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 29, 2021
Q3 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.89K+ 4.35% |
$111K - $114K
|
69.2K
$2.27M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.83K+ 5.99% |
$109K - $112K
|
50K
$1.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.74K+ 3.92% |
$106K - $108K
|
72.7K
$2.39M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.71K+ 6.67% |
$104K - $107K
|
43.4K
$1.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.7K+ 19.22% |
$104K - $107K
|
16.7K
$550K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.67K+ 3.03% |
$103K - $105K
|
90.9K
$2.99M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.67K+ 2.63% |
$103K - $105K
|
104K
$3.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2.65K+ 7.24% |
$102K - $105K
|
39.3K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.65K+ 5.25% |
$102K - $104K
|
53.1K
$1.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.62K+ 22.05% |
$101K - $104K
|
14.5K
$477K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.53K+ 2.27% |
$97.5K - $99.9K
|
114K
$3.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.51K+ 23.05% |
$96.9K - $99.2K
|
13.4K
$441K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.47K+ 2.25% |
$95.2K - $97.5K
|
112K
$3.69M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.41K+ 25.14% |
$92.8K - $95K
|
12K
$394K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.34K+ 3.3% |
$90.1K - $92.2K
|
73.1K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
2.33K+ 0.47% |
$89.9K - $92K
|
495K
$16.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.3K+ 9.6% |
$88.7K - $90.8K
|
26.3K
$862K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
2.28K+ 18.31% |
$88K - $90.1K
|
14.7K
$484K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.26K+ 12.62% |
$87.1K - $89.2K
|
20.2K
$662K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 29.08% |
$85.8K - $87.8K
|
9.88K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.18K+ 1.73% |
$84K - $86.1K
|
129K
$4.22M
|
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.15K+ 12.65% |
$82.9K - $84.9K
|
19.1K
$629K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 8.86% |
$82.1K - $84.1K
|
26.2K
$860K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.11K+ 36.24% |
$81.2K - $83.1K
|
7.92K
$260K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.1K+ 8.76% |
$80.8K - $82.8K
|
26K
$854K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.1K+ 8.76% |
$80.8K - $82.8K
|
26K
$854K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 3.43% |
$79.7K - $81.6K
|
62.4K
$2.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.03K+ 10.68% |
$78.3K - $80.1K
|
21K
$691K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.01K+ 3.32% |
$77.6K - $79.5K
|
62.8K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2K+ 2.47% |
$77.1K - $79K
|
82.9K
$2.72M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2K+ 3.78% |
$77.1K - $79K
|
54.9K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.97K+ 7.81% |
$75.8K - $77.7K
|
27.2K
$892K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1.9K+ 15.32% |
$73.2K - $75K
|
14.3K
$470K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
1.88K+ 2.99% |
$72.4K - $74.1K
|
64.7K
$2.13M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.87K+ 11.65% |
$71.9K - $73.7K
|
17.9K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
1.85K+ 0.87% |
$71.2K - $72.9K
|
215K
$7.06M
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.82K+ 5.7% |
$70.1K - $71.8K
|
33.8K
$1.11M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
1.79K+ 1.86% |
$69.1K - $70.8K
|
98K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.79K+ 31.75% |
$68.9K - $70.6K
|
7.42K
$244K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.78K+ 6.71% |
$68.7K - $70.4K
|
28.3K
$930K
|
|
|
Oct 19, 2021
Q3 2021
|
Wendell David Associates Inc
|
BUY
|
- |
1.78K+ 0.81% |
$68.4K - $70.1K
|
220K
$7.23M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.75K+ 3.67% |
$67.4K - $69.1K
|
49.4K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.72K+ 2.57% |
$66.1K - $67.7K
|
68.5K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.7K+ 1.38% |
$65.5K - $67.1K
|
125K
$4.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.69K+ 4.65% |
$65.1K - $66.7K
|
38K
$1.25M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.68K+ 1.51% |
$64.6K - $66.2K
|
112K
$3.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.67K+ 5.79% |
$64.2K - $65.8K
|
30.4K
$1M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.66K+ 5.89% |
$64K - $65.6K
|
29.8K
$980K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1.65K+ 22.87% |
$63.6K - $65.1K
|
8.86K
$291K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.59K+ 2.04% |
$61.3K - $62.8K
|
79.7K
$2.62M
|