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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
9.8KNew |
$375K - $386K
|
9.8K
$322K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
9.76K+ 6.54% |
$374K - $385K
|
159K
$5.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.75KNew |
$373K - $384K
|
9.75K
$320K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
9.64KNew |
$369K - $380K
|
9.64K
$317K
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
9.3KNew |
$356K - $367K
|
9.3K
$305K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
9.3K+ 9.84% |
$356K - $367K
|
104K
$3.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
9.23KNew |
$354K - $364K
|
9.23K
$303K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9.16K+ 24.19% |
$351K - $361K
|
47K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
9.12KNew |
$349K - $360K
|
9.12K
$300K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
9.05K+ 20.8% |
$347K - $357K
|
52.6K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.91K+ 5.45% |
$341K - $351K
|
172K
$5.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
8.88K+ 11.68% |
$340K - $350K
|
84.9K
$2.79M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8.84K+ 7.92% |
$338K - $348K
|
120K
$3.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.84K+ 33.8% |
$338K - $348K
|
35K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8.74K+ 15.46% |
$334K - $344K
|
65.3K
$2.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
8.71K+ 11.09% |
$334K - $344K
|
87.2K
$2.86M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
8.61K+ 25.06% |
$330K - $339K
|
43K
$1.41M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
8.6K+ 19.1% |
$329K - $339K
|
53.6K
$1.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.49KNew |
$325K - $335K
|
8.49K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.48KNew |
$325K - $334K
|
8.48K
$279K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
8.48KNew |
$325K - $334K
|
8.48K
$278K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
8.42KNew |
$322K - $332K
|
8.42K
$276K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.39KNew |
$321K - $331K
|
8.39K
$276K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
8.32KNew |
$318K - $328K
|
8.32K
$273K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.23K+ 3.29% |
$315K - $325K
|
259K
$8.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
8.23K+ 21.58% |
$315K - $324K
|
46.3K
$1.52M
|
|
|
Jan 24, 2022
Q4 2021
|
Wendell David Associates Inc
|
BUY
|
- |
8.14K+ 3.7% |
$312K - $321K
|
228K
$7.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.14K+ 45.5% |
$312K - $321K
|
26K
$854K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7.97KNew |
$305K - $314K
|
7.97K
$262K
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
7.86KNew |
$301K - $310K
|
7.86K
$258K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.76KNew |
$297K - $306K
|
7.76K
$255K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.73K+ 7.11% |
$296K - $305K
|
116K
$3.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
7.66KNew |
$293K - $302K
|
7.66K
$252K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
7.55K+ 21.7% |
$289K - $298K
|
42.3K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
7.51KNew |
$288K - $296K
|
7.51K
$247K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.51K+ 5.78% |
$287K - $296K
|
137K
$4.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
7.44K+ 138.75% |
$285K - $293K
|
12.8K
$420K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.39KNew |
$283K - $291K
|
7.39K
$243K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.37K+ 25.78% |
$282K - $291K
|
36K
$1.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
7.37K+ 10.15% |
$282K - $291K
|
80K
$2.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.36K+ 0.07% |
$282K - $290K
|
11M
$360M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
7.3KNew |
$280K - $288K
|
7.3K
$240K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.08K+ 3.87% |
$271K - $279K
|
190K
$6.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
7.07K+ 16.23% |
$271K - $279K
|
50.6K
$1.66M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.03K+ 15.66% |
$269K - $277K
|
51.9K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.02K+ 7.07% |
$269K - $277K
|
106K
$3.49M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7KNew |
$268K - $276K
|
7K
$230K
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
6.94K+ 10.25% |
$266K - $274K
|
74.7K
$2.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.87KNew |
$263K - $271K
|
6.87K
$226K
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
6.8K+ 21.35% |
$261K - $268K
|
38.7K
$1.27M
|