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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.2K- 9.55% |
$161K - $166K
|
39.8K
$1.24M
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.21KClosed |
$161K - $166K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.31K- 22.49% |
$165K - $170K
|
14.8K
$464K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.41K- 1.52% |
$169K - $174K
|
286K
$8.93M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4.49K- 39.48% |
$172K - $177K
|
6.89K
$215K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.55K- 7.97% |
$174K - $179K
|
52.5K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.62K- 17.78% |
$177K - $182K
|
21.4K
$668K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.62K- 17.78% |
$177K - $182K
|
21.4K
$668K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-4.74K- 5.93% |
$182K - $187K
|
75.3K
$2.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.77K- 1.59% |
$183K - $188K
|
295K
$9.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-4.87K- 3.46% |
$187K - $192K
|
136K
$4.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-4.9K- 71.63% |
$188K - $193K
|
1.94K
$60.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-4.9K- 17.31% |
$188K - $193K
|
23.4K
$732K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.93K- 1.51% |
$189K - $194K
|
323K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.12K- 7.86% |
$196K - $202K
|
60K
$1.87M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-5.23KClosed |
$200K - $206K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.41K- 33.31% |
$207K - $213K
|
10.8K
$338K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.52K- 28.35% |
$211K - $218K
|
14K
$436K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.59KClosed |
$214K - $220K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.62K- 41.08% |
$215K - $221K
|
8.06K
$252K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.75KClosed |
$220K - $227K
|
0
$0
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-5.78K- 14.21% |
$221K - $228K
|
34.9K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5.8K- 4.65% |
$222K - $228K
|
119K
$3.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-5.81K- 51.02% |
$222K - $229K
|
5.58K
$174K
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.92K- 5.92% |
$227K - $233K
|
94.1K
$2.94M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.92KClosed |
$227K - $234K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.94KClosed |
$227K - $234K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.06KClosed |
$232K - $239K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-6.06K- 5.49% |
$232K - $239K
|
104K
$3.26M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.08K- 5.82% |
$233K - $240K
|
98.5K
$3.07M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.12K- 5.06% |
$234K - $241K
|
115K
$3.59M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-6.49K- 35.72% |
$249K - $256K
|
11.7K
$365K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.5K- 65.72% |
$249K - $256K
|
3.39K
$106K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-6.53KClosed |
$250K - $258K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6.59K- 3.98% |
$252K - $260K
|
159K
$4.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.71K- 8.14% |
$257K - $265K
|
75.8K
$2.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-6.85K- 44.46% |
$262K - $270K
|
8.56K
$267K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.34K- 9.8% |
$281K - $289K
|
67.5K
$2.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7.49K- 7.26% |
$287K - $295K
|
95.6K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.74KClosed |
$296K - $305K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.85K- 8.35% |
$300K - $309K
|
86.1K
$2.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-8.14K- 16.16% |
$312K - $321K
|
42.2K
$1.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-8.24KClosed |
$315K - $325K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-8.5KClosed |
$325K - $335K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.5K- 28.47% |
$325K - $335K
|
21.4K
$667K
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-8.83KClosed |
$338K - $348K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-9.27KClosed |
$355K - $365K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-9.69K- 59.89% |
$371K - $382K
|
6.49K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.91K- 3.77% |
$379K - $391K
|
253K
$7.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-10.7K- 29.94% |
$409K - $421K
|
25K
$780K
|