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 |
---|---|---|---|---|---|---|---|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
4.46KNew |
$222K - $226K
|
4.46K
$228K
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
4.44K+ 27.42% |
$221K - $225K
|
20.6K
$1.05M
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
4.43KNew |
$220K - $224K
|
4.43K
$226K
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
4.16KNew |
$207K - $211K
|
4.16K
$212K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
4.12K+ 10.11% |
$205K - $208K
|
44.9K
$2.29M
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.03KNew |
$201K - $204K
|
4.03K
$206K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$204K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.98K+ 25.91% |
$198K - $201K
|
19.3K
$986K
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
3.91K+ 1.97% |
$194K - $198K
|
203K
$10.3M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.87K+ 4.31% |
$192K - $196K
|
93.6K
$4.78M
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.7K+ 48.81% |
$184K - $187K
|
11.3K
$576K
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.67K+ 603.13% |
$183K - $185K
|
4.28K
$218K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.57K+ 45.09% |
$178K - $180K
|
11.5K
$586K
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.53K+ 3.54% |
$176K - $179K
|
103K
$5.28M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.49K+ 52.64% |
$173K - $176K
|
10.1K
$515K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.4K+ 75.82% |
$169K - $172K
|
7.89K
$402K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.39K+ 4.04% |
$168K - $171K
|
87.1K
$4.44M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.3K+ 16.87% |
$164K - $167K
|
22.9K
$1.17M
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.22K+ 3.12% |
$160K - $163K
|
106K
$5.43M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.17K+ 24.27% |
$158K - $160K
|
16.2K
$828K
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.14K+ 1.81% |
$156K - $159K
|
177K
$9.02M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.12K+ 51.79% |
$155K - $158K
|
9.16K
$467K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3KNew |
$150K - $152K
|
3K
$153K
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.9K+ 0.89% |
$144K - $147K
|
329K
$16.8M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.84K+ 27.94% |
$141K - $143K
|
13K
$662K
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.81K+ 3.53% |
$140K - $142K
|
82.5K
$4.21M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.76K+ 5.68% |
$137K - $139K
|
51.3K
$2.62M
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.42K+ 2.57% |
$120K - $122K
|
96.8K
$4.94M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.35K+ 41.52% |
$117K - $119K
|
8K
$408K
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
BUY
|
- |
2.26K+ 1.74% |
$112K - $114K
|
132K
$6.73M
|
|
Aug 17, 2022
Q2 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.17K+ 35.63% |
$108K - $110K
|
8.25K
$421K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.12K+ 5.68% |
$106K - $107K
|
39.4K
$2.01M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.12K+ 2.7% |
$105K - $107K
|
80.4K
$4.1M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.11K+ 14.56% |
$105K - $107K
|
16.6K
$848K
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.09K+ 5.23% |
$104K - $106K
|
42.1K
$2.15M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.09KNew |
$104K - $105K
|
2.09K
$106K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.06KNew |
$103K - $104K
|
2.06K
$105K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2KNew |
$99.5K - $101K
|
2K
$102K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.97K+ 3.34% |
$98.1K - $99.7K
|
61K
$3.11M
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.95K+ 5.32% |
$97.1K - $98.7K
|
38.6K
$1.97M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.92K+ 9.12% |
$95.8K - $97.3K
|
23K
$1.17M
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.91K+ 6.21% |
$95.3K - $96.8K
|
32.7K
$1.67M
|
|
Aug 09, 2022
Q2 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.84K+ 18.72% |
$91.5K - $93K
|
11.7K
$595K
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
1.82KNew |
$90.6K - $92.1K
|
1.82K
$92.9K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.82K+ 14.39% |
$90.5K - $91.9K
|
14.4K
$737K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.79K+ 12.11% |
$89.2K - $90.6K
|
16.6K
$846K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.64K+ 1.0% |
$81.6K - $82.9K
|
165K
$8.44M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.59K+ 9.01% |
$79K - $80.3K
|
19.2K
$980K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.56K+ 5.75% |
$77.6K - $78.9K
|
28.7K
$1.46M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.53K+ 29.45% |
$76.1K - $77.4K
|
6.73K
$343K
|