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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 12.43% |
$406K - $420K
|
98.7K
$3.12M
|
|
May 11, 2021
Q1 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10.9K+ 31.74% |
$405K - $419K
|
45.2K
$1.43M
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.8K+ 14.58% |
$400K - $414K
|
84.6K
$2.67M
|
|
Apr 15, 2021
Q1 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
10.7K+ 6.14% |
$399K - $413K
|
186K
$5.86M
|
|
May 12, 2021
Q1 2021
|
American Money Management, LLC
|
BUY
|
- |
10.7K+ 162.98% |
$397K - $411K
|
17.2K
$543K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4K+ 46.07% |
$388K - $402K
|
33.1K
$1.04M
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
BUY
|
- |
10.3K+ 20.04% |
$384K - $397K
|
61.9K
$1.95M
|
|
May 12, 2021
Q1 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10.3KNew |
$383K - $396K
|
10.3K
$325K
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
10.3K+ 28.49% |
$383K - $396K
|
46.5K
$1.47M
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.3K+ 66.56% |
$382K - $395K
|
25.7K
$812K
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
10.1KNew |
$374K - $387K
|
10.1K
$318K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
10K+ 29.55% |
$373K - $386K
|
44K
$1.39M
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10K+ 61.95% |
$372K - $385K
|
26.1K
$825K
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.85K+ 2.37% |
$366K - $379K
|
425K
$13.4M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.8K+ 16.46% |
$364K - $377K
|
69.3K
$2.19M
|
|
May 07, 2021
Q1 2021
|
Delphi Financial Group, Inc.
|
BUY
|
- |
9.54KNew |
$354K - $367K
|
9.54K
$301K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
9.53K+ 106.53% |
$354K - $367K
|
18.5K
$583K
|
|
May 17, 2021
Q1 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
9.49K+ 4.52% |
$353K - $365K
|
220K
$6.93M
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.3K+ 31.74% |
$345K - $358K
|
38.6K
$1.22M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.23K+ 4.34% |
$343K - $355K
|
222K
$7M
|
|
May 05, 2021
Q1 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9.19K+ 6.41% |
$341K - $353K
|
152K
$4.81M
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8.77KNew |
$326K - $337K
|
8.77K
$277K
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.63K+ 22.27% |
$321K - $332K
|
47.4K
$1.5M
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8.56K+ 15276.79% |
$318K - $329K
|
8.61K
$272K
|
|
Apr 30, 2021
Q1 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.54K+ 11.49% |
$317K - $329K
|
82.9K
$2.62M
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8.49K+ 21.59% |
$315K - $326K
|
47.8K
$1.51M
|
|
May 19, 2021
Q1 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.39KNew |
$312K - $323K
|
8.39K
$265K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.29K+ 14.15% |
$308K - $319K
|
66.9K
$2.11M
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.19KNew |
$304K - $315K
|
8.19K
$258K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.18K+ 1.47% |
$304K - $314K
|
564K
$17.8M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.11KNew |
$301K - $312K
|
8.11K
$256K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.11K+ 21.71% |
$301K - $312K
|
45.5K
$1.43M
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.11K+ 21.71% |
$301K - $312K
|
45.5K
$1.43M
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
7.98K+ 1595.0% |
$296K - $307K
|
8.48K
$267K
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.95K+ 22.68% |
$295K - $306K
|
43K
$1.36M
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.93K+ 6.14% |
$295K - $305K
|
137K
$4.33M
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
7.93K+ 21.68% |
$294K - $305K
|
44.5K
$1.4M
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.92KNew |
$294K - $305K
|
7.92K
$250K
|
|
May 17, 2021
Q1 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.92KNew |
$294K - $304K
|
7.92K
$250K
|
|
Apr 26, 2021
Q1 2021
|
Reik & Co., LLC
|
BUY
|
- |
7.89K+ 93.37% |
$293K - $303K
|
16.3K
$516K
|
|
May 17, 2021
Q1 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7.53K+ 1.22% |
$280K - $289K
|
624K
$19.7M
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.52K+ 6.58% |
$279K - $289K
|
122K
$3.84M
|
|
Jun 17, 2024
Q1 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.3KNew |
$271K - $281K
|
7.3K
$230K
|
|
May 13, 2021
Q1 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.27K+ 4.44% |
$270K - $279K
|
171K
$5.39M
|
|
May 04, 2021
Q1 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.11K+ 16.89% |
$264K - $273K
|
49.2K
$1.55M
|
|
Apr 14, 2021
Q1 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
7.04K+ 18.89% |
$261K - $271K
|
44.3K
$1.4M
|
|
Apr 28, 2021
Q1 2021
|
Mathes Company, Inc.
|
BUY
|
- |
7K+ 10.18% |
$260K - $269K
|
75.8K
$2.39M
|
|
Apr 19, 2021
Q1 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
7KNew |
$260K - $269K
|
7K
$221K
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.93K+ 9.39% |
$258K - $267K
|
80.8K
$2.55M
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.88K+ 4.06% |
$255K - $264K
|
176K
$5.56M
|