Purchases and Sales Made in Q2 2024 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 2024. 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 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.6K+ 15.51% |
$591K - $595K
|
86.6K
$4.42M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.5K+ 8.17% |
$586K - $590K
|
153K
$7.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$582K - $586K
|
11.5K
$584K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.4K+ 100.0% |
$578K - $582K
|
22.7K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
11.3K+ 8.36% |
$576K - $580K
|
147K
$7.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.3K+ 139.03% |
$576K - $579K
|
19.5K
$993K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
10.7K+ 12.22% |
$543K - $547K
|
98.1K
$5M
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
10.7K+ 39.98% |
$541K - $545K
|
37.3K
$1.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
10.6KNew |
$539K - $543K
|
10.6K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.5K+ 94.99% |
$534K - $537K
|
21.6K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10K+ 29.96% |
$508K - $511K
|
43.4K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
9.67K+ 14.32% |
$492K - $495K
|
77.2K
$3.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.48K+ 7.53% |
$482K - $485K
|
135K
$6.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
9.21KNew |
$468K - $471K
|
9.21K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.2KNew |
$467K - $470K
|
9.2K
$469K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9KNew |
$457K - $460K
|
9K
$459K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8.91KNew |
$453K - $456K
|
8.91K
$454K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.5K+ 7.47% |
$432K - $435K
|
122K
$6.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.31K+ 7.14% |
$422K - $425K
|
125K
$6.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.23K+ 23.5% |
$418K - $421K
|
43.2K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.2KNew |
$417K - $419K
|
8.2K
$418K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
8.02KNew |
$407K - $410K
|
8.02K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.84K+ 2.55% |
$398K - $401K
|
316K
$16.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.77K+ 11.87% |
$395K - $398K
|
73.2K
$3.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7.5KNew |
$381K - $384K
|
7.5K
$383K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.41KNew |
$377K - $379K
|
7.41K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.35K+ 6.24% |
$373K - $376K
|
125K
$6.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.34K+ 41.72% |
$373K - $375K
|
24.9K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.33K+ 9.58% |
$373K - $375K
|
83.8K
$4.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.17K+ 41.14% |
$365K - $367K
|
24.6K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.06K+ 4.63% |
$359K - $361K
|
160K
$8.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.94KNew |
$353K - $355K
|
6.94K
$354K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
6.92K+ 6.06% |
$352K - $354K
|
121K
$6.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.76KNew |
$344K - $346K
|
6.76K
$345K
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
6.7K+ 71.16% |
$340K - $343K
|
16.1K
$822K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
6.67K+ 17.68% |
$339K - $341K
|
44.4K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6.64KNew |
$338K - $340K
|
6.64K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.57K+ 21.95% |
$334K - $336K
|
36.5K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.51K+ 149.75% |
$331K - $333K
|
10.8K
$553K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.48K+ 49.41% |
$330K - $332K
|
19.6K
$1M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
6.44K+ 108.49% |
$327K - $330K
|
12.4K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.28KNew |
$319K - $321K
|
6.28K
$320K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.17K+ 7.71% |
$314K - $316K
|
86.2K
$4.4M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.02KNew |
$306K - $308K
|
6.02K
$307K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.97KNew |
$303K - $305K
|
5.97K
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
5.9KNew |
$300K - $302K
|
5.9K
$301K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.86K+ 8.8% |
$298K - $300K
|
72.5K
$3.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.83K+ 17.57% |
$296K - $298K
|
39K
$1.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.62K+ 33.27% |
$285K - $287K
|
22.5K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$277K - $279K
|
5.45K
$278K
|