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 |
---|---|---|---|---|---|---|---|
Apr 14, 2021
Q1 2021
|
Cypress Capital Group
|
SELL
|
- |
-25- 0.16% |
$929 - $962
|
15.7K
$492K
|
|
May 05, 2021
Q1 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-27- 0.27% |
$1K - $1.04K
|
9.92K
$312K
|
|
Apr 21, 2021
Q1 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.35% |
$1.08K - $1.12K
|
8.17K
$257K
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-30- 0.23% |
$1.11K - $1.15K
|
13.2K
$416K
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-38Closed |
$1.41K - $1.46K
|
0
$0
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-50- 1.4% |
$1.86K - $1.92K
|
3.51K
$110K
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-58- 0.17% |
$2.15K - $2.23K
|
33.5K
$1.05M
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-66- 0.47% |
$2.45K - $2.54K
|
13.9K
$438K
|
|
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-76- 1.33% |
$2.82K - $2.92K
|
5.65K
$177K
|
|
Apr 14, 2021
Q1 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-91Closed |
$3.38K - $3.5K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-99- 1.39% |
$3.68K - $3.81K
|
7.03K
$221K
|
|
May 14, 2021
Q1 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-115- 20.35% |
$4.27K - $4.42K
|
450
$14.1K
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-146- 10.83% |
$5.42K - $5.62K
|
1.2K
$37.8K
|
|
May 11, 2021
Q1 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-149- 0.23% |
$5.54K - $5.73K
|
63.7K
$2M
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-150- 0.5% |
$5.57K - $5.77K
|
29.7K
$932K
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-165- 1.52% |
$6.13K - $6.35K
|
10.7K
$336K
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-171- 57.0% |
$6.35K - $6.58K
|
129
$4.05K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-180Closed |
$6.69K - $6.92K
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-182- 2.27% |
$6.76K - $7K
|
7.85K
$247K
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-193- 6.95% |
$7.17K - $7.42K
|
2.59K
$81.2K
|
|
Apr 09, 2021
Q1 2021
|
Stolper CO
|
SELL
|
- |
-195- 1.77% |
$7.24K - $7.5K
|
10.8K
$340K
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-205- 1.49% |
$7.62K - $7.88K
|
13.6K
$427K
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-210Closed |
$7.8K - $8.08K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-228- 3.19% |
$8.47K - $8.77K
|
6.91K
$217K
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-230- 0.58% |
$8.54K - $8.85K
|
39.2K
$1.23M
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-234- 10.68% |
$8.69K - $9K
|
1.96K
$61.5K
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-250- 4.36% |
$9.29K - $9.62K
|
5.49K
$172K
|
|
May 12, 2021
Q1 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250Closed |
$9.29K - $9.62K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-275- 0.27% |
$10.2K - $10.6K
|
103K
$3.23M
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-275- 3.04% |
$10.2K - $10.6K
|
8.76K
$275K
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-283- 2.58% |
$10.5K - $10.9K
|
10.7K
$336K
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-284- 1.63% |
$10.6K - $10.9K
|
17.1K
$537K
|
|
May 14, 2021
Q1 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-292- 0.97% |
$10.8K - $11.2K
|
29.9K
$939K
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-295- 2.44% |
$11K - $11.3K
|
11.8K
$371K
|
|
May 11, 2021
Q1 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-303- 0.26% |
$11.3K - $11.7K
|
114K
$3.59M
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-310Closed |
$11.5K - $11.9K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-311- 5.54% |
$11.6K - $12K
|
5.3K
$167K
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-311- 2.95% |
$11.6K - $12K
|
10.2K
$322K
|
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-327- 3.8% |
$12.1K - $12.6K
|
8.28K
$260K
|
|
Apr 22, 2021
Q1 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-330- 0.19% |
$12.3K - $12.7K
|
170K
$5.34M
|
|
May 17, 2021
Q1 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-341- 1.56% |
$12.7K - $13.1K
|
21.5K
$675K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-345- 2.75% |
$12.8K - $13.3K
|
12.2K
$384K
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
SELL
|
- |
-349- 2.59% |
$13K - $13.4K
|
13.1K
$413K
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-351- 95.12% |
$13K - $13.5K
|
18
$566
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-361- 3.84% |
$13.4K - $13.9K
|
9.04K
$284K
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-384- 0.6% |
$14.3K - $14.8K
|
63.8K
$2M
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-397- 6.22% |
$14.7K - $15.3K
|
5.98K
$188K
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-400Closed |
$14.9K - $15.4K
|
0
$0
|
|
Jun 07, 2021
Q1 2021
|
Founders Capital Management
|
SELL
|
- |
-400Closed |
$14.9K - $15.4K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-410- 0.99% |
$15.2K - $15.8K
|
40.9K
$1.28M
|