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 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-4.04KClosed |
$205K - $206K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.06K- 7.39% |
$206K - $206K
|
50.8K
$2.6M
|
|
Apr 22, 2021
Q1 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.08KClosed |
$207K - $208K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.27KClosed |
$217K - $217K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-4.35KClosed |
$221K - $221K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-4.4K- 13.34% |
$223K - $224K
|
28.6K
$1.46M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.44KClosed |
$225K - $226K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-4.47KClosed |
$227K - $227K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.58K- 4.75% |
$232K - $233K
|
91.8K
$4.68M
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.62K- 90.96% |
$234K - $235K
|
459
$23.4K
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4.67K- 20.18% |
$237K - $238K
|
18.5K
$943K
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4.72K- 5.3% |
$239K - $240K
|
84.3K
$4.3M
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.93K- 10.01% |
$250K - $251K
|
44.4K
$2.26M
|
|
Apr 13, 2021
Q1 2021
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-4.95KClosed |
$251K - $252K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.03KClosed |
$255K - $256K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parthenon LLC
|
SELL
|
- |
-5.21KClosed |
$264K - $265K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-5.35K- 59.72% |
$271K - $272K
|
3.61K
$184K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.81K- 11.28% |
$295K - $295K
|
45.7K
$2.33M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.9K- 8.57% |
$300K - $300K
|
62.9K
$3.21M
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.92K- 11.87% |
$300K - $301K
|
43.9K
$2.24M
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.15K- 46.61% |
$312K - $313K
|
7.05K
$360K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.19K- 16.7% |
$314K - $315K
|
30.9K
$1.58M
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.22K- 1.96% |
$316K - $316K
|
311K
$15.9M
|
|
May 10, 2021
Q1 2021
|
Coastline Trust CO
|
SELL
|
- |
-6.25K- 29.96% |
$317K - $318K
|
14.6K
$745K
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-6.33K- 24.29% |
$321K - $322K
|
19.7K
$1.01M
|
|
May 14, 2021
Q1 2021
|
Archer Investment Corp
|
SELL
|
- |
-7.06K- 9.24% |
$358K - $359K
|
69.3K
$3.54M
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.08KClosed |
$359K - $360K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-8.18K- 14.09% |
$415K - $416K
|
49.9K
$2.55M
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-8.67K- 27.75% |
$440K - $441K
|
22.6K
$1.15M
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-8.71K- 3.75% |
$442K - $443K
|
223K
$11.4M
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.72K- 8.28% |
$442K - $443K
|
96.6K
$4.93M
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.01K- 92.02% |
$457K - $458K
|
781
$39.9K
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-9.02K- 68.43% |
$458K - $459K
|
4.16K
$212K
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.24K- 20.14% |
$469K - $470K
|
36.6K
$1.87M
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.9KClosed |
$555K - $556K
|
0
$0
|
|
Apr 24, 2024
Q1 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-11K- 35.25% |
$558K - $559K
|
20.2K
$1.03M
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.4K- 55.37% |
$579K - $580K
|
9.2K
$469K
|
|
May 14, 2021
Q1 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.6K- 3.34% |
$591K - $592K
|
337K
$17.2M
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.2K- 60.62% |
$618K - $619K
|
7.91K
$404K
|
|
May 12, 2021
Q1 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12.8KClosed |
$650K - $651K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13.7KClosed |
$693K - $695K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-14K- 32.1% |
$709K - $711K
|
29.6K
$1.51M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-15.5K- 8.22% |
$788K - $790K
|
174K
$8.86M
|
|
Apr 16, 2021
Q1 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-16.1K- 8.52% |
$817K - $819K
|
173K
$8.82M
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-16.4K- 30.66% |
$832K - $834K
|
37.1K
$1.89M
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.4K- 51.78% |
$933K - $935K
|
17.1K
$873K
|
|
Apr 28, 2021
Q1 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-19.2K- 60.0% |
$972K - $974K
|
12.8K
$652K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-19.2K- 16.05% |
$976K - $978K
|
101K
$5.13M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.5K- 6.14% |
$989K - $991K
|
298K
$15.2M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21.2K- 18.75% |
$1.07M - $1.08M
|
91.8K
$4.68M
|