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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Marks Wealth, LLC
|
BUY
|
- |
19.1K+ 7.95% |
$959K - $967K
|
259K
$13.2M
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
17.8KNew |
$894K - $901K
|
17.8K
$904K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
17.5K+ 303.84% |
$879K - $886K
|
23.2K
$1.18M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
17.4K+ 128.0% |
$875K - $882K
|
30.9K
$1.58M
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
17.3KNew |
$869K - $876K
|
17.3K
$879K
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
17.2KNew |
$868K - $874K
|
17.2K
$878K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
17K+ 52.26% |
$856K - $862K
|
49.5K
$2.52M
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
16.9KNew |
$851K - $858K
|
16.9K
$861K
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
16.7KNew |
$842K - $849K
|
16.7K
$852K
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16.3K+ 25.76% |
$822K - $828K
|
79.7K
$4.06M
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
16.1K+ 61.26% |
$810K - $816K
|
42.3K
$2.16M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
15.9K+ 371.66% |
$800K - $806K
|
20.2K
$1.03M
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
15.9K+ 168.53% |
$798K - $804K
|
25.3K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.8K+ 30.88% |
$794K - $800K
|
66.9K
$3.41M
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
15.6K+ 18.74% |
$786K - $792K
|
98.9K
$5.04M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.6K+ 73.25% |
$786K - $792K
|
36.9K
$1.88M
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
15.5K+ 32.27% |
$780K - $786K
|
63.5K
$3.23M
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
15.4KNew |
$776K - $782K
|
15.4K
$785K
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
15.1K+ 224.34% |
$762K - $768K
|
21.9K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 5.44% |
$745K - $751K
|
287K
$14.6M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
14.6KNew |
$734K - $739K
|
14.6K
$743K
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
14.4KNew |
$727K - $732K
|
14.4K
$736K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.2KNew |
$717K - $723K
|
14.2K
$726K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.1K+ 317.55% |
$711K - $717K
|
18.6K
$947K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14KNew |
$705K - $711K
|
14K
$714K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.9K+ 379.17% |
$702K - $707K
|
17.6K
$898K
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
13.9K+ 43.63% |
$701K - $706K
|
45.8K
$2.33M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.7K+ 10.41% |
$641K - $646K
|
135K
$6.89M
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
12.6K+ 28.64% |
$632K - $637K
|
56.4K
$2.87M
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
12.5K+ 18.98% |
$629K - $634K
|
78.3K
$3.99M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12.3K+ 140.35% |
$620K - $625K
|
21.1K
$1.07M
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
12.1KNew |
$610K - $615K
|
12.1K
$618K
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
12.1K+ 80.82% |
$610K - $615K
|
27.1K
$1.38M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12.1K+ 7.98% |
$610K - $615K
|
164K
$8.35M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
12K+ 55.09% |
$602K - $606K
|
33.6K
$1.71M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.9K+ 779.74% |
$601K - $605K
|
13.5K
$686K
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
11.8K+ 1.85% |
$596K - $601K
|
651K
$33.2M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
11.8K+ 151.94% |
$594K - $599K
|
19.6K
$997K
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
11.7KNew |
$588K - $592K
|
11.7K
$595K
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
11.6K+ 40.95% |
$583K - $588K
|
39.9K
$2.03M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.2K+ 3.0% |
$565K - $569K
|
385K
$19.6M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$553K - $557K
|
11K
$559K
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.9K+ 103.88% |
$551K - $555K
|
21.5K
$1.09M
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
10.8KNew |
$546K - $550K
|
10.8K
$552K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
10.3KNew |
$521K - $525K
|
10.3K
$527K
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
10.3K+ 14.92% |
$519K - $523K
|
79.3K
$4.04M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
10.2K+ 13.41% |
$515K - $519K
|
86.5K
$4.41M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.77K+ 9.03% |
$492K - $496K
|
118K
$6.01M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9.71K+ 2.16% |
$489K - $493K
|
460K
$23.4M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.63K+ 166.75% |
$485K - $489K
|
15.4K
$785K
|