Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.3K+ 40.47% |
$762K - $772K
|
53.1K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.3K+ 20.49% |
$761K - $770K
|
89.8K
$4.56M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
15K+ 196.76% |
$749K - $758K
|
22.7K
$1.15M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.6KNew |
$726K - $735K
|
14.6K
$740K
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.2K+ 70.44% |
$707K - $715K
|
34.3K
$1.74M
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
13.5K+ 108.12% |
$674K - $682K
|
26K
$1.32M
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
13.4KNew |
$667K - $675K
|
13.4K
$680K
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
13.2K+ 209.47% |
$659K - $667K
|
19.5K
$993K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.1K+ 39.32% |
$655K - $663K
|
46.6K
$2.37M
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13K+ 9.8% |
$649K - $657K
|
146K
$7.41M
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12.3K+ 25.47% |
$615K - $622K
|
60.8K
$3.09M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
12.2KNew |
$609K - $616K
|
12.2K
$621K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 8.38% |
$602K - $610K
|
156K
$7.94M
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$600K - $607K
|
12K
$611K
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11.6K+ 195.01% |
$577K - $584K
|
17.5K
$889K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.5K+ 51.32% |
$574K - $580K
|
33.9K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
11.3K+ 53.09% |
$564K - $570K
|
32.6K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 0.43% |
$563K - $570K
|
2.63M
$134M
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11.1KNew |
$554K - $560K
|
11.1K
$564K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10.5KNew |
$524K - $531K
|
10.5K
$534K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.4K+ 1.29% |
$516K - $523K
|
814K
$41.3M
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
9.64K+ 7.82% |
$480K - $486K
|
133K
$6.75M
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.28KNew |
$463K - $468K
|
9.28K
$472K
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
9.19K+ 6.97% |
$458K - $464K
|
141K
$7.17M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.18K+ 25.62% |
$458K - $463K
|
45K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.04K+ 135.45% |
$450K - $456K
|
15.7K
$798K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.02K+ 3.74% |
$450K - $455K
|
251K
$12.7M
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
8.93K+ 23.14% |
$445K - $450K
|
47.5K
$2.41M
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
8.82K+ 121.02% |
$440K - $445K
|
16.1K
$818K
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
8.67KNew |
$432K - $438K
|
8.67K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.66K+ 4.85% |
$432K - $437K
|
187K
$9.51M
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
8.59KNew |
$428K - $433K
|
8.59K
$436K
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
8.5KNew |
$424K - $429K
|
8.5K
$432K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.23K+ 1.71% |
$410K - $415K
|
490K
$24.9M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.01K+ 2.19% |
$399K - $404K
|
374K
$19M
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
7.85K+ 36.81% |
$391K - $396K
|
29.2K
$1.48M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.81K+ 2.22% |
$389K - $394K
|
359K
$18.3M
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
7.55K+ 47.47% |
$376K - $381K
|
23.5K
$1.19M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
7.44K+ 20.43% |
$371K - $376K
|
43.9K
$2.23M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.4KNew |
$369K - $373K
|
7.4K
$376K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.34KNew |
$366K - $371K
|
7.34K
$373K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.33KNew |
$366K - $370K
|
7.33K
$373K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.3K+ 48.71% |
$364K - $368K
|
22.3K
$1.13M
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
7.24KNew |
$361K - $365K
|
7.24K
$368K
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.95K+ 8.38% |
$347K - $351K
|
89.9K
$4.57M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.94K+ 15.74% |
$346K - $350K
|
51K
$2.59M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
6.9K+ 71.22% |
$344K - $348K
|
16.6K
$842K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.8KNew |
$339K - $343K
|
6.8K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.78K+ 33.53% |
$338K - $342K
|
27K
$1.37M
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.62KNew |
$330K - $334K
|
6.62K
$336K
|