Purchases and Sales Made in Q1 2024 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 2024. 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 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.14KNew |
$463K - $467K
|
9.14K
$465K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.53KNew |
$432K - $436K
|
8.53K
$434K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.34KNew |
$422K - $426K
|
8.34K
$425K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.17K+ 23.98% |
$414K - $417K
|
42.2K
$2.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.15KNew |
$413K - $416K
|
8.15K
$415K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.03K+ 4.14% |
$407K - $410K
|
202K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
7.7K+ 5.56% |
$390K - $393K
|
146K
$7.44M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.59K+ 27.69% |
$384K - $388K
|
35K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.42KNew |
$376K - $379K
|
7.42K
$377K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
7.18K+ 4.52% |
$364K - $367K
|
166K
$8.45M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
7K+ 173.44% |
$354K - $357K
|
11K
$561K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.89K+ 20.93% |
$349K - $352K
|
39.8K
$2.03M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.32K+ 10.68% |
$320K - $323K
|
65.5K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.2K+ 11.34% |
$314K - $317K
|
60.9K
$3.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.17K+ 1.84% |
$312K - $315K
|
342K
$17.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.15KNew |
$311K - $314K
|
6.15K
$313K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.12KNew |
$310K - $313K
|
6.12K
$312K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.08K+ 6.14% |
$308K - $310K
|
105K
$5.35M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.96KNew |
$302K - $304K
|
5.96K
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.79K+ 96.13% |
$293K - $296K
|
11.8K
$602K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
5.79K+ 21.31% |
$293K - $296K
|
33K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.78K+ 18.71% |
$292K - $295K
|
36.6K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.77KNew |
$292K - $295K
|
5.77K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.64KNew |
$286K - $288K
|
5.64K
$287K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.54KNew |
$281K - $283K
|
5.54K
$282K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.43K+ 11.48% |
$275K - $277K
|
52.7K
$2.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.43K+ 44.07% |
$275K - $277K
|
17.7K
$903K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.38K+ 94.68% |
$272K - $275K
|
11.1K
$563K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.36KNew |
$272K - $274K
|
5.36K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.24K+ 87.49% |
$265K - $268K
|
11.2K
$571K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.12K+ 58.14% |
$259K - $262K
|
13.9K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.97K+ 8.48% |
$252K - $254K
|
63.6K
$3.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.84K+ 5.86% |
$245K - $247K
|
87.4K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.81K+ 51.19% |
$244K - $246K
|
14.2K
$724K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.78K+ 4.28% |
$242K - $244K
|
116K
$5.93M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.7KNew |
$238K - $240K
|
4.7K
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.67K+ 3.33% |
$236K - $238K
|
145K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.49K+ 2.86% |
$227K - $229K
|
161K
$8.21M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.45KNew |
$225K - $227K
|
4.45K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.43K+ 18.45% |
$224K - $226K
|
28.4K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.36K+ 11.24% |
$221K - $223K
|
43.1K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$220K - $222K
|
4.35K
$222K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.34KNew |
$220K - $222K
|
4.34K
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.31K+ 34.25% |
$218K - $220K
|
16.9K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.29K+ 5.83% |
$217K - $219K
|
77.9K
$3.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.25K+ 15.0% |
$215K - $217K
|
32.6K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.23K+ 5.4% |
$214K - $216K
|
82.6K
$4.2M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.2K+ 29.27% |
$213K - $214K
|
18.5K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.05K+ 5.59% |
$205K - $207K
|
76.5K
$3.89M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.99K+ 12.59% |
$202K - $204K
|
35.6K
$1.81M
|