Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.14K+ 9.27% |
$57.5K - $57.7K
|
13.4K
$680K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.11K+ 7.23% |
$56K - $56.2K
|
16.4K
$833K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 1.5% |
$53.4K - $53.6K
|
71.4K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1KNew |
$50.6K - $50.8K
|
1K
$50.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
980+ 7.85% |
$49.6K - $49.8K
|
13.5K
$684K
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
895+ 9.93% |
$45.3K - $45.5K
|
9.91K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
873+ 5.2% |
$44.2K - $44.4K
|
17.7K
$898K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
761+ 7.09% |
$38.5K - $38.7K
|
11.5K
$584K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
742+ 2.63% |
$37.6K - $37.7K
|
28.9K
$1.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
741+ 0.76% |
$37.5K - $37.7K
|
97.7K
$4.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
721+ 9.28% |
$36.5K - $36.6K
|
8.49K
$431K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
718+ 1.91% |
$36.4K - $36.5K
|
38.2K
$1.94M
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
711+ 1.47% |
$36K - $36.1K
|
49.2K
$2.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
662+ 7.47% |
$33.5K - $33.6K
|
9.53K
$484K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
640+ 9.28% |
$32.4K - $32.5K
|
7.54K
$383K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
608New |
$30.8K - $30.9K
|
608
$30.9K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
599New |
$30.3K - $30.4K
|
599
$30.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
570+ 12.57% |
$28.9K - $29K
|
5.11K
$259K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
558+ 0.99% |
$28.3K - $28.4K
|
57K
$2.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
538+ 1.87% |
$27.2K - $27.3K
|
29.3K
$1.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
500+ 4.09% |
$25.3K - $25.4K
|
12.7K
$647K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500New |
$25.3K - $25.4K
|
500
$25.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
479+ 7.75% |
$24.3K - $24.3K
|
6.66K
$338K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
446+ 4.31% |
$22.6K - $22.7K
|
10.8K
$548K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
402+ 2.2% |
$20.4K - $20.4K
|
18.7K
$950K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
384New |
$19.4K - $19.5K
|
384
$19.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
365+ 2.56% |
$18.5K - $18.5K
|
14.6K
$744K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
353+ 3.55% |
$17.9K - $17.9K
|
10.3K
$523K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
339+ 2.54% |
$17.2K - $17.2K
|
13.7K
$694K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
316New |
$16K - $16.1K
|
316
$16.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
263+ 4.26% |
$13.3K - $13.4K
|
6.44K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
214New |
$10.8K - $10.9K
|
214
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
214New |
$10.8K - $10.9K
|
214
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
191+ 0.92% |
$9.67K - $9.7K
|
20.9K
$1.06M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
180New |
$9.11K - $9.15K
|
180
$9.14K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
167+ 5.62% |
$8.46K - $8.49K
|
3.14K
$160K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
133+ 0.18% |
$6.73K - $6.76K
|
75.4K
$3.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
124New |
$6.28K - $6.3K
|
124
$6.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
104+ 0.17% |
$5.27K - $5.28K
|
62.5K
$3.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
103+ 0.62% |
$5.21K - $5.23K
|
16.8K
$852K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
100New |
$5.06K - $5.08K
|
100
$5.08K
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
90+ 1.26% |
$4.56K - $4.57K
|
7.23K
$367K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
80New |
$4.05K - $4.06K
|
80
$4.06K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
69+ 0.29% |
$3.49K - $3.51K
|
24.2K
$1.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
60+ 400.0% |
$3.04K - $3.05K
|
75
$3.81K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56+ 23.93% |
$2.84K - $2.85K
|
290
$14.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$2.78K - $2.79K
|
55
$2.79K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 0.45% |
$2.63K - $2.64K
|
11.6K
$589K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
49+ 6.8% |
$2.48K - $2.49K
|
770
$39.1K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
47+ 1.11% |
$2.38K - $2.39K
|
4.28K
$217K
|