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
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.6K+ 4.85% |
$98.7K - $102K
|
56.2K
$1.77M
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.6K+ 3.04% |
$98.7K - $102K
|
88.2K
$2.78M
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.59K+ 36.61% |
$98.3K - $102K
|
9.66K
$305K
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.59K+ 2.06% |
$98.3K - $102K
|
129K
$4.06M
|
|
Jul 26, 2021
Q2 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.59K+ 8.69% |
$98.3K - $102K
|
32.4K
$1.02M
|
|
Aug 12, 2021
Q2 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.5K+ 11.6% |
$94.9K - $98.4K
|
24.1K
$759K
|
|
Aug 17, 2021
Q2 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.49K+ 9.45% |
$94.5K - $97.9K
|
28.8K
$909K
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 27.62% |
$93.3K - $96.7K
|
11.4K
$358K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.42K+ 11.28% |
$92K - $95.4K
|
23.9K
$755K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.42K+ 11.28% |
$92K - $95.4K
|
23.9K
$755K
|
|
Jun 02, 2022
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 12.77% |
$89.1K - $92.3K
|
20.7K
$654K
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
BUY
|
- |
2.31K+ 38.55% |
$87.8K - $91K
|
8.31K
$262K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
2.25K+ 0.46% |
$85.6K - $88.7K
|
493K
$15.6M
|
|
Jul 29, 2021
Q2 2021
|
Slow Capital, Inc.
|
BUY
|
- |
2.1K+ 3.74% |
$79.6K - $82.5K
|
58.1K
$1.83M
|
|
Aug 16, 2021
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.09K+ 7.48% |
$79.3K - $82.2K
|
30K
$947K
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.09K+ 7.48% |
$79.3K - $82.2K
|
30K
$947K
|
|
Aug 18, 2021
Q2 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
2.05K+ 6.85% |
$77.7K - $80.5K
|
31.9K
$1.01M
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 23.23% |
$77.2K - $80.1K
|
10.8K
$341K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.02KNew |
$76.7K - $79.5K
|
2.02K
$63.7K
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.01K+ 4.97% |
$76.2K - $79K
|
42.4K
$1.34M
|
|
Aug 13, 2021
Q2 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2K+ 200.0% |
$75.9K - $78.7K
|
3K
$94.7K
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
2K+ 251.89% |
$75.9K - $78.7K
|
2.79K
$88.2K
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.96K+ 22.89% |
$74.2K - $76.9K
|
10.5K
$331K
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.82K+ 7.52% |
$69K - $71.6K
|
26K
$820K
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.82K+ 10.58% |
$69K - $71.5K
|
19K
$600K
|
|
Jul 15, 2021
Q2 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.82K+ 7.34% |
$68.9K - $71.4K
|
26.6K
$838K
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.8K+ 12.66% |
$68.4K - $70.9K
|
16K
$506K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.79K+ 5.18% |
$67.8K - $70.3K
|
36.3K
$1.15M
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.77K+ 2.19% |
$67.2K - $69.7K
|
82.6K
$2.61M
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.74K+ 2.76% |
$66.2K - $68.6K
|
64.9K
$2.05M
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.71K+ 0.98% |
$64.9K - $67.2K
|
177K
$5.57M
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.71K+ 3.78% |
$64.8K - $67.2K
|
46.9K
$1.48M
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.7K+ 20.25% |
$64.5K - $66.9K
|
10.1K
$319K
|
|
Jul 28, 2021
Q2 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.7K+ 20.48% |
$64.5K - $66.9K
|
10K
$316K
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.7K+ 16.88% |
$64.5K - $66.9K
|
11.8K
$371K
|
|
Aug 12, 2021
Q2 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.67K+ 6.07% |
$63.2K - $65.5K
|
29.1K
$917K
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.65KNew |
$62.6K - $64.9K
|
1.65K
$52.1K
|
|
Aug 16, 2021
Q2 2021
|
Sage Financial Group Inc
|
BUY
|
- |
1.64K+ 9.59% |
$62.4K - $64.6K
|
18.8K
$593K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 63.52% |
$62.3K - $64.6K
|
4.23K
$133K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.62K+ 5.95% |
$61.3K - $63.6K
|
28.8K
$908K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of The West
|
BUY
|
- |
1.54K+ 5.32% |
$58.6K - $60.7K
|
30.6K
$964K
|
|
Jul 28, 2022
Q2 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.53K+ 9.68% |
$57.9K - $60K
|
17.3K
$545K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.52K+ 1.17% |
$57.5K - $59.6K
|
131K
$4.13M
|
|
Aug 11, 2021
Q2 2021
|
United Maritime Capital LLC
New York, NY |
BUY
|
- |
1.5K+ 15.0% |
$56.9K - $59K
|
11.5K
$363K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.48K+ 6.41% |
$56.3K - $58.3K
|
24.6K
$776K
|
|
Aug 12, 2021
Q2 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.47K+ 0.7% |
$55.8K - $57.9K
|
213K
$6.72M
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.46K+ 5.41% |
$55.6K - $57.6K
|
28.5K
$900K
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.46K+ 1.73% |
$55.5K - $57.5K
|
86K
$2.71M
|
|
Aug 16, 2021
Q2 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.43K+ 2.5% |
$54.4K - $56.3K
|
58.7K
$1.85M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.4K+ 82.53% |
$53.3K - $55.2K
|
3.1K
$97.9K
|