Purchases and Sales Made in Q1 2024 in Ishares Tr Fltg Rate Nt ETF (FLOT)

FLOT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q1 2024. 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 25, 2024 Q1 2024
Carmel Capital Partners, LLC

BUY
 -
23.8K
+ 18.88%
$1.2M - $1.21M
150K $7.62M
May 07, 2024 Q1 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
23.5K
+ 68.19%
$1.19M - $1.2M
58.1K $2.96M
May 14, 2024 Q1 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
23.5K
+ 61.08%
$1.19M - $1.2M
62.1K $3.16M
Apr 19, 2024 Q1 2024
Advisor Resource Council

BUY
 -
23K
New
$1.16M - $1.17M
23K $1.17M
May 14, 2024 Q1 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
22.3K
+ 22.14%
$1.13M - $1.14M
123K $6.27M
May 20, 2024 Q1 2024
Independent Wealth Network Inc.

BUY
 -
21.1K
New
$1.07M - $1.08M
21.1K $1.08M
May 02, 2024 Q1 2024
Financial Counselors Inc

BUY
 -
20.8K
+ 514.68%
$1.05M - $1.06M
24.8K $1.27M
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
20.8K
+ 1051.52%
$1.05M - $1.06M
22.7K $1.16M
May 14, 2024 Q1 2024
Cadence Bank

Tupelo, MS
BUY
 -
19.7K
+ 41.17%
$997K - $1.01M
67.5K $3.44M
May 15, 2024 Q1 2024
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
18.9K
New
$956K - $964K
18.9K $962K
May 13, 2024 Q1 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
18.5K
+ 41.55%
$935K - $943K
62.9K $3.2M
May 15, 2024 Q1 2024
Mosaic Financial Group, LLC

Chicago, IL
BUY
 -
17.4K
New
$880K - $887K
17.4K $885K
Apr 23, 2024 Q1 2024
Tria Gen Wealth Management LLC

BUY
 -
17.4K
New
$879K - $887K
17.4K $884K
May 01, 2024 Q1 2024
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
16.7K
+ 7.81%
$847K - $855K
231K $11.8M
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
16.4K
+ 32.33%
$831K - $838K
67.2K $3.42M
May 15, 2024 Q1 2024
Integrated Wealth Concepts LLC

BUY
 -
16K
+ 3.65%
$811K - $818K
455K $23.2M
May 14, 2024 Q1 2024
Quadrature Capital LTD

London, X0
BUY
 -
15.9K
New
$803K - $810K
15.9K $808K
Apr 17, 2024 Q1 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
15.7K
+ 22.66%
$793K - $800K
84.7K $4.32M
May 09, 2024 Q1 2024
Obsidian Personal Planning Solutions LLC

BUY
 -
15.5K
+ 15.67%
$784K - $791K
114K $5.82M
May 15, 2024 Q1 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
15.5K
New
$784K - $791K
15.5K $789K
May 07, 2024 Q1 2024
Significant Wealth Partners LLC

Cary, IL
BUY
 -
15K
New
$758K - $764K
15K $762K
Apr 29, 2024 Q1 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
14.8K
+ 73.69%
$752K - $758K
35K $1.78M
May 10, 2024 Q1 2024
Creative Planning

Overland Park, KS
BUY
 -
14.6K
+ 16.92%
$742K - $748K
101K $5.16M
May 15, 2024 Q1 2024
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
14.6K
+ 4.95%
$741K - $747K
310K $15.8M
May 08, 2024 Q1 2024
Darden Wealth Group Inc

Ann Arbor, MI
BUY
 -
14.5K
+ 26.34%
$734K - $741K
69.5K $3.54M
Apr 19, 2024 Q1 2024
Willis Johnson & Associates, Inc.

BUY
 -
14.3K
+ 3.97%
$725K - $731K
375K $19.1M
May 07, 2024 Q1 2024
Ntv Asset Management LLC

BUY
 -
14K
+ 83.46%
$707K - $713K
30.7K $1.56M
May 13, 2024 Q1 2024
Rock Creek Group, LP

BUY
 -
13.8K
New
$696K - $702K
13.8K $701K
Apr 15, 2024 Q1 2024
Chesley Taft & Associates LLC

BUY
 -
13.7K
+ 13.68%
$694K - $700K
114K $5.8M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
12.7K
+ 0.3%
$643K - $649K
4.23M $216M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
12.7K
+ 0.3%
$643K - $649K
4.23M $216M
May 09, 2024 Q1 2024
Lebenthal Global Advisors, LLC

BUY
 -
12.5K
New
$632K - $638K
12.5K $636K
May 03, 2024 Q1 2024
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
12.2K
+ 9.65%
$619K - $624K
139K $7.07M
Apr 18, 2024 Q1 2024
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
12.1K
+ 7.87%
$612K - $617K
166K $8.44M
May 15, 2024 Q1 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
11.8K
+ 6.62%
$600K - $605K
191K $9.72M
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
11.4K
New
$578K - $583K
11.4K $581K
May 01, 2024 Q1 2024
Quantitative Strategies, Inc.

Calabasas, CA
BUY
 -
11.2K
+ 7.07%
$566K - $571K
169K $8.62M
Apr 23, 2024 Q1 2024
Wealth Advisory Solutions, LLC

BUY
 -
11K
New
$557K - $562K
11K $560K
Apr 30, 2024 Q1 2024
Bay Colony Advisory Group, Inc D

BUY
 -
10.8K
+ 15.05%
$545K - $549K
82.2K $4.19M
May 15, 2024 Q1 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
10.5K
New
$533K - $538K
10.5K $536K
Apr 16, 2024 Q1 2024
Occidental Asset Management, LLC

BUY
 -
10.3K
+ 4.66%
$521K - $525K
231K $11.8M
May 15, 2024 Q1 2024
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
9.99K
+ 2.27%
$506K - $510K
451K $23M
May 01, 2024 Q1 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
9.88K
+ 28.44%
$500K - $505K
44.6K $2.27M
May 13, 2024 Q1 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
9.81K
+ 47.9%
$497K - $501K
30.3K $1.54M
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

BUY
 -
9.74K
+ 47.77%
$493K - $497K
30.1K $1.53M
May 14, 2024 Q1 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
9.71K
+ 7.55%
$492K - $496K
138K $7.05M
Apr 24, 2024 Q1 2024
Callahan Advisors, LLC

BUY
 -
9.41K
New
$477K - $481K
9.41K $479K
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
9.36K
+ 13.3%
$474K - $478K
79.7K $4.06M
May 08, 2024 Q1 2024
Belpointe Asset Management LLC

BUY
 -
9.3K
+ 95.63%
$471K - $475K
19K $969K

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