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 14, 2021
Q1 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
114+ 1.28% |
$4.24K - $4.38K
|
8.99K
$301K
|
|
Apr 29, 2021
Q1 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
112+ 0.77% |
$4.16K - $4.31K
|
14.6K
$489K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
110+ 4.71% |
$4.09K - $4.23K
|
2.45K
$81.8K
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
106+ 0.61% |
$3.94K - $4.08K
|
17.4K
$582K
|
|
Apr 15, 2021
Q1 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
104+ 0.35% |
$3.86K - $4K
|
29.9K
$999K
|
|
Apr 14, 2021
Q1 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
100+ 0.22% |
$3.72K - $3.85K
|
46.1K
$1.54M
|
|
May 06, 2021
Q1 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
100+ 20.41% |
$3.72K - $3.85K
|
590
$19.7K
|
|
Apr 21, 2021
Q1 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
100+ 0.73% |
$3.72K - $3.85K
|
13.9K
$464K
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
94+ 0.63% |
$3.49K - $3.62K
|
15K
$501K
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
79+ 1.33% |
$2.93K - $3.04K
|
6K
$201K
|
|
Apr 27, 2021
Q1 2021
|
West End Advisors, LLC
|
BUY
|
- |
76+ 48.72% |
$2.82K - $2.92K
|
232
$7.76K
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
70+ 0.79% |
$2.6K - $2.69K
|
8.9K
$298K
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
70+ 0.16% |
$2.6K - $2.69K
|
43.7K
$1.46M
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
59+ 0.79% |
$2.19K - $2.27K
|
7.57K
$253K
|
|
Jul 09, 2024
Q1 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
55+ 0.2% |
$2.04K - $2.12K
|
27.5K
$920K
|
|
May 14, 2021
Q1 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
50+ 0.69% |
$1.86K - $1.92K
|
7.28K
$243K
|
|
Apr 13, 2021
Q1 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
50+ 0.15% |
$1.86K - $1.92K
|
33.3K
$1.12M
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
49+ 0.61% |
$1.82K - $1.88K
|
8.05K
$269K
|
|
May 05, 2021
Q1 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
49New |
$1.82K - $1.88K
|
49
$1.64K
|
|
May 14, 2021
Q1 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
38+ 0.47% |
$1.41K - $1.46K
|
8.18K
$274K
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
36+ 0.31% |
$1.34K - $1.38K
|
11.7K
$390K
|
|
May 13, 2021
Q1 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
35+ 0.55% |
$1.3K - $1.35K
|
6.43K
$215K
|
|
Apr 21, 2021
Q1 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29+ 0.79% |
$1.08K - $1.12K
|
3.7K
$124K
|
|
May 17, 2021
Q1 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
24+ 0.46% |
$892 - $923
|
5.29K
$177K
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
24New |
$892 - $923
|
24
$803
|
|
Apr 19, 2021
Q1 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
19+ 0.01% |
$706 - $731
|
162K
$5.41M
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17+ 0.8% |
$632 - $654
|
2.15K
$72K
|
|
May 05, 2021
Q1 2021
|
Element Wealth, LLC
|
BUY
|
- |
15+ 0.81% |
$557 - $577
|
1.88K
$62.8K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
14+ 0.77% |
$520 - $538
|
1.82K
$61K
|
|
May 06, 2021
Q1 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
12+ 5.17% |
$446 - $462
|
244
$8.16K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11+ 0.04% |
$409 - $423
|
26.5K
$885K
|
|
May 17, 2021
Q1 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11+ 0.09% |
$409 - $423
|
12K
$402K
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9+ 0.04% |
$334 - $346
|
24.2K
$809K
|
|
May 14, 2021
Q1 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
9+ 0.13% |
$334 - $346
|
6.77K
$227K
|
|
May 18, 2021
Q1 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.53% |
$334 - $346
|
1.72K
$57.6K
|
|
Apr 26, 2021
Q1 2021
|
Ballast Advisors LLC
|
BUY
|
- |
7+ 0.51% |
$260 - $269
|
1.39K
$46.5K
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7New |
$260 - $269
|
7
$234
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.72% |
$149 - $154
|
557
$18.6K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 0.04% |
$149 - $154
|
9.88K
$330K
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 0.3% |
$111 - $115
|
1K
$33.5K
|
|
May 13, 2021
Q1 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$111 - $115
|
12.7K
$426K
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.06% |
$111 - $115
|
285
$9.53K
|
|
Apr 22, 2021
Q1 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$74.3 - $76.9
|
13.1K
$437K
|
|
May 10, 2021
Q1 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2New |
$74.3 - $76.9
|
2
$66.9
|
|
May 14, 2021
Q1 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2+ 2.53% |
$74.3 - $76.9
|
81
$2.71K
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.18% |
$74.3 - $76.9
|
1.1K
$36.9K
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.02% |
$74.3 - $76.9
|
8.83K
$295K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3- 0.05% |
$111 - $115
|
6.14K
$205K
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-5Closed |
$186 - $192
|
0
$0
|