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
|
Next Capital Management LLC
|
BUY
|
- |
767+ 14.89% |
$29.6K - $30.3K
|
5.92K
$194K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
758+ 1.17% |
$29.2K - $29.9K
|
65.3K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
755New |
$29.1K - $29.8K
|
755
$24.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
743+ 0.96% |
$28.6K - $29.3K
|
78.3K
$2.57M
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
722+ 0.93% |
$27.8K - $28.5K
|
78.5K
$2.58M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
713+ 0.54% |
$27.5K - $28.1K
|
132K
$4.33M
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
710+ 0.14% |
$27.4K - $28K
|
496K
$16.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
699+ 4.68% |
$26.9K - $27.6K
|
15.6K
$513K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
688+ 1.43% |
$26.5K - $27.2K
|
48.8K
$1.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
675+ 8.63% |
$26K - $26.6K
|
8.5K
$279K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
633+ 13.72% |
$24.4K - $25K
|
5.25K
$172K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
621+ 0.83% |
$23.9K - $24.5K
|
75.4K
$2.48M
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
597+ 3.18% |
$23K - $23.6K
|
19.4K
$636K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
590+ 4.54% |
$22.7K - $23.3K
|
13.6K
$447K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
577+ 2.08% |
$22.2K - $22.8K
|
28.4K
$932K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
574+ 7.59% |
$22.1K - $22.7K
|
8.13K
$267K
|
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
565+ 1.58% |
$21.8K - $22.3K
|
36.3K
$1.19M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
557+ 1.98% |
$21.5K - $22K
|
28.6K
$941K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
546+ 0.7% |
$21K - $21.6K
|
78.7K
$2.59M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
545+ 0.76% |
$21K - $21.5K
|
72.3K
$2.38M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
542+ 2.08% |
$20.9K - $21.4K
|
26.7K
$875K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
535+ 3.65% |
$20.6K - $21.1K
|
15.2K
$499K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
533+ 0.18% |
$20.5K - $21K
|
293K
$9.61M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
532New |
$20.5K - $21K
|
532
$17.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
517+ 3.58% |
$19.9K - $20.4K
|
15K
$492K
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
507+ 5.82% |
$19.5K - $20K
|
9.21K
$303K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 333.33% |
$19.3K - $19.7K
|
650
$21.3K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
477+ 0.8% |
$18.4K - $18.8K
|
60.3K
$1.98M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
466+ 1.15% |
$18K - $18.4K
|
41.1K
$1.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
462New |
$17.8K - $18.2K
|
462
$15.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
460+ 6.55% |
$17.7K - $18.2K
|
7.48K
$246K
|
|
|
Nov 04, 2021
Q3 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
450+ 1.42% |
$17.3K - $17.8K
|
32.1K
$1.05M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
413New |
$15.9K - $16.3K
|
413
$13.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
405+ 1.61% |
$15.6K - $16K
|
25.5K
$837K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
356+ 2.15% |
$13.7K - $14.1K
|
16.9K
$556K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
353+ 0.97% |
$13.6K - $13.9K
|
36.6K
$1.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
350+ 0.9% |
$13.5K - $13.8K
|
39K
$1.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
340+ 4.53% |
$13.1K - $13.4K
|
7.84K
$257K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
337+ 0.59% |
$13K - $13.3K
|
57.1K
$1.87M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
334+ 2.31% |
$12.9K - $13.2K
|
14.8K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
300New |
$11.6K - $11.8K
|
300
$9.85K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
300+ 2.42% |
$11.6K - $11.8K
|
12.7K
$418K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
298+ 2.14% |
$11.5K - $11.8K
|
14.2K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
297+ 0.81% |
$11.4K - $11.7K
|
37.1K
$1.22M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
260+ 3.15% |
$10K - $10.3K
|
8.51K
$279K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
253+ 0.98% |
$9.75K - $9.99K
|
26K
$855K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
250+ 4.36% |
$9.64K - $9.87K
|
5.98K
$196K
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
250+ 1.45% |
$9.64K - $9.87K
|
17.5K
$574K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
249+ 0.4% |
$9.6K - $9.83K
|
63K
$2.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
248+ 1.28% |
$9.56K - $9.79K
|
19.7K
$646K
|