Purchases and Sales Made in Q3 2021 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1MNew |
$428M - $439M
|
11.1M
$365M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.76MNew |
$183M - $188M
|
4.76M
$156M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.11MNew |
$120M - $123M
|
3.11M
$102M
|
|
Nov 12, 2021
Q3 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.87MNew |
$72.3M - $74M
|
1.87M
$61.6M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
806K+ 4925.89% |
$31.1M - $31.8M
|
823K
$27M
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
754K+ 142.23% |
$29M - $29.7M
|
1.28M
$42.1M
|
|
Nov 01, 2021
Q3 2021
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
709KNew |
$27.3M - $28M
|
709K
$23.3M
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
569KNew |
$21.9M - $22.5M
|
569K
$18.7M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
456K+ 15.69% |
$17.6M - $18M
|
3.36M
$110M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
415K+ 30.4% |
$16M - $16.4M
|
1.78M
$58.5M
|
|
Nov 12, 2021
Q3 2021
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
345K+ 26.95% |
$13.3M - $13.6M
|
1.63M
$53.4M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
327K+ 18.94% |
$12.6M - $12.9M
|
2.05M
$67.5M
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
314KNew |
$12.1M - $12.4M
|
314K
$10.3M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
290K+ 12.87% |
$11.2M - $11.4M
|
2.54M
$83.4M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
271K+ 9.3% |
$10.5M - $10.7M
|
3.19M
$105M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
259K+ 5.26% |
$9.97M - $10.2M
|
5.18M
$170M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
258KNew |
$9.93M - $10.2M
|
258K
$8.46M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
250KNew |
$9.65M - $9.89M
|
250K
$8.22M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230K+ 4.75% |
$8.87M - $9.09M
|
5.07M
$167M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
199KNew |
$7.68M - $7.87M
|
199K
$6.54M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
198K+ 48.74% |
$7.63M - $7.82M
|
604K
$19.8M
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
192K+ 16.5% |
$7.41M - $7.59M
|
1.36M
$44.6M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
168K+ 27.97% |
$6.48M - $6.63M
|
769K
$25.2M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
151K+ 7.56% |
$5.83M - $5.97M
|
2.15M
$70.7M
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
150K+ 11.31% |
$5.79M - $5.93M
|
1.48M
$48.5M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
145K+ 16.64% |
$5.61M - $5.74M
|
1.02M
$33.5M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
142K+ 282.4% |
$5.46M - $5.59M
|
192K
$6.3M
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
141KNew |
$5.43M - $5.56M
|
141K
$4.62M
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
132K+ 14.94% |
$5.07M - $5.19M
|
1.01M
$33.3M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
130K+ 7.78% |
$5.02M - $5.14M
|
1.8M
$59.2M
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
123K+ 2092.35% |
$4.75M - $4.86M
|
129K
$4.24M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
120K+ 1.7% |
$4.62M - $4.73M
|
7.18M
$236M
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
116K+ 66.54% |
$4.47M - $4.58M
|
290K
$9.53M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
111K+ 1779.51% |
$4.28M - $4.39M
|
117K
$3.86M
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
111K+ 84.49% |
$4.27M - $4.37M
|
242K
$7.94M
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
109KNew |
$4.19M - $4.29M
|
109K
$3.57M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
105K+ 56.89% |
$4.04M - $4.14M
|
289K
$9.5M
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
102K+ 531.86% |
$3.92M - $4.02M
|
121K
$3.97M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
94.9K+ 74.05% |
$3.66M - $3.74M
|
223K
$7.32M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
93.3K+ 29.45% |
$3.6M - $3.68M
|
410K
$13.5M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92K+ 1.8% |
$3.55M - $3.63M
|
5.21M
$171M
|
|
Oct 08, 2021
Q3 2021
|
Golden Green, Inc.
|
BUY
|
- |
91.6KNew |
$3.53M - $3.62M
|
91.6K
$3.01M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
89.4KNew |
$3.45M - $3.53M
|
89.4K
$2.94M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86K+ 33.5% |
$3.31M - $3.39M
|
343K
$11.3M
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85.7KNew |
$3.3M - $3.38M
|
85.7K
$2.81M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
84.3K+ 11.22% |
$3.25M - $3.33M
|
835K
$27.4M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
81.8K+ 38.23% |
$3.15M - $3.23M
|
296K
$9.71M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
80.9K+ 7.06% |
$3.12M - $3.2M
|
1.23M
$40.3M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
72.4K+ 5.4% |
$2.79M - $2.86M
|
1.41M
$46.4M
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
66.3K+ 85.89% |
$2.55M - $2.62M
|
143K
$4.71M
|