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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.5K+ 24.67% |
$75.6K - $76.2K
|
7.59K
$385K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 26.55% |
$74.4K - $75K
|
7.04K
$358K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.46K+ 380.99% |
$73.7K - $74.2K
|
1.85K
$93.8K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.42K+ 18.59% |
$71.4K - $72K
|
9.05K
$460K
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.37K+ 16.47% |
$68.8K - $69.3K
|
9.66K
$491K
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.35K+ 9.64% |
$68K - $68.5K
|
15.4K
$780K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.32K+ 0.82% |
$66.3K - $66.8K
|
162K
$8.25M
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.22K+ 1.31% |
$61.2K - $61.6K
|
94.2K
$4.79M
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
1.2KNew |
$60.4K - $60.9K
|
1.2K
$61K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.17K+ 8.82% |
$58.7K - $59.2K
|
14.4K
$731K
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.16K+ 5.97% |
$58.3K - $58.8K
|
20.6K
$1.04M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.14KNew |
$57.4K - $57.9K
|
1.14K
$58K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.12K+ 47.06% |
$56.4K - $56.8K
|
3.5K
$178K
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
973+ 4.03% |
$49K - $49.4K
|
25.1K
$1.28M
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
917+ 15.07% |
$46.2K - $46.5K
|
7K
$356K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
898+ 1.83% |
$45.2K - $45.6K
|
50.1K
$2.54M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
831New |
$41.8K - $42.2K
|
831
$42.2K
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
828+ 7.85% |
$41.7K - $42K
|
11.4K
$578K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
746+ 16.76% |
$37.6K - $37.9K
|
5.2K
$264K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
732+ 6.08% |
$36.9K - $37.1K
|
12.8K
$649K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
721+ 15.5% |
$36.3K - $36.6K
|
5.37K
$273K
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
714+ 7.84% |
$35.9K - $36.2K
|
9.82K
$499K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
708+ 1.48% |
$35.6K - $35.9K
|
48.5K
$2.47M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
689+ 21.94% |
$34.7K - $35K
|
3.83K
$195K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
637New |
$32.1K - $32.3K
|
637
$32.4K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
632+ 4.02% |
$31.8K - $32.1K
|
16.3K
$830K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
629New |
$31.7K - $31.9K
|
629
$32K
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
575+ 3.51% |
$29K - $29.2K
|
17K
$861K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
557+ 4.16% |
$28K - $28.3K
|
13.9K
$708K
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
550New |
$27.7K - $27.9K
|
550
$27.9K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
544+ 0.99% |
$27.4K - $27.6K
|
55.3K
$2.81M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
514+ 5.48% |
$25.9K - $26.1K
|
9.89K
$502K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
451+ 8.67% |
$22.7K - $22.9K
|
5.65K
$287K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
410+ 48.64% |
$20.6K - $20.8K
|
1.25K
$63.7K
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
408+ 0.41% |
$20.5K - $20.7K
|
101K
$5.12M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
400+ 2.02% |
$20.1K - $20.3K
|
20.2K
$1.03M
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
376New |
$18.9K - $19.1K
|
376
$19.1K
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
345New |
$17.4K - $17.5K
|
345
$17.5K
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
320+ 4.92% |
$16.1K - $16.2K
|
6.82K
$346K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
319+ 3.29% |
$16.1K - $16.2K
|
10K
$508K
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
300New |
$15.1K - $15.2K
|
300
$15.2K
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
298+ 6.12% |
$15K - $15.1K
|
5.17K
$263K
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
262New |
$13.2K - $13.3K
|
262
$13.3K
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
257+ 4.32% |
$12.9K - $13K
|
6.2K
$315K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
250+ 0.62% |
$12.6K - $12.7K
|
40.8K
$2.07M
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
BUY
|
- |
249+ 98.81% |
$12.5K - $12.6K
|
501
$25.5K
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
248+ 2.96% |
$12.5K - $12.6K
|
8.63K
$438K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
208New |
$10.5K - $10.6K
|
208
$10.6K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
205+ 10.39% |
$10.3K - $10.4K
|
2.18K
$111K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
198+ 13.92% |
$9.97K - $10K
|
1.62K
$82.3K
|