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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.1K+ 8.21% |
$54.5K - $55.4K
|
14.4K
$735K
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1KNew |
$49.8K - $50.6K
|
1K
$50.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
721New |
$35.9K - $36.5K
|
721
$36.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
683New |
$34K - $34.5K
|
683
$34.8K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
490New |
$24.4K - $24.8K
|
490
$24.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
259New |
$12.9K - $13.1K
|
259
$13.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
258New |
$12.8K - $13K
|
258
$13.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
193+ 1.51% |
$9.61K - $9.76K
|
13K
$660K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
191New |
$9.51K - $9.66K
|
191
$9.72K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
117New |
$5.82K - $5.92K
|
117
$5.96K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
322KNew |
$16.2M - $16.3M
|
322K
$16.4M
|
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
27.6K+ 552.0% |
$1.39M - $1.4M
|
32.6K
$1.66M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.97K+ 296.5% |
$149K - $150K
|
3.97K
$202K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
637New |
$32.1K - $32.3K
|
637
$32.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
100New |
$5.04K - $5.07K
|
100
$5.09K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50New |
$2.52K - $2.54K
|
50
$2.55K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
42New |
$2.11K - $2.13K
|
42
$2.14K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
155KNew |
$7.82M - $7.85M
|
155K
$7.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10.2KNew |
$516K - $518K
|
10.2K
$519K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 36913.33% |
$280K - $281K
|
5.55K
$283K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$2.78K - $2.79K
|
55
$2.8K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$1.78M - $1.78M
|
35K
$1.78M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.88KNew |
$400K - $401K
|
7.88K
$401K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.4KNew |
$70.9K - $71K
|
1.4K
$71.1K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.31MNew |
$66.7M - $66.8M
|
1.31M
$66.9M
|
|
|
Aug 09, 2021
Q2 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
10KNew |
$507K - $508K
|
10K
$509K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
7.81KNew |
$396K - $397K
|
7.81K
$398K
|
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
219+ 4.99% |
$11.1K - $11.1K
|
4.61K
$235K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
145New |
$7.36K - $7.37K
|
145
$7.38K
|
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
80New |
$4.06K - $4.07K
|
80
$4.07K
|
|
| Q3 2020 | |||||||
|
Jan 07, 2021
Q3 2020
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.89K+ 108.81% |
$146K - $147K
|
5.54K
$282K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.61K+ 2.64% |
$127K - $132K
|
101K
$5.17M
|
|
| Q1 2020 | |||||||
|
Jan 09, 2023
Q1 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
19.6KNew |
$864K - $1M
|
19.6K
$997K
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.53K+ 27.9% |
$77.6K - $77.8K
|
6.99K
$356K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
4K+ 2721.09% |
$203K - $204K
|
4.15K
$211K
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$600K
|
|
| Q3 2018 | |||||||
|
Oct 26, 2018
Q3 2018
|
Securian Asset Management, Inc
|
BUY
|
- |
50KNew |
N/A
|
50K
$2.55M
|
|
|
Nov 14, 2018
Q3 2018
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
49KNew |
N/A
|
49K
$2.49M
|
|
|
Oct 12, 2018
Q3 2018
|
Private Capital Advisors, Inc.
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$290K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$592K
|
|
| Q3 2017 | |||||||
|
Oct 13, 2017
Q3 2017
|
Confluence Investment Management LLC
|
BUY
|
- |
4.76KNew |
N/A
|
4.76K
$242K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$50.9
|
|
| Q2 2017 | |||||||
|
Sep 14, 2017
Q2 2017
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.17K+ 1207.22% |
N/A
|
2.35K
$120K
|
|