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
|
Trustcore Financial Services, LLC
|
BUY
|
- |
500+ 100.0% |
$18.6K - $19.2K
|
1K
$31.6K
|
|
Apr 27, 2021
Q1 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
500+ 2.52% |
$18.6K - $19.2K
|
20.3K
$641K
|
|
May 12, 2021
Q1 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
493+ 1.0% |
$18.3K - $19K
|
49.8K
$1.57M
|
|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
BUY
|
- |
491+ 6.47% |
$18.2K - $18.9K
|
8.08K
$255K
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
485+ 7.48% |
$18K - $18.7K
|
6.97K
$220K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
484+ 4.31% |
$18K - $18.6K
|
11.7K
$370K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
468New |
$17.4K - $18K
|
468
$14.8K
|
|
Apr 14, 2021
Q1 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
468+ 0.42% |
$17.4K - $18K
|
113K
$3.56M
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
463+ 8.41% |
$17.2K - $17.8K
|
5.97K
$188K
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
456+ 4.98% |
$16.9K - $17.5K
|
9.61K
$303K
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
444+ 1.36% |
$16.5K - $17.1K
|
33.2K
$1.05M
|
|
May 14, 2021
Q1 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
437+ 1.62% |
$16.2K - $16.8K
|
27.4K
$865K
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
410+ 1.76% |
$15.2K - $15.8K
|
23.7K
$747K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
403+ 0.67% |
$15K - $15.5K
|
60.8K
$1.92M
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
400+ 133.33% |
$14.9K - $15.4K
|
700
$22.1K
|
|
May 11, 2021
Q1 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
378+ 1.01% |
$14K - $14.5K
|
37.9K
$1.19M
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
374+ 23.2% |
$13.9K - $14.4K
|
1.99K
$62.7K
|
|
Apr 29, 2021
Q1 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
348+ 1.98% |
$12.9K - $13.4K
|
17.9K
$565K
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
345+ 0.45% |
$12.8K - $13.3K
|
77.1K
$2.43M
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
344+ 0.86% |
$12.8K - $13.2K
|
40.4K
$1.27M
|
|
Apr 08, 2021
Q1 2021
|
Bath Savings Trust CO
|
BUY
|
- |
340+ 0.74% |
$12.6K - $13.1K
|
46K
$1.45M
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
BUY
|
- |
332+ 2.06% |
$12.3K - $12.8K
|
16.4K
$518K
|
|
May 17, 2021
Q1 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
309+ 3.57% |
$11.5K - $11.9K
|
8.97K
$283K
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
300New |
$11.1K - $11.5K
|
300
$9.47K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
300+ 33.08% |
$11.1K - $11.5K
|
1.21K
$38.1K
|
|
May 07, 2021
Q1 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
300+ 2.07% |
$11.1K - $11.5K
|
14.8K
$468K
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
299+ 25.15% |
$11.1K - $11.5K
|
1.49K
$46.9K
|
|
May 06, 2021
Q1 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
295+ 2.47% |
$11K - $11.3K
|
12.2K
$386K
|
|
Apr 16, 2021
Q1 2021
|
Burns J W & CO Inc
|
BUY
|
- |
276+ 0.25% |
$10.3K - $10.6K
|
109K
$3.43M
|
|
Apr 06, 2021
Q1 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
261+ 0.68% |
$9.7K - $10K
|
38.4K
$1.21M
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
250+ 0.28% |
$9.29K - $9.62K
|
90.5K
$2.85M
|
|
May 14, 2021
Q1 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
250New |
$9.29K - $9.62K
|
250
$7.89K
|
|
May 14, 2021
Q1 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
248+ 0.41% |
$9.21K - $9.54K
|
60.1K
$1.9M
|
|
May 05, 2021
Q1 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
240+ 2.38% |
$8.92K - $9.23K
|
10.3K
$325K
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
BUY
|
- |
233+ 5.26% |
$8.66K - $8.96K
|
4.66K
$147K
|
|
May 05, 2021
Q1 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
232+ 0.81% |
$8.62K - $8.92K
|
28.8K
$910K
|
|
May 03, 2021
Q1 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
197+ 1.95% |
$7.32K - $7.58K
|
10.3K
$324K
|
|
May 03, 2021
Q1 2021
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
154+ 1.42% |
$5.72K - $5.92K
|
11K
$348K
|
|
May 04, 2021
Q1 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
153+ 0.62% |
$5.68K - $5.88K
|
24.7K
$780K
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
150New |
$5.57K - $5.77K
|
150
$4.73K
|
|
May 13, 2021
Q1 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
143New |
$5.31K - $5.5K
|
143
$4.51K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
134New |
$4.98K - $5.15K
|
134
$4.23K
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
130+ 0.16% |
$4.83K - $5K
|
83K
$2.62M
|
|
Jun 02, 2022
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
123+ 0.58% |
$4.57K - $4.73K
|
21.3K
$671K
|
|
May 17, 2021
Q1 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
116+ 1.66% |
$4.31K - $4.46K
|
7.12K
$225K
|
|
May 14, 2021
Q1 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
114+ 1.28% |
$4.24K - $4.38K
|
8.99K
$284K
|
|
Apr 29, 2021
Q1 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
112+ 0.77% |
$4.16K - $4.31K
|
14.6K
$461K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
110+ 4.71% |
$4.09K - $4.23K
|
2.45K
$77.1K
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
106+ 0.61% |
$3.94K - $4.08K
|
17.4K
$549K
|
|
Apr 15, 2021
Q1 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
104+ 0.35% |
$3.86K - $4K
|
29.9K
$942K
|