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 19, 2021
Q3 2021
|
Amarillo National Bank
|
SELL
|
- |
-10KClosed |
$386K - $396K
|
0
$0
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 9.17% |
$400K - $409K
|
103K
$3.37M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-10.7K- 50.76% |
$413K - $423K
|
10.4K
$341K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.3K- 21.73% |
$437K - $448K
|
40.9K
$1.34M
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-11.5K- 24.43% |
$444K - $455K
|
35.7K
$1.17M
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-11.5K- 43.67% |
$445K - $456K
|
14.9K
$489K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-11.6K- 15.3% |
$446K - $457K
|
64.1K
$2.1M
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-11.8K- 67.06% |
$457K - $468K
|
5.82K
$191K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-12.1K- 12.49% |
$465K - $477K
|
84.6K
$2.78M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 88.2% |
$482K - $494K
|
1.67K
$54.9K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13.2K- 0.27% |
$509K - $521K
|
4.8M
$158M
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13.6KClosed |
$525K - $538K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-13.6KClosed |
$525K - $538K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 69.59% |
$539K - $552K
|
6.11K
$201K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-14.1K- 95.92% |
$544K - $557K
|
600
$19.7K
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-14.8KClosed |
$570K - $584K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-15K- 2.46% |
$578K - $592K
|
594K
$19.5M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.2K- 24.75% |
$624K - $639K
|
49.2K
$1.62M
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-16.2K- 56.79% |
$625K - $640K
|
12.3K
$405K
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-16.2K- 5.02% |
$625K - $640K
|
307K
$10.1M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.9K- 22.86% |
$651K - $667K
|
57K
$1.87M
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-17.6K- 2.69% |
$679K - $696K
|
636K
$20.9M
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-21.6K- 36.35% |
$834K - $854K
|
37.9K
$1.24M
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-22.7K- 31.49% |
$874K - $895K
|
49.3K
$1.62M
|
|
Oct 29, 2021
Q3 2021
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-25.7K- 14.57% |
$990K - $1.01M
|
151K
$4.95M
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-26.3KClosed |
$1.02M - $1.04M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Opus Investment Management Inc
|
SELL
|
- |
-27.6KClosed |
$1.06M - $1.09M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-29.1K- 26.97% |
$1.12M - $1.15M
|
78.9K
$2.59M
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-31.7K- 96.1% |
$1.22M - $1.25M
|
1.29K
$42.2K
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-35.2KClosed |
$1.36M - $1.39M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-35.6K- 12.03% |
$1.37M - $1.41M
|
260K
$8.55M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-35.8K- 77.53% |
$1.38M - $1.41M
|
10.4K
$341K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-36.3KClosed |
$1.4M - $1.43M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-36.3K- 8.0% |
$1.4M - $1.43M
|
418K
$13.7M
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-37.1K- 6.72% |
$1.43M - $1.46M
|
515K
$16.9M
|
|
Nov 12, 2021
Q3 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-37.8K- 42.57% |
$1.46M - $1.49M
|
51K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38K- 47.9% |
$1.46M - $1.5M
|
41.3K
$1.36M
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-38.5KClosed |
$1.48M - $1.52M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-38.8K- 92.09% |
$1.49M - $1.53M
|
3.33K
$109K
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-42.1K- 76.39% |
$1.62M - $1.66M
|
13K
$427K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43.3K- 28.52% |
$1.67M - $1.71M
|
109K
$3.57M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-45.5K- 37.16% |
$1.76M - $1.8M
|
77K
$2.53M
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-45.8KClosed |
$1.77M - $1.81M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-49.5K- 27.68% |
$1.91M - $1.95M
|
129K
$4.25M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-51.3KClosed |
$1.98M - $2.03M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53.5K- 5.36% |
$2.06M - $2.11M
|
944K
$31M
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-57.5K- 70.1% |
$2.22M - $2.27M
|
24.5K
$805K
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-60.2K- 73.34% |
$2.32M - $2.37M
|
21.9K
$718K
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-61.9KClosed |
$2.38M - $2.44M
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-66.6K- 77.45% |
$2.57M - $2.63M
|
19.4K
$637K
|