Purchases and Sales Made in Q4 2021 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
914+ 198.26% |
$35K - $36K
|
1.38K
$44.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
897New |
$34.3K - $35.4K
|
897
$29.2K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
883+ 2.81% |
$33.8K - $34.8K
|
32.3K
$1.05M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
853+ 1.55% |
$32.7K - $33.6K
|
55.7K
$1.81M
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
850+ 4.47% |
$32.5K - $33.5K
|
19.9K
$647K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
849+ 4.07% |
$32.5K - $33.5K
|
21.7K
$707K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
818+ 53.36% |
$31.3K - $32.3K
|
2.35K
$76.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
815New |
$31.2K - $32.1K
|
815
$26.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
811+ 3.71% |
$31.1K - $32K
|
22.7K
$738K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
800New |
$30.6K - $31.5K
|
800
$26K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
799+ 0.86% |
$30.6K - $31.5K
|
93.6K
$3.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
792+ 7.62% |
$30.3K - $31.2K
|
11.2K
$364K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
782New |
$29.9K - $30.8K
|
782
$25.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
773+ 3.21% |
$29.6K - $30.5K
|
24.9K
$809K
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
764+ 6.55% |
$29.3K - $30.1K
|
12.4K
$404K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
758+ 1.16% |
$29K - $29.9K
|
66.1K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
748+ 7.22% |
$28.6K - $29.5K
|
11.1K
$361K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
742+ 142.69% |
$28.4K - $29.3K
|
1.26K
$41.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
724+ 1.26% |
$27.7K - $28.5K
|
58.3K
$1.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
718+ 1.01% |
$27.5K - $28.3K
|
71.6K
$2.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
700+ 4.9% |
$26.8K - $27.6K
|
15K
$488K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
700+ 0.64% |
$26.8K - $27.6K
|
110K
$3.58M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
692+ 1.67% |
$26.5K - $27.3K
|
42.1K
$1.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
646+ 0.61% |
$24.7K - $25.5K
|
106K
$3.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
630+ 10.18% |
$24.1K - $24.8K
|
6.82K
$222K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
621+ 8.47% |
$23.8K - $24.5K
|
7.95K
$259K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
620+ 7.92% |
$23.7K - $24.4K
|
8.45K
$275K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
610+ 7.62% |
$23.4K - $24.1K
|
8.62K
$280K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
601+ 8.71% |
$23K - $23.7K
|
7.51K
$244K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
600+ 1.05% |
$23K - $23.7K
|
57.7K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
600+ 5.91% |
$23K - $23.7K
|
10.8K
$350K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
590+ 0.81% |
$22.6K - $23.3K
|
73.7K
$2.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
580+ 1.95% |
$22.2K - $22.9K
|
30.3K
$986K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
562+ 1.37% |
$21.5K - $22.2K
|
41.7K
$1.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
540+ 6.31% |
$20.7K - $21.3K
|
9.1K
$296K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
525New |
$20.1K - $20.7K
|
525
$17.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
524New |
$20.1K - $20.7K
|
524
$17.1K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
524+ 8.3% |
$20.1K - $20.7K
|
6.84K
$222K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
515+ 8.31% |
$19.7K - $20.3K
|
6.71K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
484+ 1.54% |
$18.5K - $19.1K
|
31.9K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
476+ 2.2% |
$18.2K - $18.8K
|
22.1K
$721K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
457+ 4.0% |
$17.5K - $18K
|
11.9K
$387K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
456+ 60.08% |
$17.5K - $18K
|
1.22K
$39.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
438+ 2.01% |
$16.8K - $17.3K
|
22.2K
$722K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
433+ 0.92% |
$16.6K - $17.1K
|
47.3K
$1.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
411+ 5.49% |
$15.7K - $16.2K
|
7.9K
$257K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
408New |
$15.6K - $16.1K
|
408
$13.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
400+ 47.06% |
$15.3K - $15.8K
|
1.25K
$40.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
400New |
$15.3K - $15.8K
|
400
$13K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
395+ 7.16% |
$15.1K - $15.6K
|
5.91K
$192K
|