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 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
16.1K+ 11.31% |
$615K - $633K
|
158K
$4.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15.8KNew |
$606K - $624K
|
15.8K
$497K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
15.7KNew |
$602K - $620K
|
15.7K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
15.6K+ 124.53% |
$598K - $615K
|
28.1K
$884K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
15.6K+ 0.84% |
$598K - $615K
|
1.87M
$58.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.4K+ 55.49% |
$591K - $608K
|
43.2K
$1.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
15KNew |
$574K - $591K
|
15K
$471K
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
15K+ 3.02% |
$573K - $590K
|
511K
$16.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
14.8KNew |
$568K - $585K
|
14.8K
$466K
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.8KNew |
$566K - $583K
|
14.8K
$464K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
14.6KNew |
$561K - $577K
|
14.6K
$460K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.6KNew |
$558K - $575K
|
14.6K
$458K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
14.5K+ 21.36% |
$556K - $573K
|
82.6K
$2.59M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
14.3K+ 100.57% |
$547K - $563K
|
28.5K
$895K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
14.1K+ 8.1% |
$541K - $557K
|
189K
$5.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
13.5KNew |
$517K - $532K
|
13.5K
$424K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
13.5KNew |
$516K - $532K
|
13.5K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.1K+ 6.11% |
$501K - $516K
|
227K
$7.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
13K+ 22.51% |
$499K - $514K
|
71K
$2.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12.9KNew |
$495K - $509K
|
12.9K
$406K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
12.7KNew |
$485K - $499K
|
12.7K
$398K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.6KNew |
$484K - $499K
|
12.6K
$397K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
12.6K+ 17.01% |
$482K - $496K
|
86.5K
$2.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
12.5K+ 9.72% |
$477K - $491K
|
141K
$4.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
12.4K+ 34.19% |
$476K - $490K
|
48.7K
$1.53M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
12.4K+ 6.44% |
$475K - $489K
|
205K
$6.44M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12.3KNew |
$470K - $484K
|
12.3K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
12.2K+ 5.17% |
$468K - $482K
|
249K
$7.81M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
11.8K+ 13.69% |
$450K - $464K
|
97.7K
$3.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.7K+ 28.12% |
$447K - $461K
|
53.2K
$1.67M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
11.6KNew |
$444K - $457K
|
11.6K
$364K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
11.6K+ 29.78% |
$444K - $457K
|
50.6K
$1.59M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.6K+ 41.22% |
$444K - $457K
|
39.7K
$1.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.4K+ 3.31% |
$435K - $448K
|
354K
$11.1M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
11.3KNew |
$432K - $445K
|
11.3K
$355K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11.2K+ 24.2% |
$431K - $443K
|
57.7K
$1.81M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11KNew |
$421K - $434K
|
11K
$346K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11KNew |
$420K - $432K
|
11K
$344K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
10.8K+ 151.1% |
$414K - $427K
|
18K
$565K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10.7KNew |
$410K - $423K
|
10.7K
$337K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$410K - $423K
|
10.7K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.6K+ 43.05% |
$404K - $416K
|
35.1K
$1.1M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.4KNew |
$399K - $411K
|
10.4K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
10.4K+ 3.51% |
$398K - $410K
|
306K
$9.61M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
10.3KNew |
$395K - $406K
|
10.3K
$324K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
10.1K+ 68.04% |
$388K - $400K
|
25K
$786K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
10.1K+ 16.16% |
$386K - $397K
|
72.4K
$2.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10.1K+ 4.19% |
$385K - $397K
|
250K
$7.85M
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
9.93K+ 1.94% |
$380K - $392K
|
521K
$16.4M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9.87KNew |
$378K - $389K
|
9.87K
$310K
|