Purchases and Sales Made in Q3 2023 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 2023. 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 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
479+ 1.19% |
$24.2K - $24.4K
|
40.7K
$2.07M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
440+ 13.04% |
$22.2K - $22.4K
|
3.82K
$194K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
434+ 195.5% |
$21.9K - $22.1K
|
656
$33.4K
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
428+ 0.38% |
$21.6K - $21.8K
|
114K
$5.78M
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
425New |
$21.5K - $21.6K
|
425
$21.6K
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
422+ 1.46% |
$21.3K - $21.5K
|
29.4K
$1.49M
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
400+ 3.09% |
$20.2K - $20.4K
|
13.3K
$678K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
389+ 5.55% |
$19.7K - $19.8K
|
7.4K
$376K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
383+ 0.82% |
$19.4K - $19.5K
|
46.9K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
368+ 0.92% |
$18.6K - $18.7K
|
40.5K
$2.06M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
356+ 0.41% |
$18K - $18.1K
|
87.3K
$4.44M
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
340+ 3.7% |
$17.2K - $17.3K
|
9.52K
$484K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
316+ 1.22% |
$16K - $16.1K
|
26.3K
$1.34M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
313+ 0.99% |
$15.8K - $15.9K
|
32K
$1.63M
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
299+ 1.46% |
$15.1K - $15.2K
|
20.8K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
298+ 10.19% |
$15.1K - $15.2K
|
3.22K
$164K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
279+ 1.63% |
$14.1K - $14.2K
|
17.4K
$886K
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
272+ 0.86% |
$13.8K - $13.8K
|
31.8K
$1.62M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
268+ 3.28% |
$13.6K - $13.6K
|
8.43K
$429K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
237+ 6.72% |
$12K - $12.1K
|
3.76K
$191K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
234+ 3.13% |
$11.8K - $11.9K
|
7.72K
$393K
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
231+ 5.03% |
$11.7K - $11.8K
|
4.83K
$246K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
198New |
$10K - $10.1K
|
198
$10.1K
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
195+ 1.14% |
$9.86K - $9.92K
|
17.3K
$878K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
173New |
$8.75K - $8.8K
|
173
$8.8K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
165New |
$8.34K - $8.4K
|
165
$8.39K
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
156+ 1.85% |
$7.89K - $7.94K
|
8.6K
$438K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
156+ 0.7% |
$7.89K - $7.94K
|
22.4K
$1.14M
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
153+ 3.4% |
$7.74K - $7.79K
|
4.65K
$237K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$7.38K - $7.43K
|
146
$7.43K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
124New |
$6.27K - $6.31K
|
124
$6.31K
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$5.06K - $5.09K
|
100
$5.09K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
95+ 0.54% |
$4.8K - $4.83K
|
17.6K
$894K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
95+ 1.46% |
$4.8K - $4.83K
|
6.6K
$336K
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
90+ 0.65% |
$4.55K - $4.58K
|
14K
$712K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
82New |
$4.15K - $4.17K
|
82
$4.17K
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
69+ 1.49% |
$3.49K - $3.51K
|
4.71K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
62New |
$3.13K - $3.16K
|
62
$3.15K
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
41+ 0.31% |
$2.07K - $2.09K
|
13.4K
$683K
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
39+ 0.48% |
$1.97K - $1.98K
|
8.24K
$419K
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
36+ 1.44% |
$1.82K - $1.83K
|
2.53K
$129K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$1.26K - $1.27K
|
25
$1.27K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17+ 1.45% |
$860 - $865
|
1.19K
$60.4K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$809 - $814
|
5.11K
$260K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$809 - $814
|
5.11K
$260K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15+ 1.43% |
$758 - $763
|
1.06K
$54K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.32% |
$607 - $611
|
3.78K
$192K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8+ 0.16% |
$404 - $407
|
5.03K
$256K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.78% |
$303 - $305
|
771
$39.2K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.49% |
$202 - $204
|
272
$13.8K
|