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 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-92- 0.54% |
$4.66K - $4.7K
|
17K
$865K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-94- 22.43% |
$4.76K - $4.8K
|
325
$16.5K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-94- 11.74% |
$4.76K - $4.8K
|
707
$36K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-94- 0.11% |
$4.76K - $4.8K
|
87.8K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 0.37% |
$5.06K - $5.11K
|
27.3K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 33.33% |
$5.06K - $5.11K
|
200
$10.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-113- 1.82% |
$5.72K - $5.77K
|
6.08K
$310K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-115- 0.25% |
$5.82K - $5.87K
|
45K
$2.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-122- 2.56% |
$6.18K - $6.23K
|
4.65K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-140- 47.14% |
$7.09K - $7.15K
|
157
$7.99K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-176- 22.83% |
$8.91K - $8.99K
|
595
$30.3K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-179- 2.8% |
$9.06K - $9.14K
|
6.22K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-185- 1.71% |
$9.37K - $9.45K
|
10.7K
$542K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-191- 99.48% |
$9.67K - $9.76K
|
1
$50.9
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-195- 0.81% |
$9.87K - $9.96K
|
24K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-195- 0.12% |
$9.87K - $9.96K
|
162K
$8.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-197- 1.57% |
$9.98K - $10.1K
|
12.4K
$629K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-231- 5.54% |
$11.7K - $11.8K
|
3.94K
$200K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-292- 0.62% |
$14.8K - $14.9K
|
46.8K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-293- 0.78% |
$14.8K - $15K
|
37.2K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-295- 5.65% |
$14.9K - $15.1K
|
4.92K
$251K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-303- 0.96% |
$15.3K - $15.5K
|
31.3K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-305- 4.02% |
$15.4K - $15.6K
|
7.28K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-312- 4.98% |
$15.8K - $15.9K
|
5.96K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-314- 2.08% |
$15.9K - $16K
|
14.8K
$753K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-366- 2.65% |
$18.5K - $18.7K
|
13.4K
$684K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-399- 23.05% |
$20.2K - $20.4K
|
1.33K
$67.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-400- 8.78% |
$20.3K - $20.4K
|
4.16K
$211K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-404- 0.48% |
$20.5K - $20.6K
|
83K
$4.23M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-458- 1.18% |
$23.2K - $23.4K
|
38.4K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-463- 9.47% |
$23.4K - $23.7K
|
4.43K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-470- 1.07% |
$23.8K - $24K
|
43.5K
$2.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-496- 89.86% |
$25.1K - $25.3K
|
56
$2.85K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-503- 11.14% |
$25.5K - $25.7K
|
4.01K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-519- 4.88% |
$26.3K - $26.5K
|
10.1K
$515K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-533- 10.74% |
$27K - $27.2K
|
4.43K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-546- 4.32% |
$27.6K - $27.9K
|
12.1K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-552- 7.6% |
$28K - $28.2K
|
6.71K
$342K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-571- 11.11% |
$28.9K - $29.2K
|
4.57K
$233K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-617- 13.33% |
$31.2K - $31.5K
|
4.01K
$204K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-630- 4.25% |
$31.9K - $32.2K
|
14.2K
$722K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-633- 7.38% |
$32.1K - $32.3K
|
7.95K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-650- 3.48% |
$32.9K - $33.2K
|
18K
$917K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-653- 1.13% |
$33.1K - $33.4K
|
56.9K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-664- 9.26% |
$33.6K - $33.9K
|
6.51K
$331K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-679- 9.13% |
$34.4K - $34.7K
|
6.76K
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-687- 3.71% |
$34.8K - $35.1K
|
17.9K
$909K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-687- 3.79% |
$34.8K - $35.1K
|
17.4K
$888K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-697- 0.81% |
$35.3K - $35.6K
|
85.3K
$4.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-701- 7.37% |
$35.5K - $35.8K
|
8.81K
$449K
|