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 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-57- 0.76% |
$2.87K - $2.89K
|
7.44K
$378K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-63- 0.94% |
$3.17K - $3.2K
|
6.64K
$337K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-73- 0.45% |
$3.68K - $3.7K
|
16.2K
$823K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-75Closed |
$3.78K - $3.81K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-75Closed |
$3.78K - $3.81K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-78- 26.9% |
$3.93K - $3.96K
|
212
$10.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-87- 1.45% |
$4.38K - $4.41K
|
5.92K
$301K
|
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-97Closed |
$4.88K - $4.92K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-99- 1.0% |
$4.98K - $5.02K
|
9.84K
$500K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$5.04K - $5.07K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-116- 0.88% |
$5.84K - $5.89K
|
13.1K
$663K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-124Closed |
$6.24K - $6.29K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-128- 1.77% |
$6.44K - $6.49K
|
7.1K
$361K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-146- 1.82% |
$7.35K - $7.41K
|
7.86K
$399K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-165- 1.56% |
$8.31K - $8.37K
|
10.4K
$530K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-188- 24.42% |
$9.47K - $9.54K
|
582
$29.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-214Closed |
$10.8K - $10.9K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-214Closed |
$10.8K - $10.9K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-255- 0.72% |
$12.8K - $12.9K
|
35.2K
$1.79M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-260- 1.27% |
$13.1K - $13.2K
|
20.2K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-276- 1.65% |
$13.9K - $14K
|
16.5K
$838K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-293- 85.42% |
$14.8K - $14.9K
|
50
$2.54K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-300- 3.29% |
$15.1K - $15.2K
|
8.82K
$448K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-339- 2.95% |
$17.1K - $17.2K
|
11.2K
$567K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-393- 17.62% |
$19.8K - $19.9K
|
1.84K
$93.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-417- 2.74% |
$21K - $21.2K
|
14.8K
$752K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-420- 0.87% |
$21.1K - $21.3K
|
48K
$2.44M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-445- 8.36% |
$22.4K - $22.6K
|
4.88K
$248K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-450- 1.86% |
$22.7K - $22.8K
|
23.8K
$1.21M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-470- 0.57% |
$23.7K - $23.8K
|
82.5K
$4.19M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-470- 1.45% |
$23.7K - $23.8K
|
32.1K
$1.63M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-478- 96.57% |
$24.1K - $24.3K
|
17
$864
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-500- 0.96% |
$25.2K - $25.4K
|
51.4K
$2.61M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-500- 3.23% |
$25.2K - $25.4K
|
15K
$762K
|
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-500- 1.94% |
$25.2K - $25.4K
|
25.3K
$1.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-546- 1.74% |
$27.5K - $27.7K
|
30.8K
$1.57M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-550- 7.62% |
$27.7K - $27.9K
|
6.67K
$339K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-570- 9.52% |
$28.7K - $28.9K
|
5.42K
$275K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-600- 6.21% |
$30.2K - $30.4K
|
9.06K
$460K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-610- 5.78% |
$30.7K - $31K
|
9.94K
$505K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-650Closed |
$32.7K - $33K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-666- 11.95% |
$33.5K - $33.8K
|
4.91K
$249K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-671- 3.11% |
$33.8K - $34K
|
20.9K
$1.06M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-690- 1.1% |
$34.7K - $35K
|
61.8K
$3.14M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-740- 6.77% |
$37.3K - $37.5K
|
10.2K
$518K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-782- 2.67% |
$39.4K - $39.7K
|
28.5K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-795- 5.82% |
$40K - $40.3K
|
12.9K
$654K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-819- 1.58% |
$41.2K - $41.6K
|
50.9K
$2.59M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-900- 7.77% |
$45.3K - $45.7K
|
10.7K
$543K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-944- 14.14% |
$47.5K - $47.9K
|
5.73K
$291K
|