Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
14.5K+ 61.75% |
$724K - $730K
|
37.9K
$1.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
14.5KNew |
$724K - $729K
|
14.5K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.1KNew |
$704K - $709K
|
14.1K
$716K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14KNew |
$702K - $708K
|
14K
$714K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
13.5KNew |
$674K - $680K
|
13.5K
$686K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.4KNew |
$672K - $677K
|
13.4K
$683K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13.4KNew |
$669K - $674K
|
13.4K
$680K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$663K - $668K
|
13.2K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 16.71% |
$655K - $660K
|
91.5K
$4.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
12.9K+ 30.0% |
$647K - $652K
|
56K
$2.85M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.6K+ 29.61% |
$631K - $636K
|
55.2K
$2.81M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12KNew |
$602K - $607K
|
12K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12KNew |
$602K - $607K
|
12K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.9K+ 1813.41% |
$595K - $600K
|
12.6K
$639K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11.6K+ 33.78% |
$580K - $584K
|
45.9K
$2.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
11.6KNew |
$578K - $583K
|
11.6K
$588K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.2K+ 7.0% |
$558K - $562K
|
170K
$8.67M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.1K+ 10.94% |
$555K - $560K
|
113K
$5.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.1K+ 57.5% |
$555K - $559K
|
30.4K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$534K - $539K
|
10.7K
$543K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
10.3KNew |
$513K - $517K
|
10.3K
$522K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10.2K+ 56.66% |
$512K - $516K
|
28.3K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.9KNew |
$495K - $499K
|
9.9K
$503K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
9.89K+ 8.78% |
$495K - $499K
|
123K
$6.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
9.81KNew |
$491K - $495K
|
9.81K
$499K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.35KNew |
$468K - $472K
|
9.35K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9.35K+ 135.08% |
$468K - $471K
|
16.3K
$828K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.31KNew |
$465K - $469K
|
9.31K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.28KNew |
$464K - $468K
|
9.28K
$472K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.18KNew |
$459K - $463K
|
9.18K
$467K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8.61K+ 14.17% |
$431K - $434K
|
69.4K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
8.61K+ 3.62% |
$431K - $434K
|
247K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.59KNew |
$430K - $433K
|
8.59K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
8.42KNew |
$421K - $424K
|
8.42K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
8.21KNew |
$410K - $414K
|
8.21K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.19KNew |
$410K - $413K
|
8.19K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.95KNew |
$398K - $401K
|
7.95K
$404K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.81K+ 5.12% |
$391K - $394K
|
160K
$8.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7.75KNew |
$388K - $391K
|
7.75K
$394K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
7.61K+ 1.99% |
$381K - $384K
|
390K
$19.8M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.38K+ 15.22% |
$369K - $372K
|
55.8K
$2.84M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
BUY
|
- |
7.33K+ 7.33% |
$366K - $369K
|
107K
$5.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
7.3K+ 100.69% |
$365K - $368K
|
14.6K
$740K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.19K+ 278.47% |
$360K - $363K
|
9.77K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.14KNew |
$357K - $360K
|
7.14K
$363K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.09K+ 5.33% |
$355K - $357K
|
140K
$7.12M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.02K+ 6.11% |
$351K - $354K
|
122K
$6.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.01KNew |
$351K - $353K
|
7.01K
$357K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
7.01KNew |
$351K - $353K
|
7.01K
$357K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
6.99K+ 109.55% |
$349K - $352K
|
13.4K
$680K
|