Purchases and Sales Made in Q2 2024 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 2024. 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 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.39K+ 7.3% |
$274K - $276K
|
79.3K
$4.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.38KNew |
$273K - $275K
|
5.38K
$274K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5.36KNew |
$272K - $274K
|
5.36K
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.05K+ 13.89% |
$256K - $258K
|
41.4K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.02KNew |
$255K - $257K
|
5.02K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.99K+ 5.26% |
$254K - $255K
|
99.8K
$5.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.98KNew |
$253K - $255K
|
4.98K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.93K+ 4.31% |
$250K - $252K
|
119K
$6.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.81K+ 6.04% |
$245K - $246K
|
84.5K
$4.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.8K+ 3.54% |
$244K - $246K
|
140K
$7.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.76KNew |
$242K - $243K
|
4.76K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.7K+ 77.29% |
$239K - $240K
|
10.8K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.67K+ 12.56% |
$237K - $239K
|
41.8K
$2.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
4.62KNew |
$235K - $236K
|
4.62K
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.46K+ 3.77% |
$227K - $228K
|
123K
$6.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.44K+ 2.2% |
$226K - $227K
|
207K
$10.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.42K+ 65.26% |
$225K - $226K
|
11.2K
$571K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.4KNew |
$224K - $225K
|
4.4K
$225K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.39KNew |
$223K - $224K
|
4.39K
$224K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.34K+ 38.7% |
$221K - $222K
|
15.6K
$795K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.33K+ 2.16% |
$220K - $221K
|
205K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.14K+ 9.52% |
$210K - $212K
|
47.6K
$2.43M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.03K+ 2.97% |
$205K - $206K
|
140K
$7.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4K+ 24.14% |
$203K - $205K
|
20.6K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4KNew |
$203K - $205K
|
4K
$204K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.99K+ 13.24% |
$203K - $204K
|
34.1K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.96K+ 107.28% |
$201K - $203K
|
7.66K
$391K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.94K+ 15.23% |
$200K - $201K
|
29.8K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.91K+ 22.53% |
$199K - $200K
|
21.3K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.88K+ 4.67% |
$197K - $198K
|
86.9K
$4.44M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.81K+ 74.59% |
$193K - $195K
|
8.91K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 5.5% |
$188K - $189K
|
70.9K
$3.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.66K+ 4.32% |
$186K - $187K
|
88.4K
$4.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.65K+ 20.56% |
$185K - $187K
|
21.4K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
3.6K+ 13.77% |
$183K - $184K
|
29.7K
$1.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.47K+ 2.05% |
$176K - $177K
|
173K
$8.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.17K+ 2.74% |
$161K - $162K
|
119K
$6.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.09K+ 4.29% |
$157K - $158K
|
75K
$3.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3KNew |
$152K - $153K
|
3K
$153K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.96KNew |
$150K - $151K
|
2.96K
$151K
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.84K+ 2.09% |
$144K - $145K
|
139K
$7.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
2.8K+ 1.89% |
$142K - $143K
|
151K
$7.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.77K+ 9.71% |
$141K - $141K
|
31.2K
$1.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.74K+ 21.24% |
$139K - $140K
|
15.6K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.66K+ 3.41% |
$135K - $136K
|
80.6K
$4.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.65K+ 13.49% |
$135K - $136K
|
22.3K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.65K+ 4.16% |
$134K - $135K
|
66.2K
$3.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.6K+ 17.61% |
$132K - $133K
|
17.4K
$886K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.57K+ 7.02% |
$131K - $132K
|
39.2K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.52K+ 11.6% |
$128K - $129K
|
24.3K
$1.24M
|