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 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.22K+ 1.55% |
$62K - $62.5K
|
80K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.22K+ 6.59% |
$61.6K - $62.1K
|
19.7K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 3.52% |
$60.5K - $61K
|
35.2K
$1.79M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.15K+ 1.72% |
$58.2K - $58.7K
|
67.9K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.08K+ 1.52% |
$54.9K - $55.4K
|
72.3K
$3.68M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01K+ 10100.0% |
$51.1K - $51.6K
|
1.02K
$51.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1K+ 0.95% |
$50.7K - $51.1K
|
106K
$5.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
993+ 19.5% |
$50.3K - $50.7K
|
6.09K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
986+ 8.38% |
$49.9K - $50.4K
|
12.8K
$649K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
955+ 8.02% |
$48.4K - $48.8K
|
12.9K
$655K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
945+ 5.91% |
$47.9K - $48.3K
|
16.9K
$862K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
755+ 12.55% |
$38.2K - $38.6K
|
6.77K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
672+ 4.77% |
$34K - $34.3K
|
14.8K
$752K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
640New |
$32.4K - $32.7K
|
640
$32.6K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
612New |
$31K - $31.3K
|
612
$31.2K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
594+ 3.39% |
$30.1K - $30.3K
|
18.1K
$922K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
585+ 6.89% |
$29.6K - $29.9K
|
9.08K
$462K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
585+ 4.56% |
$29.6K - $29.9K
|
13.4K
$683K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
580+ 1.77% |
$29.4K - $29.6K
|
33.4K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
525+ 3.08% |
$26.6K - $26.8K
|
17.6K
$896K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
518+ 0.89% |
$26.2K - $26.5K
|
58.6K
$2.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
510+ 4.59% |
$25.8K - $26.1K
|
11.6K
$591K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
509+ 2.78% |
$25.8K - $26K
|
18.8K
$959K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
500New |
$25.3K - $25.5K
|
500
$25.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
469+ 7.16% |
$23.8K - $24K
|
7.02K
$357K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
430+ 172.0% |
$21.8K - $22K
|
680
$34.6K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
423+ 1.93% |
$21.4K - $21.6K
|
22.4K
$1.14M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
419+ 8.96% |
$21.2K - $21.4K
|
5.09K
$259K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
408+ 8.54% |
$20.7K - $20.8K
|
5.19K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
400+ 5.36% |
$20.3K - $20.4K
|
7.86K
$400K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
358+ 2.22% |
$18.1K - $18.3K
|
16.5K
$841K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
357+ 2.17% |
$18.1K - $18.2K
|
16.8K
$856K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
345+ 21.36% |
$17.5K - $17.6K
|
1.96K
$99.8K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
343+ 0.2% |
$17.4K - $17.5K
|
173K
$8.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
320+ 2.31% |
$16.2K - $16.3K
|
14.2K
$722K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
313New |
$15.9K - $16K
|
313
$15.9K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
296+ 0.99% |
$15K - $15.1K
|
30.2K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
295+ 5.53% |
$14.9K - $15.1K
|
5.63K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
275+ 8.04% |
$13.9K - $14K
|
3.7K
$188K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
265+ 0.99% |
$13.4K - $13.5K
|
27.1K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
258+ 0.34% |
$13.1K - $13.2K
|
77K
$3.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
240+ 5.86% |
$12.2K - $12.3K
|
4.33K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
222+ 15.06% |
$11.2K - $11.3K
|
1.7K
$86.3K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
209+ 0.99% |
$10.6K - $10.7K
|
21.4K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
209+ 5.5% |
$10.6K - $10.7K
|
4.01K
$204K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
200+ 3.94% |
$10.1K - $10.2K
|
5.28K
$269K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
189+ 1.04% |
$9.57K - $9.65K
|
18.4K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
168+ 2.23% |
$8.51K - $8.58K
|
7.7K
$392K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
165+ 0.49% |
$8.36K - $8.43K
|
33.8K
$1.72M
|