Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
6.35K+ 4.94% |
$319K - $323K
|
135K
$6.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
6.32KNew |
$317K - $321K
|
6.32K
$321K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
6.26KNew |
$314K - $318K
|
6.26K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.2K+ 3.83% |
$311K - $315K
|
168K
$8.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
5.82K+ 44.63% |
$292K - $296K
|
18.9K
$959K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 9.5% |
$291K - $294K
|
66.7K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.59K+ 53.26% |
$281K - $284K
|
16.1K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.55K+ 9.35% |
$279K - $282K
|
64.9K
$3.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.48K+ 96.99% |
$275K - $279K
|
11.1K
$566K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.42K+ 41.04% |
$272K - $275K
|
18.6K
$945K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.24K+ 23.61% |
$263K - $267K
|
27.5K
$1.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.16K+ 3.23% |
$259K - $262K
|
165K
$8.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.14K+ 19.12% |
$258K - $261K
|
32K
$1.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.01K+ 3.43% |
$251K - $255K
|
151K
$7.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.01K+ 34.41% |
$251K - $254K
|
19.6K
$993K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.99KNew |
$250K - $253K
|
4.99K
$253K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
4.81K+ 6.11% |
$242K - $245K
|
83.5K
$4.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.76K+ 56.66% |
$239K - $242K
|
13.2K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 61.27% |
$237K - $240K
|
12.5K
$633K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.66KNew |
$234K - $237K
|
4.66K
$237K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
4.65KNew |
$233K - $236K
|
4.65K
$236K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.58KNew |
$230K - $233K
|
4.58K
$233K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.54KNew |
$228K - $231K
|
4.54K
$231K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4.5KNew |
$226K - $229K
|
4.5K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.46K+ 4.29% |
$224K - $226K
|
108K
$5.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.41K+ 102.27% |
$221K - $224K
|
8.72K
$443K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.24K+ 13.53% |
$213K - $215K
|
35.5K
$1.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.2KNew |
$211K - $213K
|
4.2K
$213K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.16K+ 7.32% |
$209K - $211K
|
61K
$3.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.15K+ 2.23% |
$208K - $211K
|
190K
$9.64M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
4.01K+ 0.96% |
$201K - $204K
|
422K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.64K+ 7.82% |
$183K - $185K
|
50.2K
$2.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.54K+ 7.97% |
$178K - $180K
|
48K
$2.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.54K+ 54.23% |
$178K - $180K
|
10.1K
$511K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.52K+ 68.82% |
$177K - $179K
|
8.64K
$439K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.41K+ 57.43% |
$171K - $173K
|
9.35K
$475K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
3.4K+ 2.72% |
$171K - $173K
|
128K
$6.51M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
3.31K+ 64.39% |
$166K - $168K
|
8.45K
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.29K+ 13.95% |
$165K - $167K
|
26.9K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.13K+ 2.59% |
$157K - $159K
|
124K
$6.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.96K+ 9.87% |
$149K - $150K
|
32.9K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.94K+ 72.59% |
$148K - $150K
|
7K
$355K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.88K+ 24.04% |
$145K - $146K
|
14.9K
$755K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.84K+ 11.37% |
$143K - $145K
|
27.9K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.52K+ 14.48% |
$126K - $128K
|
19.9K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.4K+ 36.75% |
$120K - $122K
|
8.91K
$453K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.31K+ 7.09% |
$116K - $118K
|
35K
$1.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.26K+ 6.01% |
$113K - $115K
|
39.9K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.24K+ 44.48% |
$113K - $114K
|
7.28K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.04K+ 135.48% |
$103K - $104K
|
3.55K
$180K
|