Purchases and Sales Made in Q1 2024 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 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 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
163+ 38.35% |
$8.25K - $8.33K
|
588
$30K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
133+ 45.24% |
$6.74K - $6.79K
|
427
$21.8K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
133+ 31.59% |
$6.74K - $6.79K
|
554
$28.3K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
130+ 0.4% |
$6.58K - $6.64K
|
32.7K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116+ 1.55% |
$5.87K - $5.93K
|
7.61K
$388K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
108+ 0.51% |
$5.47K - $5.52K
|
21.4K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
105+ 0.35% |
$5.32K - $5.36K
|
29.9K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
94+ 0.25% |
$4.76K - $4.8K
|
37.7K
$1.93M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
67+ 1.0% |
$3.39K - $3.42K
|
6.8K
$347K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 0.22% |
$3.14K - $3.17K
|
28.5K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
61+ 0.69% |
$3.09K - $3.12K
|
8.9K
$454K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
60+ 0.18% |
$3.04K - $3.06K
|
33.2K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
49New |
$2.48K - $2.5K
|
49
$2.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
47+ 0.98% |
$2.38K - $2.4K
|
4.85K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
36+ 0.26% |
$1.82K - $1.84K
|
13.7K
$699K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
35+ 5.84% |
$1.77K - $1.79K
|
634
$32.4K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.21% |
$1.42K - $1.43K
|
13.5K
$689K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25New |
$1.27K - $1.28K
|
25
$1.28K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25+ 0.66% |
$1.27K - $1.28K
|
3.84K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21+ 0.49% |
$1.06K - $1.07K
|
4.33K
$221K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
21+ 0.99% |
$1.06K - $1.07K
|
2.14K
$109K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 0.34% |
$1.01K - $1.02K
|
5.9K
$301K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
17+ 5.09% |
$861 - $868
|
351
$17.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
16+ 0.32% |
$810 - $817
|
5K
$255K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$760 - $766
|
15
$765
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.13% |
$608 - $613
|
9.12K
$465K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 10.81% |
$608 - $613
|
123
$6.28K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11+ 0.11% |
$557 - $562
|
9.73K
$496K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.91% |
$557 - $562
|
1.22K
$62.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
11+ 0.12% |
$557 - $562
|
9.21K
$470K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 0.92% |
$506 - $511
|
1.09K
$55.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.85% |
$203 - $204
|
473
$24.1K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4+ 2.74% |
$203 - $204
|
150
$7.65K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 1.08% |
$152 - $153
|
280
$14.3K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.81% |
$50.6 - $51.1
|
125
$6.38K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.93% |
$50.6 - $51.1
|
108
$5.51K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 12.9% |
$405 - $409
|
54
$2.76K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-9- 0.17% |
$456 - $460
|
5.15K
$263K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 92.31% |
$608 - $613
|
1
$51
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.19% |
$1.27K - $1.28K
|
12.9K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 1.25% |
$1.27K - $1.28K
|
1.97K
$101K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 4.1% |
$1.52K - $1.53K
|
702
$35.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-32- 33.68% |
$1.62K - $1.63K
|
63
$3.21K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-39- 0.47% |
$1.97K - $1.99K
|
8.33K
$425K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40- 0.82% |
$2.03K - $2.04K
|
4.81K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 0.53% |
$3.14K - $3.17K
|
11.6K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-71- 1.37% |
$3.6K - $3.63K
|
5.1K
$260K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-78- 0.04% |
$3.95K - $3.98K
|
184K
$9.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-80- 28.99% |
$4.05K - $4.09K
|
196
$10K
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-82- 1.38% |
$4.15K - $4.19K
|
5.88K
$300K
|