Latest Institutional Purchases of Ishares Tr Fltg Rate Nt ETF (FLOT)
This list provides information on the latest institutional transactions involving Ishares Tr Fltg Rate Nt ETF (FLOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.2K+ 7.0% |
$558K - $562K
|
170K
$8.7M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$534K - $539K
|
10.7K
$545K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.18KNew |
$459K - $463K
|
9.18K
$469K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
8.21KNew |
$410K - $414K
|
8.21K
$419K
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.02K+ 6.11% |
$351K - $354K
|
122K
$6.22M
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
7.01KNew |
$351K - $353K
|
7.01K
$358K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.98KNew |
$349K - $352K
|
6.98K
$356K
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.51KNew |
$325K - $328K
|
6.51K
$332K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.38KNew |
$319K - $321K
|
6.38K
$325K
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.99K+ 4.2% |
$250K - $252K
|
124K
$6.31M
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.95KNew |
$247K - $249K
|
4.95K
$252K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.77KNew |
$239K - $240K
|
4.77K
$243K
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$232K - $233K
|
4.63K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.6KNew |
$230K - $232K
|
4.6K
$235K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.59KNew |
$229K - $231K
|
4.59K
$234K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.53KNew |
$227K - $228K
|
4.53K
$231K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.48KNew |
$224K - $226K
|
4.48K
$228K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.67KNew |
$183K - $185K
|
3.67K
$187K
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
3.39K+ 40.2% |
$169K - $171K
|
11.8K
$603K
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.36K+ 11.6% |
$168K - $169K
|
32.3K
$1.65M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.81KNew |
$140K - $142K
|
2.81K
$143K
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.09K+ 0.95% |
$104K - $105K
|
223K
$11.4M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.6KNew |
$80K - $80.7K
|
1.6K
$81.7K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.32KNew |
$66.2K - $66.7K
|
1.32K
$67.5K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.04K+ 20.83% |
$52.1K - $52.5K
|
6.05K
$309K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.01K+ 11.13% |
$50.4K - $50.8K
|
10.1K
$514K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
994New |
$49.7K - $50.1K
|
994
$50.7K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
971+ 24.18% |
$48.6K - $49K
|
4.99K
$254K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
909New |
$45.5K - $45.8K
|
909
$46.4K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
811New |
$40.6K - $40.9K
|
811
$41.4K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
687New |
$34.4K - $34.6K
|
687
$35.1K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
588+ 4.3% |
$29.4K - $29.6K
|
14.2K
$727K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
571New |
$28.6K - $28.8K
|
571
$29.1K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
517New |
$25.9K - $26.1K
|
517
$26.4K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
370New |
$18.5K - $18.7K
|
370
$18.9K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
300New |
$15K - $15.1K
|
300
$15.3K
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
214+ 1.81% |
$10.7K - $10.8K
|
12K
$615K
|
|
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
$9.65K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
140New |
$7K - $7.06K
|
140
$7.15K
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
120New |
$6K - $6.05K
|
120
$6.12K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$4.95K - $4.99K
|
99
$5.05K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
65+ 1.51% |
$3.25K - $3.28K
|
4.38K
$223K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
59+ 0.95% |
$2.95K - $2.97K
|
6.3K
$322K
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 0.69% |
$2.25K - $2.27K
|
6.58K
$336K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
22+ 0.21% |
$1.1K - $1.11K
|
10.5K
$536K
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
50KNew |
$2.49M - $2.52M
|
50K
$2.55M
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
19.6KNew |
$977K - $989K
|
19.6K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
17.9KNew |
$891K - $902K
|
17.9K
$913K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.6KNew |
$726K - $735K
|
14.6K
$744K
|