Purchases and Sales Made in Q1 2022 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 2022. 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 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-970- 12.21% |
$48.8K - $49.2K
|
6.98K
$354K
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1K- 13.7% |
$50.4K - $50.7K
|
6.3K
$320K
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.09K- 4.06% |
$54.6K - $55.1K
|
25.6K
$1.3M
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.11K- 8.19% |
$55.9K - $56.3K
|
12.4K
$632K
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.11K- 4.13% |
$56.1K - $56.5K
|
25.9K
$1.31M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.14K- 2.13% |
$57.2K - $57.7K
|
52.2K
$2.65M
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.15K- 6.48% |
$57.7K - $58.1K
|
16.5K
$839K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.18KClosed |
$59.4K - $59.9K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.2K- 27.32% |
$60.2K - $60.7K
|
3.18K
$162K
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.22K- 35.57% |
$61.2K - $61.7K
|
2.2K
$112K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 11.87% |
$66.1K - $66.6K
|
9.75K
$495K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.36K- 18.48% |
$68.5K - $69K
|
6K
$305K
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.38K- 0.56% |
$69.6K - $70.1K
|
247K
$12.5M
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.44K- 8.9% |
$72.3K - $72.8K
|
14.7K
$747K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.46K- 15.04% |
$73.4K - $74K
|
8.23K
$418K
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.46K- 17.27% |
$73.5K - $74K
|
6.99K
$355K
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 21.94% |
$78.7K - $79.4K
|
5.57K
$283K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.58KClosed |
$79.4K - $80K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 7.98% |
$83.3K - $83.9K
|
19.1K
$968K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.68KClosed |
$84.6K - $85.3K
|
0
$0
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.73K- 22.16% |
$87.2K - $87.8K
|
6.08K
$309K
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.77K- 4.95% |
$89.2K - $89.9K
|
34K
$1.73M
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.84K- 7.04% |
$92.4K - $93.1K
|
24.2K
$1.23M
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.96K- 1.67% |
$98.9K - $99.7K
|
115K
$5.86M
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-1.97KClosed |
$99.1K - $99.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.97KClosed |
$99.1K - $99.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-2.13K- 4.14% |
$107K - $108K
|
49.3K
$2.5M
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.14K- 11.29% |
$108K - $109K
|
16.8K
$854K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.17K- 4.43% |
$109K - $110K
|
46.9K
$2.38M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.17K- 4.43% |
$109K - $110K
|
46.9K
$2.38M
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.27K- 2.23% |
$114K - $115K
|
99.6K
$5.06M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 10.92% |
$119K - $119K
|
19.2K
$976K
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.37K- 23.13% |
$119K - $120K
|
7.87K
$400K
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.38K- 3.45% |
$120K - $121K
|
66.7K
$3.39M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.4K- 26.64% |
$121K - $122K
|
6.62K
$336K
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.46K- 20.27% |
$124K - $125K
|
9.69K
$492K
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.52K- 4.35% |
$127K - $128K
|
55.4K
$2.81M
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.65KClosed |
$133K - $134K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.75K- 17.63% |
$138K - $139K
|
12.8K
$653K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.87K- 3.26% |
$145K - $146K
|
85.3K
$4.33M
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.9K- 8.65% |
$146K - $147K
|
30.6K
$1.56M
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-3K- 35.63% |
$151K - $152K
|
5.42K
$275K
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-3KClosed |
$151K - $152K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-3.02K- 30.48% |
$152K - $153K
|
6.89K
$350K
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.06K- 14.36% |
$154K - $155K
|
18.3K
$928K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.14K- 2.21% |
$158K - $159K
|
139K
$7.06M
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.19K- 40.84% |
$161K - $162K
|
4.62K
$235K
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.48K- 11.74% |
$175K - $176K
|
26.1K
$1.33M
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.49K- 3.82% |
$176K - $177K
|
87.9K
$4.47M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.58K- 9.66% |
$180K - $181K
|
33.4K
$1.7M
|