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 |
---|---|---|---|---|---|---|---|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.99KNew |
$100K - $101K
|
1.99K
$102K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.89K+ 2.29% |
$95.1K - $96.3K
|
84.5K
$4.3M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.86KNew |
$93.4K - $94.6K
|
1.86K
$94.8K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.74K+ 7.52% |
$87.4K - $88.5K
|
24.9K
$1.27M
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.73K+ 24.47% |
$86.6K - $87.7K
|
8.78K
$447K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.66KNew |
$83.1K - $84.2K
|
1.66K
$84.4K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 10.07% |
$75.5K - $76.4K
|
16.4K
$838K
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.46K+ 11.08% |
$73.3K - $74.2K
|
14.6K
$746K
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.43K+ 9.14% |
$71.7K - $72.6K
|
17.1K
$869K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.38K+ 57.5% |
$69.3K - $70.1K
|
3.78K
$193K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 0.37% |
$68.5K - $69.3K
|
374K
$19.1M
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.31K+ 10.37% |
$65.5K - $66.3K
|
13.9K
$708K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.29KNew |
$64.5K - $65.3K
|
1.29K
$65.5K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.28K+ 1.18% |
$64.3K - $65.1K
|
110K
$5.59M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.26KNew |
$63.3K - $64.1K
|
1.26K
$64.3K
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.26K+ 20.12% |
$63K - $63.8K
|
7.49K
$382K
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.2K+ 4.59% |
$60K - $60.7K
|
27.2K
$1.39M
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.19K+ 13.94% |
$59.6K - $60.4K
|
9.71K
$495K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.17KNew |
$58.7K - $59.5K
|
1.17K
$59.6K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.17K+ 7.14% |
$58.5K - $59.2K
|
17.5K
$891K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.16K+ 2.67% |
$58.4K - $59.2K
|
44.7K
$2.28M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.16K+ 0.73% |
$58K - $58.8K
|
160K
$8.17M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.08K+ 3.24% |
$54.4K - $55.1K
|
34.6K
$1.76M
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.05K+ 16.71% |
$52.8K - $53.5K
|
7.35K
$375K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.03K+ 3.35% |
$51.6K - $52.3K
|
31.7K
$1.62M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.02K+ 14.01% |
$51K - $51.6K
|
8.27K
$421K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
923+ 13.88% |
$46.3K - $46.9K
|
7.57K
$386K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
912+ 6.71% |
$45.8K - $46.4K
|
14.5K
$739K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
895New |
$44.9K - $45.5K
|
895
$45.6K
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
838+ 1.3% |
$42.1K - $42.6K
|
65.1K
$3.32M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
814+ 6.68% |
$40.9K - $41.4K
|
13K
$662K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
678New |
$34K - $34.5K
|
678
$34.6K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
635+ 149.41% |
$31.9K - $32.3K
|
1.06K
$54K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
616+ 1.56% |
$30.9K - $31.3K
|
40.2K
$2.05M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
600+ 2.91% |
$30.1K - $30.5K
|
21.2K
$1.08M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
595+ 1.31% |
$29.9K - $30.2K
|
46.1K
$2.35M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
594+ 3.59% |
$29.8K - $30.2K
|
17.1K
$873K
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
583+ 0.64% |
$29.3K - $29.6K
|
91.4K
$4.66M
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
542+ 7.5% |
$27.2K - $27.5K
|
7.77K
$396K
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
481+ 0.99% |
$24.1K - $24.4K
|
49.2K
$2.51M
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
400+ 7.22% |
$20.1K - $20.3K
|
5.94K
$303K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
396+ 1.39% |
$19.9K - $20.1K
|
28.9K
$1.47M
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
375+ 122.15% |
$18.8K - $19.1K
|
682
$34.8K
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
364+ 4.56% |
$18.3K - $18.5K
|
8.35K
$426K
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
360+ 0.96% |
$18.1K - $18.3K
|
37.8K
$1.92M
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
335+ 0.6% |
$16.8K - $17K
|
55.8K
$2.84M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
319+ 0.58% |
$16K - $16.2K
|
55.4K
$2.82M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
301New |
$15.1K - $15.3K
|
301
$15.3K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
295New |
$14.8K - $15K
|
295
$15K
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
281+ 1.39% |
$14.1K - $14.3K
|
20.5K
$1.04M
|