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 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-1.08K- 14.86% |
N/A
|
6.18K
$314K
|
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.09K- 3.67% |
N/A
|
28.4K
$1.45M
|
|
May 12, 2021
Q1 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.19K- 3.13% |
N/A
|
36.6K
$1.86M
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.2K- 3.63% |
N/A
|
31.9K
$1.62M
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.22K- 2.57% |
N/A
|
46.1K
$2.35M
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.42K- 9.33% |
N/A
|
13.8K
$700K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.44K- 7.3% |
N/A
|
18.3K
$930K
|
|
May 13, 2021
Q1 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.46K- 8.05% |
N/A
|
16.7K
$848K
|
|
May 10, 2021
Q1 2021
|
Bank Of The West
|
SELL
|
- |
-1.47K- 0.7% |
N/A
|
208K
$10.6M
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.48K- 25.6% |
N/A
|
4.3K
$219K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.54K- 22.07% |
N/A
|
5.43K
$276K
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-1.57K- 10.79% |
N/A
|
13K
$660K
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.64K- 4.79% |
N/A
|
32.6K
$1.66M
|
|
May 13, 2021
Q1 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.65K- 26.91% |
N/A
|
4.47K
$228K
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.7K- 12.36% |
N/A
|
12K
$612K
|
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.72K- 25.21% |
N/A
|
5.09K
$259K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.77K- 6.84% |
N/A
|
24.1K
$1.23M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.86K- 17.58% |
N/A
|
8.7K
$442K
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.87K- 4.08% |
N/A
|
43.9K
$2.24M
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.88K- 54.36% |
N/A
|
1.58K
$80.2K
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-1.88K- 85.32% |
N/A
|
323
$16.4K
|
|
Apr 27, 2021
Q1 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.89K- 6.56% |
N/A
|
26.8K
$1.37M
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.06K- 1.15% |
N/A
|
177K
$9M
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.24K- 6.08% |
N/A
|
34.6K
$1.76M
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.35K- 23.58% |
N/A
|
7.61K
$387K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.54K- 18.4% |
N/A
|
11.3K
$574K
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.74K- 15.56% |
N/A
|
14.9K
$758K
|
|
May 14, 2021
Q1 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.82K- 18.26% |
N/A
|
12.6K
$641K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.89K- 8.81% |
N/A
|
29.9K
$1.52M
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.93KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.94KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.08K- 14.33% |
N/A
|
18.4K
$937K
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.11K- 7.44% |
N/A
|
38.7K
$1.97M
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.12K- 39.63% |
N/A
|
4.75K
$241K
|
|
Apr 13, 2021
Q1 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-3.13K- 10.65% |
N/A
|
26.3K
$1.34M
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.35K- 39.5% |
N/A
|
5.13K
$261K
|
|
May 06, 2021
Q1 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.37K- 12.16% |
N/A
|
24.3K
$1.24M
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.44KClosed |
N/A
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.47K- 5.42% |
N/A
|
60.6K
$3.08M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.5K- 10.78% |
N/A
|
28.9K
$1.47M
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.64K- 50.0% |
N/A
|
3.64K
$185K
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
SELL
|
- |
-3.72K- 37.55% |
N/A
|
6.18K
$314K
|
|
May 25, 2021
Q1 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.82K- 12.97% |
N/A
|
25.7K
$1.31M
|
|
May 14, 2021
Q1 2021
|
West Branch Capital LLC
|
SELL
|
- |
-3.96KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.97K- 24.09% |
N/A
|
12.5K
$637K
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-4.04KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.06K- 7.39% |
N/A
|
50.8K
$2.59M
|