Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
32.6KNew |
$1.62M - $1.66M
|
32.6K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32.6KNew |
$1.62M - $1.66M
|
32.6K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.9K+ 211.05% |
$1.53M - $1.57M
|
45.5K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
30K+ 19.71% |
$1.49M - $1.53M
|
182K
$9.29M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.9KNew |
$1.48M - $1.52M
|
29.9K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
28.9K+ 36.74% |
$1.43M - $1.47M
|
108K
$5.48M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
28KNew |
$1.39M - $1.42M
|
28K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
27.7K+ 54.16% |
$1.37M - $1.41M
|
78.8K
$4.01M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
27.4KNew |
$1.36M - $1.39M
|
27.4K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
26.3KNew |
$1.3M - $1.34M
|
26.3K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26.1K+ 3.82% |
$1.29M - $1.33M
|
709K
$36.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.4K+ 50.02% |
$1.26M - $1.29M
|
76.3K
$3.89M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
24.4K+ 21.14% |
$1.21M - $1.24M
|
140K
$7.13M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.2KNew |
$1.1M - $1.13M
|
22.2K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
21.9K+ 60.73% |
$1.09M - $1.11M
|
58.1K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
21.7K+ 11.81% |
$1.07M - $1.1M
|
205K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
21.6K+ 19.99% |
$1.07M - $1.1M
|
130K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.9KNew |
$1.04M - $1.06M
|
20.9K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
20.6K+ 19.84% |
$1.02M - $1.05M
|
124K
$6.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20.2KNew |
$1M - $1.03M
|
20.2K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.5K+ 14.17% |
$965K - $990K
|
157K
$7.99M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.3KNew |
$956K - $981K
|
19.3K
$983K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.1K+ 64.37% |
$945K - $970K
|
48.8K
$2.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
18.7KNew |
$926K - $950K
|
18.7K
$952K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
18.1K+ 45.33% |
$894K - $917K
|
57.9K
$2.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17.9K+ 18.31% |
$884K - $907K
|
115K
$5.87M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16K+ 4.68% |
$792K - $813K
|
358K
$18.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15.1K+ 25.91% |
$746K - $766K
|
73.2K
$3.73M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15K+ 3.25% |
$745K - $764K
|
479K
$24.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
13.6K+ 45.7% |
$676K - $693K
|
43.5K
$2.22M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
12.4KNew |
$616K - $632K
|
12.4K
$633K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.3KNew |
$607K - $622K
|
12.3K
$624K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
12.2K+ 398.04% |
$603K - $619K
|
15.2K
$776K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.8KNew |
$586K - $601K
|
11.8K
$603K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
11.7K+ 7.8% |
$579K - $594K
|
162K
$8.23M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.6KNew |
$576K - $591K
|
11.6K
$593K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
11.6K+ 3.95% |
$573K - $588K
|
305K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
10.6KNew |
$524K - $538K
|
10.6K
$539K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
10.5K+ 67.98% |
$518K - $531K
|
25.8K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
10.1KNew |
$501K - $514K
|
10.1K
$515K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.88K+ 2.19% |
$489K - $502K
|
460K
$23.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
9.88K+ 1.23% |
$489K - $502K
|
810K
$41.2M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
9.87K+ 9.79% |
$489K - $501K
|
111K
$5.64M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.36KNew |
$464K - $476K
|
9.36K
$477K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.29K+ 164.66% |
$460K - $472K
|
14.9K
$760K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9.11KNew |
$451K - $463K
|
9.11K
$464K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
8.46K+ 100.52% |
$419K - $430K
|
16.9K
$859K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.22K+ 13.08% |
$407K - $417K
|
71.1K
$3.62M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.7KNew |
$381K - $391K
|
7.7K
$392K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.6K+ 48.86% |
$376K - $386K
|
23.2K
$1.18M
|