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 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10K- 8.05% |
$373K - $386K
|
115K
$3.62M
|
|
May 14, 2021
Q1 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.2K- 9.79% |
$378K - $392K
|
93.8K
$2.96M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-10.3K- 12.36% |
$382K - $395K
|
72.9K
$2.3M
|
|
May 05, 2021
Q1 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$416K - $430K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-11.2K- 84.87% |
$417K - $431K
|
2K
$63.1K
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$431K - $446K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.6K- 24.04% |
$432K - $447K
|
36.8K
$1.16M
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-11.7K- 8.26% |
$433K - $448K
|
130K
$4.09M
|
|
May 04, 2021
Q1 2021
|
Mjp Associates Inc
|
SELL
|
- |
-12.5KClosed |
$464K - $481K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-12.9K- 48.43% |
$478K - $494K
|
13.7K
$432K
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.9K- 12.09% |
$480K - $497K
|
94K
$2.96M
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-13K- 35.7% |
$482K - $498K
|
23.3K
$736K
|
|
May 13, 2021
Q1 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.4K- 66.09% |
$499K - $517K
|
6.89K
$217K
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13.8K- 8.92% |
$514K - $532K
|
141K
$4.45M
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-13.8K- 8.92% |
$514K - $532K
|
141K
$4.45M
|
|
Apr 28, 2021
Q1 2021
|
Hyman Charles D
|
SELL
|
- |
-13.8KClosed |
$514K - $532K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-14.8K- 17.08% |
$550K - $569K
|
71.8K
$2.27M
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15.3K- 47.06% |
$568K - $588K
|
17.2K
$542K
|
|
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-15.5KClosed |
$576K - $596K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-15.5K- 10.49% |
$577K - $597K
|
133K
$4.18M
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-16K- 15.93% |
$594K - $615K
|
84.5K
$2.66M
|
|
May 07, 2021
Q1 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-16.9K- 62.87% |
$629K - $651K
|
10K
$316K
|
|
May 12, 2021
Q1 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-17.5K- 2.81% |
$651K - $674K
|
605K
$19.1M
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-17.7K- 4.97% |
$657K - $680K
|
338K
$10.7M
|
|
May 24, 2021
Q1 2021
|
Petix & Botte CO
|
SELL
|
- |
-20.2K- 50.0% |
$751K - $777K
|
20.2K
$637K
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-20.6K- 31.78% |
$764K - $791K
|
44.2K
$1.39M
|
|
Jun 28, 2022
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-21.2K- 63.93% |
$788K - $816K
|
12K
$377K
|
|
Apr 19, 2021
Q1 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-21.4K- 6.59% |
$795K - $823K
|
303K
$9.57M
|
|
Apr 14, 2021
Q1 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-22K- 69.61% |
$819K - $848K
|
9.62K
$304K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22.2K- 22.94% |
$824K - $853K
|
74.5K
$2.35M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22.7K- 93.03% |
$843K - $873K
|
1.7K
$53.6K
|
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-26.1K- 16.86% |
$970K - $1M
|
129K
$4.06M
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-26.3K- 74.64% |
$975K - $1.01M
|
8.92K
$281K
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-27K- 77.14% |
$1M - $1.04M
|
8K
$252K
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-30K- 76.27% |
$1.11M - $1.15M
|
9.32K
$294K
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30KClosed |
$1.11M - $1.15M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-33.7K- 29.55% |
$1.25M - $1.29M
|
80.2K
$2.53M
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
SELL
|
- |
-34KClosed |
$1.26M - $1.31M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-34.2K- 52.51% |
$1.27M - $1.31M
|
30.9K
$975K
|
|
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-35K- 43.75% |
$1.3M - $1.35M
|
45K
$1.42M
|
|
Apr 22, 2021
Q1 2021
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-35.9K- 13.81% |
$1.33M - $1.38M
|
224K
$7.07M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.8K- 14.86% |
$1.44M - $1.49M
|
222K
$7.01M
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-43.1K- 71.78% |
$1.6M - $1.66M
|
17K
$535K
|
|
Apr 19, 2021
Q1 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-43.9KClosed |
$1.63M - $1.69M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45K- 3.67% |
$1.67M - $1.73M
|
1.18M
$37.3M
|
|
May 13, 2021
Q1 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-45.4K- 36.61% |
$1.68M - $1.74M
|
78.5K
$2.48M
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-45.9K- 48.62% |
$1.7M - $1.76M
|
48.5K
$1.53M
|
|
May 17, 2021
Q1 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-46KClosed |
$1.71M - $1.77M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-46.9K- 7.89% |
$1.74M - $1.8M
|
547K
$17.3M
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-48.2KClosed |
$1.79M - $1.85M
|
0
$0
|