K+ 11.91% |
$5.13M - $5.31M
|
1.3M
$41M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
128KNew |
$4.75M - $4.92M
|
128K
$4.03M
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
118K+ 67.51% |
$4.4M - $4.56M
|
294K
$9.28M
|
|
Apr 13, 2021
Q1 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
118KNew |
$4.4M - $4.55M
|
118K
$3.73M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
118K+ 1391.34% |
$4.38M - $4.53M
|
126K
$3.99M
|
|
May 13, 2021
Q1 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
115K+ 13.8% |
$4.28M - $4.43M
|
950K
$30M
|
|
Apr 20, 2021
Q1 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
112K+ 4.54% |
$4.15M - $4.3M
|
2.58M
$81.3M
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
110K+ 6.73% |
$4.09M - $4.23M
|
1.74M
$55M
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
105KNew |
$3.9M - $4.03M
|
105K
$3.31M
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
104K+ 509.42% |
$3.86M - $4M
|
124K
$3.93M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.1K+ 6.22% |
$3.53M - $3.66M
|
1.62M
$51.2M
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
93.2K+ 4.79% |
$3.46M - $3.58M
|
2.04M
$64.3M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90.1K+ 14.29% |
$3.35M - $3.47M
|
721K
$22.7M
|
|
Apr 27, 2021
Q1 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
84.6K+ 1209.26% |
$3.14M - $3.25M
|
91.6K
$2.89M
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
80.9K+ 3.03% |
$3.01M - $3.11M
|
2.75M
$86.8M
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
80.7K+ 25.48% |
$3M - $3.1M
|
398K
$12.5M
|
|
Apr 12, 2021
Q1 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
80.5K+ 979.49% |
$2.99M - $3.1M
|
88.7K
$2.8M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
80.2K+ 48.49% |
$2.98M - $3.08M
|
246K
$7.75M
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
77.4K+ 32.08% |
$2.88M - $2.98M
|
319K
$10.1M
|
|
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
75.4KNew |
$2.8M - $2.9M
|
75.4K
$2.38M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
75K+ 1378.5% |
$2.79M - $2.89M
|
80.5K
$2.54M
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
70K+ 166.24% |
$2.6M - $2.69M
|
112K
$3.54M
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
66.6K+ 3330.95% |
$2.47M - $2.56M
|
68.6K
$2.16M
|
|
Apr 14, 2021
Q1 2021
|
Welch & Forbes LLC
|
BUY
|
- |
62.3K+ 6.67% |
$2.32M - $2.4M
|
996K
$31.4M
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
61K+ 16.92% |
$2.27M - $2.35M
|
421K
$13.3M
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
61K+ 16.92% |
$2.27M - $2.35M
|
421K
$13.3M
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
60.1K+ 52.68% |
$2.23M - $2.31M
|
174K
$5.5M
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
59.8K+ 11.49% |
$2.22M - $2.3M
|
581K
$18.3M
|
|
Apr 15, 2021
Q1 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
57.3KNew |
$2.13M - $2.2M
|
57.3K
$1.81M
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
57.1K+ 4.38% |
$2.12M - $2.2M
|
1.36M
$42.9M
|
|
May 14, 2021
Q1 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
56.1K+ 25.9% |
$2.08M - $2.16M
|
272K
$8.6M
|
|
Apr 29, 2021
Q1 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
53.1K+ 57.56% |
$1.97M - $2.04M
|
145K
$4.59M
|