Purchases and Sales Made in Q2 2021 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 0.77% |
$569 - $590
|
1.97K
$61.9K
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
14+ 0.81% |
$531 - $551
|
1.74K
$54.6K
|
|
Jul 29, 2021
Q2 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
13+ 0.19% |
$493 - $511
|
6.79K
$213K
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
13+ 0.87% |
$493 - $511
|
1.5K
$47.2K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11+ 0.03% |
$418 - $433
|
36.8K
$1.16M
|
|
Jul 20, 2021
Q2 2021
|
Ballast Advisors LLC
|
BUY
|
- |
10+ 0.72% |
$380 - $393
|
1.4K
$44K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 1.26% |
$266 - $275
|
564
$17.7K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.07% |
$266 - $275
|
9.88K
$311K
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$228 - $236
|
47.2K
$1.48M
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.08% |
$190 - $197
|
6.15K
$193K
|
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
4+ 0.06% |
$152 - $157
|
7.21K
$227K
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 0.06% |
$152 - $157
|
6.97K
$219K
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.27% |
$114 - $118
|
1.11K
$34.8K
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.05% |
$114 - $118
|
288
$9.05K
|
|
Jul 15, 2021
Q2 2021
|
West End Advisors, LLC
|
BUY
|
- |
3+ 1.29% |
$114 - $118
|
235
$7.38K
|
|
Jul 20, 2021
Q2 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$114 - $118
|
13.1K
$410K
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$75.9 - $78.7
|
7.35K
$231K
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
2+ 0.01% |
$75.9 - $78.7
|
32.8K
$1.03M
|
|
Jul 06, 2021
Q2 2021
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.01% |
$75.9 - $78.7
|
16.4K
$516K
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 2.04% |
$38 - $39.3
|
50
$1.57K
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1New |
$38 - $39.3
|
1
$31.4
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.01% |
$38 - $39.3
|
13.1K
$413K
|
|
Aug 11, 2021
Q2 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1- 0.01% |
$38 - $39.3
|
7.05K
$222K
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$38 - $39.3
|
42.1K
$1.32M
|
|
Aug 05, 2021
Q2 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2- 2.47% |
$75.9 - $78.7
|
79
$2.48K
|
|
Jul 22, 2021
Q2 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2Closed |
$75.9 - $78.7
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-15- 1.78% |
$569 - $590
|
826
$26K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-24Closed |
$911 - $944
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-26- 0.43% |
$987 - $1.02K
|
5.98K
$188K
|
|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.05% |
$1.14K - $1.18K
|
56.4K
$1.77M
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-43- 0.33% |
$1.63K - $1.69K
|
13.1K
$413K
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-43- 0.13% |
$1.63K - $1.69K
|
33.5K
$1.05M
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-46- 0.44% |
$1.75K - $1.81K
|
10.4K
$326K
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-46- 92.0% |
$1.75K - $1.81K
|
4
$126
|
|
Jul 19, 2021
Q2 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-55- 0.24% |
$2.09K - $2.16K
|
22.5K
$707K
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-58- 0.64% |
$2.2K - $2.28K
|
8.98K
$282K
|
|
Jul 30, 2021
Q2 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-58- 0.97% |
$2.2K - $2.28K
|
5.95K
$187K
|
|
Aug 10, 2021
Q2 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-58- 0.3% |
$2.2K - $2.28K
|
19.1K
$601K
|
|
Aug 10, 2021
Q2 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-62- 0.5% |
$2.35K - $2.44K
|
12.4K
$390K
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-78- 0.52% |
$2.96K - $3.07K
|
14.9K
$468K
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
SELL
|
- |
-100- 0.64% |
$3.8K - $3.93K
|
15.6K
$489K
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-112- 0.84% |
$4.25K - $4.41K
|
13.2K
$416K
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-129- 0.94% |
$4.9K - $5.07K
|
13.6K
$428K
|
|
Jul 21, 2021
Q2 2021
|
Rockland Trust CO
|
SELL
|
- |
-129- 1.94% |
$4.9K - $5.07K
|
6.51K
$205K
|
|
Jul 14, 2021
Q2 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-136- 0.51% |
$5.16K - $5.35K
|
26.5K
$834K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-139- 1.84% |
$5.28K - $5.47K
|
7.4K
$232K
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-142- 52.01% |
$5.39K - $5.59K
|
131
$4.12K
|
|
Aug 03, 2021
Q2 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-143- 0.2% |
$5.43K - $5.63K
|
71.4K
$2.24M
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-145- 14.49% |
$5.5K - $5.7K
|
856
$26.9K
|
|
Oct 28, 2021
Q2 2021
|
Innova Wealth Partners
|
SELL
|
- |
-150- 2.43% |
$5.69K - $5.9K
|
6.03K
$190K
|