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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.48K+ 21.78% |
$124K - $125K
|
13.9K
$706K
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.37K+ 1.17% |
$118K - $120K
|
205K
$10.4M
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.34K+ 7.18% |
$117K - $118K
|
34.9K
$1.78M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.28K+ 5.78% |
$114K - $115K
|
41.7K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.28K+ 8.46% |
$113K - $115K
|
29.2K
$1.48M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$110K - $111K
|
2.21K
$112K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.14KNew |
$107K - $108K
|
2.14K
$109K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.07K+ 14.7% |
$103K - $105K
|
16.2K
$823K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.04K+ 22.97% |
$101K - $103K
|
10.9K
$554K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.03K+ 0.71% |
$101K - $102K
|
287K
$14.6M
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.83K+ 27.62% |
$91K - $92.1K
|
8.44K
$429K
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
BUY
|
- |
1.81K+ 1.35% |
$90K - $91.1K
|
136K
$6.91M
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.76K+ 2.0% |
$87.7K - $88.7K
|
89.6K
$4.56M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.76K+ 22.19% |
$87.5K - $88.6K
|
9.67K
$492K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.71K+ 1.71% |
$85K - $86K
|
102K
$5.16M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.68K+ 1.87% |
$83.6K - $84.7K
|
91.3K
$4.64M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.5K+ 12.59% |
$74.9K - $75.8K
|
13.4K
$684K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.46K+ 3.77% |
$72.8K - $73.7K
|
40.2K
$2.05M
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.44K+ 1.82% |
$71.6K - $72.5K
|
80.3K
$4.08M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.43K+ 29.59% |
$71K - $71.9K
|
6.24K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.37K+ 10.55% |
$68.3K - $69.1K
|
14.4K
$730K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.33K+ 21.59% |
$66.1K - $66.8K
|
7.46K
$380K
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.15K+ 18.4% |
$57.3K - $58K
|
7.4K
$376K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 7.69% |
$54.7K - $55.4K
|
15.4K
$782K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 8.62% |
$50.5K - $51.2K
|
12.8K
$650K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1KNew |
$49.9K - $50.5K
|
1K
$50.9K
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
997+ 9.74% |
$49.7K - $50.3K
|
11.2K
$571K
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
956+ 2.5% |
$47.7K - $48.2K
|
39.2K
$2M
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
860New |
$42.9K - $43.4K
|
860
$43.7K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
836+ 0.63% |
$41.7K - $42.2K
|
133K
$6.74M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
832+ 4.0% |
$41.5K - $42K
|
21.7K
$1.1M
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
806+ 7.57% |
$40.2K - $40.7K
|
11.5K
$583K
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
793+ 18.55% |
$39.5K - $40K
|
5.07K
$258K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
774+ 0.84% |
$38.6K - $39K
|
93.1K
$4.73M
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
700+ 1.65% |
$34.9K - $35.3K
|
43K
$2.19M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
693New |
$34.5K - $35K
|
693
$35.3K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
685+ 6.66% |
$34.1K - $34.6K
|
11K
$558K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
661+ 2.45% |
$33K - $33.3K
|
27.6K
$1.41M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
641+ 3.44% |
$32K - $32.3K
|
19.3K
$981K
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
613+ 1.34% |
$30.6K - $30.9K
|
46.4K
$2.36M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
600+ 8.51% |
$29.9K - $30.3K
|
7.65K
$389K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
594New |
$29.6K - $30K
|
594
$30.2K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
592New |
$29.5K - $29.9K
|
592
$30.1K
|
|
Oct 28, 2022
Q3 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
570+ 0.21% |
$28.4K - $28.8K
|
270K
$13.7M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
521New |
$26K - $26.3K
|
521
$26.5K
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
510+ 8.91% |
$25.4K - $25.7K
|
6.24K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
501+ 9.85% |
$25K - $25.3K
|
5.59K
$284K
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
478+ 2.24% |
$23.8K - $24.1K
|
21.8K
$1.11M
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
444+ 80.58% |
$22.1K - $22.4K
|
995
$50.6K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
368+ 1.92% |
$18.3K - $18.6K
|
19.6K
$996K
|