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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.61K- 16.38% |
$79.7K - $81.8K
|
8.22K
$418K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.68K- 2.29% |
$83.4K - $85.5K
|
71.7K
$3.64M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.73K- 14.64% |
$85.4K - $87.6K
|
10.1K
$511K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.74K- 6.72% |
$86.1K - $88.4K
|
24.1K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.75K- 8.11% |
$86.6K - $88.9K
|
19.8K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.77K- 81.57% |
$87.6K - $89.9K
|
400
$20.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.78K- 24.92% |
$88.1K - $90.4K
|
5.36K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.79K- 8.64% |
$88.6K - $90.9K
|
18.9K
$961K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.81K- 8.09% |
$89.7K - $92K
|
20.6K
$1.05M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.85K- 29.79% |
$91.7K - $94.1K
|
4.36K
$222K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 20.11% |
$92.1K - $94.5K
|
7.39K
$376K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.87K- 77.6% |
$92.6K - $95K
|
540
$27.4K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.87K- 16.19% |
$92.6K - $95K
|
9.69K
$492K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
SELL
|
- |
-1.9K- 10.44% |
$94.1K - $96.5K
|
16.3K
$828K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.94K- 5.9% |
$96.2K - $98.8K
|
31K
$1.57M
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-2.03K- 11.76% |
$100K - $103K
|
15.2K
$772K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.03K- 3.49% |
$101K - $103K
|
56.2K
$2.85M
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.1K- 15.44% |
$104K - $107K
|
11.5K
$584K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.11K- 2.24% |
$104K - $107K
|
92K
$4.68M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 26.27% |
$105K - $107K
|
5.94K
$302K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.17K- 9.95% |
$107K - $110K
|
19.6K
$997K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.17K- 26.11% |
$107K - $110K
|
6.14K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.2K- 31.67% |
$109K - $112K
|
4.75K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.22K- 13.82% |
$110K - $113K
|
13.9K
$704K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.23K- 15.48% |
$110K - $113K
|
12.1K
$617K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.31K- 36.67% |
$114K - $117K
|
3.99K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.32K- 48.37% |
$115K - $118K
|
2.48K
$126K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.38K- 19.75% |
$118K - $121K
|
9.66K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.42K- 94.75% |
$120K - $123K
|
134
$6.81K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 12.97% |
$124K - $127K
|
16.8K
$852K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.56K- 31.73% |
$127K - $130K
|
5.51K
$280K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.64K- 8.01% |
$131K - $134K
|
30.3K
$1.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.67K- 6.94% |
$132K - $136K
|
35.8K
$1.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-2.69K- 0.64% |
$133K - $137K
|
418K
$21.2M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.79K- 15.29% |
$138K - $142K
|
15.4K
$784K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.81K- 3.6% |
$139K - $143K
|
75.2K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.85K- 0.79% |
$141K - $145K
|
358K
$18.2M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.86K- 1.22% |
$141K - $145K
|
231K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.89K- 35.32% |
$143K - $147K
|
5.3K
$269K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.95K- 24.78% |
$146K - $150K
|
8.96K
$455K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3K- 40.98% |
$149K - $152K
|
4.32K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.11K- 8.37% |
$154K - $158K
|
34K
$1.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.18K- 18.82% |
$157K - $162K
|
13.7K
$697K
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-3.25K- 3.03% |
$161K - $165K
|
104K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.42K- 8.34% |
$169K - $174K
|
37.6K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3.5K- 83.82% |
$173K - $178K
|
675
$34.3K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-3.54K- 7.32% |
$175K - $180K
|
44.8K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3.54K- 2.38% |
$175K - $180K
|
145K
$7.37M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3.66K- 60.24% |
$181K - $186K
|
2.41K
$123K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.76K- 7.06% |
$186K - $191K
|
49.4K
$2.51M
|