Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.33K- 38.34% |
$128K - $132K
|
5.36K
$170K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.37K- 34.85% |
$130K - $133K
|
6.31K
$200K
|
|
|
Oct 21, 2021
Q3 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-3.48K- 3.05% |
$134K - $137K
|
110K
$3.51M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-3.53K- 10.05% |
$136K - $139K
|
31.6K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.61K- 34.82% |
$139K - $143K
|
6.76K
$215K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 25.58% |
$147K - $150K
|
11.1K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.13K- 31.84% |
$159K - $163K
|
8.84K
$281K
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-4.28K- 4.12% |
$165K - $169K
|
99.5K
$3.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.34K- 44.94% |
$167K - $172K
|
5.32K
$169K
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.49K- 5.16% |
$173K - $177K
|
82.5K
$2.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.56K- 25.0% |
$176K - $180K
|
13.7K
$435K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.61K- 5.47% |
$178K - $182K
|
79.6K
$2.53M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.65K- 4.28% |
$179K - $184K
|
104K
$3.3M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.65K- 4.28% |
$179K - $184K
|
104K
$3.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.68K- 8.91% |
$181K - $185K
|
47.9K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.91KClosed |
$189K - $194K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-5.11KClosed |
$197K - $202K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5.2K- 6.29% |
$200K - $205K
|
77.4K
$2.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-5.24KClosed |
$202K - $207K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5.33KClosed |
$205K - $210K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-5.33KClosed |
$205K - $210K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.37KClosed |
$207K - $212K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.44KClosed |
$210K - $215K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-5.53KClosed |
$213K - $218K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-5.55KClosed |
$214K - $219K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-5.82KClosed |
$224K - $230K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-5.95KClosed |
$229K - $235K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-5.96K- 11.7% |
$230K - $235K
|
45K
$1.43M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5.98KClosed |
$230K - $236K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-6.4K- 16.19% |
$247K - $253K
|
33.2K
$1.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.4K- 8.95% |
$247K - $253K
|
65.2K
$2.07M
|
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.41KClosed |
$247K - $253K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-6.51K- 16.95% |
$251K - $257K
|
31.9K
$1.01M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.57K- 6.5% |
$253K - $259K
|
94.5K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6.82KClosed |
$263K - $269K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.85K- 47.68% |
$264K - $270K
|
7.52K
$239K
|
|
|
Oct 26, 2021
Q3 2021
|
Baskin Financial Services Inc.
|
SELL
|
- |
-6.96KClosed |
$268K - $275K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7K- 32.4% |
$270K - $276K
|
14.6K
$465K
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-7.4KClosed |
$285K - $292K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.5K- 16.15% |
$289K - $296K
|
39K
$1.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-7.5K- 43.75% |
$289K - $296K
|
9.64K
$307K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-8.02K- 5.49% |
$309K - $317K
|
138K
$4.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.07K- 25.14% |
$311K - $319K
|
24K
$764K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-8.36K- 96.1% |
$322K - $330K
|
339
$10.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.37K- 7.73% |
$323K - $330K
|
100K
$3.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-8.48KClosed |
$327K - $335K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8.63K- 30.64% |
$333K - $341K
|
19.5K
$621K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.9K- 48.75% |
$343K - $352K
|
9.36K
$298K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.15K- 25.72% |
$353K - $361K
|
26.4K
$840K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9.57K- 99.89% |
$369K - $378K
|
11
$350
|