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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-448- 1.55% |
$17K - $17.6K
|
28.4K
$925K
|
|
|
Aug 09, 2021
Q2 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-456- 28.52% |
$17.3K - $17.9K
|
1.14K
$37.3K
|
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-463- 1.78% |
$17.6K - $18.2K
|
25.6K
$835K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-468Closed |
$17.8K - $18.4K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-471- 2.03% |
$17.9K - $18.5K
|
22.7K
$741K
|
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-475- 5.25% |
$18K - $18.7K
|
8.58K
$279K
|
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-500- 3.76% |
$19K - $19.7K
|
12.8K
$417K
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
SELL
|
- |
-501- 0.27% |
$19K - $19.7K
|
186K
$6.07M
|
|
|
Aug 10, 2021
Q2 2021
|
South State Corp
|
SELL
|
- |
-518- 0.93% |
$19.7K - $20.4K
|
55.1K
$1.79M
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-525- 7.68% |
$19.9K - $20.7K
|
6.31K
$206K
|
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
SELL
|
- |
-525- 2.6% |
$19.9K - $20.7K
|
19.7K
$641K
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-531- 10.32% |
$20.2K - $20.9K
|
4.61K
$150K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-532Closed |
$20.2K - $20.9K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-535- 0.47% |
$20.3K - $21K
|
114K
$3.71M
|
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-536- 9.07% |
$20.3K - $21.1K
|
5.37K
$175K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-588Closed |
$22.3K - $23.1K
|
0
$0
|
|
|
Jul 02, 2021
Q2 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-600- 19.35% |
$22.8K - $23.6K
|
2.5K
$81.5K
|
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-608- 3.02% |
$23.1K - $23.9K
|
19.5K
$636K
|
|
|
Aug 16, 2021
Q2 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-622- 6.26% |
$23.6K - $24.5K
|
9.31K
$303K
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-656- 0.56% |
$24.9K - $25.8K
|
117K
$3.81M
|
|
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-744- 3.66% |
$28.2K - $29.3K
|
19.6K
$638K
|
|
|
Jul 20, 2021
Q2 2021
|
Providence First Trust CO
|
SELL
|
- |
-750- 1.95% |
$28.5K - $29.5K
|
37.6K
$1.23M
|
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-750- 0.53% |
$28.5K - $29.5K
|
141K
$4.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-770Closed |
$29.2K - $30.3K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-774- 0.98% |
$29.4K - $30.4K
|
78.2K
$2.55M
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-784- 64.53% |
$29.8K - $30.8K
|
431
$14K
|
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-800- 50.0% |
$30.4K - $31.5K
|
800
$26.1K
|
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
SELL
|
- |
-809- 1.07% |
$30.7K - $31.8K
|
74.6K
$2.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-816- 10.31% |
$31K - $32.1K
|
7.1K
$231K
|
|
|
Jul 20, 2021
Q2 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-820- 3.35% |
$31.1K - $32.3K
|
23.7K
$772K
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-833Closed |
$31.6K - $32.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-833- 5.69% |
$31.6K - $32.8K
|
13.8K
$450K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-857- 10.57% |
$32.5K - $33.7K
|
7.25K
$236K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-870- 1.17% |
$33K - $34.2K
|
73.6K
$2.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-879- 13.39% |
$33.4K - $34.6K
|
5.69K
$185K
|
|
|
Jul 23, 2021
Q2 2021
|
Delta Capital Management LLC
|
SELL
|
- |
-890- 3.97% |
$33.8K - $35K
|
21.5K
$701K
|
|
|
Jul 20, 2021
Q2 2021
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-925- 1.4% |
$35.1K - $36.4K
|
65.4K
$2.13M
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-933- 2.38% |
$35.4K - $36.7K
|
38.3K
$1.25M
|
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-946- 51.86% |
$35.9K - $37.2K
|
878
$28.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-947- 9.82% |
$35.9K - $37.3K
|
8.69K
$283K
|
|
|
Aug 13, 2021
Q2 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-968- 0.36% |
$36.7K - $38.1K
|
272K
$8.85M
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-981- 1.54% |
$37.2K - $38.6K
|
62.8K
$2.05M
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-992- 14.98% |
$37.7K - $39K
|
5.63K
$183K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1K- 1.74% |
$38K - $39.4K
|
56.7K
$1.85M
|
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.01K- 2.56% |
$38.3K - $39.7K
|
38.4K
$1.25M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.01K- 1.89% |
$38.3K - $39.7K
|
52.6K
$1.71M
|
|
|
Aug 11, 2021
Q2 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.02K- 1.6% |
$38.7K - $40.1K
|
62.7K
$2.04M
|
|
|
Jul 19, 2021
Q2 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.04K- 0.68% |
$39.5K - $40.9K
|
151K
$4.93M
|
|
|
Mar 24, 2023
Q2 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.05K- 1.47% |
$39.8K - $41.2K
|
70.3K
$2.29M
|
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.05K- 29.9% |
$39.9K - $41.3K
|
2.46K
$80.2K
|