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 18, 2021
Q1 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.09K+ 1.86% |
$152K - $157K
|
224K
$7.06M
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4K+ 4.67% |
$148K - $154K
|
89.6K
$2.83M
|
|
Apr 23, 2021
Q1 2021
|
Delta Capital Management LLC
|
BUY
|
- |
3.96K+ 21.46% |
$147K - $152K
|
22.4K
$707K
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
BUY
|
- |
3.87K+ 2.12% |
$144K - $149K
|
187K
$5.89M
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.83K+ 45.98% |
$142K - $147K
|
12.2K
$383K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.83K+ 6.29% |
$142K - $147K
|
64.7K
$2.04M
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.82K+ 21.64% |
$142K - $147K
|
21.5K
$678K
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.82K+ 21.64% |
$142K - $147K
|
21.5K
$678K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
3.8K+ 6.27% |
$141K - $146K
|
64.4K
$2.03M
|
|
Apr 23, 2021
Q1 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.76K+ 18.8% |
$140K - $145K
|
23.8K
$751K
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3.76K+ 6.86% |
$140K - $145K
|
58.6K
$1.85M
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.53K+ 29.58% |
$131K - $136K
|
15.5K
$488K
|
|
May 17, 2021
Q1 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.48K+ 35.9% |
$129K - $134K
|
13.2K
$416K
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
3.45K+ 5.94% |
$128K - $133K
|
61.5K
$1.94M
|
|
Apr 01, 2021
Q1 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
3.37K+ 55.54% |
$125K - $130K
|
9.45K
$298K
|
|
May 11, 2021
Q1 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
3.35K+ 58.77% |
$124K - $129K
|
9.05K
$286K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
3.35K+ 8.59% |
$124K - $129K
|
42.3K
$1.34M
|
|
Apr 05, 2021
Q1 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.32K+ 13.71% |
$123K - $128K
|
27.6K
$869K
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.31K+ 5.75% |
$123K - $127K
|
60.9K
$1.92M
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.27K+ 56.19% |
$121K - $126K
|
9.09K
$287K
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.21K+ 1.75% |
$119K - $123K
|
187K
$5.9M
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.2K+ 17.78% |
$119K - $123K
|
21.2K
$669K
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.15K+ 3.04% |
$117K - $121K
|
107K
$3.37M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
3.1K+ 20.77% |
$115K - $119K
|
18K
$568K
|
|
May 04, 2021
Q1 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.07K+ 15.25% |
$114K - $118K
|
23.2K
$732K
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 10.01% |
$112K - $116K
|
33.1K
$1.04M
|
|
May 10, 2021
Q1 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3K+ 3.57% |
$111K - $115K
|
87.1K
$2.75M
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3KNew |
$111K - $115K
|
3K
$94.7K
|
|
May 06, 2021
Q1 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3K+ 11.87% |
$111K - $115K
|
28.3K
$892K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.94K+ 9.3% |
$109K - $113K
|
34.5K
$1.09M
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.82K+ 37.04% |
$105K - $108K
|
10.4K
$329K
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.8K+ 25.61% |
$104K - $108K
|
13.8K
$434K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.77K+ 34.6% |
$103K - $107K
|
10.8K
$340K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.77K+ 2.16% |
$103K - $106K
|
131K
$4.13M
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.75K+ 28.29% |
$102K - $106K
|
12.5K
$394K
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
BUY
|
- |
2.75K+ 22.5% |
$102K - $106K
|
15K
$472K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.74K+ 56.98% |
$102K - $105K
|
7.54K
$238K
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.73K+ 10.69% |
$102K - $105K
|
28.3K
$893K
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.71K+ 14.73% |
$101K - $104K
|
21.1K
$667K
|
|
May 17, 2021
Q1 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.66K+ 29.34% |
$98.6K - $102K
|
11.7K
$369K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.6KNew |
$96.6K - $100K
|
2.6K
$82K
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.58K+ 15.76% |
$95.7K - $99.1K
|
18.9K
$597K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.57K+ 39.69% |
$95.6K - $99K
|
9.06K
$286K
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
2.54K+ 6.35% |
$94.5K - $97.8K
|
42.6K
$1.34M
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.47K+ 31.82% |
$91.6K - $94.8K
|
10.2K
$322K
|
|
Apr 12, 2021
Q1 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.47K+ 14.32% |
$91.6K - $94.8K
|
19.7K
$621K
|
|
Apr 28, 2021
Q1 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.4K+ 10.87% |
$89.2K - $92.3K
|
24.5K
$773K
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.39K+ 2.16% |
$88.7K - $91.8K
|
113K
$3.57M
|
|
May 07, 2021
Q1 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.24K+ 68.21% |
$83.2K - $86.2K
|
5.52K
$174K
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
2.24K+ 4.11% |
$83.1K - $86.1K
|
56.7K
$1.79M
|