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 |
---|---|---|---|---|---|---|---|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
314+ 7.96% |
$15.9K - $16K
|
4.26K
$217K
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
280+ 61.81% |
$14.2K - $14.2K
|
733
$37.4K
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
262New |
$13.3K - $13.3K
|
262
$13.4K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
257+ 2.21% |
$13K - $13.1K
|
11.9K
$606K
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
251+ 1.66% |
$12.7K - $12.8K
|
15.4K
$786K
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
BUY
|
- |
216+ 1.25% |
$11K - $11K
|
17.4K
$890K
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
200+ 1.98% |
$10.1K - $10.2K
|
10.3K
$527K
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
200New |
$10.1K - $10.2K
|
200
$10.2K
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200New |
$10.1K - $10.2K
|
200
$10.2K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
145New |
$7.36K - $7.37K
|
145
$7.4K
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
142+ 1.63% |
$7.21K - $7.22K
|
8.84K
$451K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
128+ 0.31% |
$6.49K - $6.51K
|
41.7K
$2.13M
|
|
May 12, 2021
Q1 2021
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
124+ 0.16% |
$6.29K - $6.31K
|
77.1K
$3.93M
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
118+ 9.37% |
$5.99K - $6K
|
1.38K
$70.3K
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
80New |
$4.06K - $4.07K
|
80
$4.08K
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
80+ 29.63% |
$4.06K - $4.07K
|
350
$17.9K
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.77% |
$3.86K - $3.86K
|
9.96K
$508K
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
75+ 0.17% |
$3.81K - $3.81K
|
43.4K
$2.21M
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
69New |
$3.5K - $3.51K
|
69
$3.52K
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
BUY
|
- |
69New |
$3.5K - $3.51K
|
69
$3.52K
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
59+ 0.22% |
$2.99K - $3K
|
27.4K
$1.4M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
48+ 0.78% |
$2.44K - $2.44K
|
6.24K
$318K
|
|
May 13, 2021
Q1 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
30+ 0.09% |
$1.52K - $1.53K
|
35.3K
$1.8M
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
30+ 1.44% |
$1.52K - $1.53K
|
2.12K
$108K
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 2.33% |
$1.52K - $1.53K
|
1.32K
$67.1K
|
|
Apr 12, 2021
Q1 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22+ 0.08% |
$1.12K - $1.12K
|
26.4K
$1.35M
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
18New |
$913 - $915
|
18
$919
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$761 - $763
|
5.12K
$261K
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
8New |
$406 - $407
|
8
$408
|
|
Apr 23, 2021
Q1 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$355 - $356
|
5.8K
$296K
|
|
May 05, 2021
Q1 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.05% |
$152 - $153
|
6.5K
$332K
|
|
May 04, 2021
Q1 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
3+ 0.07% |
$152 - $153
|
4.58K
$234K
|
|
Apr 22, 2021
Q1 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$152 - $153
|
12.6K
$644K
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.07% |
$101 - $102
|
2.97K
$151K
|
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2+ 0.04% |
$101 - $102
|
4.86K
$248K
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$50.7 - $50.9
|
3.51K
$179K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.07% |
$50.7 - $50.9
|
1.38K
$70.3K
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.88% |
$50.7 - $50.9
|
115
$5.87K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.24% |
$50.7 - $50.9
|
426
$21.7K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 2.52% |
$152 - $153
|
116
$5.92K
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-10- 0.67% |
$507 - $509
|
1.49K
$75.8K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-12Closed |
$609 - $610
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-25- 0.45% |
$1.27K - $1.27K
|
5.5K
$281K
|
|
May 12, 2021
Q1 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-35- 0.41% |
$1.78K - $1.78K
|
8.45K
$431K
|
|
May 17, 2021
Q1 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-50- 0.37% |
$2.54K - $2.54K
|
13.4K
$685K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-56Closed |
$2.84K - $2.85K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-59- 0.05% |
$2.99K - $3K
|
123K
$6.28M
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-59Closed |
$2.99K - $3K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-61Closed |
$3.1K - $3.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-72- 7.03% |
$3.65K - $3.66K
|
952
$48.6K
|