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 06, 2021
Q1 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.21K+ 9.18% |
$82.3K - $85.2K
|
26.3K
$831K
|
|
May 17, 2021
Q1 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.2K+ 7.2% |
$81.7K - $84.6K
|
32.7K
$1.03M
|
|
May 10, 2021
Q1 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.19KNew |
$81.2K - $84K
|
2.19K
$68.9K
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.18K+ 6.98% |
$80.8K - $83.7K
|
33.3K
$1.05M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 3.21% |
$80.8K - $83.7K
|
69.9K
$2.2M
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.16K+ 55.3% |
$80.2K - $83.1K
|
6.07K
$191K
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.13K+ 21.19% |
$79.3K - $82.1K
|
12.2K
$385K
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.1K+ 45.72% |
$78K - $80.7K
|
6.69K
$211K
|
|
Apr 20, 2021
Q1 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 11.76% |
$77.6K - $80.4K
|
19.9K
$627K
|
|
Apr 22, 2021
Q1 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.08K+ 7.5% |
$77.3K - $80K
|
29.8K
$941K
|
|
May 13, 2021
Q1 2021
|
Burney CO
Reston, VA |
BUY
|
- |
2.04K+ 9.27% |
$75.8K - $78.5K
|
24.1K
$759K
|
|
May 17, 2021
Q1 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2K+ 27.47% |
$74.3K - $76.9K
|
9.28K
$293K
|
|
May 13, 2021
Q1 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2K+ 7.41% |
$74.1K - $76.7K
|
28.9K
$912K
|
|
May 13, 2021
Q1 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.94K+ 1.16% |
$72.2K - $74.8K
|
169K
$5.34M
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.92K+ 49.08% |
$71.4K - $73.9K
|
5.84K
$184K
|
|
Apr 15, 2021
Q1 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.9K+ 10.78% |
$70.6K - $73.1K
|
19.5K
$616K
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
BUY
|
- |
1.89K+ 2556.76% |
$70.3K - $72.8K
|
1.97K
$62K
|
|
Apr 23, 2021
Q1 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.88K+ 1.7% |
$69.9K - $72.3K
|
112K
$3.54M
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.86K+ 85.68% |
$68.9K - $71.3K
|
4.02K
$127K
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.83K+ 4.25% |
$68.1K - $70.5K
|
45K
$1.42M
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.83K+ 3.5% |
$67.9K - $70.3K
|
54K
$1.7M
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.82K+ 29.59% |
$67.4K - $69.8K
|
7.95K
$251K
|
|
May 11, 2021
Q1 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.81K+ 1.47% |
$67.2K - $69.6K
|
125K
$3.94M
|
|
May 12, 2021
Q1 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.8K+ 16.86% |
$66.9K - $69.2K
|
12.5K
$394K
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.78K+ 31.44% |
$65.9K - $68.3K
|
7.42K
$234K
|
|
Apr 23, 2021
Q1 2021
|
Tfg Advisers LLC
|
BUY
|
- |
1.76K+ 2.87% |
$65.5K - $67.8K
|
63.1K
$1.99M
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.69K+ 24.71% |
$62.9K - $65.1K
|
8.54K
$270K
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
1.69K+ 8.96% |
$62.6K - $64.8K
|
20.5K
$647K
|
|
May 06, 2021
Q1 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.68K+ 13.97% |
$62.5K - $64.7K
|
13.7K
$433K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.68K+ 5.49% |
$62.3K - $64.5K
|
32.2K
$1.02M
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.66K+ 5.38% |
$61.7K - $63.8K
|
32.5K
$1.03M
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.65K+ 3.01% |
$61.1K - $63.3K
|
56.3K
$1.78M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 1.62% |
$59.7K - $61.8K
|
101K
$3.18M
|
|
May 14, 2021
Q1 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.6KNew |
$59.4K - $61.5K
|
1.6K
$50.5K
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$59.4K - $61.5K
|
1.6K
$50.4K
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.58K+ 39.06% |
$58.5K - $60.6K
|
5.61K
$177K
|
|
May 06, 2021
Q1 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.55K+ 0.49% |
$57.7K - $59.7K
|
317K
$10M
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.5K+ 0.86% |
$55.7K - $57.7K
|
175K
$5.52M
|
|
May 17, 2021
Q1 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.49K+ 7.78% |
$55.4K - $57.3K
|
20.7K
$652K
|
|
May 04, 2021
Q1 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.48K+ 12.23% |
$55K - $56.9K
|
13.6K
$429K
|
|
Apr 29, 2021
Q1 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.47K+ 4.9% |
$54.6K - $56.6K
|
31.5K
$994K
|
|
May 05, 2021
Q1 2021
|
Providence First Trust CO
|
BUY
|
- |
1.45K+ 3.93% |
$53.8K - $55.7K
|
38.4K
$1.21M
|
|
Apr 29, 2021
Q1 2021
|
Sage Financial Group Inc
|
BUY
|
- |
1.44K+ 9.15% |
$53.3K - $55.2K
|
17.1K
$541K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.43K+ 0.57% |
$53K - $54.8K
|
251K
$7.92M
|
|
Apr 27, 2021
Q1 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1.4K+ 3.86% |
$52K - $53.8K
|
37.7K
$1.19M
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.34K+ 4.08% |
$49.8K - $51.6K
|
34.2K
$1.08M
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.33K+ 15.55% |
$49.5K - $51.3K
|
9.91K
$313K
|
|
May 17, 2021
Q1 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.33K+ 1.77% |
$49.5K - $51.2K
|
76.6K
$2.42M
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.33KNew |
$49.3K - $51K
|
1.33K
$41.8K
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.31K+ 4.98% |
$48.6K - $50.3K
|
27.6K
$870K
|