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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.86K+ 3.44% |
$144K - $145K
|
86K
$4.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.83KNew |
$143K - $144K
|
2.83K
$145K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.83K+ 62.89% |
$143K - $144K
|
7.32K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.72K+ 76.57% |
$137K - $138K
|
6.27K
$320K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.29K+ 37.47% |
$115K - $116K
|
8.39K
$429K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.24K+ 9.85% |
$113K - $114K
|
25K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
2.2KNew |
$111K - $112K
|
2.2K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.17K+ 53.65% |
$110K - $111K
|
6.22K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.16K+ 12.31% |
$109K - $110K
|
19.7K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.16K+ 8.2% |
$109K - $110K
|
28.4K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.15K+ 4.69% |
$108K - $109K
|
47.8K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.13K+ 2.77% |
$107K - $108K
|
78.8K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.12K+ 5.98% |
$107K - $108K
|
37.5K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.03K+ 6.32% |
$102K - $103K
|
34.1K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2K+ 15.38% |
$101K - $102K
|
15K
$766K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.97K+ 590.69% |
$99.3K - $100K
|
2.3K
$117K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 10.55% |
$97.1K - $97.9K
|
20.1K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.87K+ 12.61% |
$94.6K - $95.4K
|
16.7K
$855K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 5.25% |
$87.7K - $88.4K
|
34.8K
$1.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.66K+ 7.8% |
$83.6K - $84.3K
|
22.9K
$1.17M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.63K+ 27.08% |
$82K - $82.7K
|
7.63K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.56K+ 14.6% |
$78.7K - $79.4K
|
12.2K
$626K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.52K+ 35.64% |
$76.8K - $77.5K
|
5.79K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.51K+ 5.02% |
$76.2K - $76.8K
|
31.6K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.47K+ 0.5% |
$74.1K - $74.7K
|
295K
$15.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.44KNew |
$72.6K - $73.2K
|
1.44K
$73.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.42K+ 5.29% |
$71.8K - $72.4K
|
28.3K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.3K+ 1.6% |
$65.5K - $66.1K
|
82.6K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.29K+ 189.44% |
$65.2K - $65.7K
|
1.97K
$101K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.24K+ 2.18% |
$62.5K - $63.1K
|
58.1K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
1.21K+ 0.77% |
$61K - $61.5K
|
158K
$8.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 0.53% |
$60.7K - $61.2K
|
230K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
1.2K+ 10.17% |
$60.6K - $61.1K
|
13K
$664K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.19K+ 6.91% |
$60.2K - $60.7K
|
18.4K
$942K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
1.11K+ 0.37% |
$55.8K - $56.2K
|
299K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.09K+ 5.41% |
$54.8K - $55.3K
|
21.2K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.06K+ 5.62% |
$53.4K - $53.8K
|
19.9K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 14.2% |
$53.1K - $53.5K
|
8.45K
$432K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.03K+ 24.72% |
$51.7K - $52.2K
|
5.17K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
968+ 0.99% |
$48.9K - $49.3K
|
98.8K
$5.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
900+ 10.92% |
$45.4K - $45.8K
|
9.14K
$467K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
800+ 6.53% |
$40.4K - $40.7K
|
13K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
793+ 10.47% |
$40K - $40.4K
|
8.37K
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
706+ 16.88% |
$35.6K - $35.9K
|
4.89K
$250K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
661+ 0.76% |
$33.4K - $33.6K
|
87.9K
$4.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
654+ 444.9% |
$33K - $33.3K
|
801
$40.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
649New |
$32.8K - $33K
|
649
$33.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
646+ 2.89% |
$32.6K - $32.9K
|
23K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
638New |
$32.2K - $32.5K
|
638
$32.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
599New |
$30.2K - $30.5K
|
599
$30.6K
|