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 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.76KNew |
$259K - $267K
|
6.76K
$212K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.74K+ 3.69% |
$258K - $266K
|
190K
$5.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.73K+ 294.96% |
$258K - $266K
|
9.02K
$283K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.72K+ 8.59% |
$257K - $265K
|
85K
$2.67M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.61KNew |
$253K - $261K
|
6.61K
$208K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
6.59K+ 45.08% |
$252K - $260K
|
21.2K
$666K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
6.58K+ 7.75% |
$252K - $260K
|
91.6K
$2.88M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.57K+ 32.54% |
$252K - $259K
|
26.8K
$841K
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6.49KNew |
$248K - $256K
|
6.49K
$204K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
6.33KNew |
$242K - $249K
|
6.33K
$199K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.31KNew |
$241K - $249K
|
6.31K
$198K
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
6.3KNew |
$241K - $248K
|
6.3K
$198K
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
6.25K+ 13.68% |
$239K - $247K
|
52K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.14KNew |
$235K - $242K
|
6.14K
$193K
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
6.13KNew |
$235K - $242K
|
6.13K
$192K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
6.12KNew |
$234K - $241K
|
6.12K
$192K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.08K+ 101.66% |
$233K - $240K
|
12.1K
$379K
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
6.04K+ 20.64% |
$231K - $238K
|
35.3K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6.02KNew |
$231K - $237K
|
6.02K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
6.01K+ 2405.6% |
$230K - $237K
|
6.26K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6KNew |
$230K - $237K
|
6K
$188K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.96KNew |
$228K - $235K
|
5.96K
$187K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
5.89K+ 1.81% |
$226K - $232K
|
332K
$10.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.86KNew |
$224K - $231K
|
5.86K
$184K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.8K+ 6.85% |
$222K - $229K
|
90.4K
$2.84M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.7KNew |
$218K - $225K
|
5.7K
$179K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
5.69KNew |
$218K - $224K
|
5.69K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68K+ 1.88% |
$218K - $224K
|
308K
$9.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.67KNew |
$217K - $224K
|
5.67K
$178K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.61KNew |
$215K - $221K
|
5.61K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
5.61KNew |
$215K - $221K
|
5.61K
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.61KNew |
$215K - $221K
|
5.61K
$176K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5.54K+ 5086.24% |
$212K - $219K
|
5.65K
$178K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.52KNew |
$211K - $218K
|
5.52K
$173K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$211K - $217K
|
5.5K
$173K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
5.48K+ 8.46% |
$210K - $216K
|
70.2K
$2.21M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
5.48KNew |
$210K - $216K
|
5.48K
$172K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.4K+ 3.96% |
$207K - $213K
|
142K
$4.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.35KNew |
$205K - $211K
|
5.35K
$168K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.29K+ 5.34% |
$203K - $209K
|
104K
$3.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
5.26KNew |
$201K - $207K
|
5.26K
$165K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
5.22KNew |
$200K - $206K
|
5.22K
$164K
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5.22KNew |
$200K - $206K
|
5.22K
$164K
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.16K+ 2.31% |
$198K - $203K
|
229K
$7.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.14K+ 25.49% |
$197K - $203K
|
25.3K
$794K
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
5.11KNew |
$195K - $201K
|
5.11K
$160K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.1KNew |
$195K - $201K
|
5.1K
$160K
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.1K+ 11.71% |
$195K - $201K
|
48.6K
$1.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
5.09K+ 2.75% |
$195K - $201K
|
190K
$5.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
4.99KNew |
$191K - $197K
|
4.99K
$157K
|