Purchases and Sales Made in Q2 2021 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2021
Q2 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-136- 0.51% |
$5.16K - $5.35K
|
26.5K
$882K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-139- 1.84% |
$5.28K - $5.47K
|
7.4K
$246K
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-142- 52.01% |
$5.39K - $5.59K
|
131
$4.35K
|
|
Aug 03, 2021
Q2 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-143- 0.2% |
$5.43K - $5.63K
|
71.4K
$2.37M
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-145- 14.49% |
$5.5K - $5.7K
|
856
$28.4K
|
|
Oct 28, 2021
Q2 2021
|
Innova Wealth Partners
|
SELL
|
- |
-150- 2.43% |
$5.69K - $5.9K
|
6.03K
$200K
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-154- 2.04% |
$5.85K - $6.06K
|
7.41K
$246K
|
|
Aug 04, 2021
Q2 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-173- 1.74% |
$6.57K - $6.81K
|
9.75K
$324K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-180- 0.37% |
$6.83K - $7.08K
|
48.3K
$1.6M
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-180- 1.68% |
$6.83K - $7.08K
|
10.5K
$349K
|
|
Aug 10, 2021
Q2 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-181- 1.64% |
$6.87K - $7.12K
|
10.8K
$360K
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-182- 2.04% |
$6.91K - $7.16K
|
8.74K
$290K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-185- 10.95% |
$7.02K - $7.28K
|
1.51K
$50K
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-185- 0.81% |
$7.02K - $7.28K
|
22.5K
$749K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-196- 67.35% |
$7.44K - $7.71K
|
95
$3.16K
|
|
Aug 11, 2021
Q2 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-200- 2.66% |
$7.59K - $7.87K
|
7.33K
$243K
|
|
Aug 16, 2021
Q2 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-200- 2.75% |
$7.59K - $7.87K
|
7.08K
$235K
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-201- 1.04% |
$7.63K - $7.91K
|
19.2K
$637K
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-206- 2.01% |
$7.82K - $8.1K
|
10.1K
$335K
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-208Closed |
$7.9K - $8.18K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-213- 3.77% |
$8.09K - $8.38K
|
5.44K
$181K
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-223- 0.47% |
$8.47K - $8.77K
|
47.6K
$1.58M
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-224- 1.66% |
$8.5K - $8.81K
|
13.3K
$441K
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-244- 0.95% |
$9.26K - $9.6K
|
25.5K
$847K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-244Closed |
$9.26K - $9.6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-247- 2.11% |
$9.38K - $9.72K
|
11.5K
$381K
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-248- 0.23% |
$9.41K - $9.76K
|
108K
$3.6M
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-249- 8.84% |
$9.45K - $9.8K
|
2.57K
$85.3K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-250Closed |
$9.49K - $9.84K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-250- 2.54% |
$9.49K - $9.84K
|
9.59K
$319K
|
|
Jul 28, 2021
Q2 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-253- 0.55% |
$9.6K - $9.95K
|
45.9K
$1.52M
|
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-259- 3.56% |
$9.83K - $10.2K
|
7.02K
$233K
|
|
Aug 12, 2021
Q2 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-259- 4.46% |
$9.83K - $10.2K
|
5.55K
$184K
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-272- 0.43% |
$10.3K - $10.7K
|
62.8K
$2.09M
|
|
Jul 28, 2021
Q2 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-275- 5.11% |
$10.4K - $10.8K
|
5.11K
$170K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-291- 11.9% |
$11K - $11.4K
|
2.15K
$71.6K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 3.1% |
$11.4K - $11.8K
|
9.39K
$312K
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-303- 0.7% |
$11.5K - $11.9K
|
42.7K
$1.42M
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-331- 2.84% |
$12.6K - $13K
|
11.3K
$376K
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-334- 1.93% |
$12.7K - $13.1K
|
16.9K
$563K
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-377- 2.22% |
$14.3K - $14.8K
|
16.6K
$551K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-391- 2.08% |
$14.8K - $15.4K
|
18.4K
$613K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-394- 0.22% |
$15K - $15.5K
|
176K
$5.84M
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-394- 4.23% |
$15K - $15.5K
|
8.93K
$297K
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-401- 0.14% |
$15.2K - $15.8K
|
296K
$9.85M
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-401- 1.2% |
$15.2K - $15.8K
|
32.9K
$1.09M
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-410- 41.0% |
$15.6K - $16.1K
|
590
$19.6K
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-432- 7.74% |
$16.4K - $17K
|
5.15K
$171K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-432- 2.16% |
$16.4K - $17K
|
19.6K
$652K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-439- 3.82% |
$16.7K - $17.3K
|
11.1K
$368K
|