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 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
664+ 0.42% |
$32.9K - $33.7K
|
160K
$8.16M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
631+ 3.24% |
$31.2K - $32.1K
|
20.1K
$1.03M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
618+ 4.4% |
$30.6K - $31.4K
|
14.7K
$748K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
613+ 3.66% |
$30.3K - $31.1K
|
17.4K
$887K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
609+ 25.64% |
$30.2K - $30.9K
|
2.98K
$152K
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
607+ 4.83% |
$30.1K - $30.8K
|
13.2K
$673K
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
601+ 0.15% |
$29.8K - $30.5K
|
404K
$20.6M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
528+ 11.48% |
$26.1K - $26.8K
|
5.13K
$262K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
525+ 12.17% |
$26K - $26.7K
|
4.84K
$247K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
510New |
$25.3K - $25.9K
|
510
$26K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
501+ 3.77% |
$24.8K - $25.5K
|
13.8K
$704K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
500+ 4.87% |
$24.8K - $25.4K
|
10.8K
$549K
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
498+ 0.64% |
$24.7K - $25.3K
|
78.2K
$3.99M
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
490+ 1.05% |
$24.3K - $24.9K
|
47K
$2.4M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
479New |
$23.7K - $24.3K
|
479
$24.4K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
455New |
$22.5K - $23.1K
|
455
$23.2K
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
445+ 0.81% |
$22K - $22.6K
|
55.5K
$2.83M
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
415+ 6.2% |
$20.5K - $21.1K
|
7.11K
$363K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
404New |
$20K - $20.5K
|
404
$20.6K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
384+ 6.26% |
$19K - $19.5K
|
6.52K
$333K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
350+ 7.92% |
$17.3K - $17.8K
|
4.77K
$243K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
344+ 0.23% |
$17K - $17.5K
|
147K
$7.52M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
300New |
$14.9K - $15.2K
|
300
$15.3K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
300New |
$14.9K - $15.2K
|
300
$15.3K
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 4.58% |
$14.9K - $15.2K
|
6.86K
$350K
|
|
May 15, 2023
Q1 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
250+ 3.7% |
$12.4K - $12.7K
|
7K
$357K
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
240+ 0.85% |
$11.9K - $12.2K
|
28.5K
$1.46M
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
175New |
$8.66K - $8.89K
|
175
$8.93K
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
169+ 0.84% |
$8.37K - $8.59K
|
20.2K
$1.03M
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
167+ 0.49% |
$8.27K - $8.48K
|
34.5K
$1.76M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150New |
$7.43K - $7.62K
|
150
$7.66K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
141New |
$6.98K - $7.16K
|
141
$7.2K
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
126+ 2.23% |
$6.24K - $6.4K
|
5.79K
$295K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
121+ 0.45% |
$5.99K - $6.15K
|
27.2K
$1.39M
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
114New |
$5.64K - $5.79K
|
114
$5.82K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 2.93% |
$5.3K - $5.44K
|
3.76K
$192K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
99+ 0.76% |
$4.9K - $5.03K
|
13.2K
$674K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98New |
$4.85K - $4.98K
|
98
$5K
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
62New |
$3.07K - $3.15K
|
62
$3.16K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.19% |
$2.92K - $3K
|
5K
$255K
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
54+ 0.85% |
$2.67K - $2.74K
|
6.42K
$327K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
53+ 0.42% |
$2.62K - $2.69K
|
12.6K
$643K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
47+ 0.23% |
$2.33K - $2.39K
|
20.8K
$1.06M
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
46+ 1.02% |
$2.28K - $2.34K
|
4.56K
$233K
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
45+ 0.84% |
$2.23K - $2.29K
|
5.37K
$274K
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
44+ 0.85% |
$2.18K - $2.24K
|
5.25K
$268K
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
39+ 0.86% |
$1.93K - $1.98K
|
4.58K
$234K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31New |
$1.53K - $1.57K
|
31
$1.58K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
31+ 0.43% |
$1.53K - $1.57K
|
7.24K
$369K
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
22+ 0.29% |
$1.09K - $1.12K
|
7.57K
$386K
|