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 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-218- 1.12% |
$10.9K - $11K
|
19.3K
$982K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-221- 3.39% |
$11.1K - $11.1K
|
6.3K
$320K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-225- 4.36% |
$11.3K - $11.3K
|
4.94K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-241- 0.12% |
$12.1K - $12.2K
|
200K
$10.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 4.81% |
$12.5K - $12.6K
|
4.95K
$251K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-260- 5.35% |
$13K - $13.1K
|
4.6K
$234K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 0.96% |
$15K - $15.1K
|
30.9K
$1.57M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 0.96% |
$15K - $15.1K
|
30.9K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-300- 8.11% |
$15K - $15.1K
|
3.4K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-313- 5.25% |
$15.7K - $15.8K
|
5.65K
$287K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-323- 2.53% |
$16.2K - $16.3K
|
12.5K
$633K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-328- 1.5% |
$16.4K - $16.5K
|
21.6K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-330- 1.05% |
$16.5K - $16.6K
|
31K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-336- 2.5% |
$16.8K - $16.9K
|
13.1K
$667K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-344- 3.63% |
$17.2K - $17.3K
|
9.13K
$464K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-359- 5.98% |
$18K - $18.1K
|
5.64K
$287K
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-371- 0.48% |
$18.6K - $18.7K
|
77.6K
$3.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-400- 1.01% |
$20K - $20.2K
|
39.3K
$1.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-400- 5.76% |
$20K - $20.2K
|
6.55K
$333K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-401- 54.63% |
$20.1K - $20.2K
|
333
$16.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-410- 59.33% |
$20.5K - $20.7K
|
281
$14.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-419- 14.11% |
$21K - $21.1K
|
2.55K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-438- 0.87% |
$21.9K - $22.1K
|
50.1K
$2.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-450- 5.14% |
$22.5K - $22.7K
|
8.31K
$422K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-453- 4.6% |
$22.7K - $22.8K
|
9.4K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-463- 0.38% |
$23.2K - $23.3K
|
121K
$6.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-480- 3.56% |
$24K - $24.2K
|
13K
$660K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-499- 3.05% |
$25K - $25.2K
|
15.9K
$805K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-500- 4.57% |
$25K - $25.2K
|
10.4K
$530K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 2.79% |
$25K - $25.2K
|
17.4K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-520- 7.41% |
$26K - $26.2K
|
6.5K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-581- 7.35% |
$29.1K - $29.3K
|
7.32K
$372K
|
|
|
Feb 07, 2023
Q4 2022
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-615- 10.9% |
$30.8K - $31K
|
5.03K
$255K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-630- 12.92% |
$31.5K - $31.8K
|
4.25K
$216K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-650- 5.74% |
$32.5K - $32.8K
|
10.7K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-650- 1.86% |
$32.5K - $32.8K
|
34.3K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-665- 5.03% |
$33.3K - $33.5K
|
12.5K
$637K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-670- 8.76% |
$33.5K - $33.8K
|
6.98K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-685- 0.75% |
$34.3K - $34.5K
|
90.6K
$4.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-700- 4.52% |
$35K - $35.3K
|
14.8K
$752K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-748- 11.69% |
$37.4K - $37.7K
|
5.65K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-754- 2.65% |
$37.7K - $38K
|
27.7K
$1.41M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-763- 22.03% |
$38.2K - $38.5K
|
2.7K
$137K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-796- 12.02% |
$39.8K - $40.1K
|
5.83K
$296K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-801- 15.66% |
$40.1K - $40.4K
|
4.31K
$219K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-843- 98.02% |
$42.2K - $42.5K
|
17
$864
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-856- 6.13% |
$42.8K - $43.2K
|
13.1K
$665K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-860- 1.67% |
$43K - $43.4K
|
50.5K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-887- 0.3% |
$44.4K - $44.7K
|
293K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-908- 6.32% |
$45.4K - $45.8K
|
13.4K
$683K
|