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 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
23+ 0.12% |
$887 - $908
|
19.5K
$636K
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
21+ 0.09% |
$810 - $829
|
23.8K
$775K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
21+ 0.41% |
$810 - $829
|
5.18K
$168K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
21+ 1.11% |
$810 - $829
|
1.92K
$62.5K
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
19+ 0.37% |
$732 - $750
|
5.19K
$169K
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
19+ 0.2% |
$732 - $750
|
9.48K
$309K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19+ 0.34% |
$732 - $750
|
5.67K
$184K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18+ 0.2% |
$694 - $711
|
9K
$293K
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17+ 0.14% |
$655 - $671
|
12K
$392K
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
17+ 0.21% |
$655 - $671
|
8.11K
$264K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
15+ 1.12% |
$578 - $592
|
1.36K
$44.2K
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
15+ 0.03% |
$578 - $592
|
59.1K
$1.92M
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
BUY
|
- |
14+ 0.93% |
$540 - $553
|
1.52K
$49.3K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
12+ 0.02% |
$463 - $474
|
64.9K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
11+ 0.19% |
$424 - $434
|
5.71K
$186K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 0.5% |
$424 - $434
|
2.2K
$71.5K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10New |
$386 - $395
|
10
$325
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.07% |
$270 - $276
|
9.89K
$322K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7+ 1.24% |
$270 - $276
|
571
$18.6K
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.1% |
$231 - $237
|
6.15K
$200K
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
5+ 0.48% |
$193 - $197
|
1.05K
$34.3K
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
5+ 0.05% |
$193 - $197
|
10.4K
$338K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.04% |
$116 - $118
|
7.4K
$241K
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.02% |
$116 - $118
|
16.4K
$535K
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.27% |
$116 - $118
|
1.11K
$36.1K
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$116 - $118
|
18.2K
$592K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
3+ 0.03% |
$116 - $118
|
10.5K
$342K
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.04% |
$116 - $118
|
291
$9.47K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.02% |
$116 - $118
|
13.3K
$434K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.03% |
$77.1 - $79
|
5.84K
$190K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
2New |
$77.1 - $79
|
2
$65.1
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.03% |
$77.1 - $79
|
7.33K
$238K
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1+ 0.01% |
$38.6 - $39.5
|
7.06K
$230K
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.01% |
$38.6 - $39.5
|
13.2K
$428K
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$38.6 - $39.5
|
19.6K
$637K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$38.6 - $39.5
|
30.4K
$988K
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$38.6 - $39.5
|
13.2K
$431K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.0% |
$38.6 - $39.5
|
46.8K
$1.52M
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 1.27% |
$38.6 - $39.5
|
78
$2.54K
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1- 0.12% |
$38.6 - $39.5
|
800
$26K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.04% |
$38.6 - $39.5
|
2.57K
$83.5K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 1.53% |
$77.1 - $79
|
129
$4.2K
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
SELL
|
- |
-4- 0.01% |
$154 - $158
|
47.6K
$1.55M
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6- -0.0% |
$231 - $237
|
299K
$9.73M
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-13- 0.13% |
$501 - $513
|
10.2K
$331K
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-24- 0.08% |
$925 - $948
|
28.4K
$923K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-42- 0.54% |
$1.62K - $1.66K
|
7.74K
$252K
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-45- 0.23% |
$1.73K - $1.78K
|
19.4K
$633K
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-45- 0.35% |
$1.73K - $1.78K
|
12.7K
$415K
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-50- 0.31% |
$1.93K - $1.97K
|
15.9K
$517K
|