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 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
25.2KNew |
$966K - $994K
|
25.2K
$792K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25.1K+ 33.36% |
$960K - $989K
|
100K
$3.15M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
24.7KNew |
$946K - $974K
|
24.7K
$776K
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
24.4KNew |
$935K - $962K
|
24.4K
$767K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24.1K+ 257.26% |
$922K - $949K
|
33.4K
$1.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.9K+ 8.34% |
$916K - $943K
|
311K
$9.76M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
23.9KNew |
$915K - $942K
|
23.9K
$750K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
23.8KNew |
$913K - $940K
|
23.8K
$749K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
23.7K+ 2436.96% |
$909K - $936K
|
24.7K
$776K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.6K+ 1.55% |
$903K - $930K
|
1.54M
$48.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
23.6KNew |
$903K - $929K
|
23.6K
$740K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
23K+ 5.06% |
$881K - $907K
|
478K
$15M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
23K+ 5.06% |
$881K - $907K
|
478K
$15M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
22.9KNew |
$878K - $904K
|
22.9K
$721K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.6K+ 2.97% |
$865K - $891K
|
784K
$24.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
21.8K+ 7.09% |
$834K - $859K
|
329K
$10.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
21.5K+ 83.41% |
$822K - $847K
|
47.2K
$1.48M
|
|
|
May 18, 2023
Q4 2021
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
20.9KNew |
$799K - $823K
|
20.9K
$656K
|
|
|
Sep 05, 2024
Q4 2021
|
Stonebridge Advisors LLC
Wilton, CT |
BUY
|
- |
20.9KNew |
$799K - $823K
|
20.9K
$656K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
20.8K+ 8.62% |
$798K - $822K
|
263K
$8.25M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20.7K+ 86.94% |
$793K - $817K
|
44.5K
$1.4M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
20.6KNew |
$789K - $812K
|
20.6K
$647K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.3K+ 31.19% |
$777K - $800K
|
85.3K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20KNew |
$765K - $788K
|
20K
$628K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 4.01% |
$754K - $776K
|
510K
$16M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
19.2K+ 10.02% |
$737K - $758K
|
211K
$6.63M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
19.2KNew |
$736K - $758K
|
19.2K
$604K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
19.2K+ 8.65% |
$736K - $758K
|
242K
$7.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
19KNew |
$726K - $748K
|
19K
$596K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18.7KNew |
$717K - $738K
|
18.7K
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
18.4KNew |
$704K - $725K
|
18.4K
$578K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18K+ 28.27% |
$690K - $710K
|
81.7K
$2.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.9KNew |
$685K - $706K
|
17.9K
$562K
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
17.9K+ 5.15% |
$684K - $705K
|
365K
$11.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
17.8KNew |
$683K - $703K
|
17.8K
$560K
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
17.6K+ 939.45% |
$675K - $695K
|
19.5K
$612K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
17.6KNew |
$675K - $695K
|
17.6K
$553K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
17.4K+ 27.96% |
$668K - $688K
|
79.8K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.4KNew |
$667K - $686K
|
17.4K
$547K
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
17.4K+ 13.46% |
$665K - $685K
|
146K
$4.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
17K+ 1.02% |
$651K - $670K
|
1.69M
$52.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
16.9K+ 55.18% |
$648K - $667K
|
47.6K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
16.9KNew |
$648K - $667K
|
16.9K
$532K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16.7K+ 92.3% |
$638K - $657K
|
34.7K
$1.09M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
16.6KNew |
$634K - $653K
|
16.6K
$520K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16.5KNew |
$631K - $649K
|
16.5K
$517K
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
16.3KNew |
$626K - $645K
|
16.3K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.3K+ 5.08% |
$626K - $644K
|
338K
$10.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16.3K+ 231.14% |
$625K - $643K
|
23.4K
$734K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
16.2KNew |
$622K - $641K
|
16.2K
$510K
|