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 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
198+ 13.92% |
$9.97K - $10K
|
1.62K
$82.5K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
191+ 2.4% |
$9.62K - $9.69K
|
8.15K
$415K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
169+ 5.53% |
$8.51K - $8.58K
|
3.22K
$164K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
154+ 3.02% |
$7.75K - $7.81K
|
5.25K
$268K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
130+ 3.26% |
$6.55K - $6.6K
|
4.12K
$210K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
126+ 0.17% |
$6.34K - $6.39K
|
75.8K
$3.86M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
120New |
$6.04K - $6.09K
|
120
$6.11K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
116New |
$5.84K - $5.89K
|
116
$5.91K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
100New |
$5.04K - $5.07K
|
100
$5.1K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 1.86% |
$5.04K - $5.07K
|
5.47K
$278K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 2.05% |
$5.04K - $5.07K
|
4.97K
$253K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
90+ 0.81% |
$4.53K - $4.57K
|
11.2K
$572K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
68+ 11.35% |
$3.42K - $3.45K
|
667
$34K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57+ 4.62% |
$2.87K - $2.89K
|
1.29K
$65.7K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
53New |
$2.67K - $2.69K
|
53
$2.7K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50New |
$2.52K - $2.54K
|
50
$2.55K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.95% |
$2.32K - $2.33K
|
4.9K
$249K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
42New |
$2.11K - $2.13K
|
42
$2.14K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
34+ 0.27% |
$1.71K - $1.73K
|
12.8K
$650K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
33New |
$1.66K - $1.67K
|
33
$1.68K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.2% |
$1.51K - $1.52K
|
15.4K
$784K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
25New |
$1.26K - $1.27K
|
25
$1.27K
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
18+ 0.09% |
$906 - $913
|
20.1K
$1.02M
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.02% |
$856 - $863
|
75.4K
$3.84M
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
16+ 0.07% |
$806 - $812
|
23.5K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14+ 0.06% |
$705 - $710
|
24.5K
$1.25M
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
13+ 0.07% |
$655 - $660
|
19.6K
$999K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.11% |
$504 - $507
|
9.24K
$471K
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
9+ 0.16% |
$453 - $457
|
5.67K
$289K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 0.05% |
$252 - $254
|
9.55K
$487K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.08% |
$252 - $254
|
6.24K
$318K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4+ 4.94% |
$201 - $203
|
85
$4.33K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.16% |
$201 - $203
|
2.44K
$124K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$151 - $152
|
13.3K
$679K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.06% |
$101 - $101
|
3.45K
$176K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.03% |
$101 - $101
|
6.51K
$332K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.03% |
$101 - $101
|
5.93K
$302K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.31% |
$50.4 - $50.7
|
321
$16.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.08% |
$50.4 - $50.7
|
1.32K
$67.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$50.4 - $50.7
|
10.1K
$512K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.14% |
$50.4 - $50.7
|
704
$35.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$50.4 - $50.7
|
4.63K
$236K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.12% |
$151 - $152
|
2.43K
$124K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-7- 1.61% |
$352 - $355
|
428
$21.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7Closed |
$352 - $355
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-7Closed |
$352 - $355
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-18Closed |
$906 - $913
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-25- 0.1% |
$1.26K - $1.27K
|
24.4K
$1.24M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-30- 0.06% |
$1.51K - $1.52K
|
50.7K
$2.58M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.94% |
$2.32K - $2.33K
|
4.85K
$247K
|