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
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.54K+ 64.13% |
$329K - $337K
|
21.9K
$718K
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.53K+ 32.67% |
$329K - $337K
|
34.6K
$1.14M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
8.4K+ 2477.29% |
$324K - $332K
|
8.74K
$287K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.27KNew |
$319K - $326K
|
8.27K
$272K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
8.2K+ 7.27% |
$316K - $324K
|
121K
$3.97M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
8.15K+ 241.27% |
$314K - $322K
|
11.5K
$379K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.03K+ 14.43% |
$310K - $317K
|
63.7K
$2.09M
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
8.03K+ 21.31% |
$310K - $317K
|
45.7K
$1.5M
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
7.9K+ 4.28% |
$305K - $312K
|
193K
$6.32M
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.74KNew |
$298K - $305K
|
7.74K
$254K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
7.73K+ 33.67% |
$298K - $305K
|
30.7K
$1.01M
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
7.7K+ 5.99% |
$297K - $304K
|
136K
$4.48M
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
7.7KNew |
$297K - $304K
|
7.7K
$253K
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.67K+ 44.11% |
$296K - $303K
|
25.1K
$823K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.66K+ 17.96% |
$295K - $303K
|
50.3K
$1.65M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.58K+ 23.67% |
$292K - $299K
|
39.6K
$1.3M
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
7.48K+ 14.43% |
$288K - $295K
|
59.3K
$1.95M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
7.45K+ 12.82% |
$287K - $294K
|
65.5K
$2.15M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.4K+ 12.83% |
$285K - $292K
|
65.1K
$2.14M
|
|
Nov 12, 2021
Q3 2021
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
7.34K+ 27.18% |
$283K - $290K
|
34.3K
$1.13M
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.23K+ 15.83% |
$279K - $286K
|
52.9K
$1.74M
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.79K+ 59.8% |
$262K - $268K
|
18.1K
$596K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.74K+ 16.97% |
$260K - $266K
|
46.5K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.33K+ 2.75% |
$244K - $250K
|
236K
$7.77M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.28K+ 3.55% |
$242K - $248K
|
183K
$6.01M
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
6.19KNew |
$239K - $244K
|
6.19K
$203K
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
6.15K+ 102.5% |
$237K - $243K
|
12.1K
$399K
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.14K+ 108.04% |
$237K - $242K
|
11.8K
$388K
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
6.13K+ 45.29% |
$236K - $242K
|
19.7K
$646K
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.05K+ 755.75% |
$233K - $239K
|
6.85K
$225K
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
6.02K+ 10.68% |
$232K - $238K
|
62.4K
$2.05M
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
5.9KNew |
$227K - $233K
|
5.9K
$194K
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5.78KNew |
$223K - $228K
|
5.78K
$190K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.75KNew |
$221K - $227K
|
5.75K
$189K
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.73KNew |
$221K - $226K
|
5.73K
$188K
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.68K+ 6.86% |
$219K - $224K
|
88.6K
$2.91M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
5.64KNew |
$218K - $223K
|
5.64K
$185K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.61K+ 30.4% |
$216K - $222K
|
24.1K
$791K
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.59KNew |
$215K - $220K
|
5.59K
$183K
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.58K+ 38.2% |
$215K - $220K
|
20.2K
$663K
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.41K+ 2.43% |
$209K - $214K
|
228K
$7.5M
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
5.4KNew |
$208K - $213K
|
5.4K
$177K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.33KNew |
$206K - $211K
|
5.33K
$175K
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5.3K+ 1.05% |
$204K - $209K
|
511K
$16.8M
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.27K+ 16.61% |
$203K - $208K
|
37K
$1.21M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5.23KNew |
$202K - $207K
|
5.23K
$172K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.22K+ 10.05% |
$201K - $206K
|
57.1K
$1.88M
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.2K+ 65.0% |
$200K - $205K
|
13.2K
$433K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.91K+ 4.93% |
$189K - $194K
|
105K
$3.43M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.87K+ 7.84% |
$188K - $192K
|
66.9K
$2.2M
|