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 14, 2021
Q1 2021
|
Centric Wealth Management
|
BUY
|
- |
1.3K+ 1.52% |
$48.3K - $50K
|
87K
$2.75M
|
|
May 05, 2021
Q1 2021
|
Sp Asset Management
|
BUY
|
- |
1.26K+ 3.46% |
$46.7K - $48.3K
|
37.6K
$1.19M
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.25K+ 12.18% |
$46.4K - $48K
|
11.5K
$363K
|
|
May 07, 2021
Q1 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.2K+ 18.67% |
$44.6K - $46.2K
|
7.63K
$241K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.2K+ 1.29% |
$44.5K - $46K
|
94.3K
$2.98M
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.19K+ 2.42% |
$44.2K - $45.7K
|
50.4K
$1.59M
|
|
Apr 22, 2021
Q1 2021
|
Transform Wealth, LLC
|
BUY
|
- |
1.15K+ 4.94% |
$42.9K - $44.4K
|
24.5K
$773K
|
|
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.11K+ 7.38% |
$41.3K - $42.8K
|
16.2K
$510K
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
BUY
|
- |
1.08K+ 1.63% |
$40.3K - $41.7K
|
67.6K
$2.13M
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.07K+ 4.42% |
$39.9K - $41.3K
|
25.4K
$801K
|
|
May 05, 2021
Q1 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 0.5% |
$39.2K - $40.5K
|
213K
$6.74M
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.05K+ 2.23% |
$38.9K - $40.2K
|
47.9K
$1.51M
|
|
Apr 15, 2021
Q1 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
1K+ 3.99% |
$37.2K - $38.5K
|
26.1K
$823K
|
|
May 05, 2021
Q1 2021
|
Ballast, Inc.
|
BUY
|
- |
960+ 9.63% |
$35.7K - $36.9K
|
10.9K
$345K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
950New |
$35.3K - $36.5K
|
950
$30K
|
|
May 14, 2021
Q1 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
920+ 0.65% |
$34.2K - $35.4K
|
142K
$4.48M
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
914+ 3.66% |
$34K - $35.2K
|
25.9K
$816K
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
872+ 3.53% |
$32.4K - $33.5K
|
25.5K
$806K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
858+ 1.03% |
$31.9K - $33K
|
84K
$2.65M
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
856+ 8.58% |
$31.8K - $32.9K
|
10.8K
$342K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
855+ 5.52% |
$31.8K - $32.9K
|
16.3K
$516K
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
855+ 14.76% |
$31.8K - $32.9K
|
6.65K
$210K
|
|
May 17, 2021
Q1 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
837+ 0.51% |
$31.1K - $32.2K
|
166K
$5.24M
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
833+ 6.03% |
$30.9K - $32K
|
14.6K
$462K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
804+ 13.82% |
$29.9K - $30.9K
|
6.62K
$209K
|
|
May 07, 2021
Q1 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
775+ 7.48% |
$28.8K - $29.8K
|
11.1K
$351K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
770New |
$28.6K - $29.6K
|
770
$24.3K
|
|
May 10, 2021
Q1 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
749+ 3.47% |
$27.8K - $28.8K
|
22.3K
$704K
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
739+ 10.89% |
$27.5K - $28.4K
|
7.53K
$237K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
734+ 73.4% |
$27.3K - $28.2K
|
1.73K
$54.7K
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
729+ 3.34% |
$27.1K - $28K
|
22.6K
$712K
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
711+ 11.72% |
$26.4K - $27.3K
|
6.78K
$214K
|
|
Apr 14, 2021
Q1 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
689+ 1.27% |
$25.6K - $26.5K
|
54.9K
$1.73M
|
|
May 07, 2021
Q1 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
689+ 8.27% |
$25.6K - $26.5K
|
9.02K
$285K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
683+ 5.58% |
$25.4K - $26.3K
|
12.9K
$408K
|
|
May 06, 2021
Q1 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
657+ 0.23% |
$24.4K - $25.3K
|
282K
$8.89M
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
BUY
|
- |
630+ 0.87% |
$23.4K - $24.2K
|
73.5K
$2.32M
|
|
Mar 09, 2022
Q1 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
629+ 12.36% |
$23.4K - $24.2K
|
5.72K
$180K
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
625+ 1.86% |
$23.2K - $24K
|
34.3K
$1.08M
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
600+ 11.37% |
$22.3K - $23.1K
|
5.88K
$185K
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
595+ 1.15% |
$22.1K - $22.9K
|
52.5K
$1.66M
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
588New |
$21.8K - $22.6K
|
588
$18.6K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
569+ 4.33% |
$21.1K - $21.9K
|
13.7K
$432K
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
550+ 5.72% |
$20.4K - $21.2K
|
10.2K
$321K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
532New |
$19.8K - $20.5K
|
532
$16.8K
|
|
Apr 19, 2021
Q1 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
530+ 6.91% |
$19.7K - $20.4K
|
8.2K
$259K
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
520+ 3.82% |
$19.3K - $20K
|
14.1K
$446K
|
|
May 12, 2021
Q1 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
520+ 5.53% |
$19.3K - $20K
|
9.93K
$313K
|
|
May 12, 2021
Q1 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
507+ 3.9% |
$18.8K - $19.5K
|
13.5K
$426K
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
500+ 9.56% |
$18.6K - $19.2K
|
5.73K
$181K
|