Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
9.75KNew |
$485K - $493K
|
9.75K
$497K
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.63KNew |
$479K - $487K
|
9.63K
$491K
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
9.63K+ 12.29% |
$479K - $487K
|
88K
$4.49M
|
|
Aug 11, 2022
Q2 2022
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
9.4KNew |
$468K - $475K
|
9.4K
$479K
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
9.35KNew |
$465K - $473K
|
9.35K
$477K
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.31K+ 7.49% |
$464K - $471K
|
134K
$6.81M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.03K+ 3.27% |
$449K - $456K
|
285K
$14.5M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
8.86KNew |
$441K - $448K
|
8.86K
$452K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.72K+ 158.53% |
$434K - $441K
|
14.2K
$725K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.68K+ 29.47% |
$432K - $439K
|
38.1K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
8.66KNew |
$431K - $438K
|
8.66K
$442K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.52K+ 32.63% |
$424K - $431K
|
34.6K
$1.77M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.48KNew |
$422K - $429K
|
8.48K
$432K
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
8.38KNew |
$417K - $424K
|
8.38K
$427K
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.9K+ 5.29% |
$393K - $400K
|
157K
$8.02M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.87K+ 61.41% |
$392K - $398K
|
20.7K
$1.05M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.7K+ 25.6% |
$383K - $389K
|
37.8K
$1.93M
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.52KNew |
$374K - $380K
|
7.52K
$384K
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.44K+ 58.68% |
$370K - $376K
|
20.1K
$1.03M
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
7.38KNew |
$368K - $373K
|
7.38K
$377K
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.29K+ 31.39% |
$363K - $368K
|
30.5K
$1.56M
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.93KNew |
$345K - $350K
|
6.93K
$353K
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.8KNew |
$339K - $344K
|
6.8K
$347K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.75K+ 5531.97% |
$336K - $341K
|
6.87K
$350K
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.65K+ 10.57% |
$331K - $336K
|
69.5K
$3.55M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.63K+ 80.1% |
$330K - $335K
|
14.9K
$760K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.6K+ 8.07% |
$328K - $334K
|
88.3K
$4.5M
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.5K+ 5.31% |
$323K - $329K
|
129K
$6.58M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
6.5K+ 204.24% |
$323K - $329K
|
9.68K
$494K
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
6.45K+ 2.79% |
$321K - $326K
|
238K
$12.1M
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
6.36KNew |
$316K - $322K
|
6.36K
$324K
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.3KNew |
$313K - $318K
|
6.3K
$321K
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
6.06KNew |
$302K - $307K
|
6.06K
$309K
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6KNew |
$299K - $303K
|
6K
$306K
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
6K+ 4.34% |
$298K - $303K
|
144K
$7.35M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.88K+ 34.45% |
$293K - $298K
|
23K
$1.17M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.73KNew |
$285K - $290K
|
5.73K
$292K
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.61KNew |
$279K - $284K
|
5.61K
$286K
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.35K+ 4.4% |
$266K - $270K
|
127K
$6.47M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.32K+ 54.51% |
$265K - $269K
|
15.1K
$768K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.27K+ 39.18% |
$262K - $267K
|
18.7K
$955K
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.14KNew |
$256K - $260K
|
5.14K
$262K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.11K+ 5.39% |
$254K - $258K
|
99.8K
$5.09M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.83KNew |
$240K - $244K
|
4.83K
$246K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.8KNew |
$239K - $243K
|
4.8K
$245K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.77K+ 6.9% |
$238K - $241K
|
73.9K
$3.77M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
4.76KNew |
$237K - $241K
|
4.76K
$243K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
4.76KNew |
$237K - $240K
|
4.76K
$243K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.65KNew |
$231K - $235K
|
4.65K
$237K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
4.52K+ 1.29% |
$225K - $229K
|
354K
$18.1M
|