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 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.76K+ 41.77% |
$251K - $260K
|
22.9K
$724K
|
|
May 05, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
6.74K+ 13.69% |
$251K - $259K
|
56K
$1.77M
|
|
May 13, 2021
Q1 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.7K+ 78.15% |
$249K - $258K
|
15.3K
$482K
|
|
Apr 28, 2021
Q1 2021
|
Life Pro Asset Management
|
BUY
|
- |
6.68K+ 35.08% |
$248K - $257K
|
25.7K
$812K
|
|
May 10, 2021
Q1 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.51KNew |
$242K - $250K
|
6.51K
$205K
|
|
Apr 26, 2021
Q1 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
6.45K+ 10.37% |
$240K - $248K
|
68.7K
$2.17M
|
|
May 13, 2021
Q1 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
6.42K+ 150.35% |
$239K - $247K
|
10.7K
$337K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.42K+ 36.2% |
$238K - $247K
|
24.1K
$761K
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.32K+ 33.0% |
$235K - $243K
|
25.5K
$804K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.26K+ 0.62% |
$233K - $241K
|
1.01M
$31.9M
|
|
May 07, 2021
Q1 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
6.25KNew |
$232K - $240K
|
6.25K
$197K
|
|
Apr 28, 2021
Q1 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
6.19K+ 11.38% |
$230K - $238K
|
60.6K
$1.91M
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.15K+ 17.34% |
$228K - $236K
|
41.6K
$1.31M
|
|
May 07, 2021
Q1 2021
|
South Shore Capital Advisors
|
BUY
|
- |
6.14KNew |
$228K - $236K
|
6.14K
$194K
|
|
Apr 26, 2022
Q1 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
6.14KNew |
$228K - $236K
|
6.14K
$194K
|
|
May 28, 2021
Q1 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
6.02K+ 16.04% |
$223K - $231K
|
43.5K
$1.37M
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.94KNew |
$221K - $229K
|
5.94K
$188K
|
|
May 13, 2021
Q1 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
5.81KNew |
$216K - $223K
|
5.81K
$183K
|
|
May 13, 2021
Q1 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.75K+ 36.39% |
$214K - $221K
|
21.6K
$680K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.58KNew |
$207K - $215K
|
5.58K
$176K
|
|
May 17, 2021
Q1 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5.56KNew |
$206K - $214K
|
5.56K
$175K
|
|
Apr 23, 2021
Q1 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
5.53KNew |
$205K - $213K
|
5.53K
$175K
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.51K+ 19.76% |
$205K - $212K
|
33.4K
$1.05M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.44KNew |
$202K - $209K
|
5.44K
$172K
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
5.42K+ 18.1% |
$202K - $209K
|
35.4K
$1.12M
|
|
Apr 09, 2021
Q1 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.41K+ 41.68% |
$201K - $208K
|
18.4K
$580K
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
BUY
|
- |
5.4K+ 8.85% |
$200K - $207K
|
66.3K
$2.09M
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.37KNew |
$199K - $206K
|
5.37K
$169K
|
|
Apr 21, 2021
Q1 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
5.28KNew |
$196K - $203K
|
5.28K
$167K
|
|
Apr 23, 2021
Q1 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5.25KNew |
$195K - $202K
|
5.25K
$166K
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.21KNew |
$194K - $200K
|
5.21K
$164K
|
|
Apr 12, 2021
Q1 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5.2KNew |
$193K - $200K
|
5.2K
$164K
|
|
Apr 30, 2021
Q1 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
5.2K+ 31.71% |
$193K - $200K
|
21.6K
$681K
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.19K+ 61.27% |
$193K - $200K
|
13.7K
$431K
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.15K+ 66.15% |
$191K - $198K
|
12.9K
$408K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.1K+ 51.86% |
$190K - $196K
|
14.9K
$471K
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
BUY
|
- |
5.05K+ 8.02% |
$188K - $194K
|
68K
$2.15M
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
4.9K+ 8.31% |
$182K - $188K
|
63.8K
$2.01M
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
4.83KNew |
$179K - $186K
|
4.83K
$152K
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.75K+ 5.95% |
$176K - $183K
|
84.6K
$2.67M
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
BUY
|
- |
4.56K+ 85.13% |
$169K - $175K
|
9.91K
$313K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.51K+ 1.27% |
$167K - $173K
|
359K
$11.3M
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.43K+ 10.2% |
$165K - $170K
|
47.9K
$1.51M
|
|
May 06, 2021
Q1 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.4K+ 33.47% |
$163K - $169K
|
17.5K
$553K
|
|
May 12, 2021
Q1 2021
|
South State Corp
|
BUY
|
- |
4.35K+ 8.49% |
$162K - $167K
|
55.6K
$1.75M
|
|
May 06, 2021
Q1 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.22K+ 8.54% |
$157K - $162K
|
53.6K
$1.69M
|
|
May 04, 2021
Q1 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
4.2K+ 7.03% |
$156K - $162K
|
64K
$2.02M
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.17K+ 14.35% |
$155K - $160K
|
33.2K
$1.05M
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
4.15K+ 17.57% |
$154K - $160K
|
27.8K
$876K
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.12K+ 18.59% |
$153K - $158K
|
26.3K
$829K
|