Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.49K- 3.82% |
$176K - $177K
|
87.9K
$4.49M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.58K- 9.66% |
$180K - $181K
|
33.4K
$1.71M
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.62K- 19.92% |
$182K - $183K
|
14.5K
$742K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.71K- 25.86% |
$187K - $188K
|
10.6K
$543K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.99K- 20.88% |
$201K - $203K
|
15.1K
$772K
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-4K- 20.83% |
$201K - $203K
|
15.2K
$775K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-4.03KClosed |
$203K - $204K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-4.2K- 6.27% |
$211K - $213K
|
62.8K
$3.2M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.2K- 43.08% |
$212K - $213K
|
5.55K
$283K
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.22KClosed |
$212K - $214K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-4.23K- 1.19% |
$213K - $214K
|
349K
$17.8M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.49K- 15.58% |
$226K - $228K
|
24.3K
$1.24M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.56K- 13.17% |
$230K - $232K
|
30.1K
$1.53M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.7KClosed |
$237K - $238K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.1KClosed |
$257K - $259K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.11KClosed |
$257K - $259K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.23KClosed |
$263K - $265K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-5.35K- 49.32% |
$269K - $271K
|
5.5K
$280K
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.38K- 1.29% |
$271K - $273K
|
410K
$20.9M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-5.41K- 94.96% |
$272K - $274K
|
287
$14.6K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.48K- 6.49% |
$276K - $278K
|
79K
$4.03M
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
SELL
|
- |
-5.54K- 6.82% |
$279K - $281K
|
75.7K
$3.86M
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-5.58K- 4.04% |
$281K - $283K
|
132K
$6.75M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.64K- 23.53% |
$284K - $286K
|
18.3K
$935K
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.71KClosed |
$287K - $290K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.86K- 35.74% |
$295K - $297K
|
10.5K
$537K
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-6.16KClosed |
$310K - $313K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Wilsey Asset Management Inc
|
SELL
|
- |
-6.51KClosed |
$328K - $330K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.52K- 61.59% |
$328K - $331K
|
4.06K
$207K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.69KClosed |
$337K - $339K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-7.06KClosed |
$355K - $358K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-7.06KClosed |
$356K - $358K
|
0
$0
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-7.1K- 6.21% |
$357K - $360K
|
107K
$5.47M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.42KClosed |
$373K - $376K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.57K- 89.18% |
$381K - $384K
|
918
$46.8K
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-7.72K- 4.5% |
$389K - $392K
|
164K
$8.35M
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-7.76K- 4.94% |
$391K - $394K
|
149K
$7.62M
|
|
Apr 26, 2022
Q1 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-7.9K- 18.5% |
$398K - $401K
|
34.8K
$1.78M
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.91K- 36.74% |
$398K - $402K
|
13.6K
$695K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-8.13KClosed |
$409K - $412K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.32K- 34.48% |
$419K - $422K
|
15.8K
$806K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.48K- 27.27% |
$427K - $430K
|
22.6K
$1.15M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.5K- 39.57% |
$428K - $431K
|
13K
$662K
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-9.23K- 11.38% |
$465K - $468K
|
71.9K
$3.67M
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-9.54KClosed |
$480K - $484K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.71KClosed |
$489K - $493K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-10.2KClosed |
$514K - $518K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-10.3K- 65.16% |
$519K - $523K
|
5.51K
$281K
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-10.5K- 87.88% |
$529K - $533K
|
1.45K
$73.9K
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11K- 19.02% |
$555K - $560K
|
47K
$2.4M
|