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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.89K- 13.57% |
$110K - $113K
|
18.4K
$578K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.93K- 1.89% |
$111K - $115K
|
152K
$4.78M
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3K- 33.94% |
$114K - $118K
|
5.83K
$183K
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
SELL
|
- |
-3K- 6.86% |
$114K - $118K
|
40.7K
$1.28M
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.05K- 0.96% |
$116K - $120K
|
316K
$9.92M
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.13K- 5.14% |
$119K - $123K
|
57.7K
$1.81M
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.21K- 23.41% |
$122K - $126K
|
10.5K
$330K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 19.19% |
$124K - $129K
|
13.8K
$434K
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-3.35K- 67.37% |
$127K - $132K
|
1.62K
$50.9K
|
|
Aug 04, 2021
Q2 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.67K- 11.47% |
$139K - $145K
|
28.4K
$891K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.7K- 14.56% |
$140K - $145K
|
21.7K
$682K
|
|
Aug 12, 2021
Q2 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.72K- 4.74% |
$141K - $147K
|
74.8K
$2.35M
|
|
Jul 22, 2021
Q2 2021
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-3.8K- 1.7% |
$144K - $149K
|
220K
$6.92M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.89K- 4.74% |
$148K - $153K
|
78.1K
$2.45M
|
|
Jul 29, 2021
Q2 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-3.91K- 10.33% |
$149K - $154K
|
34K
$1.07M
|
|
Jul 29, 2021
Q2 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-3.92K- 18.18% |
$149K - $154K
|
17.7K
$555K
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.28K- 39.99% |
$162K - $168K
|
6.42K
$202K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.34K- 19.03% |
$165K - $171K
|
18.5K
$580K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4.62KClosed |
$175K - $182K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-4.65K- 23.79% |
$176K - $183K
|
14.9K
$468K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-4.73K- 25.57% |
$179K - $186K
|
13.8K
$432K
|
|
Jul 12, 2021
Q2 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-4.79K- 4.41% |
$182K - $188K
|
104K
$3.26M
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.08K- 2.93% |
$193K - $200K
|
168K
$5.29M
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.3KClosed |
$201K - $209K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.43KClosed |
$206K - $214K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.54KClosed |
$210K - $218K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5.56KClosed |
$211K - $219K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.94KClosed |
$226K - $234K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-6.25K- 5.55% |
$237K - $246K
|
106K
$3.34M
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-6.3K- 33.63% |
$239K - $248K
|
12.4K
$391K
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.44K- 11.04% |
$244K - $253K
|
51.8K
$1.63M
|
|
Aug 13, 2021
Q2 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-6.46K- 11.82% |
$245K - $254K
|
48.2K
$1.51M
|
|
Aug 10, 2021
Q2 2021
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-6.51KClosed |
$247K - $256K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6.54K- 4.29% |
$248K - $257K
|
146K
$4.59M
|
|
Jul 23, 2021
Q2 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-6.62K- 2.18% |
$251K - $260K
|
297K
$9.32M
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.75K- 5.5% |
$256K - $265K
|
116K
$3.64M
|
|
Aug 03, 2021
Q2 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.83K- 7.28% |
$259K - $269K
|
87K
$2.73M
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.89K- 9.23% |
$262K - $271K
|
67.8K
$2.13M
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-7.13KClosed |
$271K - $280K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-7.28K- 21.23% |
$276K - $287K
|
27K
$849K
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7.3KClosed |
$277K - $287K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-7.48KClosed |
$284K - $294K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-7.66KClosed |
$291K - $301K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.7K- 56.66% |
$292K - $303K
|
5.89K
$185K
|
|
Jul 07, 2021
Q2 2021
|
Security National Bank
|
SELL
|
- |
-7.78KClosed |
$295K - $306K
|
0
$0
|
|
Aug 25, 2021
Q2 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.85KClosed |
$298K - $309K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-7.92K- 51.91% |
$301K - $312K
|
7.34K
$231K
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
SELL
|
- |
-8.08KClosed |
$307K - $318K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.27KClosed |
$314K - $325K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.49K- 0.51% |
$322K - $334K
|
1.67M
$52.5M
|