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 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
594+ 1.86% |
$30K - $30.2K
|
32.6K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
589+ 0.3% |
$29.7K - $30K
|
194K
$9.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
587+ 2.0% |
$29.6K - $29.9K
|
29.9K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
585+ 12.02% |
$29.5K - $29.8K
|
5.45K
$279K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
550+ 64.18% |
$27.8K - $28K
|
1.41K
$71.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
548New |
$27.7K - $27.9K
|
548
$28K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
520+ 1.77% |
$26.2K - $26.5K
|
29.8K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
514+ 3.22% |
$25.9K - $26.2K
|
16.5K
$841K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
506+ 10.87% |
$25.5K - $25.8K
|
5.16K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
491+ 0.72% |
$24.8K - $25K
|
69.1K
$3.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
459+ 0.42% |
$23.2K - $23.4K
|
111K
$5.66M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
452+ 0.68% |
$22.8K - $23K
|
66.8K
$3.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
430New |
$21.7K - $21.9K
|
430
$22K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
426+ 3.06% |
$21.5K - $21.7K
|
14.3K
$733K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
421New |
$21.3K - $21.4K
|
421
$21.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
415+ 2.0% |
$20.9K - $21.1K
|
21.2K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
400+ 2.32% |
$20.2K - $20.4K
|
17.6K
$901K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
395+ 1.16% |
$19.9K - $20.1K
|
34.5K
$1.76M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
393+ 5.35% |
$19.8K - $20K
|
7.74K
$395K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
344+ 7.76% |
$17.4K - $17.5K
|
4.78K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
309+ 7.16% |
$15.6K - $15.7K
|
4.63K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
307+ 6.68% |
$15.5K - $15.6K
|
4.9K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
294New |
$14.8K - $15K
|
294
$15K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
250New |
$12.6K - $12.7K
|
250
$12.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
230New |
$11.6K - $11.7K
|
230
$11.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
213New |
$10.8K - $10.8K
|
213
$10.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
211+ 0.21% |
$10.7K - $10.7K
|
98.9K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
208+ 3.61% |
$10.5K - $10.6K
|
5.96K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
177+ 0.99% |
$8.93K - $9.01K
|
18.1K
$926K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
173+ 2.0% |
$8.73K - $8.8K
|
8.81K
$450K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
170+ 0.77% |
$8.58K - $8.65K
|
22.2K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
146+ 0.31% |
$7.37K - $7.43K
|
47.1K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
134+ 1.83% |
$6.76K - $6.82K
|
7.46K
$381K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
132+ 2.0% |
$6.66K - $6.72K
|
6.73K
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
128+ 0.99% |
$6.46K - $6.51K
|
13.1K
$669K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
125+ 2.52% |
$6.31K - $6.36K
|
5.08K
$259K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
111New |
$5.6K - $5.65K
|
111
$5.67K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
109+ 0.63% |
$5.5K - $5.55K
|
17.5K
$895K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$5.05K - $5.09K
|
100
$5.11K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
94+ 2.0% |
$4.75K - $4.78K
|
4.81K
$245K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
90+ 0.95% |
$4.54K - $4.58K
|
9.61K
$491K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
88+ 1.99% |
$4.44K - $4.48K
|
4.51K
$231K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
86New |
$4.34K - $4.38K
|
86
$4.39K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
77+ 1.32% |
$3.89K - $3.92K
|
5.89K
$301K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
61+ 0.35% |
$3.08K - $3.1K
|
17.6K
$901K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
60+ 0.11% |
$3.03K - $3.05K
|
54.7K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
58+ 0.43% |
$2.93K - $2.95K
|
13.5K
$688K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
57+ 0.62% |
$2.88K - $2.9K
|
9.2K
$470K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
50+ 1.33% |
$2.52K - $2.54K
|
3.81K
$195K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 0.51% |
$1.51K - $1.53K
|
5.88K
$300K
|