Polaris Wealth Advisory Group, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$49.77 - $50.57 $1.29 Million - $1.31 Million	-25,939 Reduced 21.18%	96,551 $4.82 Million
Q1 2022 Apr 19, 2022	BUY	$50.35 - $50.74 $6.17 Million - $6.22 Million	122,490 New	122,490 $6.19 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-443,836 Closed	0 $0
Q4 2018 Jan 17, 2019	SELL	N/A	-24,416 Reduced 5.21%	443,836 $22.4 Million
Q3 2018 Oct 19, 2018	BUY	N/A	172,032 Added 58.08%	468,252 $23.9 Million
Q2 2018 Jul 09, 2018	SELL	N/A	-1,217 Reduced 0.41%	296,220 $15.1 Million
Q1 2018 Apr 09, 2018	BUY	N/A	154 Added 0.05%	297,437 $15.1 Million
Q4 2017 Feb 13, 2018	BUY	N/A	133,883 Added 81.94%	297,283 $15.1 Million
Q3 2017 Nov 01, 2017	BUY	N/A	68,272 Added 71.77%	163,400 $8.32 Million
Q2 2017 Aug 09, 2017	BUY	N/A	95,128	95,128 $4.84 Million

Others Institutions Holding FLOT

# of Institutions

638

Shares Held

97.2M

Call Options Held

0

Put Options Held

0

About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
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