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 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40K+ 49.85% |
$2.02M - $2.03M
|
120K
$6.13M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.9K+ 12.15% |
$2.01M - $2.02M
|
368K
$18.8M
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
39K+ 48.36% |
$1.97M - $1.98M
|
120K
$6.1M
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
38.4KNew |
$1.93M - $1.95M
|
38.4K
$1.96M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
38.3K+ 28.01% |
$1.93M - $1.94M
|
175K
$8.91M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
38K+ 43.25% |
$1.91M - $1.93M
|
126K
$6.42M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
37.3KNew |
$1.88M - $1.89M
|
37.3K
$1.9M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
37.2K+ 145.61% |
$1.87M - $1.89M
|
62.7K
$3.2M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
37K+ 556.6% |
$1.87M - $1.88M
|
43.7K
$2.23M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
36.9KNew |
$1.86M - $1.87M
|
36.9K
$1.88M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
36.9KNew |
$1.86M - $1.87M
|
36.9K
$1.88M
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
36.6KNew |
$1.84M - $1.86M
|
36.6K
$1.87M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36.2K+ 107.09% |
$1.82M - $1.84M
|
70.1K
$3.57M
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
35.6K+ 103.06% |
$1.79M - $1.81M
|
70.2K
$3.58M
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
35.4KNew |
$1.78M - $1.79M
|
35.4K
$1.8M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
31.9K+ 126.77% |
$1.61M - $1.62M
|
57.1K
$2.91M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
31.8K+ 6.61% |
$1.6M - $1.62M
|
513K
$26.2M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
31.6KNew |
$1.59M - $1.6M
|
31.6K
$1.61M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
31.5K+ 10.31% |
$1.59M - $1.6M
|
337K
$17.2M
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
31.3K+ 113.24% |
$1.58M - $1.59M
|
59K
$3.01M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.2K+ 6.9% |
$1.57M - $1.59M
|
484K
$24.7M
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
30.8K+ 440000.0% |
$1.55M - $1.56M
|
30.8K
$1.57M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
30K+ 333.67% |
$1.51M - $1.52M
|
39K
$1.98M
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
29.8K+ 9.73% |
$1.5M - $1.51M
|
336K
$17.1M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
29.5KNew |
$1.48M - $1.49M
|
29.5K
$1.5M
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
29.2KNew |
$1.47M - $1.48M
|
29.2K
$1.49M
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
27.7KNew |
$1.39M - $1.41M
|
27.7K
$1.41M
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
27.6K+ 552.0% |
$1.39M - $1.4M
|
32.6K
$1.66M
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
26.7KNew |
$1.35M - $1.36M
|
26.7K
$1.36M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26.6K+ 127.15% |
$1.34M - $1.35M
|
47.5K
$2.42M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
26K+ 3.82% |
$1.31M - $1.32M
|
707K
$36M
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
25.2K+ 28.64% |
$1.27M - $1.28M
|
113K
$5.77M
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
25K+ 25.61% |
$1.26M - $1.27M
|
123K
$6.25M
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
24.9K+ 42.79% |
$1.25M - $1.26M
|
83.1K
$4.24M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.7KNew |
$1.24M - $1.25M
|
24.7K
$1.26M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
24.6KNew |
$1.24M - $1.25M
|
24.6K
$1.25M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
24.5K+ 34.52% |
$1.23M - $1.24M
|
95.5K
$4.87M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
24K+ 56.19% |
$1.21M - $1.22M
|
66.6K
$3.39M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
23.7KNew |
$1.19M - $1.2M
|
23.7K
$1.21M
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
23.2KNew |
$1.17M - $1.18M
|
23.2K
$1.18M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
23.2KNew |
$1.17M - $1.18M
|
23.2K
$1.18M
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
22.5K+ 224.8% |
$1.13M - $1.14M
|
32.5K
$1.65M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
21.9K+ 1.38% |
$1.1M - $1.11M
|
1.6M
$81.8M
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
21.6K+ 10.28% |
$1.09M - $1.09M
|
231K
$11.8M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20.9K+ 82.16% |
$1.05M - $1.06M
|
46.4K
$2.36M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
20.9K+ 126.93% |
$1.05M - $1.06M
|
37.3K
$1.9M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
20.1K+ 3.33% |
$1.01M - $1.02M
|
623K
$31.8M
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
19.6K+ 19.21% |
$986K - $993K
|
122K
$6.19M
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
19.5K+ 6.69% |
$983K - $991K
|
311K
$15.9M
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
19.3K+ 12.47% |
$970K - $978K
|
174K
$8.85M
|