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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
26.4KNew |
$1.02M - $1.04M
|
26.4K
$839K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
26.3K+ 82.96% |
$1.01M - $1.04M
|
57.9K
$1.84M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
26.1K+ 43.49% |
$1M - $1.03M
|
85.9K
$2.73M
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
25.9K+ 11.56% |
$1M - $1.02M
|
250K
$7.96M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.8K+ 4.94% |
$995K - $1.02M
|
548K
$17.4M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
25.7KNew |
$992K - $1.02M
|
25.7K
$819K
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
24.8K+ 277.35% |
$955K - $978K
|
33.7K
$1.07M
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
24.3K+ 20.65% |
$937K - $959K
|
142K
$4.52M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.1K+ 2.22% |
$929K - $951K
|
1.11M
$35.3M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23.8KNew |
$918K - $940K
|
23.8K
$757K
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
23.3K+ 7.19% |
$897K - $919K
|
347K
$11M
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
22.9K+ 58.87% |
$883K - $904K
|
61.8K
$1.97M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
22.7K+ 5.34% |
$876K - $897K
|
448K
$14.3M
|
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
22.5K+ 37.86% |
$869K - $890K
|
82.1K
$2.61M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
22.3K+ 5.16% |
$860K - $881K
|
455K
$14.5M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
22.3K+ 5.16% |
$860K - $881K
|
455K
$14.5M
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 3.11% |
$845K - $866K
|
726K
$23.1M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
21.7KNew |
$837K - $857K
|
21.7K
$690K
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
21.4K+ 49.0% |
$825K - $844K
|
65K
$2.07M
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.3K+ 18.58% |
$820K - $840K
|
136K
$4.32M
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
21.3K+ 5.93% |
$820K - $840K
|
380K
$12.1M
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
20.9KNew |
$805K - $824K
|
20.9K
$664K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
20.8K+ 8.01% |
$801K - $820K
|
280K
$8.91M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
20.3K+ 31.03% |
$784K - $803K
|
85.9K
$2.73M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.9K+ 241.36% |
$766K - $785K
|
28.1K
$894K
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
19.6K+ 17.92% |
$756K - $775K
|
129K
$4.11M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.3K+ 36.0% |
$742K - $760K
|
72.7K
$2.31M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
19KNew |
$733K - $751K
|
19K
$605K
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
18.7K+ 6.37% |
$719K - $736K
|
311K
$9.9M
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
18.5KNew |
$712K - $729K
|
18.5K
$588K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
18.4K+ 37.0% |
$708K - $725K
|
68K
$2.16M
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
BUY
|
- |
18.2K+ 6.03% |
$702K - $719K
|
320K
$10.2M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$696K - $713K
|
18.1K
$574K
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
17.7K+ 90.01% |
$683K - $699K
|
37.4K
$1.19M
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
17.6K+ 5.57% |
$678K - $694K
|
333K
$10.6M
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.5K+ 75.11% |
$675K - $691K
|
40.8K
$1.3M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.8K+ 4.71% |
$647K - $663K
|
373K
$11.9M
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
16.5K+ 25.29% |
$636K - $652K
|
81.8K
$2.6M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.4KNew |
$633K - $648K
|
16.4K
$522K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.3K+ 123.77% |
$626K - $642K
|
29.4K
$934K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15.9K+ 32.1% |
$613K - $628K
|
65.4K
$2.08M
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
15.7K+ 48.59% |
$607K - $622K
|
48.2K
$1.53M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.3K+ 250.9% |
$591K - $605K
|
21.4K
$682K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.1K+ 9.0% |
$581K - $596K
|
183K
$5.81M
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
15K+ 41.26% |
$576K - $590K
|
51.2K
$1.63M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 0.14% |
$572K - $586K
|
11M
$348M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 5.0% |
$555K - $569K
|
303K
$9.62M
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
14.3K+ 49.15% |
$553K - $566K
|
43.5K
$1.38M
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
14.2K+ 99.47% |
$548K - $562K
|
28.5K
$907K
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14.2K+ 46.37% |
$548K - $561K
|
44.9K
$1.43M
|