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 09, 2021
Q1 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
52.1K+ 18.79% |
$1.93M - $2M
|
329K
$10.4M
|
|
May 13, 2021
Q1 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
51K+ 444.62% |
$1.89M - $1.96M
|
62.5K
$1.97M
|
|
May 14, 2021
Q1 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
49.9K+ 13.74% |
$1.85M - $1.92M
|
413K
$13M
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
48.6K+ 122.71% |
$1.81M - $1.87M
|
88.3K
$2.79M
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
46K+ 43.2% |
$1.71M - $1.77M
|
153K
$4.82M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
45.4K+ 10.2% |
$1.69M - $1.75M
|
491K
$15.5M
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
45.3K+ 18.17% |
$1.68M - $1.74M
|
295K
$9.3M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.7K+ 8.24% |
$1.66M - $1.72M
|
588K
$18.5M
|
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
44.7K+ 1601.33% |
$1.66M - $1.72M
|
47.5K
$1.5M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43.3K+ 10.46% |
$1.61M - $1.67M
|
458K
$14.4M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
42.3K+ 19.51% |
$1.57M - $1.63M
|
259K
$8.18M
|
|
May 20, 2021
Q1 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
41KNew |
$1.52M - $1.58M
|
41K
$1.29M
|
|
Apr 19, 2021
Q1 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
40KNew |
$1.49M - $1.54M
|
40K
$1.26M
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
39.6K+ 51.77% |
$1.47M - $1.52M
|
116K
$3.66M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.3K+ 6.16% |
$1.46M - $1.51M
|
678K
$21.4M
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
39.2K+ 56.52% |
$1.46M - $1.51M
|
109K
$3.43M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.2K+ 13.97% |
$1.46M - $1.51M
|
320K
$10.1M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.7K+ 186.95% |
$1.36M - $1.41M
|
56.3K
$1.78M
|
|
Apr 26, 2021
Q1 2021
|
Brave Asset Management Inc
|
BUY
|
- |
35.8K+ 17.28% |
$1.33M - $1.38M
|
243K
$7.66M
|
|
May 17, 2021
Q1 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
35.2K+ 589.56% |
$1.31M - $1.35M
|
41.1K
$1.3M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.7K+ 7.65% |
$1.29M - $1.33M
|
489K
$15.4M
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
34.6KNew |
$1.29M - $1.33M
|
34.6K
$1.09M
|
|
Apr 15, 2021
Q1 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
34.2K+ 53.39% |
$1.27M - $1.32M
|
98.2K
$3.1M
|
|
May 13, 2021
Q1 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
33.6K+ 6.9% |
$1.25M - $1.29M
|
520K
$16.4M
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
33.5K+ 21.73% |
$1.25M - $1.29M
|
188K
$5.93M
|
|
Apr 22, 2021
Q1 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
33.1K+ 20.62% |
$1.23M - $1.27M
|
193K
$6.1M
|
|
May 12, 2021
Q1 2021
|
Tap Consulting, LLC
|
BUY
|
- |
32.5K+ 17.33% |
$1.21M - $1.25M
|
220K
$6.95M
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
BUY
|
- |
31.4K+ 26.3% |
$1.17M - $1.21M
|
151K
$4.75M
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
31.1KNew |
$1.15M - $1.19M
|
31.1K
$980K
|
|
May 17, 2021
Q1 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
30.5K+ 21.86% |
$1.13M - $1.17M
|
170K
$5.36M
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28.2K+ 10.9% |
$1.05M - $1.08M
|
287K
$9.06M
|
|
May 14, 2021
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
27.9KNew |
$1.04M - $1.07M
|
27.9K
$881K
|
|
Apr 14, 2021
Q1 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
27.9KNew |
$1.04M - $1.07M
|
27.9K
$881K
|
|
May 11, 2021
Q1 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
27.6K+ 74.86% |
$1.03M - $1.06M
|
64.5K
$2.04M
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.5K+ 89.48% |
$1.02M - $1.06M
|
58.3K
$1.84M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27K+ 5.39% |
$1M - $1.04M
|
527K
$16.6M
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
26K+ 168.24% |
$967K - $1M
|
41.5K
$1.31M
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
BUY
|
- |
25.6K+ 8.5% |
$952K - $986K
|
327K
$10.3M
|
|
May 14, 2021
Q1 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
25.3K+ 224.44% |
$939K - $972K
|
36.5K
$1.15M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
24.7K+ 52.38% |
$919K - $951K
|
71.9K
$2.27M
|
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.6KNew |
$914K - $946K
|
24.6K
$776K
|
|
May 03, 2021
Q1 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
24.3K+ 12.34% |
$903K - $934K
|
221K
$6.98M
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
24.1K+ 26.35% |
$897K - $929K
|
116K
$3.65M
|
|
May 10, 2021
Q1 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
23.8K+ 8.41% |
$885K - $917K
|
307K
$9.69M
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.4K+ 155.55% |
$868K - $898K
|
38.4K
$1.21M
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23.3KNew |
$866K - $896K
|
23.3K
$735K
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
23.3K+ 11.41% |
$864K - $895K
|
227K
$7.17M
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
BUY
|
- |
23.2K+ 15.66% |
$860K - $890K
|
171K
$5.39M
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
22.9KNew |
$852K - $882K
|
22.9K
$724K
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
22.7KNew |
$845K - $875K
|
22.7K
$718K
|