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 20, 2021
Q1 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
12.7KNew |
$643K - $645K
|
12.7K
$647K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 159.09% |
$599K - $600K
|
19.2K
$982K
|
|
May 17, 2021
Q1 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
11.1K+ 19.69% |
$563K - $564K
|
67.5K
$3.44M
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.9K+ 7.3% |
$551K - $552K
|
160K
$8.15M
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.5KNew |
$535K - $536K
|
10.5K
$538K
|
|
Apr 28, 2021
Q1 2021
|
Life Pro Asset Management
|
BUY
|
- |
10.3K+ 20.96% |
$525K - $526K
|
59.7K
$3.05M
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
10.2K+ 11.93% |
$517K - $518K
|
95.6K
$4.88M
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10.2K+ 127050.0% |
$516K - $517K
|
10.2K
$519K
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
9.85K+ 7.54% |
$500K - $501K
|
140K
$7.17M
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.7K+ 62.69% |
$492K - $493K
|
25.2K
$1.28M
|
|
Jun 17, 2024
Q1 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.38KNew |
$476K - $477K
|
9.38K
$479K
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.34KNew |
$474K - $475K
|
9.34K
$477K
|
|
Apr 27, 2021
Q1 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.28KNew |
$471K - $472K
|
9.28K
$474K
|
|
May 05, 2021
Q1 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.91K+ 10.09% |
$452K - $453K
|
97.1K
$4.96M
|
|
Apr 19, 2021
Q1 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
8.71K+ 37.99% |
$442K - $443K
|
31.6K
$1.61M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.09KNew |
$410K - $411K
|
8.09K
$413K
|
|
Apr 14, 2021
Q1 2021
|
Centric Wealth Management
|
BUY
|
- |
7.95K+ 23.14% |
$403K - $404K
|
42.3K
$2.16M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.89K+ 14.76% |
$400K - $401K
|
61.3K
$3.13M
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.82KNew |
$397K - $398K
|
7.82K
$399K
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.8K+ 28.66% |
$396K - $397K
|
35K
$1.79M
|
|
Apr 19, 2021
Q1 2021
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
7.51KNew |
$381K - $382K
|
7.51K
$383K
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.35K+ 100.05% |
$373K - $374K
|
14.7K
$750K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.18K+ 129.07% |
$364K - $365K
|
12.7K
$650K
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.08K+ 5.54% |
$359K - $360K
|
135K
$6.88M
|
|
May 05, 2021
Q1 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
6.8K+ 8.31% |
$345K - $346K
|
88.7K
$4.53M
|
|
Apr 07, 2021
Q1 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.78KNew |
$344K - $345K
|
6.78K
$346K
|
|
Apr 26, 2021
Q1 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.47K+ 2.06% |
$328K - $329K
|
321K
$16.4M
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
6.44K+ 14.09% |
$327K - $328K
|
52.2K
$2.66M
|
|
May 19, 2021
Q1 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.26KNew |
$317K - $318K
|
6.26K
$319K
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.05K+ 48.18% |
$307K - $308K
|
18.6K
$950K
|
|
Apr 23, 2021
Q1 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
6KNew |
$304K - $305K
|
6K
$306K
|
|
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.59K+ 2.24% |
$284K - $284K
|
255K
$13M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.55K+ 85.71% |
$282K - $282K
|
12K
$614K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.51KNew |
$280K - $280K
|
5.51K
$281K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.48K+ 21.94% |
$278K - $279K
|
30.5K
$1.56M
|
|
Apr 19, 2021
Q1 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.48K+ 2.31% |
$278K - $279K
|
243K
$12.4M
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.46K+ 12.09% |
$277K - $278K
|
50.6K
$2.58M
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.24KNew |
$266K - $266K
|
5.24K
$267K
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.86KNew |
$246K - $247K
|
4.86K
$248K
|
|
May 10, 2021
Q1 2021
|
Banco Santander, S.A.
|
BUY
|
- |
4.85K+ 24.04% |
$246K - $246K
|
25K
$1.28M
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
BUY
|
- |
4.62K+ 290.63% |
$234K - $235K
|
6.21K
$317K
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
4.6KNew |
$233K - $234K
|
4.6K
$235K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.58KNew |
$232K - $233K
|
4.58K
$234K
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.55K+ 64.29% |
$231K - $231K
|
11.6K
$594K
|
|
Mar 11, 2024
Q1 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.38KNew |
$222K - $222K
|
4.38K
$223K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.3K+ 63.07% |
$218K - $219K
|
11.1K
$567K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.05KNew |
$205K - $206K
|
4.05K
$206K
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.96KNew |
$201K - $201K
|
3.96K
$202K
|
|
May 18, 2021
Q1 2021
|
Independent Family Office, LLC
|
BUY
|
- |
3.94K+ 2.89% |
$200K - $200K
|
140K
$7.15M
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
3.81K+ 76.94% |
$193K - $194K
|
8.77K
$448K
|