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 21, 2021
Q2 2021
|
David J Yvars Group
|
BUY
|
- |
759+ 1.62% |
$28.8K - $29.9K
|
47.6K
$1.5M
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
729+ 7.77% |
$27.7K - $28.7K
|
10.1K
$319K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
727+ 0.74% |
$27.6K - $28.6K
|
99.6K
$3.14M
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
692+ 2.63% |
$26.3K - $27.2K
|
27K
$851K
|
|
Aug 16, 2021
Q2 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
675+ 0.12% |
$25.6K - $26.6K
|
581K
$18.3M
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
667New |
$25.3K - $26.2K
|
667
$21K
|
|
Aug 16, 2021
Q2 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
654+ 2.85% |
$24.8K - $25.7K
|
23.6K
$744K
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
650+ 5.28% |
$24.7K - $25.6K
|
13K
$409K
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
645+ 4.88% |
$24.5K - $25.4K
|
13.9K
$438K
|
|
Aug 12, 2021
Q2 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
633+ 1.27% |
$24K - $24.9K
|
50.4K
$1.59M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
618+ 6.82% |
$23.5K - $24.3K
|
9.68K
$305K
|
|
Jul 20, 2021
Q2 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
606+ 6.2% |
$23K - $23.8K
|
10.4K
$327K
|
|
Aug 09, 2021
Q2 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
600+ 3.91% |
$22.8K - $23.6K
|
15.9K
$503K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
600+ 4.87% |
$22.8K - $23.6K
|
12.9K
$408K
|
|
Jul 28, 2021
Q2 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
600+ 2.45% |
$22.8K - $23.6K
|
25.1K
$791K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
593+ 21.29% |
$22.5K - $23.3K
|
3.38K
$107K
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
560+ 6.21% |
$21.3K - $22K
|
9.58K
$302K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
549+ 2.15% |
$20.8K - $21.6K
|
26.1K
$823K
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
542+ 0.7% |
$20.6K - $21.3K
|
77.8K
$2.45M
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
540+ 10.23% |
$20.5K - $21.2K
|
5.82K
$184K
|
|
Jul 22, 2021
Q2 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
534+ 6.53% |
$20.3K - $21K
|
8.71K
$275K
|
|
Aug 12, 2021
Q2 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
525+ 1.37% |
$19.9K - $20.7K
|
38.9K
$1.23M
|
|
Jul 14, 2021
Q2 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
515+ 0.94% |
$19.5K - $20.3K
|
55.4K
$1.75M
|
|
Jul 29, 2021
Q2 2021
|
Beck Bode, LLC
|
BUY
|
- |
515New |
$19.5K - $20.3K
|
515
$16.2K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
511New |
$19.4K - $20.1K
|
511
$16.1K
|
|
Aug 16, 2021
Q2 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
510+ 0.67% |
$19.4K - $20.1K
|
77.1K
$2.43M
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
495+ 10.62% |
$18.8K - $19.5K
|
5.16K
$163K
|
|
Aug 06, 2021
Q2 2021
|
Burney CO
Reston, VA |
BUY
|
- |
491+ 2.04% |
$18.6K - $19.3K
|
24.6K
$775K
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
476+ 1.18% |
$18.1K - $18.7K
|
40.7K
$1.28M
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
467+ 8.32% |
$17.7K - $18.4K
|
6.08K
$192K
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
465+ 0.79% |
$17.7K - $18.3K
|
59K
$1.86M
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
464+ 2.25% |
$17.6K - $18.3K
|
21.1K
$666K
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
456+ 15.2% |
$17.3K - $17.9K
|
3.46K
$109K
|
|
Aug 16, 2021
Q2 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
450+ 4.08% |
$17.1K - $17.7K
|
11.5K
$362K
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
446+ 3.65% |
$16.9K - $17.5K
|
12.7K
$399K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
439+ 1.77% |
$16.7K - $17.3K
|
25.2K
$795K
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
400+ 5.39% |
$15.2K - $15.7K
|
7.82K
$247K
|
|
Sep 01, 2021
Q2 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
396New |
$15K - $15.6K
|
396
$12.5K
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
BUY
|
- |
353+ 3.59% |
$13.4K - $13.9K
|
10.2K
$321K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
332+ 1.3% |
$12.6K - $13.1K
|
25.8K
$815K
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
304+ 2.19% |
$11.5K - $12K
|
14.2K
$448K
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
300+ 0.68% |
$11.4K - $11.8K
|
44.5K
$1.4M
|
|
Sep 10, 2021
Q2 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
290+ 2.89% |
$11K - $11.4K
|
10.3K
$326K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
281+ 0.21% |
$10.7K - $11.1K
|
132K
$4.18M
|
|
Mar 09, 2022
Q2 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
280+ 4.9% |
$10.6K - $11K
|
6K
$189K
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
258+ 1.66% |
$9.79K - $10.1K
|
15.8K
$497K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
250New |
$9.49K - $9.84K
|
250
$7.89K
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
250+ 4.25% |
$9.49K - $9.84K
|
6.13K
$193K
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
247+ 1.45% |
$9.38K - $9.72K
|
17.3K
$546K
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
246+ 1.77% |
$9.34K - $9.68K
|
14.2K
$447K
|