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 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
25.6K+ 181.17% |
$972K - $1.01M
|
39.7K
$1.25M
|
|
Nov 18, 2022
Q2 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
25.6K+ 5.33% |
$971K - $1.01M
|
505K
$15.9M
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25.2K+ 110.61% |
$955K - $990K
|
47.9K
$1.51M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.1K+ 28.05% |
$954K - $988K
|
115K
$3.62M
|
|
Aug 05, 2021
Q2 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
24.4K+ 407.07% |
$926K - $960K
|
30.4K
$959K
|
|
Jul 14, 2021
Q2 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
24KNew |
$910K - $943K
|
24K
$756K
|
|
Jul 19, 2021
Q2 2021
|
Wendell David Associates Inc
|
BUY
|
- |
23.8K+ 12.22% |
$903K - $936K
|
218K
$6.89M
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
BUY
|
- |
22.9K+ 53.7% |
$870K - $901K
|
65.6K
$2.07M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 4.05% |
$868K - $899K
|
587K
$18.5M
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
22.3K+ 66.66% |
$845K - $876K
|
55.7K
$1.76M
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
22K+ 228.95% |
$836K - $867K
|
31.7K
$999K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21K+ 124.75% |
$796K - $825K
|
37.8K
$1.19M
|
|
Aug 26, 2021
Q2 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
20.8K+ 247.78% |
$789K - $818K
|
29.2K
$921K
|
|
Jul 13, 2021
Q2 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
20.8K+ 23.39% |
$788K - $816K
|
109K
$3.45M
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19K+ 16.39% |
$722K - $749K
|
135K
$4.26M
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
18.8K+ 20.04% |
$715K - $741K
|
113K
$3.56M
|
|
Aug 13, 2021
Q2 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18.6K+ 11.79% |
$707K - $733K
|
177K
$5.57M
|
|
Aug 16, 2021
Q2 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
18.4K+ 44.7% |
$698K - $723K
|
59.5K
$1.88M
|
|
Aug 06, 2021
Q2 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
18.2K+ 21.82% |
$690K - $715K
|
102K
$3.2M
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
17.7K+ 14.25% |
$673K - $698K
|
142K
$4.49M
|
|
Aug 10, 2021
Q2 2021
|
Life Pro Asset Management
|
BUY
|
- |
17.4K+ 67.63% |
$660K - $684K
|
43.1K
$1.36M
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
17.1KNew |
$651K - $674K
|
17.1K
$541K
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16.4K+ 8.73% |
$622K - $645K
|
204K
$6.45M
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.8K+ 15.98% |
$599K - $621K
|
115K
$3.61M
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.4K+ 34.87% |
$584K - $606K
|
59.5K
$1.88M
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
15.3K+ 8.92% |
$580K - $601K
|
187K
$5.89M
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15.2K+ 94.17% |
$578K - $599K
|
31.4K
$991K
|
|
Aug 13, 2021
Q2 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.1K+ 39.37% |
$573K - $594K
|
53.5K
$1.69M
|
|
Aug 16, 2021
Q2 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
15K+ 8.82% |
$569K - $590K
|
185K
$5.84M
|
|
Jul 15, 2021
Q2 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15K+ 10.08% |
$569K - $590K
|
164K
$5.16M
|
|
Jul 15, 2021
Q2 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$566K - $586K
|
14.9K
$470K
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
14.6K+ 13.91% |
$554K - $574K
|
119K
$3.77M
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.5K+ 60.59% |
$552K - $572K
|
38.5K
$1.22M
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
BUY
|
- |
13.9K+ 110.73% |
$527K - $547K
|
26.4K
$834K
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
13.7K+ 8.02% |
$520K - $539K
|
185K
$5.83M
|
|
Aug 16, 2021
Q2 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
13.6KNew |
$517K - $536K
|
13.6K
$430K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.3K+ 13.05% |
$506K - $524K
|
116K
$3.64M
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
13K+ 39.67% |
$493K - $511K
|
45.7K
$1.44M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13K+ 10.11% |
$492K - $509K
|
141K
$4.45M
|
|
Jul 15, 2021
Q2 2021
|
Norway Savings Bank
|
BUY
|
- |
12.9K+ 20.9% |
$491K - $509K
|
74.8K
$2.36M
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
11.8K+ 18.45% |
$447K - $463K
|
75.6K
$2.39M
|
|
Aug 05, 2021
Q2 2021
|
Congress Asset Management CO
|
BUY
|
- |
11.7K+ 7.26% |
$445K - $461K
|
173K
$5.47M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 16.56% |
$439K - $455K
|
81.4K
$2.57M
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
11.5K+ 13.54% |
$437K - $453K
|
96.5K
$3.04M
|
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
11.4K+ 11.62% |
$433K - $449K
|
110K
$3.46M
|
|
Jul 15, 2021
Q2 2021
|
Fc Advisory LLC
|
BUY
|
- |
11.3KNew |
$427K - $443K
|
11.3K
$355K
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
11.2K+ 2.66% |
$426K - $442K
|
433K
$13.7M
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
11.2K+ 2.66% |
$426K - $442K
|
433K
$13.7M
|
|
Aug 13, 2021
Q2 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
11.2K+ 6.55% |
$425K - $441K
|
182K
$5.75M
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.9K+ 20.09% |
$412K - $427K
|
64.9K
$2.05M
|