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 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
280New |
$14.1K - $14.2K
|
280
$14.3K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
222+ 4.61% |
$11.1K - $11.3K
|
5.04K
$257K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
206New |
$10.3K - $10.5K
|
206
$10.5K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
196+ 2.46% |
$9.84K - $9.96K
|
8.16K
$416K
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
174+ 4.32% |
$8.73K - $8.84K
|
4.2K
$214K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
171+ 0.28% |
$8.58K - $8.69K
|
61.2K
$3.12M
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
138+ 0.2% |
$6.93K - $7.01K
|
67.9K
$3.46M
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
135+ 1.24% |
$6.78K - $6.86K
|
11K
$561K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
135+ 2.1% |
$6.78K - $6.86K
|
6.57K
$335K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
129New |
$6.47K - $6.56K
|
129
$6.57K
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
127+ 1.91% |
$6.37K - $6.46K
|
6.76K
$345K
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
126+ 1.1% |
$6.32K - $6.4K
|
11.6K
$591K
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
120+ 1.32% |
$6.02K - $6.1K
|
9.18K
$468K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
117+ 0.45% |
$5.87K - $5.95K
|
26K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
104+ 0.12% |
$5.22K - $5.29K
|
87K
$4.43M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
97New |
$4.87K - $4.93K
|
97
$4.94K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
89+ 1.39% |
$4.47K - $4.52K
|
6.51K
$331K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
80+ 0.63% |
$4.02K - $4.07K
|
12.7K
$648K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
78+ 0.05% |
$3.91K - $3.96K
|
156K
$7.96M
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
73+ 1.39% |
$3.66K - $3.71K
|
5.32K
$271K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
72+ 0.19% |
$3.61K - $3.66K
|
37K
$1.89M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
70+ 0.65% |
$3.51K - $3.56K
|
10.8K
$552K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
64+ 0.47% |
$3.21K - $3.25K
|
13.8K
$703K
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
63+ 1.38% |
$3.16K - $3.2K
|
4.64K
$237K
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
62+ 0.45% |
$3.11K - $3.15K
|
13.9K
$709K
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
62+ 0.33% |
$3.11K - $3.15K
|
19K
$967K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
59+ 1.02% |
$2.96K - $3K
|
5.82K
$297K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
57+ 0.79% |
$2.86K - $2.9K
|
7.24K
$369K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
51+ 0.96% |
$2.56K - $2.59K
|
5.36K
$273K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
51New |
$2.56K - $2.59K
|
51
$2.6K
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
50+ 0.98% |
$2.51K - $2.54K
|
5.18K
$264K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50New |
$2.51K - $2.54K
|
50
$2.55K
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
40+ 0.88% |
$2.01K - $2.03K
|
4.6K
$234K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
38+ 0.28% |
$1.91K - $1.93K
|
13.4K
$682K
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
35+ 1.42% |
$1.76K - $1.78K
|
2.5K
$127K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
34+ 0.97% |
$1.71K - $1.73K
|
3.53K
$180K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.58% |
$1.46K - $1.47K
|
5.03K
$256K
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
29+ 0.35% |
$1.46K - $1.47K
|
8.36K
$426K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26+ 0.26% |
$1.3K - $1.32K
|
9.94K
$506K
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
20+ 0.32% |
$1K - $1.02K
|
6.22K
$317K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
14+ 0.04% |
$703 - $712
|
37.9K
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14+ 0.3% |
$703 - $712
|
4.61K
$235K
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11+ 0.21% |
$552 - $559
|
5.23K
$267K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.29% |
$552 - $559
|
3.77K
$192K
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
10+ 0.01% |
$502 - $508
|
168K
$8.54M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 0.72% |
$502 - $508
|
1.4K
$71.1K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8+ 2.48% |
$402 - $407
|
331
$16.9K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.88% |
$201 - $203
|
459
$23.4K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.52% |
$201 - $203
|
268
$13.7K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 1.49% |
$201 - $203
|
272
$13.9K
|