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 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.91K+ 12.49% |
$188K - $193K
|
44.2K
$1.39M
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.88KNew |
$187K - $192K
|
4.88K
$153K
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.81K+ 7.29% |
$184K - $190K
|
70.8K
$2.23M
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.8K+ 8.13% |
$184K - $189K
|
63.9K
$2.01M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.78K+ 48.64% |
$183K - $188K
|
14.6K
$458K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.75K+ 7.06% |
$182K - $187K
|
72.1K
$2.26M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.61K+ 1.03% |
$176K - $182K
|
453K
$14.2M
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
4.6KNew |
$176K - $181K
|
4.6K
$144K
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.56K+ 12.34% |
$175K - $180K
|
41.5K
$1.31M
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.55K+ 18.83% |
$174K - $179K
|
28.7K
$901K
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.52K+ 6.22% |
$173K - $178K
|
77.3K
$2.43M
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.5K+ 11.73% |
$172K - $177K
|
42.9K
$1.35M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.49K+ 7.34% |
$172K - $177K
|
65.6K
$2.06M
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.47K+ 27.4% |
$171K - $176K
|
20.8K
$653K
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
4.44K+ 22.0% |
$170K - $175K
|
24.6K
$773K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.33K+ 64.08% |
$166K - $171K
|
11.1K
$348K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.08K+ 3.09% |
$156K - $161K
|
136K
$4.27M
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.06K+ 4.58% |
$155K - $160K
|
92.6K
$2.91M
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.05K+ 25.35% |
$155K - $160K
|
20K
$628K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.04KNew |
$155K - $159K
|
4.04K
$127K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 34.94% |
$154K - $159K
|
15.6K
$489K
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.99K+ 5.77% |
$153K - $157K
|
73.2K
$2.3M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.96K+ 15.81% |
$152K - $156K
|
29K
$911K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.93KNew |
$150K - $155K
|
3.93K
$123K
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
3.87K+ 1.32% |
$148K - $153K
|
296K
$9.31M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.81K+ 6.05% |
$146K - $150K
|
66.9K
$2.1M
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
3.8K+ 5.09% |
$146K - $150K
|
78.4K
$2.46M
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
3.8K+ 5.08% |
$146K - $150K
|
78.6K
$2.47M
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
3.78K+ 2.5% |
$145K - $149K
|
155K
$4.87M
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
3.77K+ 3.85% |
$145K - $149K
|
102K
$3.2M
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
3.77K+ 7.73% |
$144K - $149K
|
52.5K
$1.65M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.74K+ 7.44% |
$143K - $148K
|
54.1K
$1.7M
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
3.67K+ 30.12% |
$140K - $145K
|
15.8K
$497K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.65K+ 2.82% |
$140K - $144K
|
133K
$4.18M
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.63K+ 140.58% |
$139K - $143K
|
6.22K
$195K
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.63K+ 4.34% |
$139K - $143K
|
87.3K
$2.74M
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.61K+ 1.21% |
$138K - $142K
|
302K
$9.48M
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.58K+ 1.62% |
$137K - $141K
|
225K
$7.05M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.53K+ 7.17% |
$135K - $139K
|
52.8K
$1.66M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 2.46% |
$135K - $139K
|
147K
$4.6M
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.43K+ 4.71% |
$131K - $135K
|
76.1K
$2.39M
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
3.37K+ 5.69% |
$129K - $133K
|
62.6K
$1.97M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.18K+ 36.01% |
$122K - $126K
|
12K
$378K
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
3.17K+ 0.51% |
$121K - $125K
|
626K
$19.7M
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
3.15K+ 1.47% |
$121K - $124K
|
218K
$6.85M
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
3.15K+ 50.92% |
$121K - $124K
|
9.33K
$293K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.14K+ 7.69% |
$120K - $124K
|
44K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.03K+ 33.24% |
$116K - $120K
|
12.2K
$382K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3K+ 51.48% |
$115K - $118K
|
8.84K
$278K
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
3K+ 6.23% |
$115K - $118K
|
51.2K
$1.61M
|