Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
66+ 1.42% |
$3.35K - $3.38K
|
4.71K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60New |
$3.05K - $3.07K
|
60
$3.06K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45+ 0.33% |
$2.29K - $2.3K
|
13.5K
$690K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
33+ 1.54% |
$1.68K - $1.69K
|
2.17K
$111K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
33+ 0.53% |
$1.68K - $1.69K
|
6.25K
$318K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28+ 3.13% |
$1.42K - $1.43K
|
923
$47K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27New |
$1.37K - $1.38K
|
27
$1.38K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.56% |
$1.27K - $1.28K
|
4.45K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.05% |
$1.12K - $1.13K
|
47.9K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 0.47% |
$966 - $972
|
4.03K
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 0.19% |
$915 - $921
|
9.74K
$496K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
17+ 1.56% |
$864 - $870
|
1.11K
$56.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15+ 0.16% |
$762 - $767
|
9.13K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.32% |
$661 - $665
|
4.02K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
12+ 0.28% |
$610 - $614
|
4.27K
$218K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 1.51% |
$457 - $460
|
604
$30.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 4.0% |
$305 - $307
|
156
$7.95K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$203 - $205
|
17.4K
$885K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.43% |
$203 - $205
|
284
$14.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.85% |
$203 - $205
|
477
$24.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.04% |
$50.8 - $51.2
|
2.42K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9- 0.12% |
$457 - $460
|
7.43K
$379K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 0.49% |
$1.07K - $1.07K
|
4.31K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.14% |
$1.27K - $1.28K
|
18K
$917K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-30- 1.77% |
$1.52K - $1.53K
|
1.67K
$84.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-30- 27.78% |
$1.52K - $1.53K
|
78
$3.97K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-32- 0.28% |
$1.63K - $1.64K
|
11.6K
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-36- 29.27% |
$1.83K - $1.84K
|
87
$4.43K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-39- 6.15% |
$1.98K - $1.99K
|
595
$30.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 0.21% |
$2.03K - $2.05K
|
18.8K
$958K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 25.48% |
$2.03K - $2.05K
|
117
$5.96K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-52- 0.51% |
$2.64K - $2.66K
|
10.1K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-62- 1.51% |
$3.15K - $3.17K
|
4.05K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-68- 2.74% |
$3.46K - $3.48K
|
2.42K
$123K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-84- 6.54% |
$4.27K - $4.3K
|
1.2K
$61.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 0.41% |
$5.08K - $5.12K
|
24.4K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 50.0% |
$5.08K - $5.12K
|
100
$5.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 20.0% |
$5.08K - $5.12K
|
400
$20.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-111- 2.89% |
$5.64K - $5.68K
|
3.73K
$190K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-141- 2.89% |
$7.17K - $7.21K
|
4.73K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-144- 0.93% |
$7.32K - $7.37K
|
15.3K
$781K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-145- 7.36% |
$7.37K - $7.42K
|
1.83K
$93K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-156- 2.03% |
$7.93K - $7.98K
|
7.55K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-163- 27.72% |
$8.28K - $8.34K
|
425
$21.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-177- 0.59% |
$9K - $9.05K
|
29.6K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-180- 0.26% |
$9.15K - $9.21K
|
69.3K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-186- 2.03% |
$9.45K - $9.51K
|
8.96K
$456K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-192- 2.6% |
$9.76K - $9.82K
|
7.18K
$366K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-194- 9.93% |
$9.86K - $9.92K
|
1.76K
$89.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-195- 4.28% |
$9.91K - $9.97K
|
4.36K
$222K
|