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 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 22.4% |
$53.1K - $55.1K
|
7.65K
$241K
|
|
Jul 23, 2021
Q2 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.38K+ 15.81% |
$52.2K - $54.1K
|
10.1K
$318K
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.36K+ 21.59% |
$51.8K - $53.7K
|
7.68K
$242K
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.36K+ 1.21% |
$51.4K - $53.3K
|
114K
$3.58M
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
1.35KNew |
$51.2K - $53.1K
|
1.35K
$42.6K
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.34K+ 15.24% |
$50.9K - $52.7K
|
10.1K
$320K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.33KNew |
$50.3K - $52.1K
|
1.33K
$41.8K
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.3KNew |
$49.5K - $51.3K
|
1.3K
$41.1K
|
|
Aug 17, 2021
Q2 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.3K+ 11.13% |
$49.5K - $51.3K
|
13K
$410K
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
1.3K+ 1.37% |
$49.3K - $51.1K
|
96.2K
$3.03M
|
|
Jul 26, 2021
Q2 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.29K+ 1.56% |
$49K - $50.8K
|
84.2K
$2.66M
|
|
Aug 06, 2021
Q2 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.29K+ 9.37% |
$48.8K - $50.6K
|
15K
$474K
|
|
Jul 28, 2021
Q2 2021
|
Nbt Bank N A
|
BUY
|
- |
1.29K+ 1.75% |
$48.8K - $50.6K
|
74.7K
$2.36M
|
|
Aug 12, 2021
Q2 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.28K+ 0.69% |
$48.5K - $50.2K
|
187K
$5.9M
|
|
Jul 20, 2021
Q2 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.25K+ 3.68% |
$47.5K - $49.2K
|
35.2K
$1.11M
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.24KNew |
$47.1K - $48.8K
|
1.24K
$39.1K
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.16K+ 2.3% |
$44K - $45.6K
|
51.5K
$1.63M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.16K+ 59.26% |
$44K - $45.6K
|
3.11K
$98.2K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.14K+ 114.0% |
$43.3K - $44.8K
|
2.14K
$67.5K
|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.13K+ 12.55% |
$42.7K - $44.3K
|
10.1K
$318K
|
|
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.12K+ 5.76% |
$42.4K - $43.9K
|
20.5K
$647K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.11K+ 5.25% |
$42.2K - $43.7K
|
22.3K
$704K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.1KNew |
$41.8K - $43.3K
|
1.1K
$34.7K
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.06K+ 11.71% |
$40.4K - $41.9K
|
10.2K
$320K
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.06KNew |
$40.2K - $41.7K
|
1.06K
$33.4K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
1.06K+ 8.93% |
$40K - $41.5K
|
12.9K
$406K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.05KNew |
$39.8K - $41.3K
|
1.05K
$33.1K
|
|
Jul 23, 2021
Q2 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1.03K+ 2.52% |
$39.1K - $40.5K
|
41.9K
$1.32M
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02K+ 87.4% |
$38.7K - $40.1K
|
2.19K
$69K
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.01K+ 15.53% |
$38.4K - $39.8K
|
7.52K
$237K
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1K+ 15.3% |
$38.1K - $39.5K
|
7.56K
$238K
|
|
Jul 26, 2021
Q2 2021
|
First Merchants Corp
|
BUY
|
- |
1K+ 5.73% |
$38K - $39.3K
|
18.4K
$582K
|
|
Jul 23, 2021
Q2 2021
|
Capital City Trust CO
|
BUY
|
- |
985+ 2.6% |
$37.4K - $38.7K
|
38.9K
$1.23M
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
965+ 9.7% |
$36.6K - $38K
|
10.9K
$344K
|
|
Jul 29, 2021
Q2 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
959+ 10.66% |
$36.4K - $37.7K
|
9.95K
$314K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
956+ 0.51% |
$36.3K - $37.6K
|
188K
$5.93M
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
948+ 10.31% |
$36K - $37.3K
|
10.1K
$320K
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
943+ 0.84% |
$35.8K - $37.1K
|
113K
$3.57M
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
920New |
$34.9K - $36.2K
|
920
$29K
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
911+ 13.18% |
$34.6K - $35.8K
|
7.82K
$247K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
900+ 2.38% |
$34.2K - $35.4K
|
38.7K
$1.22M
|
|
Aug 06, 2021
Q2 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
893+ 8.68% |
$33.9K - $35.1K
|
11.2K
$353K
|
|
Jul 12, 2021
Q2 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
890New |
$33.8K - $35K
|
890
$28.1K
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
884+ 1.94% |
$33.6K - $34.8K
|
46.3K
$1.46M
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
884+ 1.94% |
$33.6K - $34.8K
|
46.3K
$1.46M
|
|
Jul 26, 2021
Q2 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
876+ 6.45% |
$33.3K - $34.5K
|
14.5K
$456K
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
875+ 44.51% |
$33.2K - $34.4K
|
2.84K
$89.6K
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
872+ 14.6% |
$33.1K - $34.3K
|
6.84K
$216K
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
BUY
|
- |
789+ 2.84% |
$30K - $31K
|
28.6K
$901K
|
|
Aug 10, 2021
Q2 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
769+ 2.32% |
$29.2K - $30.3K
|
33.9K
$1.07M
|