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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$1.26K - $1.27K
|
25
$1.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24+ 2.02% |
$1.21K - $1.22K
|
1.21K
$61.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23New |
$1.16K - $1.17K
|
23
$1.17K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22+ 2.07% |
$1.11K - $1.12K
|
1.08K
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 0.49% |
$1.06K - $1.07K
|
4.32K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
18+ 0.16% |
$909 - $916
|
11K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.45% |
$858 - $865
|
3.8K
$194K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 1.95% |
$707 - $712
|
732
$37.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
10New |
$505 - $509
|
10
$511
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 2.41% |
$353 - $356
|
297
$15.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.3% |
$303 - $305
|
469
$24K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 1.84% |
$252 - $254
|
277
$14.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$202 - $204
|
4
$204
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 2.13% |
$202 - $204
|
192
$9.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 1.64% |
$101 - $102
|
124
$6.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$101 - $102
|
4.96K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$50.5 - $50.9
|
4.12K
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.36% |
$50.5 - $50.9
|
276
$14.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-17- 0.04% |
$858 - $865
|
42K
$2.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20- 0.62% |
$1.01K - $1.02K
|
3.2K
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 0.99% |
$1.01K - $1.02K
|
2K
$102K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-21- 0.18% |
$1.06K - $1.07K
|
11.4K
$581K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29- 4.42% |
$1.46K - $1.48K
|
627
$32K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-29- 0.22% |
$1.46K - $1.48K
|
13.1K
$669K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-29- 0.05% |
$1.46K - $1.48K
|
54.7K
$2.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-35- 0.68% |
$1.77K - $1.78K
|
5.14K
$263K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-40- 8.71% |
$2.02K - $2.04K
|
419
$21.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-40- 0.46% |
$2.02K - $2.04K
|
8.71K
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-49- 0.55% |
$2.47K - $2.49K
|
8.81K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-50- 0.18% |
$2.52K - $2.54K
|
27.4K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-58- 1.2% |
$2.93K - $2.95K
|
4.77K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-68- 1.16% |
$3.43K - $3.46K
|
5.8K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-75- 0.53% |
$3.79K - $3.82K
|
14.1K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-76- 1.18% |
$3.84K - $3.87K
|
6.38K
$326K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-83- 0.66% |
$4.19K - $4.22K
|
12.6K
$642K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-85- 0.38% |
$4.29K - $4.33K
|
22.4K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-88- 0.51% |
$4.44K - $4.48K
|
17.1K
$872K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-94- 1.22% |
$4.75K - $4.78K
|
7.63K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-100- 1.32% |
$5.05K - $5.09K
|
7.47K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-100- 0.66% |
$5.05K - $5.09K
|
14.9K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-107- 1.24% |
$5.4K - $5.45K
|
8.49K
$434K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-120- 2.25% |
$6.06K - $6.11K
|
5.22K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 1.96% |
$6.31K - $6.36K
|
6.26K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-139- 1.59% |
$7.02K - $7.07K
|
8.58K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-150- 0.2% |
$7.57K - $7.63K
|
75.8K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-154- 0.84% |
$7.77K - $7.84K
|
18.2K
$929K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-156- 59.32% |
$7.87K - $7.94K
|
107
$5.47K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-159- 0.28% |
$8.03K - $8.09K
|
57.6K
$2.94M
|