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 |
---|---|---|---|---|---|---|---|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-52- 0.2% |
$2K - $2.05K
|
26.5K
$862K
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-55- 0.12% |
$2.12K - $2.17K
|
45.8K
$1.49M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-67- 8.11% |
$2.58K - $2.65K
|
759
$24.7K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-68- 1.09% |
$2.62K - $2.68K
|
6.18K
$201K
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-84- 0.75% |
$3.24K - $3.32K
|
11.1K
$361K
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-87- 0.9% |
$3.35K - $3.43K
|
9.61K
$313K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-91- 0.06% |
$3.51K - $3.59K
|
143K
$4.65M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 0.22% |
$3.85K - $3.95K
|
45K
$1.47M
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 0.32% |
$3.85K - $3.95K
|
31K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-103- 0.15% |
$3.97K - $4.07K
|
67.9K
$2.21M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-106- 0.37% |
$4.09K - $4.18K
|
28.4K
$926K
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-114- 0.15% |
$4.39K - $4.5K
|
74.6K
$2.43M
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-114- 0.06% |
$4.39K - $4.5K
|
186K
$6.05M
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-116- 0.92% |
$4.47K - $4.58K
|
12.5K
$408K
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-120- 0.93% |
$4.63K - $4.74K
|
12.8K
$418K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-133- 0.69% |
$5.13K - $5.25K
|
19.2K
$623K
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-150- 0.96% |
$5.78K - $5.92K
|
15.4K
$501K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-155- 0.14% |
$5.98K - $6.12K
|
109K
$3.56M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-160- 2.23% |
$6.17K - $6.32K
|
7.01K
$228K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-162- 1.61% |
$6.25K - $6.4K
|
9.91K
$322K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-172- 0.77% |
$6.63K - $6.79K
|
22.1K
$720K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-176- 11.2% |
$6.78K - $6.95K
|
1.4K
$45.4K
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-185- 0.24% |
$7.13K - $7.3K
|
78K
$2.54M
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-190Closed |
$7.32K - $7.5K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-190- 1.19% |
$7.32K - $7.5K
|
15.8K
$513K
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-200- 97.56% |
$7.71K - $7.9K
|
5
$163
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-207Closed |
$7.98K - $8.17K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-217- 0.69% |
$8.37K - $8.57K
|
31.3K
$1.02M
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-225- 0.81% |
$8.67K - $8.88K
|
27.5K
$894K
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-250- 0.11% |
$9.64K - $9.87K
|
220K
$7.16M
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-250- 14.39% |
$9.64K - $9.87K
|
1.49K
$48.4K
|
|
Oct 14, 2021
Q3 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-255- 0.09% |
$9.83K - $10.1K
|
273K
$8.88M
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-261- 3.6% |
$10.1K - $10.3K
|
6.98K
$227K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-279- 1.69% |
$10.8K - $11K
|
16.2K
$528K
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-286Closed |
$11K - $11.3K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-300- 0.43% |
$11.6K - $11.8K
|
69.2K
$2.25M
|
|
Nov 15, 2021
Q3 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 0.46% |
$11.6K - $11.8K
|
65.3K
$2.12M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-306- 2.92% |
$11.8K - $12.1K
|
10.2K
$332K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-306- 2.92% |
$11.8K - $12.1K
|
10.2K
$332K
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-307- 21.91% |
$11.8K - $12.1K
|
1.09K
$35.6K
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-310- 0.19% |
$12K - $12.2K
|
160K
$5.2M
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-343- 1.75% |
$13.2K - $13.5K
|
19.3K
$627K
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-376- 1.59% |
$14.5K - $14.8K
|
23.2K
$755K
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-385- 1.17% |
$14.8K - $15.2K
|
32.4K
$1.05M
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-396Closed |
$15.3K - $15.6K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-399- 0.69% |
$15.4K - $15.8K
|
57.7K
$1.88M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-407- 2.71% |
$15.7K - $16.1K
|
14.6K
$475K
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-408Closed |
$15.7K - $16.1K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-417- 2.1% |
$16.1K - $16.5K
|
19.5K
$634K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-420- 15.03% |
$16.2K - $16.6K
|
2.37K
$77.2K
|