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 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.24K- 10.57% |
$47.7K - $48.9K
|
10.5K
$341K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.28K- 23.24% |
$49.2K - $50.3K
|
4.21K
$137K
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.29K- 1.8% |
$49.7K - $50.9K
|
70.1K
$2.28M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.3KClosed |
$50.3K - $51.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.34K- 13.23% |
$51.7K - $52.9K
|
8.79K
$286K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.38K- 0.52% |
$53K - $54.3K
|
262K
$8.54M
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.38K- 6.11% |
$53K - $54.3K
|
21.2K
$688K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.4K- 13.04% |
$53.9K - $55.2K
|
9.32K
$303K
|
|
Oct 12, 2021
Q3 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.4K- 10.7% |
$53.9K - $55.2K
|
11.7K
$380K
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.4K- 8.49% |
$53.9K - $55.2K
|
15.1K
$490K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 6.81% |
$54.4K - $55.7K
|
19.3K
$629K
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.42K- 0.52% |
$54.5K - $55.9K
|
270K
$8.79M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.43K- 1.71% |
$55.2K - $56.5K
|
82.3K
$2.68M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.51K- 11.15% |
$58.2K - $59.6K
|
12K
$391K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.52K- 4.54% |
$58.5K - $59.9K
|
31.9K
$1.04M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.52K- 0.51% |
$58.8K - $60.2K
|
295K
$9.6M
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1.58K- 6.41% |
$60.7K - $62.2K
|
23K
$748K
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.64K- 6.05% |
$63K - $64.5K
|
25.4K
$826K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.64K- 38.85% |
$63.3K - $64.8K
|
2.59K
$84.1K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.67K- 1.11% |
$64.2K - $65.8K
|
148K
$4.81M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 5.11% |
$66.8K - $68.4K
|
32.1K
$1.05M
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.75K- 3.36% |
$67.5K - $69.1K
|
50.4K
$1.64M
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.84K- 4.33% |
$70.9K - $72.6K
|
40.7K
$1.32M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.86K- 16.94% |
$71.7K - $73.4K
|
9.12K
$297K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.99K- 0.12% |
$76.6K - $78.4K
|
1.67M
$54.3M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.02KClosed |
$77.9K - $79.7K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.09K- 1.84% |
$80.5K - $82.4K
|
112K
$3.63M
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-2.11K- 8.9% |
$81.3K - $83.3K
|
21.6K
$702K
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.19K- 3.49% |
$84.3K - $86.3K
|
60.5K
$1.97M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 16.01% |
$85.2K - $87.3K
|
11.6K
$377K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.34K- 5.06% |
$90.3K - $92.5K
|
44K
$1.43M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.34K- 5.06% |
$90.3K - $92.5K
|
44K
$1.43M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.37K- 3.22% |
$91.2K - $93.4K
|
71.1K
$2.31M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.44K- 1.85% |
$94.2K - $96.5K
|
130K
$4.22M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.48K- 5.14% |
$95.5K - $97.8K
|
45.7K
$1.49M
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.51K- 24.31% |
$96.9K - $99.3K
|
7.83K
$255K
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-2.52K- 3.59% |
$97.2K - $99.6K
|
67.7K
$2.2M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.53K- 2.49% |
$97.5K - $99.8K
|
99.2K
$3.23M
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-2.57K- 11.02% |
$99K - $101K
|
20.8K
$675K
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.63K- 1.56% |
$101K - $104K
|
166K
$5.39M
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.7K- 11.88% |
$104K - $107K
|
20K
$652K
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.78K- 50.77% |
$107K - $110K
|
2.7K
$87.8K
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.85K- 19.8% |
$110K - $112K
|
11.5K
$375K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.86K- 9.92% |
$110K - $113K
|
26K
$845K
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 27.57% |
$115K - $118K
|
7.85K
$256K
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3K- 1.65% |
$116K - $118K
|
179K
$5.83M
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3KClosed |
$116K - $118K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-3K- 71.43% |
$116K - $118K
|
1.2K
$39K
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.04K- 2.78% |
$117K - $120K
|
107K
$3.47M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.07K- 98.49% |
$118K - $121K
|
47
$1.53K
|