Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
395+ 7.16% |
$15.1K - $15.6K
|
5.91K
$185K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
388+ 0.62% |
$14.9K - $15.3K
|
63.1K
$1.97M
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
382+ 2.81% |
$14.6K - $15.1K
|
14K
$437K
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
371+ 0.23% |
$14.2K - $14.6K
|
160K
$5M
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
355+ 1.39% |
$13.6K - $14K
|
25.8K
$807K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
352+ 1.36% |
$13.5K - $13.9K
|
26.3K
$822K
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
349+ 1.16% |
$13.4K - $13.8K
|
30.4K
$951K
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
349+ 1.16% |
$13.4K - $13.8K
|
30.4K
$951K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
345+ 1.13% |
$13.2K - $13.6K
|
30.8K
$962K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
326New |
$12.5K - $12.9K
|
326
$10.2K
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
315+ 1.46% |
$12.1K - $12.4K
|
21.8K
$682K
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
312+ 1.0% |
$11.9K - $12.3K
|
31.7K
$989K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
309+ 2.6% |
$11.8K - $12.2K
|
12.2K
$381K
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
306+ 4.67% |
$11.7K - $12.1K
|
6.85K
$214K
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
299+ 3.38% |
$11.4K - $11.8K
|
9.16K
$286K
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
295+ 1.43% |
$11.3K - $11.6K
|
20.9K
$654K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
290+ 0.09% |
$11.1K - $11.4K
|
312K
$9.73M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
290+ 0.54% |
$11.1K - $11.4K
|
53.7K
$1.68M
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
284+ 1.1% |
$10.9K - $11.2K
|
26.2K
$818K
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
280+ 1.99% |
$10.7K - $11K
|
14.4K
$449K
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
280+ 3.29% |
$10.7K - $11K
|
8.79K
$274K
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
279New |
$10.7K - $11K
|
279
$8.71K
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
279+ 0.24% |
$10.7K - $11K
|
117K
$3.67M
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
267+ 2.13% |
$10.2K - $10.5K
|
12.8K
$400K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
263New |
$10.1K - $10.4K
|
263
$8.21K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
252+ 1.74% |
$9.65K - $9.94K
|
14.8K
$461K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
250+ 1.95% |
$9.57K - $9.86K
|
13.1K
$408K
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
244+ 1.52% |
$9.34K - $9.62K
|
16.3K
$508K
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
242+ 2.02% |
$9.27K - $9.54K
|
12.2K
$382K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
240New |
$9.19K - $9.46K
|
240
$7.5K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
240+ 4.23% |
$9.19K - $9.46K
|
5.91K
$185K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
240+ 2.33% |
$9.19K - $9.46K
|
10.5K
$329K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
238+ 2.88% |
$9.11K - $9.38K
|
8.51K
$266K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
225New |
$8.62K - $8.87K
|
225
$7.03K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
219New |
$8.39K - $8.64K
|
219
$6.84K
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
191+ 1.05% |
$7.31K - $7.53K
|
18.4K
$575K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
190+ 0.64% |
$7.28K - $7.49K
|
30K
$936K
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
187New |
$7.16K - $7.37K
|
187
$5.84K
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
187+ 0.62% |
$7.16K - $7.37K
|
30.4K
$948K
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
179+ 0.57% |
$6.85K - $7.06K
|
31.7K
$991K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
168+ 2.27% |
$6.43K - $6.62K
|
7.57K
$236K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
165+ 1.83% |
$6.32K - $6.51K
|
9.16K
$286K
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
162+ 0.57% |
$6.2K - $6.39K
|
28.8K
$900K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
160New |
$6.13K - $6.31K
|
160
$5K
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
160New |
$6.13K - $6.31K
|
160
$5K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
160+ 457.14% |
$6.13K - $6.31K
|
195
$6.09K
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
150+ 2.89% |
$5.74K - $5.91K
|
5.34K
$167K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
149+ 2.8% |
$5.71K - $5.88K
|
5.47K
$171K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
140+ 2.27% |
$5.36K - $5.52K
|
6.32K
$197K
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
138New |
$5.28K - $5.44K
|
138
$4.31K
|