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 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.74K+ 1334.15% |
$135K - $139K
|
2.94K
$149K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.73K+ 68.14% |
$135K - $139K
|
6.74K
$343K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.71K+ 2.53% |
$134K - $138K
|
110K
$5.57M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.52K+ 1877.61% |
$125K - $128K
|
2.65K
$135K
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.48K+ 17.03% |
$123K - $126K
|
17K
$864K
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.3K+ 2.16% |
$114K - $117K
|
109K
$5.53M
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
2.29K+ 1.87% |
$113K - $116K
|
125K
$6.34M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.21K+ 3.47% |
$109K - $112K
|
65.8K
$3.34M
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.2K+ 23.45% |
$109K - $112K
|
11.6K
$589K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.04K+ 2.26% |
$101K - $104K
|
92.6K
$4.7M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$101K - $104K
|
2.04K
$104K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.04KNew |
$101K - $103K
|
2.04K
$103K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.98K+ 21.24% |
$97.9K - $100K
|
11.3K
$573K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.85K+ 2.41% |
$91.6K - $94K
|
78.5K
$3.99M
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.82K+ 88.98% |
$90.3K - $92.7K
|
3.87K
$197K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.74KNew |
$85.9K - $88.2K
|
1.74K
$88.2K
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.66K+ 37.53% |
$82.4K - $84.5K
|
6.1K
$310K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.65K+ 1.14% |
$81.6K - $83.8K
|
146K
$7.44M
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 9.84% |
$81.3K - $83.5K
|
18.3K
$931K
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.62K+ 0.88% |
$80K - $82.1K
|
186K
$9.43M
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.53K+ 1.34% |
$75.9K - $77.9K
|
116K
$5.89M
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.51K+ 31.6% |
$74.9K - $76.8K
|
6.3K
$320K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51K+ 3.0% |
$74.8K - $76.7K
|
51.9K
$2.64M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.51KNew |
$74.7K - $76.7K
|
1.51K
$76.7K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.51KNew |
$74.7K - $76.6K
|
1.51K
$76.6K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.5KNew |
$74.4K - $76.3K
|
1.5K
$76.3K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.49K+ 3.94% |
$73.9K - $75.8K
|
39.4K
$2M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.31KNew |
$64.8K - $66.4K
|
1.31K
$66.4K
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.3K+ 13.1% |
$64.6K - $66.2K
|
11.3K
$572K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.27K+ 6.02% |
$63K - $64.7K
|
22.4K
$1.14M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.26K+ 21.35% |
$62.6K - $64.2K
|
7.18K
$365K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.24K+ 2.09% |
$61.5K - $63.1K
|
60.8K
$3.09M
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.2K+ 16.33% |
$59.3K - $60.8K
|
8.53K
$433K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1.19K+ 5.28% |
$59.1K - $60.6K
|
23.8K
$1.21M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.14K+ 16.67% |
$56.3K - $57.8K
|
7.96K
$405K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.12K+ 21.3% |
$55.6K - $57K
|
6.4K
$325K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.12K+ 0.38% |
$55.4K - $56.8K
|
294K
$14.9M
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.07K+ 10.87% |
$52.8K - $54.2K
|
10.9K
$552K
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.06K+ 1.36% |
$52.4K - $53.8K
|
78.7K
$4M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.04K+ 25.52% |
$51.5K - $52.8K
|
5.12K
$260K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.03K+ 19.67% |
$50.7K - $52.1K
|
6.24K
$317K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
853New |
$42.2K - $43.3K
|
853
$43.3K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
836+ 33.35% |
$41.4K - $42.5K
|
3.34K
$170K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
814+ 3.92% |
$40.3K - $41.4K
|
21.6K
$1.1M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
798+ 2.02% |
$39.5K - $40.5K
|
40.3K
$2.05M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
767New |
$38K - $39K
|
767
$39K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
733+ 5.64% |
$36.3K - $37.2K
|
13.7K
$698K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
730+ 7.47% |
$36.1K - $37.1K
|
10.5K
$534K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
707+ 0.63% |
$35K - $35.9K
|
113K
$5.76M
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
700+ 3.06% |
$34.7K - $35.6K
|
23.6K
$1.2M
|