Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.93K- 7.91% |
$194K - $199K
|
45.7K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.02K- 23.14% |
$199K - $204K
|
13.3K
$680K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-4.02K- 3.03% |
$199K - $204K
|
129K
$6.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.09KClosed |
$202K - $208K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-4.11K- 9.79% |
$203K - $209K
|
37.9K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.14K- 7.49% |
$205K - $210K
|
51.1K
$2.6M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.15K- 36.59% |
$205K - $211K
|
7.19K
$366K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-4.16K- 5.13% |
$206K - $211K
|
77K
$3.92M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-4.39K- 8.75% |
$217K - $223K
|
45.7K
$2.33M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-4.44K- 0.72% |
$220K - $225K
|
612K
$31.2M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.53K- 5.28% |
$224K - $230K
|
81.3K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-4.55K- 6.61% |
$225K - $231K
|
64.3K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.56K- 44.2% |
$226K - $232K
|
5.76K
$294K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.63K- 11.78% |
$229K - $235K
|
34.6K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.86K- 20.2% |
$240K - $247K
|
19.2K
$977K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.08K- 27.21% |
$252K - $258K
|
13.6K
$692K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.21K- 41.75% |
$258K - $264K
|
7.26K
$370K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5.35K- 94.69% |
$265K - $272K
|
300
$15.3K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-5.37K- 13.26% |
$266K - $273K
|
35.2K
$1.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-5.51K- 32.94% |
$273K - $280K
|
11.2K
$572K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-5.8K- 5.74% |
$287K - $295K
|
95.3K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.89K- 18.54% |
$291K - $299K
|
25.9K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.93K- 19.52% |
$294K - $301K
|
24.4K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6K- 44.04% |
$297K - $305K
|
7.63K
$388K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.04K- 26.83% |
$299K - $307K
|
16.5K
$840K
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-6.22K- 99.78% |
$308K - $316K
|
14
$713
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.57K- 35.16% |
$325K - $334K
|
12.1K
$618K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-6.66K- 4.61% |
$330K - $338K
|
138K
$7.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.88K- 9.84% |
$340K - $349K
|
63K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.2K- 1.51% |
$356K - $366K
|
469K
$23.9M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.2K- 1.51% |
$356K - $366K
|
469K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.24K- 6.25% |
$358K - $368K
|
108K
$5.53M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-7.42K- 9.1% |
$367K - $377K
|
74.1K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.7K- 41.67% |
$381K - $391K
|
10.8K
$549K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-7.98K- 56.28% |
$395K - $405K
|
6.2K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.02K- 6.22% |
$397K - $407K
|
121K
$6.16M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.05K- 9.86% |
$399K - $409K
|
73.6K
$3.75M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-8.25K- 7.43% |
$409K - $419K
|
103K
$5.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9K- 43.97% |
$446K - $457K
|
11.5K
$584K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-9.53K- 20.93% |
$472K - $484K
|
36K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.56K- 8.43% |
$473K - $485K
|
104K
$5.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-9.67K- 70.45% |
$479K - $491K
|
4.05K
$207K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.68K- 2.63% |
$479K - $491K
|
358K
$18.3M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10K- 24.29% |
$497K - $510K
|
31.3K
$1.59M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 61.42% |
$500K - $513K
|
6.35K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.5K- 16.03% |
$518K - $531K
|
54.8K
$2.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.5K- 22.9% |
$520K - $534K
|
35.4K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-10.5K- 5.19% |
$521K - $534K
|
192K
$9.79M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.4K- 98.05% |
$564K - $578K
|
226
$11.5K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12K- 64.85% |
$594K - $610K
|
6.5K
$331K
|