Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
368+ 1.92% |
$18.3K - $18.6K
|
19.6K
$997K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
354New |
$17.6K - $17.9K
|
354
$18K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
332+ 0.11% |
$16.6K - $16.7K
|
301K
$15.3M
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
332+ 0.45% |
$16.6K - $16.7K
|
73.5K
$3.75M
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
324+ 2.78% |
$16.2K - $16.3K
|
12K
$611K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
299+ 1.97% |
$14.9K - $15.1K
|
15.5K
$790K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
275+ 6.15% |
$13.7K - $13.9K
|
4.75K
$242K
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
243+ 300.0% |
$12.1K - $12.3K
|
324
$16.5K
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
231New |
$11.5K - $11.7K
|
231
$11.8K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
222+ 6.84% |
$11.1K - $11.2K
|
3.47K
$177K
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
200+ 2.08% |
$9.97K - $10.1K
|
9.83K
$501K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
188New |
$9.37K - $9.48K
|
188
$9.58K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
143+ 0.74% |
$7.13K - $7.21K
|
19.5K
$993K
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
137+ 0.18% |
$6.83K - $6.91K
|
76.6K
$3.9M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
132New |
$6.58K - $6.66K
|
132
$6.73K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
128New |
$6.38K - $6.46K
|
128
$6.52K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
115+ 95.83% |
$5.73K - $5.8K
|
235
$12K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
115+ 127.78% |
$5.73K - $5.8K
|
205
$10.4K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
111+ 0.12% |
$5.53K - $5.6K
|
91.8K
$4.67M
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
88+ 0.45% |
$4.39K - $4.44K
|
19.7K
$1.01M
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
79+ 1.64% |
$3.94K - $3.99K
|
4.9K
$249K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
77+ 1.32% |
$3.84K - $3.88K
|
5.91K
$301K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
75New |
$3.74K - $3.78K
|
75
$3.82K
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
58+ 0.45% |
$2.89K - $2.93K
|
12.9K
$658K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
53+ 0.4% |
$2.64K - $2.67K
|
13.2K
$671K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
51+ 4.52% |
$2.54K - $2.57K
|
1.18K
$60.1K
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
46+ 0.01% |
$2.29K - $2.32K
|
379K
$19.3M
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
44+ 0.7% |
$2.19K - $2.22K
|
6.29K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
38+ 0.06% |
$1.89K - $1.92K
|
61K
$3.11M
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
27+ 0.6% |
$1.35K - $1.36K
|
4.49K
$229K
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
27+ 0.06% |
$1.35K - $1.36K
|
46.1K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
25New |
$1.25K - $1.26K
|
25
$1.27K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
23+ 0.38% |
$1.15K - $1.16K
|
6K
$306K
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
15+ 0.23% |
$748 - $757
|
6.53K
$333K
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.11% |
$748 - $757
|
13.5K
$687K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.43% |
$648 - $656
|
3.02K
$154K
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
12+ 0.35% |
$598 - $605
|
3.46K
$176K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.32% |
$548 - $555
|
3.48K
$177K
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
9+ 0.02% |
$449 - $454
|
56.3K
$2.87M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.05% |
$199 - $202
|
8K
$408K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.11% |
$199 - $202
|
3.69K
$188K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.63% |
$99.7 - $101
|
318
$16.2K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.01% |
$99.7 - $101
|
23.6K
$1.2M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$49.9 - $50.5
|
271
$13.8K
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.87% |
$49.9 - $50.5
|
116
$5.91K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.39% |
$49.9 - $50.5
|
258
$13.1K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.38% |
$49.9 - $50.5
|
264
$13.5K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.12% |
$49.9 - $50.5
|
866
$44.1K
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$49.9 - $50.5
|
9.07K
$462K
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1- 6.67% |
$49.9 - $50.5
|
14
$713
|