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 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.06K- 10.77% |
$39.3K - $40.7K
|
8.77K
$275K
|
|
Apr 15, 2021
Q1 2021
|
Jacobsen Capital Management
|
SELL
|
- |
-1.06K- 11.61% |
$39.4K - $40.8K
|
8.07K
$254K
|
|
Jul 28, 2022
Q1 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.08K- 6.38% |
$39.9K - $41.3K
|
15.8K
$495K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.08K- 1.97% |
$39.9K - $41.3K
|
53.6K
$1.68M
|
|
May 12, 2021
Q1 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.14K- 15.57% |
$42.2K - $43.7K
|
6.16K
$194K
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.14K- 7.56% |
$42.2K - $43.7K
|
13.9K
$437K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-1.14K- 61.39% |
$42.4K - $43.8K
|
717
$22.5K
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.15K- 61.67% |
$42.6K - $44.1K
|
713
$22.4K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 17.15% |
$42.6K - $44.1K
|
5.54K
$174K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.2K- 2.07% |
$44.5K - $46K
|
56.7K
$1.78M
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-1.2K- 5.99% |
$44.6K - $46.2K
|
18.8K
$592K
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.24K- 19.78% |
$45.9K - $47.5K
|
5.01K
$157K
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1.24K- 30.86% |
$46.2K - $47.8K
|
2.79K
$87.5K
|
|
May 17, 2021
Q1 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.25K- 1.83% |
$46.4K - $48.1K
|
67.2K
$2.11M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28K- 0.59% |
$47.5K - $49.2K
|
214K
$6.73M
|
|
May 05, 2021
Q1 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-1.32K- 20.12% |
$48.9K - $50.7K
|
5.23K
$164K
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.32K- 5.42% |
$49.1K - $50.9K
|
23.1K
$726K
|
|
May 14, 2021
Q1 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.32K- 15.04% |
$49.2K - $50.9K
|
7.48K
$235K
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
SELL
|
- |
-1.37KClosed |
$50.7K - $52.5K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.44K- 4.06% |
$53.3K - $55.2K
|
33.9K
$1.07M
|
|
Mar 10, 2023
Q1 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.46K- 13.84% |
$54.2K - $56.2K
|
9.09K
$286K
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.49K- 5.68% |
$55.4K - $57.4K
|
24.8K
$778K
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.55K- 8.5% |
$57.4K - $59.5K
|
16.6K
$523K
|
|
Apr 13, 2021
Q1 2021
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.28% |
$57.6K - $59.6K
|
66.3K
$2.08M
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.56K- 0.48% |
$58K - $60K
|
321K
$10.1M
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.57K- 19.41% |
$58.2K - $60.3K
|
6.51K
$204K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.57K- 35.8% |
$58.3K - $60.4K
|
2.82K
$88.5K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.62KClosed |
$60.1K - $62.2K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.63K- 1.67% |
$60.4K - $62.5K
|
95.9K
$3.01M
|
|
May 10, 2021
Q1 2021
|
Bank Of The West
|
SELL
|
- |
-1.64K- 5.36% |
$61K - $63.2K
|
29K
$912K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.64KClosed |
$61.1K - $63.2K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.67K- 10.15% |
$61.9K - $64.1K
|
14.7K
$463K
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.67K- 6.34% |
$62.2K - $64.4K
|
24.7K
$777K
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 86.08% |
$62.7K - $64.9K
|
273
$8.58K
|
|
Apr 20, 2021
Q1 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 3.97% |
$64.7K - $67K
|
42.1K
$1.32M
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 19.51% |
$66.1K - $68.5K
|
7.34K
$231K
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.83K- 22.49% |
$68.1K - $70.5K
|
6.32K
$199K
|
|
May 13, 2021
Q1 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.89K- 1.8% |
$70.1K - $72.6K
|
103K
$3.24M
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.9KClosed |
$70.6K - $73.1K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.96KClosed |
$73K - $75.5K
|
0
$0
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-2K- 6.67% |
$74.1K - $76.7K
|
27.9K
$878K
|
|
May 17, 2021
Q1 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-2K- 16.89% |
$74.3K - $76.9K
|
9.84K
$309K
|
|
Apr 20, 2021
Q1 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-2.07K- 9.75% |
$77K - $79.7K
|
19.2K
$603K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.16K- 2.62% |
$80.2K - $83K
|
80.3K
$2.52M
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.21K- 10.9% |
$82K - $84.9K
|
18K
$567K
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.24K- 10.07% |
$83.3K - $86.3K
|
20K
$630K
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.26K- 18.5% |
$83.9K - $86.8K
|
9.95K
$313K
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.28KClosed |
$84.8K - $87.8K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.28KClosed |
$84.8K - $87.8K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.39K- 25.46% |
$88.8K - $92K
|
7K
$220K
|