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 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
627New |
$31.8K - $31.9K
|
627
$32K
|
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
518+ 0.95% |
$26.3K - $26.3K
|
54.8K
$2.79M
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
517+ 14.71% |
$26.2K - $26.3K
|
4.03K
$205K
|
|
|
Aug 16, 2021
Q2 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
500New |
$25.4K - $25.4K
|
500
$25.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
500+ 4.0% |
$25.4K - $25.4K
|
13K
$662K
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
392+ 62.22% |
$19.9K - $19.9K
|
1.02K
$52.1K
|
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
390+ 1.11% |
$19.8K - $19.8K
|
35.5K
$1.81M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
338New |
$17.1K - $17.2K
|
338
$17.2K
|
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
325+ 7.43% |
$16.5K - $16.5K
|
4.7K
$240K
|
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
319New |
$16.2K - $16.2K
|
319
$16.3K
|
|
|
Jul 15, 2021
Q2 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
296+ 40.38% |
$15K - $15K
|
1.03K
$52.4K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
290+ 6.3% |
$14.7K - $14.7K
|
4.89K
$249K
|
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
276New |
$14K - $14K
|
276
$14.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
268+ 2.89% |
$13.6K - $13.6K
|
9.55K
$487K
|
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
262+ 2.27% |
$13.3K - $13.3K
|
11.8K
$602K
|
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
249New |
$12.6K - $12.7K
|
249
$12.7K
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
244New |
$12.4K - $12.4K
|
244
$12.4K
|
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
223+ 111.5% |
$11.3K - $11.3K
|
423
$21.6K
|
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
219+ 4.99% |
$11.1K - $11.1K
|
4.61K
$235K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
210+ 1.0% |
$10.7K - $10.7K
|
21.2K
$1.08M
|
|
|
Jul 20, 2021
Q2 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
205+ 1.62% |
$10.4K - $10.4K
|
12.8K
$654K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
177+ 4.91% |
$8.98K - $9K
|
3.78K
$193K
|
|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
139+ 1.94% |
$7.05K - $7.06K
|
7.29K
$371K
|
|
|
Aug 05, 2021
Q2 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
130New |
$6.59K - $6.61K
|
130
$6.62K
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
97New |
$4.92K - $4.93K
|
97
$4.94K
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
79New |
$4.01K - $4.01K
|
79
$4.03K
|
|
|
Jul 16, 2021
Q2 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
79+ 0.3% |
$4.01K - $4.01K
|
26.3K
$1.34M
|
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
BUY
|
- |
72+ 0.29% |
$3.65K - $3.66K
|
25.1K
$1.28M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
67+ 4.86% |
$3.4K - $3.4K
|
1.45K
$73.6K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
51+ 0.45% |
$2.59K - $2.59K
|
11.3K
$577K
|
|
|
Aug 10, 2021
Q2 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
42+ 0.12% |
$2.13K - $2.13K
|
35.4K
$1.8M
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
38+ 8.92% |
$1.93K - $1.93K
|
464
$23.6K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34+ 1.84% |
$1.72K - $1.73K
|
1.88K
$95.7K
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
33+ 0.25% |
$1.67K - $1.68K
|
13.3K
$677K
|
|
|
Jul 28, 2021
Q2 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
32+ 0.12% |
$1.62K - $1.63K
|
26.4K
$1.35M
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 0.32% |
$1.42K - $1.42K
|
8.75K
$446K
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.08% |
$254 - $254
|
6.24K
$318K
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.13% |
$203 - $203
|
2.97K
$151K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.03% |
$203 - $203
|
11.5K
$587K
|
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.05% |
$152 - $152
|
6.5K
$331K
|
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.06% |
$152 - $152
|
4.87K
$248K
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1+ 0.02% |
$50.7 - $50.8
|
4.99K
$254K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.04% |
$50.7 - $50.8
|
2.44K
$124K
|
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.08% |
$50.7 - $50.8
|
1.31K
$67K
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8Closed |
$406 - $407
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-19- 0.39% |
$964 - $966
|
4.84K
$247K
|
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-31- 0.13% |
$1.57K - $1.58K
|
24.3K
$1.24M
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-32- 13.68% |
$1.62K - $1.63K
|
202
$10.3K
|
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
SELL
|
- |
-40Closed |
$2.03K - $2.03K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-41- 69.49% |
$2.08K - $2.08K
|
18
$917
|