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
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-426- 4.2% |
$16.4K - $16.8K
|
9.72K
$316K
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-437- 1.71% |
$16.8K - $17.3K
|
25K
$815K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-438- 22.22% |
$16.9K - $17.3K
|
1.53K
$49.9K
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-440- 1.68% |
$17K - $17.4K
|
25.8K
$840K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-444- 0.55% |
$17.1K - $17.5K
|
81K
$2.64M
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-463- 0.68% |
$17.8K - $18.3K
|
67.3K
$2.19M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-486- 1.26% |
$18.7K - $19.2K
|
38.1K
$1.24M
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-495- 0.52% |
$19.1K - $19.5K
|
95.6K
$3.11M
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-500- 3.84% |
$19.3K - $19.7K
|
12.5K
$407K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-501- 1.05% |
$19.3K - $19.8K
|
47.4K
$1.54M
|
|
Nov 02, 2021
Q3 2021
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-510- 0.78% |
$19.7K - $20.1K
|
64.8K
$2.11M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-511Closed |
$19.7K - $20.2K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-515Closed |
$19.9K - $20.3K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-524- 8.68% |
$20.2K - $20.7K
|
5.51K
$179K
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-532- 2.36% |
$20.5K - $21K
|
22K
$715K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-560- 8.87% |
$21.6K - $22.1K
|
5.75K
$187K
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-590- 3.57% |
$22.7K - $23.3K
|
15.9K
$518K
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-591- 8.05% |
$22.8K - $23.3K
|
6.75K
$220K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-597- 7.63% |
$23K - $23.6K
|
7.23K
$235K
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-600- 45.28% |
$23.1K - $23.7K
|
725
$23.6K
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-637- 1.22% |
$24.6K - $25.1K
|
51.4K
$1.67M
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-667Closed |
$25.7K - $26.3K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-672- 1.75% |
$25.9K - $26.5K
|
37.6K
$1.22M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-680- 0.85% |
$26.2K - $26.8K
|
79.3K
$2.58M
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-699- 3.79% |
$26.9K - $27.6K
|
17.7K
$577K
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-707- 2.49% |
$27.3K - $27.9K
|
27.7K
$900K
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-711- 23.75% |
$27.4K - $28.1K
|
2.28K
$74.3K
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-713- 4.29% |
$27.5K - $28.1K
|
15.9K
$518K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-769- 2.55% |
$29.6K - $30.4K
|
29.4K
$956K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-773- 3.56% |
$29.8K - $30.5K
|
20.9K
$681K
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-800Closed |
$30.8K - $31.6K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-810- 10.03% |
$31.2K - $32K
|
7.27K
$237K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-878Closed |
$33.8K - $34.7K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-898- 0.84% |
$34.6K - $35.5K
|
106K
$3.43M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-900- 42.06% |
$34.7K - $35.5K
|
1.24K
$40.3K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-914- 12.44% |
$35.2K - $36.1K
|
6.43K
$209K
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-927- 0.15% |
$35.7K - $36.6K
|
622K
$20.3M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-931- 7.04% |
$35.9K - $36.8K
|
12.3K
$400K
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-977- 9.05% |
$37.7K - $38.6K
|
9.82K
$320K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$38.6K - $39.5K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 1.32% |
$38.6K - $39.5K
|
74.8K
$2.43M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.02K- 1.34% |
$39.1K - $40.1K
|
74.8K
$2.44M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.1K- 1.46% |
$42.3K - $43.3K
|
74K
$2.41M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-1.1K- 67.9% |
$42.4K - $43.4K
|
520
$16.9K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.1KClosed |
$42.4K - $43.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.1K- 88.71% |
$42.4K - $43.4K
|
140
$4.56K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.11K- 0.9% |
$42.8K - $43.8K
|
122K
$3.98M
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.14K- 13.84% |
$43.9K - $45K
|
7.1K
$231K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.22K- 2.74% |
$46.9K - $48K
|
43.2K
$1.41M
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.23K- 1.71% |
$47.4K - $48.6K
|
70.9K
$2.31M
|