Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
614+ 25.22% |
$31.2K - $31.2K
|
3.05K
$155K
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
600+ 6.97% |
$30.5K - $30.5K
|
9.21K
$469K
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
BUY
|
- |
595+ 0.43% |
$30.2K - $30.2K
|
138K
$7.05M
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
587+ 3.62% |
$29.8K - $29.8K
|
16.8K
$856K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
562+ 1.0% |
$28.5K - $28.6K
|
56.7K
$2.89M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
536+ 3.9% |
$27.2K - $27.3K
|
14.3K
$727K
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
528+ 7.33% |
$26.8K - $26.8K
|
7.73K
$394K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
485+ 25.83% |
$24.6K - $24.7K
|
2.36K
$120K
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
478+ 9.88% |
$24.3K - $24.3K
|
5.32K
$271K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
461+ 2.75% |
$23.4K - $23.4K
|
17.2K
$877K
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
402+ 126.02% |
$20.4K - $20.4K
|
721
$36.7K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
393+ 0.37% |
$19.9K - $20K
|
105K
$5.37M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
393+ 38.19% |
$19.9K - $20K
|
1.42K
$72.5K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
364+ 6.4% |
$18.5K - $18.5K
|
6.05K
$308K
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
356+ 1.0% |
$18.1K - $18.1K
|
35.9K
$1.83M
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
350+ 6.99% |
$17.8K - $17.8K
|
5.36K
$273K
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
347+ 0.13% |
$17.6K - $17.6K
|
258K
$13.2M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
320+ 0.96% |
$16.2K - $16.3K
|
33.5K
$1.71M
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
320New |
$16.2K - $16.3K
|
320
$16.3K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
310+ 1.21% |
$15.7K - $15.8K
|
25.9K
$1.32M
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 1.49% |
$15.2K - $15.3K
|
20.4K
$1.04M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
300New |
$15.2K - $15.3K
|
300
$15.3K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
211+ 20.65% |
$10.7K - $10.7K
|
1.23K
$62.8K
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
200New |
$10.2K - $10.2K
|
200
$10.2K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
178+ 3.44% |
$9.04K - $9.05K
|
5.35K
$272K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
144+ 0.78% |
$7.31K - $7.32K
|
18.5K
$944K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
118+ 1.35% |
$5.99K - $6K
|
8.87K
$452K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
110+ 1.81% |
$5.58K - $5.59K
|
6.18K
$315K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
86+ 0.47% |
$4.37K - $4.37K
|
18.3K
$933K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
75New |
$3.81K - $3.81K
|
75
$3.82K
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
74+ 0.49% |
$3.76K - $3.76K
|
15.3K
$780K
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
34+ 0.1% |
$1.73K - $1.73K
|
35.4K
$1.8M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 15.84% |
$1.62K - $1.63K
|
234
$11.9K
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
26+ 0.1% |
$1.32K - $1.32K
|
26.5K
$1.35M
|
|
Dec 15, 2021
Q3 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
23+ 0.05% |
$1.17K - $1.17K
|
47.3K
$2.41M
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
15New |
$761 - $763
|
15
$764
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
12+ 0.11% |
$609 - $610
|
11.1K
$567K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
9+ 0.22% |
$457 - $458
|
4.04K
$206K
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4+ 0.06% |
$203 - $203
|
7.14K
$364K
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.06% |
$203 - $203
|
6.51K
$332K
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.1% |
$152 - $153
|
2.97K
$152K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3+ 0.06% |
$152 - $153
|
4.87K
$248K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.12% |
$102 - $102
|
1.63K
$83.2K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
1+ 0.01% |
$50.8 - $50.8
|
11.2K
$571K
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$50.8 - $50.8
|
4.38K
$223K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$50.8 - $50.8
|
5.8K
$296K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.08% |
$50.8 - $50.8
|
1.32K
$67K
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-1- 0.03% |
$50.8 - $50.8
|
3.62K
$184K
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-2- 0.79% |
$102 - $102
|
252
$12.8K
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2- 0.01% |
$102 - $102
|
13.8K
$701K
|