Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
42K+ 5.78% |
$2.12M - $2.14M
|
768K
$39.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.9K+ 8.81% |
$2.07M - $2.08M
|
506K
$25.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
39.2K+ 492.6% |
$1.98M - $1.99M
|
47.1K
$2.41M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
38.9KNew |
$1.96M - $1.98M
|
38.9K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.3K+ 7.0% |
$1.88M - $1.9M
|
570K
$29.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
34.2K+ 287.48% |
$1.73M - $1.74M
|
46.1K
$2.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
34.1K+ 6.16% |
$1.72M - $1.73M
|
588K
$30M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
33.8KNew |
$1.71M - $1.72M
|
33.8K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30.9K+ 20.88% |
$1.56M - $1.57M
|
179K
$9.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
30.6K+ 16.14% |
$1.55M - $1.56M
|
220K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.5KNew |
$1.54M - $1.55M
|
30.5K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
29.1KNew |
$1.47M - $1.48M
|
29.1K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
27.4KNew |
$1.38M - $1.4M
|
27.4K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27.2K+ 61.58% |
$1.37M - $1.39M
|
71.4K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
26.8KNew |
$1.35M - $1.37M
|
26.8K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
26.8K+ 34.09% |
$1.35M - $1.36M
|
105K
$5.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25.9K+ 20.27% |
$1.31M - $1.32M
|
154K
$7.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
25K+ 45.54% |
$1.26M - $1.27M
|
79.8K
$4.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
24.9K+ 97.85% |
$1.26M - $1.27M
|
50.4K
$2.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
24.5K+ 5.47% |
$1.24M - $1.25M
|
472K
$24.1M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
24.2KNew |
$1.22M - $1.23M
|
24.2K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24.2K+ 36.87% |
$1.22M - $1.23M
|
89.7K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
23.8K+ 7.89% |
$1.2M - $1.21M
|
326K
$16.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22K+ 172.05% |
$1.11M - $1.12M
|
34.7K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$1.1M - $1.11M
|
21.9K
$1.12M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
20.6KNew |
$1.04M - $1.05M
|
20.6K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
20KNew |
$1.01M - $1.02M
|
20K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
19.8KNew |
$998K - $1.01M
|
19.8K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.8K+ 10.19% |
$950K - $958K
|
204K
$10.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
18.6K+ 21.58% |
$940K - $947K
|
105K
$5.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18.6KNew |
$939K - $946K
|
18.6K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$884K - $891K
|
17.5K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.3K+ 74.73% |
$874K - $881K
|
40.5K
$2.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
15.5KNew |
$783K - $789K
|
15.5K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.3K+ 147.34% |
$772K - $779K
|
25.7K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.4K+ 12.05% |
$727K - $733K
|
134K
$6.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
13.7KNew |
$692K - $698K
|
13.7K
$700K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.5K+ 230.16% |
$680K - $686K
|
19.3K
$987K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
13.4K+ 6.67% |
$676K - $681K
|
214K
$10.9M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
13.4KNew |
$674K - $680K
|
13.4K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.2K+ 51.72% |
$667K - $672K
|
38.7K
$1.98M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
12.9KNew |
$651K - $657K
|
12.9K
$659K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.8K+ 96.16% |
$647K - $652K
|
26.1K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12.8K+ 11.28% |
$644K - $649K
|
126K
$6.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
12.6K+ 50.63% |
$638K - $644K
|
37.6K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.7KNew |
$590K - $595K
|
11.7K
$597K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.9K+ 49.7% |
$552K - $556K
|
32.9K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
10.4K+ 36.89% |
$525K - $529K
|
38.6K
$1.97M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
10.2KNew |
$513K - $517K
|
10.2K
$519K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
10.1K+ 29.99% |
$512K - $516K
|
43.9K
$2.24M
|