Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.89K+ 4.68% |
$197K - $198K
|
87.1K
$4.44M
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.78K+ 41.07% |
$192K - $192K
|
13K
$661K
|
|
|
Aug 10, 2021
Q2 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.68K+ 5.45% |
$187K - $187K
|
71.2K
$3.63M
|
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
3.62KNew |
$183K - $184K
|
3.62K
$184K
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.51K+ 33.28% |
$178K - $178K
|
14K
$716K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.48K+ 5.74% |
$176K - $177K
|
64K
$3.26M
|
|
|
Aug 10, 2021
Q2 2021
|
Life Pro Asset Management
|
BUY
|
- |
3.28K+ 5.49% |
$166K - $167K
|
63K
$3.21M
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.96K+ 14.54% |
$150K - $151K
|
23.3K
$1.19M
|
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.86K+ 2.98% |
$145K - $145K
|
99K
$5.04M
|
|
|
Jul 23, 2021
Q2 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.84K+ 2.9% |
$144K - $145K
|
101K
$5.15M
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.74K+ 38.9% |
$139K - $139K
|
9.79K
$499K
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.72K+ 221.63% |
$138K - $138K
|
3.94K
$201K
|
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.71K+ 125.42% |
$137K - $138K
|
4.87K
$248K
|
|
|
Aug 16, 2021
Q2 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.57K+ 18.87% |
$131K - $131K
|
16.2K
$826K
|
|
|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.55KNew |
$129K - $130K
|
2.55K
$130K
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.47K+ 280.05% |
$125K - $126K
|
3.35K
$171K
|
|
|
Jul 02, 2021
Q2 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.2K+ 34.32% |
$112K - $112K
|
8.61K
$439K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.2K+ 18.3% |
$112K - $112K
|
14.2K
$725K
|
|
|
Aug 02, 2021
Q2 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.19K+ 0.97% |
$111K - $111K
|
227K
$11.6M
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.14K+ 11.59% |
$108K - $109K
|
20.6K
$1.05M
|
|
|
Jul 28, 2021
Q2 2021
|
Strategic Equity Management
|
BUY
|
- |
2.09K+ 6.73% |
$106K - $106K
|
33.2K
$1.69M
|
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.09K+ 8.81% |
$106K - $106K
|
25.8K
$1.31M
|
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.82K+ 7.22% |
$92.2K - $92.3K
|
27K
$1.37M
|
|
|
Aug 13, 2021
Q2 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
1.64K+ 1.33% |
$83.1K - $83.3K
|
125K
$6.35M
|
|
|
Jul 20, 2021
Q2 2021
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.61K+ 0.59% |
$81.8K - $81.9K
|
273K
$13.9M
|
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.6K+ 23.6% |
$81.2K - $81.3K
|
8.38K
$427K
|
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.57K+ 4.65% |
$79.4K - $79.5K
|
35.2K
$1.8M
|
|
|
Nov 14, 2024
Q2 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.5K+ 33.86% |
$76.1K - $76.2K
|
5.93K
$302K
|
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.44K+ 16.42% |
$73.1K - $73.2K
|
10.2K
$520K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 21.26% |
$70.1K - $70.2K
|
7.88K
$402K
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.35K+ 7.2% |
$68.5K - $68.6K
|
20.1K
$1.02M
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.32KNew |
$66.8K - $66.9K
|
1.32K
$67.1K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.24K+ 7.26% |
$63K - $63.1K
|
18.4K
$935K
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.2K+ 9.76% |
$60.9K - $61K
|
13.5K
$689K
|
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.17K+ 18.9% |
$59.3K - $59.4K
|
7.35K
$375K
|
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.11K+ 24.16% |
$56.1K - $56.2K
|
5.68K
$290K
|
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
954+ 3.87% |
$48.4K - $48.5K
|
25.6K
$1.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
910+ 7.86% |
$46.2K - $46.2K
|
12.5K
$636K
|
|
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
825+ 8.36% |
$41.9K - $41.9K
|
10.7K
$545K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
806+ 168.62% |
$40.9K - $41K
|
1.28K
$65.4K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
788+ 1.89% |
$40K - $40K
|
42.5K
$2.17M
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
787+ 4.14% |
$39.9K - $40K
|
19.8K
$1.01M
|
|
|
Nov 15, 2022
Q2 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
740+ 3.13% |
$37.5K - $37.6K
|
24.4K
$1.24M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
726+ 0.57% |
$36.8K - $36.9K
|
128K
$6.53M
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
709+ 4.61% |
$36K - $36K
|
16.1K
$821K
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
708+ 2.58% |
$35.9K - $36K
|
28.1K
$1.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
683+ 5.43% |
$34.6K - $34.7K
|
13.3K
$676K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
673+ 1.61% |
$34.1K - $34.2K
|
42.4K
$2.16M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
651+ 3.52% |
$33K - $33.1K
|
19.1K
$974K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
637+ 2.06% |
$32.3K - $32.4K
|
31.5K
$1.61M
|