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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.11% |
$268 - $276
|
6.16K
$200K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 0.32% |
$230 - $237
|
1.87K
$60.7K
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.0% |
$191 - $197
|
191K
$6.2M
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 1.37% |
$153 - $158
|
295
$9.6K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.36% |
$153 - $158
|
1.11K
$36.2K
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4+ 0.05% |
$153 - $158
|
7.7K
$251K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.03% |
$153 - $158
|
13.3K
$434K
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4+ 0.04% |
$153 - $158
|
10.4K
$338K
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
3+ 0.02% |
$115 - $118
|
16.4K
$535K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.18% |
$115 - $118
|
1.68K
$54.5K
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3+ 0.03% |
$115 - $118
|
11.8K
$385K
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.02% |
$76.6 - $78.9
|
13.2K
$428K
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 1.28% |
$38.3 - $39.4
|
79
$2.57K
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
1+ 0.0% |
$38.3 - $39.4
|
32.1K
$1.04M
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.95% |
$38.3 - $39.4
|
106
$3.45K
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1- 0.01% |
$38.3 - $39.4
|
16K
$520K
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-2Closed |
$76.6 - $78.9
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-22- 1.0% |
$842 - $867
|
2.18K
$70.8K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-26- 0.17% |
$996 - $1.03K
|
15.2K
$494K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-28- 0.22% |
$1.07K - $1.1K
|
12.9K
$419K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-47Closed |
$1.8K - $1.85K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-50- 0.19% |
$1.91K - $1.97K
|
25.6K
$833K
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-50- 0.18% |
$1.91K - $1.97K
|
27.4K
$892K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-50Closed |
$1.91K - $1.97K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-52- 7.25% |
$1.99K - $2.05K
|
665
$21.6K
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-59- 0.2% |
$2.26K - $2.33K
|
29.8K
$969K
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-60- 0.26% |
$2.3K - $2.37K
|
23.2K
$753K
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.55% |
$2.34K - $2.41K
|
11K
$359K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-81- 1.55% |
$3.1K - $3.19K
|
5.15K
$168K
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 0.14% |
$3.83K - $3.94K
|
69.1K
$2.25M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-104- 1.33% |
$3.98K - $4.1K
|
7.73K
$252K
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-104- 5.41% |
$3.98K - $4.1K
|
1.82K
$59.1K
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-117- 1.34% |
$4.48K - $4.61K
|
8.62K
$281K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-133Closed |
$5.09K - $5.24K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-140- 1.35% |
$5.36K - $5.52K
|
10.3K
$334K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-140Closed |
$5.36K - $5.52K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-140- 0.37% |
$5.36K - $5.52K
|
37.9K
$1.23M
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-144- 0.54% |
$5.51K - $5.68K
|
26.3K
$857K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-146- 2.16% |
$5.59K - $5.76K
|
6.61K
$215K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-150Closed |
$5.74K - $5.91K
|
0
$0
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-155- 0.36% |
$5.93K - $6.11K
|
43.2K
$1.41M
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-162- 2.21% |
$6.2K - $6.39K
|
7.16K
$233K
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-162- 0.43% |
$6.2K - $6.39K
|
37.5K
$1.22M
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-173- 6.74% |
$6.62K - $6.82K
|
2.39K
$77.8K
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-187- 2.14% |
$7.16K - $7.37K
|
8.55K
$278K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-187- 1.92% |
$7.16K - $7.37K
|
9.53K
$310K
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-190- 0.67% |
$7.28K - $7.49K
|
28.3K
$920K
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-200- 1.57% |
$7.66K - $7.89K
|
12.5K
$407K
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-204- 2.63% |
$7.81K - $8.04K
|
7.54K
$245K
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-205- 2.02% |
$7.85K - $8.08K
|
9.95K
$324K
|