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 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.97KNew |
$201K - $203K
|
3.97K
$202K
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.94KNew |
$199K - $201K
|
3.94K
$200K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.86K+ 615.95% |
$196K - $197K
|
4.49K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82K+ 8.66% |
$193K - $195K
|
47.9K
$2.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.68K+ 16.99% |
$186K - $188K
|
25.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 3.07% |
$179K - $180K
|
118K
$6.03M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.48K+ 122.76% |
$176K - $178K
|
6.31K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.47K+ 3.96% |
$176K - $177K
|
91K
$4.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.41K+ 5.4% |
$173K - $174K
|
66.6K
$3.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.32K+ 20.51% |
$168K - $170K
|
19.5K
$992K
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.3K+ 1.99% |
$167K - $168K
|
169K
$8.61M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
3.27K+ 0.71% |
$166K - $167K
|
465K
$23.7M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.24KNew |
$164K - $166K
|
3.24K
$165K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.1K+ 1.32% |
$157K - $158K
|
238K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.03K+ 3.38% |
$153K - $155K
|
92.7K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
3K+ 23.08% |
$152K - $153K
|
16K
$814K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3K+ 34.11% |
$152K - $153K
|
11.8K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.91K+ 322.39% |
$147K - $149K
|
3.81K
$194K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.72K+ 0.8% |
$138K - $139K
|
344K
$17.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.51K+ 1.88% |
$127K - $128K
|
136K
$6.92M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 10695.65% |
$125K - $126K
|
2.48K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.43K+ 3.21% |
$123K - $124K
|
78.2K
$3.98M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.43K+ 5.79% |
$123K - $124K
|
44.5K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.42K+ 12.53% |
$123K - $124K
|
21.7K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.42K+ 28.84% |
$123K - $124K
|
10.8K
$550K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 1.91% |
$119K - $120K
|
126K
$6.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.29K+ 0.75% |
$116K - $117K
|
310K
$15.8M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.25K+ 7.92% |
$114K - $115K
|
30.7K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.14K+ 152.17% |
$108K - $109K
|
3.55K
$181K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.1K+ 19.07% |
$106K - $107K
|
13.1K
$668K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.99K+ 2.73% |
$101K - $102K
|
75K
$3.82M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.95K+ 1.2% |
$98.6K - $99.5K
|
164K
$8.34M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.95KNew |
$98.5K - $99.4K
|
1.95K
$99.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 5.47% |
$96.5K - $97.3K
|
36.7K
$1.87M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.89KNew |
$95.7K - $96.5K
|
1.89K
$96.2K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.88K+ 7.17% |
$95K - $95.8K
|
28K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 3.6% |
$90.4K - $91.2K
|
51.4K
$2.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.77K+ 11.95% |
$89.6K - $90.4K
|
16.6K
$844K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.73K+ 6.74% |
$87.7K - $88.5K
|
27.4K
$1.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.7K+ 2.42% |
$86K - $86.8K
|
72K
$3.66M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.64K+ 1.48% |
$83K - $83.8K
|
112K
$5.72M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.62KNew |
$81.8K - $82.5K
|
1.62K
$82.2K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.48K+ 7.0% |
$75K - $75.6K
|
22.6K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.45K+ 7.34% |
$73.2K - $73.9K
|
21.1K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.42K+ 3.12% |
$71.7K - $72.3K
|
46.8K
$2.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.36K+ 35.85% |
$68.6K - $69.2K
|
5.14K
$261K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.34K+ 0.16% |
$68.1K - $68.7K
|
817K
$41.6M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 0.99% |
$66.1K - $66.7K
|
134K
$6.8M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.28KNew |
$65K - $65.6K
|
1.28K
$65.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.27K+ 2.31% |
$64.1K - $64.6K
|
56K
$2.85M
|