Purchases and Sales Made in Q1 2023 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 2023. 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 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.45KNew |
$369K - $379K
|
7.45K
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.44K+ 21.98% |
$368K - $378K
|
41.3K
$2.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
7.33K+ 24.38% |
$363K - $372K
|
37.4K
$1.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
7.23KNew |
$358K - $367K
|
7.23K
$367K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.64KNew |
$329K - $337K
|
6.64K
$337K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.52KNew |
$323K - $331K
|
6.52K
$331K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6.18K+ 4.42% |
$306K - $314K
|
146K
$7.43M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.89K+ 5256.25% |
$291K - $299K
|
6K
$305K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
5.88K+ 6.12% |
$291K - $298K
|
102K
$5.18M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.64KNew |
$279K - $286K
|
5.64K
$286K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.59K+ 59.81% |
$277K - $284K
|
14.9K
$759K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.34K+ 106.48% |
$264K - $271K
|
10.4K
$526K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.26K+ 5.18% |
$261K - $267K
|
107K
$5.43M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
5.22KNew |
$258K - $265K
|
5.22K
$265K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.16K+ 5.71% |
$255K - $262K
|
95.5K
$4.85M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.13K+ 1.42% |
$254K - $261K
|
365K
$18.6M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.11K+ 25.87% |
$253K - $259K
|
24.8K
$1.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.04KNew |
$250K - $256K
|
5.04K
$256K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.96K+ 19.27% |
$246K - $252K
|
30.7K
$1.56M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
4.88K+ 17.59% |
$242K - $248K
|
32.6K
$1.66M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.85KNew |
$240K - $246K
|
4.85K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.61KNew |
$228K - $234K
|
4.61K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
4.5KNew |
$223K - $229K
|
4.5K
$229K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.46K+ 1.04% |
$221K - $227K
|
435K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.36KNew |
$216K - $222K
|
4.36K
$222K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4.36K+ 2.64% |
$216K - $221K
|
169K
$8.59M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
4.33K+ 4.5% |
$214K - $220K
|
100K
$5.1M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
4.27KNew |
$211K - $217K
|
4.27K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.27K+ 81.13% |
$211K - $217K
|
9.53K
$484K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.24K+ 19.43% |
$210K - $215K
|
26K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.02KNew |
$199K - $204K
|
4.02K
$204K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$198K - $203K
|
4K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.92K+ 2.95% |
$194K - $199K
|
137K
$6.95M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.88K+ 0.81% |
$192K - $197K
|
481K
$24.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.77K+ 72.59% |
$187K - $191K
|
8.96K
$455K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.56K+ 7.19% |
$176K - $181K
|
53.1K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.56K+ 10.95% |
$176K - $181K
|
36K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.47K+ 5.0% |
$172K - $176K
|
72.9K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.46K+ 28.38% |
$171K - $176K
|
15.6K
$794K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.37K+ 1.59% |
$167K - $171K
|
215K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.32K+ 3.63% |
$164K - $169K
|
94.8K
$4.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.32KNew |
$164K - $168K
|
3.32K
$168K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
3.26K+ 8.09% |
$161K - $165K
|
43.5K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.17K+ 3.99% |
$157K - $161K
|
82.6K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 68.54% |
$155K - $160K
|
7.72K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.13K+ 1.35% |
$155K - $159K
|
235K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.02K+ 4.44% |
$149K - $153K
|
71K
$3.61M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.84K+ 21.06% |
$141K - $144K
|
16.3K
$829K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.81K+ 30.61% |
$139K - $143K
|
12K
$609K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.74K+ 80.0% |
$136K - $139K
|
6.17K
$313K
|