Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 0.76% |
$508 - $508
|
1.31K
$66.5K
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-15- 0.19% |
$761 - $763
|
8K
$408K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-18- 0.46% |
$914 - $915
|
3.94K
$201K
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-24- 0.8% |
$1.22K - $1.22K
|
2.97K
$151K
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-25- 0.27% |
$1.27K - $1.27K
|
9.35K
$476K
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-26- 0.33% |
$1.32K - $1.32K
|
7.77K
$396K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-37- 7.97% |
$1.88K - $1.88K
|
427
$21.8K
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-42- 0.41% |
$2.13K - $2.14K
|
10.2K
$518K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-43- 0.9% |
$2.18K - $2.19K
|
4.74K
$242K
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-43- 54.43% |
$2.18K - $2.19K
|
36
$1.83K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-45- 0.86% |
$2.28K - $2.29K
|
5.2K
$265K
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.15% |
$2.54K - $2.54K
|
32.5K
$1.66M
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-75- 0.27% |
$3.81K - $3.81K
|
27.8K
$1.42M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-75- 0.21% |
$3.81K - $3.81K
|
36.5K
$1.86M
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-99- 2.82% |
$5.03K - $5.03K
|
3.41K
$174K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-134- 0.55% |
$6.8K - $6.81K
|
24.2K
$1.23M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-149- 0.47% |
$7.56K - $7.58K
|
31.4K
$1.6M
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-150- 97.4% |
$7.61K - $7.63K
|
4
$204
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-182- 4.81% |
$9.24K - $9.25K
|
3.6K
$183K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-227- 5.42% |
$11.5K - $11.5K
|
3.96K
$202K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-230- 4.11% |
$11.7K - $11.7K
|
5.37K
$273K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-230- 4.83% |
$11.7K - $11.7K
|
4.54K
$231K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-249Closed |
$12.6K - $12.7K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-264- 5.12% |
$13.4K - $13.4K
|
4.9K
$249K
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-268- 4.18% |
$13.6K - $13.6K
|
6.15K
$313K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-286- 2.84% |
$14.5K - $14.5K
|
9.8K
$499K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-314- 50.08% |
$15.9K - $16K
|
313
$15.9K
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-335- 0.75% |
$17K - $17K
|
44.5K
$2.27M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-376- 34.88% |
$19.1K - $19.1K
|
702
$35.8K
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-377- 38.99% |
$19.1K - $19.2K
|
590
$30.1K
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-399- 2.39% |
$20.3K - $20.3K
|
16.3K
$829K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-423Closed |
$21.5K - $21.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-426Closed |
$21.6K - $21.7K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-434- 1.3% |
$22K - $22.1K
|
32.9K
$1.68M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-443- 3.49% |
$22.5K - $22.5K
|
12.2K
$624K
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-459- 2.63% |
$23.3K - $23.3K
|
17K
$867K
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500Closed |
$25.4K - $25.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
SELL
|
- |
-564- 0.9% |
$28.6K - $28.7K
|
62.4K
$3.18M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-565- 4.33% |
$28.7K - $28.7K
|
12.5K
$637K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-604- 7.66% |
$30.7K - $30.7K
|
7.28K
$371K
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-631- 2.4% |
$32K - $32.1K
|
25.7K
$1.31M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-638- 4.19% |
$32.4K - $32.4K
|
14.6K
$744K
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-651- 2.79% |
$33K - $33.1K
|
22.7K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-672- 9.12% |
$34.1K - $34.2K
|
6.7K
$341K
|
|
Oct 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-700- 1.23% |
$35.5K - $35.6K
|
56K
$2.85M
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-730- 3.44% |
$37.1K - $37.1K
|
20.5K
$1.04M
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-758- 9.17% |
$38.5K - $38.5K
|
7.51K
$383K
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-760- 8.73% |
$38.6K - $38.6K
|
7.95K
$405K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-789- 61.45% |
$40K - $40.1K
|
495
$25.2K
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-863- 1.34% |
$43.8K - $43.9K
|
63.7K
$3.25M
|