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 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.92K+ 10.11% |
$146K - $147K
|
31.7K
$1.61M
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.89K+ 31.15% |
$145K - $146K
|
12.2K
$619K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.87K+ 14.67% |
$144K - $145K
|
22.4K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.81KNew |
$140K - $142K
|
2.81K
$143K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.75K+ 29.12% |
$138K - $139K
|
12.2K
$619K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.72K+ 3.14% |
$136K - $137K
|
89.3K
$4.54M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.72K+ 3.14% |
$136K - $137K
|
89.3K
$4.54M
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.65K+ 1.27% |
$133K - $134K
|
212K
$10.8M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.62K+ 6.13% |
$131K - $132K
|
45.4K
$2.31M
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
2.48K+ 3.14% |
$124K - $125K
|
81.5K
$4.14M
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
2.45K+ 2.49% |
$123K - $124K
|
101K
$5.12M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.38K+ 49.34% |
$119K - $120K
|
7.2K
$366K
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.09K+ 0.95% |
$104K - $105K
|
223K
$11.3M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.06K+ 4.47% |
$103K - $104K
|
48.1K
$2.44M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.05KNew |
$103K - $103K
|
2.05K
$104K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.99K+ 20.84% |
$99.7K - $100K
|
11.6K
$587K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.98K+ 2.91% |
$98.8K - $99.6K
|
69.9K
$3.55M
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.88K+ 37.17% |
$94.2K - $95K
|
6.95K
$353K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.88K+ 23.6% |
$94.1K - $94.8K
|
9.85K
$500K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.87K+ 2.25% |
$93.6K - $94.4K
|
85.2K
$4.33M
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.81K+ 1.82% |
$90.4K - $91.1K
|
101K
$5.14M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.79K+ 41.14% |
$89.5K - $90.2K
|
6.14K
$312K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 0.6% |
$86.7K - $87.4K
|
289K
$14.7M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.62K+ 3.7% |
$81.2K - $81.8K
|
45.5K
$2.31M
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.61K+ 13.43% |
$80.5K - $81.2K
|
13.6K
$691K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.6KNew |
$80K - $80.7K
|
1.6K
$81.3K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.6KNew |
$80K - $80.7K
|
1.6K
$81.3K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.51K+ 174.25% |
$75.5K - $76.1K
|
2.38K
$121K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.48K+ 22.64% |
$73.8K - $74.4K
|
8K
$406K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.46K+ 11.12% |
$73.2K - $73.8K
|
14.6K
$743K
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.37K+ 8.73% |
$68.3K - $68.9K
|
17K
$864K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.32KNew |
$66.2K - $66.7K
|
1.32K
$67.2K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1.32K+ 0.92% |
$66K - $66.5K
|
144K
$7.33M
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.14KNew |
$57.2K - $57.7K
|
1.14K
$58.1K
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.12K+ 9.73% |
$55.8K - $56.2K
|
12.6K
$639K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1K+ 2.21% |
$55K - $55.4K
|
50.9K
$2.58M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.07K+ 13.58% |
$53.6K - $54K
|
8.96K
$455K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 1.48% |
$52.5K - $52.9K
|
72.1K
$3.66M
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.04K+ 20.83% |
$52.1K - $52.5K
|
6.05K
$307K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.01K+ 11.13% |
$50.4K - $50.8K
|
10.1K
$511K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
994New |
$49.7K - $50.1K
|
994
$50.5K
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
988+ 3.4% |
$49.4K - $49.8K
|
30.1K
$1.53M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
973+ 0.61% |
$48.7K - $49.1K
|
159K
$8.09M
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
971+ 24.18% |
$48.6K - $49K
|
4.99K
$253K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
951+ 1.1% |
$47.6K - $47.9K
|
87.3K
$4.43M
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
929+ 5.42% |
$46.5K - $46.8K
|
18.1K
$918K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
909New |
$45.5K - $45.8K
|
909
$46.2K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
811New |
$40.6K - $40.9K
|
811
$41.2K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
811New |
$40.6K - $40.9K
|
811
$41.2K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
747+ 3.45% |
$37.4K - $37.7K
|
22.4K
$1.14M
|