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
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.04K- 1.7% |
$51.9K - $52.3K
|
59.9K
$3.05M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.13K- 2.19% |
$56.6K - $57K
|
50.4K
$2.56M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.26K- 0.81% |
$63K - $63.5K
|
155K
$7.88M
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.27K- 5.78% |
$63.5K - $64K
|
20.7K
$1.05M
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.28K- 2.27% |
$64K - $64.5K
|
55K
$2.8M
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.36K- 1.33% |
$68K - $68.6K
|
101K
$5.14M
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.36K- 1.96% |
$68.1K - $68.7K
|
68K
$3.45M
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-1.39K- 3.3% |
$69.3K - $69.8K
|
40.5K
$2.06M
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 0.84% |
$72.8K - $73.4K
|
171K
$8.68M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.47K- 23.92% |
$73.7K - $74.3K
|
4.69K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.49K- 17.71% |
$74.7K - $75.3K
|
6.94K
$353K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.51K- 2.47% |
$75.3K - $75.9K
|
59.5K
$3.02M
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
SELL
|
- |
-1.53K- 7.73% |
$76.3K - $76.9K
|
18.2K
$925K
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.58K- 9.78% |
$78.8K - $79.4K
|
14.5K
$738K
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.58K- 3.92% |
$78.9K - $79.6K
|
38.6K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.65K- 22.3% |
$82.5K - $83.2K
|
5.75K
$292K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.66K- 2.16% |
$82.8K - $83.4K
|
75K
$3.81M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.71K- 18.76% |
$85.5K - $86.2K
|
7.41K
$376K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.76K- 6.36% |
$88K - $88.7K
|
25.9K
$1.31M
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.81K- 3.67% |
$90.5K - $91.3K
|
47.5K
$2.42M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.82K- 25.94% |
$90.9K - $91.7K
|
5.19K
$264K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.83K- 4.49% |
$91.5K - $92.2K
|
38.9K
$1.98M
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 14.29% |
$92.2K - $93K
|
11.1K
$562K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.86K- 17.04% |
$93.1K - $93.9K
|
9.06K
$460K
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.88K- 31.7% |
$93.8K - $94.5K
|
4.04K
$205K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 16.98% |
$94.7K - $95.4K
|
9.25K
$470K
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-1.93K- 3.21% |
$96.7K - $97.5K
|
58.2K
$2.96M
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.95K- 3.01% |
$97.5K - $98.3K
|
62.8K
$3.19M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2K- 4.54% |
$99.8K - $101K
|
42K
$2.13M
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-2K- 18.18% |
$100K - $101K
|
9K
$457K
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.02K- 2.25% |
$101K - $102K
|
87.6K
$4.45M
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.02K- 5.17% |
$101K - $102K
|
37.1K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.13K- 28.84% |
$107K - $108K
|
5.26K
$267K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.16K- 10.58% |
$108K - $109K
|
18.2K
$926K
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-2.19K- 1.07% |
$109K - $110K
|
203K
$10.3M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.19K- 10.49% |
$110K - $110K
|
18.7K
$950K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.24K- 1.2% |
$112K - $113K
|
184K
$9.35M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.27K- 16.32% |
$113K - $114K
|
11.6K
$590K
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-2.28K- 33.77% |
$114K - $115K
|
4.47K
$227K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.29K- 30.67% |
$114K - $115K
|
5.17K
$263K
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.32K- 19.08% |
$116K - $117K
|
9.83K
$499K
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.39K- 5.37% |
$120K - $121K
|
42.1K
$2.14M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.48K- 36.48% |
$124K - $125K
|
4.32K
$220K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.5K- 3.26% |
$125K - $126K
|
74.1K
$3.77M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.55K- 2.92% |
$127K - $128K
|
84.7K
$4.3M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 13.48% |
$130K - $131K
|
16.7K
$848K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.69K- 19.18% |
$135K - $136K
|
11.3K
$576K
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.7K- 2.9% |
$135K - $136K
|
90.4K
$4.59M
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.94K- 0.72% |
$147K - $148K
|
403K
$20.5M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.01K- 1.75% |
$150K - $152K
|
169K
$8.59M
|