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 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.5K- 10.64% |
$126K - $127K
|
21K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.56K- 17.68% |
$129K - $130K
|
11.9K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.63K- 9.87% |
$133K - $134K
|
24K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.64K- 5.84% |
$133K - $134K
|
42.6K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.7K- 3.66% |
$136K - $138K
|
71.2K
$3.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.78K- 5.33% |
$141K - $142K
|
49.5K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.8K- 3.52% |
$141K - $143K
|
76.8K
$3.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.84K- 3.88% |
$144K - $145K
|
70.4K
$3.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.9K- 3.85% |
$146K - $147K
|
72.4K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3K- 19.01% |
$151K - $153K
|
12.8K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3K- 16.9% |
$151K - $153K
|
14.8K
$753K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.01K- 4.64% |
$152K - $153K
|
61.8K
$3.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3.04K- 23.85% |
$154K - $155K
|
9.71K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.09K- 13.4% |
$156K - $157K
|
20K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-3.12K- 2.2% |
$157K - $159K
|
139K
$7.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-3.19K- 2.17% |
$161K - $162K
|
144K
$7.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3.35K- 39.85% |
$169K - $170K
|
5.05K
$258K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.35K- 12.59% |
$169K - $171K
|
23.3K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.57K- 11.49% |
$180K - $182K
|
27.5K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.57K- 17.31% |
$180K - $182K
|
17.1K
$872K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.62K- 42.03% |
$183K - $184K
|
4.99K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3.63K- 9.65% |
$183K - $185K
|
34K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.85K- 6.28% |
$194K - $196K
|
57.5K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4K- 11.21% |
$202K - $203K
|
31.7K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.08K- 1.82% |
$206K - $208K
|
220K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.14K- 6.28% |
$209K - $210K
|
61.7K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.15K- 11.23% |
$209K - $211K
|
32.8K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.18K- 5.32% |
$211K - $212K
|
74.2K
$3.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.28K- 9.86% |
$216K - $218K
|
39.1K
$2M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.34K- 13.93% |
$219K - $221K
|
26.8K
$1.37M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.42K- 16.44% |
$223K - $225K
|
22.5K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.5K- 3.88% |
$227K - $229K
|
112K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.69K- 5.14% |
$237K - $239K
|
86.5K
$4.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-4.96K- 47.79% |
$251K - $253K
|
5.42K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.99K- 12.27% |
$252K - $254K
|
35.7K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5.2K- 3.79% |
$262K - $265K
|
132K
$6.74M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.21K- 11.67% |
$263K - $265K
|
39.4K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.33K- 6.32% |
$269K - $271K
|
78.9K
$4.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-5.41K- 13.28% |
$273K - $275K
|
35.3K
$1.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.44K- 31.97% |
$275K - $277K
|
11.6K
$592K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.82K- 4.0% |
$294K - $296K
|
140K
$7.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.85K- 2.41% |
$295K - $298K
|
237K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.01K- 20.16% |
$303K - $306K
|
23.8K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-6.37K- 41.16% |
$321K - $324K
|
9.1K
$465K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.43K- 46.96% |
$325K - $327K
|
7.27K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-6.47K- 8.5% |
$327K - $329K
|
69.7K
$3.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.59K- 13.01% |
$333K - $336K
|
44.1K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.81K- 37.84% |
$344K - $346K
|
11.2K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.22K- 2.11% |
$364K - $367K
|
336K
$17.1M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-7.45K- 4.48% |
$376K - $379K
|
159K
$8.11M
|