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 |
---|---|---|---|---|---|---|---|
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
$13.2K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
228+ 107.55% |
$11.3K - $11.5K
|
440
$22.5K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
213+ 1.29% |
$10.6K - $10.8K
|
16.7K
$854K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 5.71% |
$9.95K - $10.1K
|
3.7K
$189K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$9.95K - $10.1K
|
200
$10.2K
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
196+ 4.57% |
$9.75K - $9.91K
|
4.48K
$229K
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
193+ 1.51% |
$9.61K - $9.76K
|
13K
$661K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
191New |
$9.51K - $9.66K
|
191
$9.75K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
161+ 22.87% |
$8.01K - $8.14K
|
865
$44.1K
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
120+ 2.6% |
$5.97K - $6.07K
|
4.74K
$242K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
117New |
$5.82K - $5.92K
|
117
$5.97K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
110+ 3.23% |
$5.47K - $5.56K
|
3.52K
$179K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
102+ 0.41% |
$5.08K - $5.16K
|
24.7K
$1.26M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
100+ 76.34% |
$4.98K - $5.06K
|
231
$11.8K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
98+ 0.7% |
$4.88K - $4.96K
|
14K
$717K
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
97+ 0.12% |
$4.83K - $4.91K
|
82.6K
$4.22M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
90New |
$4.48K - $4.55K
|
90
$4.59K
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
72+ 0.06% |
$3.58K - $3.64K
|
130K
$6.65M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
69+ 0.07% |
$3.43K - $3.49K
|
97.5K
$4.98M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
60+ 0.29% |
$2.99K - $3.03K
|
20.5K
$1.04M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
54+ 0.29% |
$2.69K - $2.73K
|
18.5K
$945K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
50+ 1.02% |
$2.49K - $2.53K
|
4.96K
$253K
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.18% |
$1.74K - $1.77K
|
19.6K
$1M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
22+ 0.17% |
$1.09K - $1.11K
|
13.1K
$669K
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
20+ 0.37% |
$995 - $1.01K
|
5.44K
$278K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13+ 0.14% |
$647 - $657
|
9.56K
$488K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
11+ 0.18% |
$547 - $556
|
6.25K
$319K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
9+ 0.04% |
$448 - $455
|
20.2K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.12% |
$398 - $405
|
6.57K
$335K
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.09% |
$299 - $303
|
6.52K
$333K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.09% |
$249 - $253
|
5.47K
$279K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.04% |
$249 - $253
|
13.5K
$687K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.12% |
$199 - $202
|
3.47K
$177K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.0% |
$199 - $202
|
370K
$18.9M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4+ 0.04% |
$199 - $202
|
10.1K
$513K
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.12% |
$199 - $202
|
3.45K
$176K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.15% |
$99.5 - $101
|
1.32K
$67.4K
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$49.8 - $50.6
|
6.23K
$318K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.12% |
$49.8 - $50.6
|
832
$42.5K
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$49.8 - $50.6
|
551
$28.1K
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$49.8 - $50.6
|
6.23K
$318K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.23% |
$49.8 - $50.6
|
429
$21.9K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.38% |
$49.8 - $50.6
|
263
$13.4K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$199 - $202
|
0
$0
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4- 4.71% |
$199 - $202
|
81
$4.13K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-7- 0.02% |
$348 - $354
|
30.8K
$1.57M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 1.96% |
$896 - $910
|
900
$45.9K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
SELL
|
- |
-18- 0.09% |
$896 - $910
|
20.1K
$1.02M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-20- 0.44% |
$995 - $1.01K
|
4.49K
$229K
|