Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.2K+ 2.32% |
$669K - $675K
|
583K
$29.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.7KNew |
$645K - $652K
|
12.7K
$650K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
12.6K+ 41.28% |
$639K - $645K
|
43.2K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
12.6KNew |
$638K - $644K
|
12.6K
$643K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
12.5K+ 420.75% |
$630K - $636K
|
15.4K
$786K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 6.59% |
$623K - $629K
|
199K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.9K+ 16.14% |
$601K - $606K
|
85.4K
$4.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
11.8K+ 3.58% |
$596K - $602K
|
341K
$17.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.5K+ 896.58% |
$585K - $590K
|
12.8K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4K+ 25.16% |
$578K - $584K
|
56.8K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
11.1K+ 132.56% |
$560K - $565K
|
19.4K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 3.5% |
$559K - $565K
|
327K
$16.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.9K+ 233.31% |
$552K - $557K
|
15.6K
$795K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.5K+ 1.6% |
$530K - $535K
|
664K
$33.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.1K+ 7.29% |
$513K - $518K
|
149K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.99KNew |
$506K - $511K
|
9.99K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
9.96K+ 11.46% |
$504K - $509K
|
96.8K
$4.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.8K+ 4.01% |
$496K - $501K
|
254K
$13M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.78K+ 9.94% |
$445K - $449K
|
97.2K
$4.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.77K+ 12.1% |
$444K - $448K
|
81.3K
$4.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.29K+ 22.11% |
$420K - $424K
|
45.8K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8.26K+ 6.1% |
$418K - $422K
|
144K
$7.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
7.86K+ 3.8% |
$398K - $402K
|
214K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.84K+ 18.13% |
$397K - $401K
|
51.1K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.58K+ 321.59% |
$384K - $388K
|
9.94K
$507K
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
7.43K+ 5.08% |
$376K - $380K
|
154K
$7.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.3KNew |
$370K - $373K
|
7.3K
$372K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.3K+ 46.73% |
$369K - $373K
|
22.9K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
6.91KNew |
$350K - $353K
|
6.91K
$352K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.89K+ 1.68% |
$349K - $352K
|
416K
$21.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
6.81K+ 0.92% |
$345K - $348K
|
743K
$37.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
6.77KNew |
$343K - $346K
|
6.77K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.66K+ 8.63% |
$337K - $341K
|
83.9K
$4.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
6.33K+ 52.36% |
$321K - $324K
|
18.4K
$940K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
6.33K+ 52.36% |
$321K - $324K
|
18.4K
$940K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.22K+ 32.39% |
$315K - $318K
|
25.4K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.19K+ 4.75% |
$314K - $317K
|
137K
$6.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.12K+ 14.8% |
$310K - $313K
|
47.5K
$2.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.03K+ 31.54% |
$305K - $308K
|
25.1K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.98K+ 65.0% |
$303K - $306K
|
15.2K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.98K+ 43.11% |
$303K - $305K
|
19.8K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
5.91K+ 133.08% |
$299K - $302K
|
10.4K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.73K+ 41.07% |
$290K - $293K
|
19.7K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.58K+ 4.25% |
$282K - $285K
|
137K
$6.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.42KNew |
$274K - $277K
|
5.42K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.02K+ 63.57% |
$254K - $256K
|
12.9K
$659K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
4.83KNew |
$244K - $247K
|
4.83K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.77K+ 2.04% |
$241K - $244K
|
238K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 6.69% |
$240K - $242K
|
75.6K
$3.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.63K+ 6.08% |
$235K - $237K
|
80.9K
$4.13M
|