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 21, 2021
Q1 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
22.2KNew |
$826K - $855K
|
22.2K
$702K
|
|
May 14, 2021
Q1 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22.1K+ 44.02% |
$822K - $851K
|
72.4K
$2.28M
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22K+ 93.59% |
$817K - $846K
|
45.5K
$1.44M
|
|
May 14, 2021
Q1 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
20.5K+ 3.82% |
$760K - $787K
|
556K
$17.5M
|
|
May 05, 2021
Q1 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
20KNew |
$743K - $769K
|
20K
$631K
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
19.9K+ 31.27% |
$737K - $763K
|
83.3K
$2.63M
|
|
Nov 18, 2022
Q1 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
19.8K+ 4.3% |
$736K - $762K
|
480K
$15.1M
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
19.8K+ 18.16% |
$735K - $761K
|
129K
$4.06M
|
|
Apr 23, 2021
Q1 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
19.7K+ 3.08% |
$732K - $757K
|
660K
$20.8M
|
|
Apr 30, 2021
Q1 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
19.4KNew |
$721K - $746K
|
19.4K
$612K
|
|
Apr 12, 2021
Q1 2021
|
Monument Capital Management
|
BUY
|
- |
19.3K+ 79.67% |
$717K - $742K
|
43.5K
$1.37M
|
|
Apr 29, 2021
Q1 2021
|
Petix & Botte CO
|
BUY
|
- |
19.1K+ 89.58% |
$709K - $734K
|
40.4K
$1.27M
|
|
Apr 07, 2021
Q1 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
19.1K+ 28.91% |
$708K - $733K
|
85K
$2.68M
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19K+ 18.79% |
$706K - $731K
|
120K
$3.79M
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
19K+ 14.0% |
$704K - $729K
|
154K
$4.87M
|
|
May 11, 2021
Q1 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
18.5K+ 85.7% |
$689K - $713K
|
40.2K
$1.27M
|
|
Apr 19, 2021
Q1 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
17.6K+ 28.06% |
$653K - $677K
|
80.3K
$2.53M
|
|
Apr 23, 2021
Q1 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
17.5K+ 12.81% |
$648K - $671K
|
154K
$4.85M
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
16.9K+ 203.93% |
$627K - $649K
|
25.2K
$794K
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16.8K+ 12.77% |
$625K - $647K
|
149K
$4.69M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.3K+ 7.78% |
$606K - $628K
|
226K
$7.14M
|
|
Apr 27, 2021
Q1 2021
|
First American Trust, Fsb
|
BUY
|
- |
16.3K+ 126.05% |
$606K - $627K
|
29.3K
$923K
|
|
May 04, 2021
Q1 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
16.3K+ 85.98% |
$605K - $627K
|
35.3K
$1.11M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.2K+ 18.84% |
$602K - $623K
|
102K
$3.22M
|
|
May 07, 2021
Q1 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
16.2KNew |
$601K - $622K
|
16.2K
$510K
|
|
Apr 26, 2021
Q1 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
16.1K+ 35.1% |
$597K - $618K
|
61.9K
$1.95M
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15.9K+ 22.17% |
$589K - $610K
|
87.4K
$2.76M
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
15.3K+ 13.84% |
$569K - $589K
|
126K
$3.98M
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$565K - $585K
|
15.2K
$480K
|
|
May 17, 2021
Q1 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
14.9K+ 99.9% |
$552K - $572K
|
29.8K
$939K
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
BUY
|
- |
14.7K+ 367400.0% |
$546K - $565K
|
14.7K
$464K
|
|
May 03, 2021
Q1 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
14.4K+ 24.28% |
$535K - $554K
|
73.7K
$2.33M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.4KNew |
$534K - $553K
|
14.4K
$454K
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.3K+ 5.05% |
$530K - $548K
|
297K
$9.36M
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
14.2KNew |
$529K - $547K
|
14.2K
$449K
|
|
Apr 14, 2021
Q1 2021
|
Parkside Investments, LLC
|
BUY
|
- |
14K+ 5.06% |
$519K - $537K
|
290K
$9.15M
|
|
May 06, 2021
Q1 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
14K+ 26.15% |
$518K - $537K
|
67.3K
$2.12M
|
|
May 10, 2021
Q1 2021
|
Coastline Trust CO
|
BUY
|
- |
13.5K+ 31.51% |
$502K - $520K
|
56.4K
$1.78M
|
|
Apr 16, 2021
Q1 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
13.1K+ 46.04% |
$486K - $503K
|
41.5K
$1.31M
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
13.1KNew |
$486K - $503K
|
13.1K
$412K
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.9KNew |
$479K - $496K
|
12.9K
$407K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.7K+ 10.63% |
$472K - $488K
|
132K
$4.17M
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
BUY
|
- |
12.5KNew |
$466K - $483K
|
12.5K
$396K
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
12.2K+ 40.19% |
$454K - $470K
|
42.7K
$1.35M
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
11.8K+ 12.68% |
$438K - $454K
|
105K
$3.31M
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.8K+ 30.78% |
$437K - $453K
|
50K
$1.58M
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.6K+ 14.04% |
$431K - $447K
|
94.3K
$2.98M
|
|
Apr 21, 2021
Q1 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
11.6K+ 15.67% |
$431K - $446K
|
85.6K
$2.7M
|
|
Apr 20, 2021
Q1 2021
|
Wendell David Associates Inc
|
BUY
|
- |
11.3K+ 6.13% |
$418K - $433K
|
195K
$6.14M
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11K+ 8.58% |
$410K - $424K
|
140K
$4.4M
|