Purchases and Sales Made in Q1 2021 in Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES TR FLTG RATE NT ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 27, 2021
Q1 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
40KNew |
N/A
|
40K
$2.03M
|
|
May 17, 2021
Q1 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
39.3K+ 16.21% |
N/A
|
282K
$14.3M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
37.2K+ 54.98% |
N/A
|
105K
$5.34M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
36.3K+ 207.41% |
N/A
|
53.8K
$2.74M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
34.8K+ 123.48% |
N/A
|
62.9K
$3.2M
|
|
May 17, 2021
Q1 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
33.8K+ 809.39% |
N/A
|
38K
$1.93M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.3K+ 44.17% |
N/A
|
109K
$5.53M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.2K+ 66.57% |
N/A
|
83.2K
$4.23M
|
|
May 06, 2021
Q1 2021
|
Estate Counselors, LLC
|
BUY
|
- |
32.6KNew |
N/A
|
32.6K
$1.66M
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
32.5K+ 38.2% |
N/A
|
118K
$5.98M
|
|
Apr 08, 2021
Q1 2021
|
Lvz, Inc.
|
BUY
|
- |
32.3K+ 51.07% |
N/A
|
95.6K
$4.86M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31.5K+ 2719.66% |
N/A
|
32.7K
$1.66M
|
|
May 27, 2021
Q1 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
30.9K+ 77.04% |
N/A
|
71.1K
$3.62M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
29.2K+ 217.57% |
N/A
|
42.7K
$2.17M
|
|
Apr 30, 2021
Q1 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
29.1K+ 35.05% |
N/A
|
112K
$5.71M
|
|
Apr 20, 2021
Q1 2021
|
First United Bank & Trust
|
BUY
|
- |
28.8K+ 471.34% |
N/A
|
34.9K
$1.78M
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
BUY
|
- |
27.9K+ 12.44% |
N/A
|
252K
$12.8M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.6K+ 23.62% |
N/A
|
129K
$6.55M
|
|
May 11, 2021
Q1 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
24.3K+ 6.8% |
N/A
|
382K
$19.4M
|
|
Nov 15, 2022
Q1 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
23.6KNew |
N/A
|
23.6K
$1.2M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
23.4KNew |
N/A
|
23.4K
$1.19M
|
|
May 06, 2021
Q1 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
22.6K+ 31.49% |
N/A
|
94.3K
$4.8M
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
BUY
|
- |
22.5K+ 3.93% |
N/A
|
593K
$30.2M
|
|
May 17, 2021
Q1 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
22.3KNew |
N/A
|
22.3K
$1.14M
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
21.6K+ 5.64% |
N/A
|
404K
$20.6M
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
21.1K+ 16.5% |
N/A
|
149K
$7.57M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
21KNew |
N/A
|
21K
$1.07M
|
|
Apr 29, 2021
Q1 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
20.8K+ 6.94% |
N/A
|
321K
$16.3M
|
|
May 17, 2021
Q1 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
20KNew |
N/A
|
20K
$1.02M
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$954K
|
|
May 12, 2021
Q1 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
18.6K+ 9.35% |
N/A
|
218K
$11.1M
|
|
May 11, 2021
Q1 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
18.2K+ 43.42% |
N/A
|
60.1K
$3.06M
|
|
May 17, 2021
Q1 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
18KNew |
N/A
|
18K
$915K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.6KNew |
N/A
|
17.6K
$896K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 10.96% |
N/A
|
171K
$8.72M
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
BUY
|
- |
16.8K+ 5.82% |
N/A
|
306K
$15.6M
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
16.4K+ 18.4% |
N/A
|
106K
$5.38M
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
16.2K+ 326.1% |
N/A
|
21.2K
$1.08M
|
|
May 11, 2021
Q1 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
16.2K+ 33.39% |
N/A
|
64.6K
$3.29M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 3.88% |
N/A
|
425K
$21.6M
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.7K+ 16.09% |
N/A
|
113K
$5.75M
|
|
May 07, 2021
Q1 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
15.4K+ 14.53% |
N/A
|
122K
$6.19M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.1K+ 2.83% |
N/A
|
548K
$27.9M
|
|
Apr 21, 2021
Q1 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
14.6K+ 17.52% |
N/A
|
98.2K
$5M
|
|
May 07, 2021
Q1 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
14K+ 7.21% |
N/A
|
209K
$10.6M
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.9K+ 38.85% |
N/A
|
49.7K
$2.53M
|
|
Apr 30, 2021
Q1 2021
|
Smith, Salley & Associates
|
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$705K
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
13.7K+ 16.58% |
N/A
|
96.1K
$4.89M
|
|
May 18, 2021
Q1 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
13.6K+ 267.4% |
N/A
|
18.7K
$951K
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
13.1K+ 11320.69% |
N/A
|
13.2K
$674K
|