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 13, 2021
Q2 2021
|
Destination Wealth Management
|
BUY
|
- |
6.08K+ 8.93% |
$231K - $239K
|
74.1K
$2.34M
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.06KNew |
$230K - $238K
|
6.06K
$191K
|
|
Aug 12, 2021
Q2 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.03KNew |
$229K - $237K
|
6.03K
$190K
|
|
Aug 13, 2021
Q2 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6K+ 20.16% |
$228K - $236K
|
35.8K
$1.13M
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5.92K+ 5.65% |
$225K - $233K
|
111K
$3.49M
|
|
Jul 28, 2021
Q2 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
5.88KNew |
$223K - $231K
|
5.88K
$186K
|
|
Aug 03, 2021
Q2 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
5.87K+ 6.73% |
$223K - $231K
|
93K
$2.93M
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.83K+ 23.71% |
$221K - $229K
|
30.4K
$960K
|
|
Aug 16, 2021
Q2 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.79KNew |
$220K - $228K
|
5.79K
$183K
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.78K+ 86.46% |
$220K - $228K
|
12.5K
$394K
|
|
Jul 07, 2021
Q2 2021
|
Bath Savings Trust CO
|
BUY
|
- |
5.77K+ 12.52% |
$219K - $227K
|
51.8K
$1.63M
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
5.74K+ 13.55% |
$218K - $226K
|
48.1K
$1.52M
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.71K+ 39.71% |
$217K - $225K
|
20.1K
$634K
|
|
Aug 13, 2021
Q2 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.7KNew |
$216K - $224K
|
5.7K
$180K
|
|
Jul 23, 2021
Q2 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
5.67K+ 30.87% |
$215K - $223K
|
24.1K
$759K
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
BUY
|
- |
5.67KNew |
$215K - $223K
|
5.67K
$179K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
5.63K+ 10.73% |
$214K - $222K
|
58.1K
$1.83M
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.59K+ 6.18% |
$212K - $220K
|
96.1K
$3.03M
|
|
Jul 21, 2021
Q2 2021
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5.55K+ 8.67% |
$211K - $218K
|
69.5K
$2.19M
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5.53KNew |
$210K - $218K
|
5.53K
$175K
|
|
Aug 06, 2021
Q2 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.51K+ 16.62% |
$209K - $217K
|
38.7K
$1.22M
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
5.5K+ 52.33% |
$209K - $216K
|
16K
$505K
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.44K+ 42.67% |
$206K - $214K
|
18.2K
$574K
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.43K+ 44.68% |
$206K - $214K
|
17.6K
$555K
|
|
Jul 22, 2021
Q2 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.38K+ 7.29% |
$204K - $212K
|
79.1K
$2.5M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.34K+ 2.41% |
$203K - $210K
|
227K
$7.18M
|
|
Aug 16, 2021
Q2 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
5.33KNew |
$202K - $210K
|
5.33K
$168K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.29K+ 6.57% |
$201K - $208K
|
85.8K
$2.71M
|
|
Jul 06, 2021
Q2 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
5.21K+ 1.8% |
$198K - $205K
|
295K
$9.31M
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
5.2K+ 20.67% |
$197K - $205K
|
30.4K
$958K
|
|
Aug 16, 2021
Q2 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
5.17KNew |
$196K - $204K
|
5.17K
$163K
|
|
Oct 19, 2021
Q2 2021
|
Next Capital Management LLC
|
BUY
|
- |
5.15KNew |
$195K - $203K
|
5.15K
$162K
|
|
Aug 16, 2021
Q2 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.14K+ 7.1% |
$195K - $202K
|
77.6K
$2.45M
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
5.12K+ 7.71% |
$194K - $201K
|
71.5K
$2.25M
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.01K+ 2.26% |
$190K - $197K
|
227K
$7.16M
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.92K+ 4.61% |
$187K - $194K
|
112K
$3.52M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.91KNew |
$186K - $193K
|
4.91K
$155K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.83K+ 20.67% |
$183K - $190K
|
28.2K
$889K
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
4.82K+ 36.91% |
$183K - $190K
|
17.9K
$565K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.82K+ 47.18% |
$183K - $190K
|
15K
$474K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.82K+ 2.77% |
$183K - $190K
|
179K
$5.65M
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.63K+ 3.8% |
$176K - $182K
|
126K
$3.99M
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.59K+ 10.2% |
$174K - $180K
|
49.5K
$1.56M
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.57K+ 6.59% |
$173K - $180K
|
73.9K
$2.33M
|
|
Jul 06, 2021
Q2 2021
|
Somerset Trust CO
|
BUY
|
- |
4.54K+ 33.62% |
$172K - $178K
|
18K
$569K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.52K+ 9.54% |
$172K - $178K
|
51.9K
$1.64M
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.5KNew |
$171K - $177K
|
4.5K
$142K
|
|
Aug 05, 2021
Q2 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.47K+ 6.64% |
$170K - $176K
|
71.8K
$2.26M
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.36K+ 611.92% |
$166K - $172K
|
5.08K
$160K
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.34K+ 65.22% |
$165K - $171K
|
11K
$346K
|