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 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.49K+ 12.79% |
$127K - $128K
|
22K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.46KNew |
$125K - $126K
|
2.46K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.42K+ 2.23% |
$123K - $124K
|
111K
$5.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.28K+ 29.01% |
$116K - $117K
|
10.1K
$518K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.27K+ 1.4% |
$116K - $116K
|
165K
$8.41M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.24K+ 5.3% |
$114K - $115K
|
44.5K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.23K+ 10.42% |
$113K - $114K
|
23.6K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.07K+ 18.16% |
$105K - $106K
|
13.5K
$688K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.04K+ 2.61% |
$104K - $104K
|
80.2K
$4.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.02K+ 2.37% |
$103K - $103K
|
87.3K
$4.46M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2K+ 33.81% |
$101K - $102K
|
7.9K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.86K+ 371.6% |
$94.4K - $95K
|
2.36K
$120K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.82K+ 47.74% |
$92.4K - $93K
|
5.63K
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.81K+ 11.03% |
$92.1K - $92.7K
|
18.3K
$932K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.81K+ 12.46% |
$92K - $92.6K
|
16.3K
$834K
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.77K+ 2.18% |
$89.8K - $90.4K
|
83K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.7K+ 14.38% |
$86.2K - $86.8K
|
13.5K
$689K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.61K+ 4.42% |
$82K - $82.5K
|
38.1K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.58K+ 526.67% |
$80.3K - $80.8K
|
1.88K
$96K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.55K+ 7.25% |
$78.6K - $79.1K
|
22.9K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
1.5K+ 9.38% |
$76.2K - $76.7K
|
17.5K
$893K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.5K+ 16.48% |
$76K - $76.5K
|
10.6K
$540K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.43K+ 1.85% |
$72.4K - $72.9K
|
78.4K
$4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 5.77% |
$70.2K - $70.7K
|
25.3K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.35K+ 6.34% |
$68.8K - $69.3K
|
22.7K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.33K+ 18.87% |
$67.3K - $67.8K
|
8.35K
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.31K+ 29.14% |
$66.5K - $66.9K
|
5.8K
$296K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.29K+ 6.43% |
$65.6K - $66K
|
21.3K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.26K+ 15.8% |
$63.8K - $64.2K
|
9.2K
$470K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 3.26% |
$61.6K - $62K
|
38.4K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 10.19% |
$61.2K - $61.6K
|
13K
$665K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.2K+ 18.74% |
$61K - $61.4K
|
7.6K
$388K
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.15K+ 9.55% |
$58.2K - $58.6K
|
13.1K
$670K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.14K+ 0.6% |
$57.8K - $58.2K
|
192K
$9.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.08K+ 27.5% |
$55K - $55.3K
|
5.02K
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 2.43% |
$54.9K - $55.3K
|
45.6K
$2.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
1.07K+ 9.67% |
$54.2K - $54.5K
|
12.1K
$617K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
1.06K+ 2.39% |
$53.6K - $54K
|
45.1K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
983+ 18.95% |
$50K - $50.3K
|
6.17K
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
970New |
$49.3K - $49.6K
|
970
$49.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
953+ 3.1% |
$48.4K - $48.7K
|
31.7K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
933New |
$47.4K - $47.7K
|
933
$47.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
867+ 1.55% |
$44.1K - $44.3K
|
56.8K
$2.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
800+ 6.88% |
$40.7K - $40.9K
|
12.4K
$634K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
800+ 5.4% |
$40.7K - $40.9K
|
15.6K
$797K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
785+ 1.2% |
$39.9K - $40.2K
|
66.3K
$3.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
770+ 3.55% |
$39.1K - $39.4K
|
22.5K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
744+ 7.2% |
$37.8K - $38.1K
|
11.1K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
672+ 0.6% |
$34.2K - $34.4K
|
113K
$5.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
671+ 1.15% |
$34.1K - $34.3K
|
59.3K
$3.02M
|