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
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.4K- 1.37% |
$89.2K - $92.3K
|
173K
$5.45M
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.4K- 28.84% |
$89.2K - $92.3K
|
5.92K
$186K
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.46K- 25.76% |
$91.2K - $94.4K
|
7.07K
$222K
|
|
Apr 22, 2021
Q1 2021
|
Rockland Trust CO
|
SELL
|
- |
-2.5K- 27.38% |
$93K - $96.3K
|
6.64K
$209K
|
|
May 05, 2021
Q1 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.5K- 3.07% |
$93K - $96.3K
|
79K
$2.48M
|
|
May 05, 2021
Q1 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.53K- 10.47% |
$93.8K - $97.1K
|
21.6K
$678K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.53K- 11.88% |
$94K - $97.3K
|
18.8K
$590K
|
|
May 10, 2021
Q1 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.54K- 27.09% |
$94.4K - $97.7K
|
6.84K
$215K
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-2.68KClosed |
$99.4K - $103K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.69K- 6.88% |
$100K - $103K
|
36.4K
$1.14M
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.71K- 18.03% |
$101K - $104K
|
12.3K
$387K
|
|
Apr 29, 2021
Q1 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-2.72K- 33.59% |
$101K - $105K
|
5.38K
$169K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.73KClosed |
$101K - $105K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.75K- 21.1% |
$102K - $106K
|
10.3K
$323K
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.78K- 94.04% |
$103K - $107K
|
176
$5.53K
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-2.78K- 94.04% |
$103K - $107K
|
176
$5.53K
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.86K- 15.56% |
$106K - $110K
|
15.5K
$487K
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.04K- 26.91% |
$113K - $117K
|
8.27K
$260K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-3.1K- 17.2% |
$115K - $119K
|
14.9K
$469K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.14K- 12.1% |
$117K - $121K
|
22.8K
$717K
|
|
Apr 19, 2021
Q1 2021
|
David J Yvars Group
|
SELL
|
- |
-3.15K- 6.3% |
$117K - $121K
|
46.8K
$1.47M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.21K- 2.66% |
$119K - $124K
|
118K
$3.7M
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
SELL
|
- |
-3.26K- 15.73% |
$121K - $125K
|
17.4K
$548K
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.29K- 4.22% |
$122K - $127K
|
74.7K
$2.35M
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.36K- 20.32% |
$125K - $129K
|
13.2K
$413K
|
|
Mar 24, 2023
Q1 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-3.37K- 4.52% |
$125K - $130K
|
71.3K
$2.24M
|
|
Apr 23, 2021
Q1 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.43K- 6.87% |
$127K - $132K
|
46.5K
$1.46M
|
|
May 06, 2021
Q1 2021
|
Harvest Volatility Management LLC
|
SELL
|
- |
-3.62K- 13.3% |
$134K - $139K
|
23.6K
$741K
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.64K- 5.45% |
$135K - $140K
|
63.2K
$1.98M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.76K- 65.78% |
$140K - $144K
|
1.95K
$61.4K
|
|
May 14, 2021
Q1 2021
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-3.95K- 6.54% |
$147K - $152K
|
56.5K
$1.78M
|
|
Apr 12, 2021
Q1 2021
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.99K- 17.6% |
$148K - $153K
|
18.7K
$587K
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3.99K- 24.46% |
$148K - $153K
|
12.3K
$387K
|
|
May 03, 2021
Q1 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4K- 5.11% |
$149K - $154K
|
74.2K
$2.33M
|
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.04K- 28.67% |
$150K - $155K
|
10.1K
$316K
|
|
May 13, 2021
Q1 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.11K- 32.88% |
$153K - $158K
|
8.39K
$264K
|
|
May 14, 2021
Q1 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-4.2K- 11.26% |
$156K - $162K
|
33.1K
$1.04M
|
|
May 04, 2021
Q1 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.26K- 9.64% |
$158K - $164K
|
39.9K
$1.25M
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.29KClosed |
$159K - $165K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.32K- 5.07% |
$160K - $166K
|
80.8K
$2.54M
|
|
Apr 14, 2021
Q1 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.34K- 2.79% |
$161K - $167K
|
151K
$4.75M
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.46K- 25.04% |
$166K - $171K
|
13.3K
$419K
|
|
May 12, 2021
Q1 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.55K- 15.58% |
$169K - $175K
|
24.7K
$775K
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.57K- 20.9% |
$170K - $176K
|
17.3K
$543K
|
|
May 06, 2021
Q1 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.63K- 7.82% |
$172K - $178K
|
54.6K
$1.72M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.68K- 0.32% |
$174K - $180K
|
1.44M
$45.3M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.85K- 2.23% |
$180K - $187K
|
213K
$6.69M
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.86K- 20.51% |
$181K - $187K
|
18.8K
$592K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.92K- 3.77% |
$183K - $189K
|
126K
$3.95M
|
|
Feb 17, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-4.96KClosed |
$184K - $191K
|
0
$0
|