Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.44K- 21.19% |
$171K - $173K
|
12.8K
$653K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-3.63K- 4.4% |
$181K - $183K
|
79K
$4.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.87K- 26.39% |
$193K - $195K
|
10.8K
$551K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.88K- 75.54% |
$194K - $196K
|
1.26K
$64.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.9K- 33.1% |
$194K - $197K
|
7.88K
$402K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.92K- 26.02% |
$195K - $198K
|
11.1K
$569K
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4K- 13.49% |
$199K - $202K
|
25.7K
$1.31M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4K- 4.85% |
$199K - $202K
|
78.5K
$4.01M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-4.16K- 37.68% |
$207K - $210K
|
6.88K
$351K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.24K- 7.13% |
$211K - $214K
|
55.2K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.44K- 5.0% |
$221K - $224K
|
84.4K
$4.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.59K- 27.43% |
$229K - $232K
|
12.1K
$620K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.65KClosed |
$232K - $234K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.67K- 14.59% |
$233K - $236K
|
27.4K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.71K- 30.48% |
$235K - $237K
|
10.7K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.75K- 14.51% |
$237K - $240K
|
28K
$1.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.77K- 16.7% |
$238K - $241K
|
23.8K
$1.22M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.77K- 16.7% |
$238K - $241K
|
23.8K
$1.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.88K- 1.83% |
$243K - $246K
|
261K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-4.92K- 10.5% |
$245K - $248K
|
41.9K
$2.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.05K- 4.21% |
$252K - $255K
|
115K
$5.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.06K- 3.14% |
$252K - $255K
|
156K
$7.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-5.09K- 1.65% |
$254K - $257K
|
302K
$15.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.31K- 4.19% |
$265K - $268K
|
122K
$6.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.39K- 52.75% |
$268K - $272K
|
4.82K
$246K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.55K- 6.37% |
$277K - $280K
|
81.5K
$4.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.55K- 28.47% |
$277K - $280K
|
14K
$712K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.68K- 11.04% |
$283K - $287K
|
45.8K
$2.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5.7K- 24.81% |
$284K - $287K
|
17.3K
$881K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.8KClosed |
$289K - $292K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-5.87K- 6.53% |
$292K - $296K
|
84K
$4.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-5.88K- 6.31% |
$293K - $297K
|
87.3K
$4.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6K- 52.21% |
$299K - $302K
|
5.49K
$280K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-6.03K- 9.7% |
$301K - $304K
|
56.2K
$2.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-6.22K- 99.78% |
$310K - $314K
|
14
$715
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.38K- 14.02% |
$318K - $322K
|
39.1K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.54K- 44.92% |
$326K - $330K
|
8.01K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.61K- 18.65% |
$329K - $333K
|
28.8K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.63K- 4.45% |
$331K - $335K
|
142K
$7.26M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.93K- 23.65% |
$345K - $349K
|
22.4K
$1.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-7.01K- 2.04% |
$349K - $354K
|
336K
$17.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-7.7K- 1.07% |
$384K - $388K
|
712K
$36.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.71K- 6.64% |
$384K - $389K
|
108K
$5.53M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-7.76K- 6.77% |
$387K - $392K
|
107K
$5.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.79K- 52.63% |
$388K - $393K
|
7.01K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.94K- 6.12% |
$396K - $400K
|
122K
$6.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-8.06K- 5.28% |
$402K - $407K
|
145K
$7.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-8.1K- 8.86% |
$404K - $409K
|
83.3K
$4.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-8.25K- 54.28% |
$411K - $416K
|
6.95K
$355K
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-8.45K- 63.17% |
$421K - $426K
|
4.93K
$252K
|