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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
655+ 3.53% |
$33.3K - $33.5K
|
19.2K
$977K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
630+ 5.2% |
$32K - $32.2K
|
12.7K
$648K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
622+ 4.88% |
$31.6K - $31.8K
|
13.4K
$681K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
581+ 82.18% |
$29.5K - $29.7K
|
1.29K
$65.6K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
553+ 9.55% |
$28.1K - $28.3K
|
6.35K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
517+ 2.45% |
$26.3K - $26.4K
|
21.6K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
506+ 6.63% |
$25.7K - $25.9K
|
8.14K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
500+ 3.74% |
$25.4K - $25.6K
|
13.9K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
498+ 0.6% |
$25.3K - $25.5K
|
83.1K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
469+ 3.64% |
$23.8K - $24K
|
13.3K
$679K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
464+ 10.58% |
$23.6K - $23.7K
|
4.85K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
455+ 1.5% |
$23.1K - $23.3K
|
30.7K
$1.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450New |
$22.9K - $23K
|
450
$22.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
447+ 798.21% |
$22.7K - $22.9K
|
503
$25.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
428+ 1.31% |
$21.8K - $21.9K
|
33.2K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
422New |
$21.4K - $21.6K
|
422
$21.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
418+ 1.14% |
$21.2K - $21.4K
|
37.1K
$1.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
400New |
$20.3K - $20.5K
|
400
$20.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
387+ 1.83% |
$19.7K - $19.8K
|
21.5K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
377+ 6.8% |
$19.2K - $19.3K
|
5.92K
$301K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
369+ 1.3% |
$18.8K - $18.9K
|
28.8K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
338+ 17.11% |
$17.2K - $17.3K
|
2.31K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
323+ 1.51% |
$16.4K - $16.5K
|
21.7K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
320New |
$16.3K - $16.4K
|
320
$16.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
301+ 2.04% |
$15.3K - $15.4K
|
15.1K
$767K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
295+ 2.15% |
$15K - $15.1K
|
14K
$712K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
289+ 3.9% |
$14.7K - $14.8K
|
7.71K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
237+ 0.14% |
$12K - $12.1K
|
164K
$8.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
236+ 3.49% |
$12K - $12.1K
|
6.99K
$356K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
235+ 4.38% |
$11.9K - $12K
|
5.6K
$285K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
210+ 1.51% |
$10.7K - $10.7K
|
14.1K
$720K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
208New |
$10.6K - $10.6K
|
208
$10.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
188+ 1.71% |
$9.55K - $9.62K
|
11.2K
$569K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
171+ 0.69% |
$8.69K - $8.75K
|
25K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
167New |
$8.49K - $8.54K
|
167
$8.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
129+ 3.64% |
$6.56K - $6.6K
|
3.68K
$187K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$6.4K - $6.44K
|
126
$6.41K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 2.54% |
$5.59K - $5.63K
|
4.44K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
108New |
$5.49K - $5.52K
|
108
$5.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
102+ 1.5% |
$5.18K - $5.22K
|
6.9K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$5.08K - $5.12K
|
100
$5.09K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 1.89% |
$5.08K - $5.12K
|
5.38K
$274K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100+ 3.23% |
$5.08K - $5.12K
|
3.2K
$163K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
98New |
$4.98K - $5.01K
|
98
$4.99K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
93+ 0.03% |
$4.73K - $4.76K
|
310K
$15.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
90+ 0.47% |
$4.57K - $4.6K
|
19.1K
$973K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
86+ 0.06% |
$4.37K - $4.4K
|
145K
$7.37M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
79+ 0.59% |
$4.01K - $4.04K
|
13.5K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
75+ 0.99% |
$3.81K - $3.84K
|
7.68K
$391K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
74+ 1.53% |
$3.76K - $3.79K
|
4.93K
$251K
|