Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
58.2KNew |
$2.91M - $2.93M
|
58.2K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
56.8KNew |
$2.84M - $2.87M
|
56.8K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
56.8K+ 85.99% |
$2.84M - $2.86M
|
123K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54.3K+ 12.87% |
$2.72M - $2.74M
|
476K
$24.3M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
53.8KNew |
$2.69M - $2.71M
|
53.8K
$2.74M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
53.3K+ 97.01% |
$2.67M - $2.69M
|
108K
$5.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
51.1KNew |
$2.56M - $2.58M
|
51.1K
$2.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
49.6KNew |
$2.48M - $2.5M
|
49.6K
$2.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
47.5KNew |
$2.38M - $2.4M
|
47.5K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
42.8K+ 679.46% |
$2.14M - $2.16M
|
49.1K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
42K+ 34.45% |
$2.1M - $2.12M
|
164K
$8.35M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
40.6K+ 106.55% |
$2.03M - $2.05M
|
78.7K
$4.01M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
40.6K+ 71.25% |
$2.03M - $2.05M
|
97.5K
$4.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
38.4K+ 5.95% |
$1.92M - $1.94M
|
683K
$34.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36K+ 19.92% |
$1.8M - $1.82M
|
217K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
35.3KNew |
$1.77M - $1.78M
|
35.3K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
34.9KNew |
$1.75M - $1.76M
|
34.9K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
34.4KNew |
$1.72M - $1.73M
|
34.4K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
33.8KNew |
$1.69M - $1.71M
|
33.8K
$1.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
32.5KNew |
$1.63M - $1.64M
|
32.5K
$1.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
31.6KNew |
$1.58M - $1.59M
|
31.6K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
31.5K+ 258.27% |
$1.58M - $1.59M
|
43.8K
$2.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 1.65% |
$1.52M - $1.53M
|
1.87M
$95.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
30.3K+ 191.8% |
$1.51M - $1.53M
|
46K
$2.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
29.9K+ 21.68% |
$1.5M - $1.51M
|
168K
$8.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.8K+ 33.17% |
$1.44M - $1.45M
|
116K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.3KNew |
$1.32M - $1.33M
|
26.3K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
25.7K+ 28.57% |
$1.28M - $1.29M
|
116K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.3K+ 161.1% |
$1.27M - $1.28M
|
41K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25.3K+ 86.71% |
$1.27M - $1.28M
|
54.5K
$2.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
24.2KNew |
$1.21M - $1.22M
|
24.2K
$1.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24.1K+ 107.38% |
$1.2M - $1.21M
|
46.5K
$2.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.9K+ 4.8% |
$1.2M - $1.21M
|
523K
$26.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
23.7K+ 24.48% |
$1.18M - $1.19M
|
120K
$6.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
23.3K+ 2.37% |
$1.16M - $1.17M
|
1.01M
$51.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.6K+ 393.84% |
$1.13M - $1.14M
|
28.3K
$1.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.5KNew |
$1.13M - $1.14M
|
22.5K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
21.8KNew |
$1.09M - $1.1M
|
21.8K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
21.5KNew |
$1.08M - $1.08M
|
21.5K
$1.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
19.6K+ 117.96% |
$978K - $986K
|
36.1K
$1.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
19.4K+ 184.0% |
$968K - $976K
|
29.9K
$1.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
17.3K+ 2.42% |
$863K - $870K
|
729K
$37.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.8K+ 78.57% |
$841K - $848K
|
38.2K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
16.5KNew |
$823K - $829K
|
16.5K
$839K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.3K+ 15.35% |
$815K - $821K
|
122K
$6.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
16K+ 26.51% |
$801K - $808K
|
76.5K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
15.8KNew |
$788K - $794K
|
15.8K
$803K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
15.7K+ 12.14% |
$784K - $790K
|
145K
$7.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
15.4K+ 16.85% |
$769K - $775K
|
107K
$5.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
15.3KNew |
$764K - $770K
|
15.3K
$779K
|