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 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
689+ 14.85% |
$34.5K - $34.7K
|
5.33K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
687New |
$34.4K - $34.6K
|
687
$34.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
611+ 13.28% |
$30.6K - $30.8K
|
5.21K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
588+ 4.3% |
$29.4K - $29.6K
|
14.2K
$724K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
571New |
$28.6K - $28.8K
|
571
$29K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
555New |
$27.8K - $28K
|
555
$28.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
517New |
$25.9K - $26.1K
|
517
$26.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$25K - $25.2K
|
500
$25.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
455+ 7.3% |
$22.8K - $22.9K
|
6.69K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
451New |
$22.6K - $22.7K
|
451
$22.9K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
404+ 4.1% |
$20.2K - $20.4K
|
10.3K
$521K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
370New |
$18.5K - $18.7K
|
370
$18.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
347New |
$17.4K - $17.5K
|
347
$17.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
338+ 4.84% |
$16.9K - $17K
|
7.33K
$372K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
325+ 101.56% |
$16.3K - $16.4K
|
645
$32.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
300New |
$15K - $15.1K
|
300
$15.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
293+ 1.51% |
$14.7K - $14.8K
|
19.7K
$1M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
280+ 1.47% |
$14K - $14.1K
|
19.3K
$981K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
280+ 21.46% |
$14K - $14.1K
|
1.59K
$80.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
272+ 1.38% |
$13.6K - $13.7K
|
20K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
256+ 0.65% |
$12.8K - $12.9K
|
39.5K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
224+ 1.34% |
$11.2K - $11.3K
|
17K
$863K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
216+ 0.19% |
$10.8K - $10.9K
|
114K
$5.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
215+ 1.6% |
$10.8K - $10.8K
|
13.6K
$692K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
214+ 1.81% |
$10.7K - $10.8K
|
12K
$612K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
212+ 0.27% |
$10.6K - $10.7K
|
77.7K
$3.95M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
208New |
$10.4K - $10.5K
|
208
$10.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
189New |
$9.45K - $9.53K
|
189
$9.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
173+ 1.12% |
$8.65K - $8.72K
|
15.6K
$790K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
166+ 4.79% |
$8.3K - $8.37K
|
3.63K
$185K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
140New |
$7K - $7.06K
|
140
$7.11K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
137New |
$6.85K - $6.91K
|
137
$6.96K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
126+ 0.96% |
$6.3K - $6.35K
|
13.3K
$676K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
120New |
$6K - $6.05K
|
120
$6.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$4.95K - $4.99K
|
99
$5.03K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
89+ 0.52% |
$4.45K - $4.49K
|
17.4K
$882K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
82+ 0.4% |
$4.1K - $4.13K
|
20.8K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
74+ 0.09% |
$3.7K - $3.73K
|
81.6K
$4.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
73+ 0.35% |
$3.65K - $3.68K
|
21.1K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
73+ 0.91% |
$3.65K - $3.68K
|
8.08K
$410K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
71+ 1.38% |
$3.55K - $3.58K
|
5.21K
$264K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
70+ 1.11% |
$3.5K - $3.53K
|
6.36K
$323K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
65+ 1.51% |
$3.25K - $3.28K
|
4.38K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
59+ 0.95% |
$2.95K - $2.97K
|
6.3K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
57New |
$2.85K - $2.87K
|
57
$2.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
55+ 0.23% |
$2.75K - $2.77K
|
23.7K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
55+ 0.69% |
$2.75K - $2.77K
|
8.07K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
50+ 1.11% |
$2.5K - $2.52K
|
4.54K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
47+ 0.48% |
$2.35K - $2.37K
|
9.87K
$501K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 0.69% |
$2.25K - $2.27K
|
6.58K
$334K
|