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 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 33.33% |
$499 - $505
|
20
$1.02K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15- 0.11% |
$748 - $757
|
14K
$712K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-17- 0.33% |
$847 - $858
|
5.2K
$264K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-20- 0.01% |
$997 - $1.01K
|
172K
$8.76M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-27- 2.05% |
$1.35K - $1.36K
|
1.29K
$65.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-30- 6.07% |
$1.5K - $1.51K
|
464
$23.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-38- 0.4% |
$1.89K - $1.92K
|
9.52K
$484K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-44- 0.64% |
$2.19K - $2.22K
|
6.88K
$350K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-46- 0.89% |
$2.29K - $2.32K
|
5.13K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-48- 0.7% |
$2.39K - $2.42K
|
6.82K
$347K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-50- 0.63% |
$2.49K - $2.52K
|
7.9K
$401K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-50- 0.51% |
$2.49K - $2.52K
|
9.85K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-50- 1.01% |
$2.49K - $2.52K
|
4.91K
$250K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-50- 5.56% |
$2.49K - $2.52K
|
850
$43.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-55- 0.65% |
$2.74K - $2.77K
|
8.42K
$428K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-66- 1.34% |
$3.29K - $3.33K
|
4.86K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-70- 1.22% |
$3.49K - $3.53K
|
5.66K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-81- 3.12% |
$4.04K - $4.09K
|
2.52K
$128K
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-83- 0.38% |
$4.14K - $4.19K
|
22K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-95- 2.23% |
$4.74K - $4.79K
|
4.16K
$211K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-99- 2.09% |
$4.94K - $4.99K
|
4.64K
$236K
|
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 1.52% |
$4.99K - $5.05K
|
6.5K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100- 1.15% |
$4.99K - $5.05K
|
8.62K
$438K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-116- 0.69% |
$5.78K - $5.85K
|
16.8K
$851K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-117- 2.64% |
$5.83K - $5.9K
|
4.31K
$219K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-126- 1.37% |
$6.28K - $6.36K
|
9.06K
$460K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-129- 0.38% |
$6.43K - $6.51K
|
34.1K
$1.73M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-132- 0.83% |
$6.58K - $6.66K
|
15.8K
$801K
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-134- 1.81% |
$6.68K - $6.76K
|
7.25K
$368K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-150- 0.97% |
$7.48K - $7.57K
|
15.3K
$775K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-189- 1.88% |
$9.42K - $9.54K
|
9.87K
$501K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-194- 4.04% |
$9.67K - $9.79K
|
4.61K
$234K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-197- 21.16% |
$9.82K - $9.94K
|
734
$37.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-200- 1.27% |
$9.97K - $10.1K
|
15.5K
$787K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-200- 1.8% |
$9.97K - $10.1K
|
10.9K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-204- 0.18% |
$10.2K - $10.3K
|
114K
$5.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-215- 1.58% |
$10.7K - $10.8K
|
13.4K
$681K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-225- 1.14% |
$11.2K - $11.4K
|
19.5K
$990K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 2.47% |
$12.5K - $12.6K
|
9.86K
$501K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-256- 58.18% |
$12.8K - $12.9K
|
184
$9.35K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-260- 2.24% |
$13K - $13.1K
|
11.3K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-268- 4.98% |
$13.4K - $13.5K
|
5.11K
$260K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-270- 2.77% |
$13.5K - $13.6K
|
9.48K
$481K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
SELL
|
- |
-277- 0.38% |
$13.8K - $14K
|
72.2K
$3.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-279- 4.24% |
$13.9K - $14.1K
|
6.3K
$320K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-292- 4.29% |
$14.6K - $14.7K
|
6.51K
$331K
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-300- 6.69% |
$15K - $15.1K
|
4.18K
$212K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-327- 0.65% |
$16.3K - $16.5K
|
50.2K
$2.55M
|
|
|
Jan 24, 2023
Q3 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-338- 0.68% |
$16.8K - $17.1K
|
49.1K
$2.49M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-343- 79.95% |
$17.1K - $17.3K
|
86
$4.37K
|