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
|
Destination Wealth Management
|
BUY
|
- |
9.97K+ 2.21% |
$503K - $508K
|
461K
$23.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9.93K+ 8.74% |
$501K - $505K
|
124K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
9.41KNew |
$475K - $479K
|
9.41K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.35KNew |
$472K - $476K
|
9.35K
$477K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9KNew |
$454K - $458K
|
9K
$460K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.9K+ 0.87% |
$449K - $453K
|
1.03M
$52.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.16K+ 9708.33% |
$412K - $415K
|
8.24K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.11K+ 9.04% |
$409K - $413K
|
97.8K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7.79KNew |
$393K - $396K
|
7.79K
$398K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7.59KNew |
$383K - $386K
|
7.59K
$388K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.33KNew |
$370K - $373K
|
7.33K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 16.5% |
$363K - $366K
|
50.8K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.1KNew |
$359K - $362K
|
7.1K
$363K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.62KNew |
$334K - $337K
|
6.62K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.2KNew |
$313K - $315K
|
6.2K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6.03K+ 2.86% |
$305K - $307K
|
217K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.03KNew |
$304K - $307K
|
6.03K
$308K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.02KNew |
$304K - $306K
|
6.02K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6K+ 12.25% |
$303K - $305K
|
55K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6KNew |
$303K - $305K
|
6K
$306K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.99KNew |
$302K - $305K
|
5.99K
$306K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.94KNew |
$300K - $302K
|
5.94K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.77K+ 3.55% |
$291K - $294K
|
168K
$8.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.64K+ 8.73% |
$285K - $287K
|
70.3K
$3.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
5.4K+ 4.22% |
$273K - $275K
|
133K
$6.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.37KNew |
$271K - $273K
|
5.37K
$274K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
5.2K+ 0.57% |
$262K - $265K
|
918K
$46.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.06K+ 7.22% |
$255K - $257K
|
75.1K
$3.84M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.92KNew |
$248K - $250K
|
4.92K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.9K+ 4.46% |
$247K - $249K
|
115K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.86K+ 4.51% |
$245K - $247K
|
113K
$5.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.79K+ 320.2% |
$242K - $244K
|
6.28K
$321K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.78K+ 40.11% |
$241K - $243K
|
16.7K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.69KNew |
$237K - $239K
|
4.69K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.51K+ 55.96% |
$228K - $230K
|
12.6K
$642K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.37K+ 36.99% |
$221K - $222K
|
16.2K
$826K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
4.34K+ 19.03% |
$219K - $221K
|
27.2K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.29K+ 6.24% |
$216K - $218K
|
73K
$3.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.28K+ 25.18% |
$216K - $218K
|
21.3K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.17KNew |
$210K - $212K
|
4.17K
$213K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.15KNew |
$209K - $211K
|
4.15K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.13K+ 6.99% |
$208K - $210K
|
63.2K
$3.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.08K+ 41.72% |
$206K - $208K
|
13.9K
$708K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
4.03KNew |
$204K - $205K
|
4.03K
$206K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4K+ 4.16% |
$202K - $204K
|
100K
$5.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.55K+ 18.85% |
$179K - $180K
|
22.4K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.12K+ 32.09% |
$157K - $159K
|
12.8K
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.1KNew |
$156K - $158K
|
3.1K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.09K+ 2.27% |
$156K - $157K
|
139K
$7.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.08K+ 16.31% |
$155K - $157K
|
21.9K
$1.12M
|