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 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
102KNew |
$3.9M - $4.02M
|
102K
$3.2M
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
99.7KNew |
$3.82M - $3.93M
|
99.7K
$3.13M
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
97.5K+ 2768.46% |
$3.73M - $3.84M
|
101K
$3.17M
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
94.9K+ 710.34% |
$3.63M - $3.74M
|
108K
$3.4M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
94.6K+ 32.41% |
$3.62M - $3.73M
|
386K
$12.1M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.4K+ 1.98% |
$3.61M - $3.72M
|
4.85M
$152M
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
93.8K+ 6.91% |
$3.59M - $3.7M
|
1.45M
$45.6M
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
89KNew |
$3.41M - $3.51M
|
89K
$2.8M
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
86.9KNew |
$3.33M - $3.43M
|
86.9K
$2.73M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
86.6K+ 81.32% |
$3.32M - $3.42M
|
193K
$6.07M
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
80K+ 333.11% |
$3.06M - $3.16M
|
104K
$3.27M
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
78.2K+ 57.98% |
$2.99M - $3.08M
|
213K
$6.69M
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
77.8KNew |
$2.98M - $3.07M
|
77.8K
$2.44M
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
74.5K+ 68.49% |
$2.85M - $2.94M
|
183K
$5.75M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.8K+ 1.46% |
$2.83M - $2.91M
|
5.15M
$162M
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
72.2K+ 4.88% |
$2.76M - $2.85M
|
1.55M
$48.7M
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
70K+ 63.64% |
$2.68M - $2.76M
|
180K
$5.65M
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
68.2KNew |
$2.61M - $2.69M
|
68.2K
$2.14M
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
67K+ 7.96% |
$2.57M - $2.64M
|
909K
$28.6M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
65.7KNew |
$2.52M - $2.59M
|
65.7K
$2.06M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
65.7KNew |
$2.51M - $2.59M
|
65.7K
$2.06M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
63.9K+ 39.18% |
$2.45M - $2.52M
|
227K
$7.13M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
63.2K+ 22.54% |
$2.42M - $2.49M
|
343K
$10.8M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.7K+ 3.41% |
$2.32M - $2.39M
|
1.84M
$57.8M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
60.3K+ 54.97% |
$2.31M - $2.38M
|
170K
$5.34M
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
59.7K+ 5.9% |
$2.29M - $2.36M
|
1.07M
$33.7M
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
59.4KNew |
$2.27M - $2.34M
|
59.4K
$1.87M
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
59.2K+ 455.19% |
$2.27M - $2.33M
|
72.2K
$2.27M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58.5K+ 8.83% |
$2.24M - $2.31M
|
721K
$22.6M
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
58.2KNew |
$2.23M - $2.29M
|
58.2K
$1.83M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
57.2K+ 5.61% |
$2.19M - $2.26M
|
1.08M
$33.8M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
55.8K+ 10.85% |
$2.13M - $2.2M
|
570K
$17.9M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
55.4K+ 43.23% |
$2.12M - $2.18M
|
183K
$5.76M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
54.1K+ 491527.28% |
$2.07M - $2.13M
|
54.1K
$1.7M
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
53.5KNew |
$2.05M - $2.11M
|
53.5K
$1.68M
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
52.3KNew |
$2M - $2.06M
|
52.3K
$1.64M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
51.8KNew |
$1.98M - $2.04M
|
51.8K
$1.63M
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
51KNew |
$1.95M - $2.01M
|
51K
$1.6M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
50.2KNew |
$1.92M - $1.98M
|
50.2K
$1.58M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
49.5K+ 72.91% |
$1.89M - $1.95M
|
117K
$3.69M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
49.4KNew |
$1.89M - $1.95M
|
49.4K
$1.55M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
48.8K+ 7.8% |
$1.87M - $1.92M
|
674K
$21.2M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
46.7K+ 55.78% |
$1.79M - $1.84M
|
130K
$4.1M
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
46.4K+ 24.78% |
$1.78M - $1.83M
|
234K
$7.34M
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
46.2K+ 14.41% |
$1.77M - $1.82M
|
367K
$11.5M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
45.4KNew |
$1.74M - $1.79M
|
45.4K
$1.43M
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
44.3K+ 6.11% |
$1.7M - $1.75M
|
770K
$24.2M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
43.9K+ 11.61% |
$1.68M - $1.73M
|
422K
$13.2M
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
41.6KNew |
$1.59M - $1.64M
|
41.6K
$1.31M
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
41.1K+ 66.53% |
$1.57M - $1.62M
|
103K
$3.23M
|