Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.73K+ 41.07% |
$290K - $293K
|
19.7K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.58K+ 4.25% |
$282K - $285K
|
137K
$6.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.42KNew |
$274K - $277K
|
5.42K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.02K+ 63.57% |
$254K - $256K
|
12.9K
$658K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
4.83KNew |
$244K - $247K
|
4.83K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.77K+ 2.04% |
$241K - $244K
|
238K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 6.69% |
$240K - $242K
|
75.6K
$3.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.63K+ 6.08% |
$235K - $237K
|
80.9K
$4.12M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
4.63KNew |
$234K - $237K
|
4.63K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.5K+ 50.28% |
$228K - $230K
|
13.5K
$686K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.33KNew |
$219K - $221K
|
4.33K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4.31K+ 46.87% |
$218K - $220K
|
13.5K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.2K+ 4.28% |
$213K - $215K
|
102K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.17K+ 4.78% |
$211K - $213K
|
91.5K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.12K+ 4.55% |
$209K - $211K
|
94.7K
$4.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.11K+ 3.29% |
$208K - $210K
|
129K
$6.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.08K+ 19.08% |
$207K - $209K
|
25.5K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$207K - $208K
|
4.08K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.08K+ 18.9% |
$206K - $208K
|
25.6K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.04K+ 2.45% |
$204K - $206K
|
169K
$8.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.98K+ 2.85% |
$201K - $203K
|
144K
$7.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.98K+ 22.27% |
$201K - $203K
|
21.8K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.97K+ 20.24% |
$201K - $203K
|
23.6K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.92K+ 4.67% |
$198K - $200K
|
87.7K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.89K+ 24.96% |
$197K - $199K
|
19.5K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.78K+ 5.46% |
$192K - $193K
|
73.1K
$3.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.45K+ 8.85% |
$175K - $176K
|
42.5K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.41K+ 29.42% |
$173K - $174K
|
15K
$764K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$172K - $174K
|
3.4K
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.26K+ 10.95% |
$165K - $167K
|
33K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
3.24K+ 5.31% |
$164K - $165K
|
64.2K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.17K+ 17.88% |
$160K - $162K
|
20.9K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.12K+ 3.89% |
$158K - $159K
|
83.3K
$4.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.95K+ 7.83% |
$149K - $151K
|
40.6K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.76K+ 2.25% |
$140K - $141K
|
126K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.7K+ 4.75% |
$136K - $138K
|
59.4K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2.68K+ 2.37% |
$136K - $137K
|
116K
$5.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.67K+ 11.95% |
$135K - $136K
|
25K
$1.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.59K+ 3.45% |
$131K - $132K
|
77.6K
$3.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.52K+ 60.54% |
$128K - $129K
|
6.69K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.52K+ 20.32% |
$127K - $129K
|
14.9K
$759K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.31K+ 1.89% |
$117K - $118K
|
125K
$6.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.26KNew |
$114K - $115K
|
2.26K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
2.2KNew |
$111K - $112K
|
2.2K
$112K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.08K+ 6.27% |
$105K - $106K
|
35.2K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.02K+ 1.71% |
$102K - $103K
|
120K
$6.11M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.02K+ 4.53% |
$102K - $103K
|
46.5K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.88K+ 1.34% |
$95.3K - $96.2K
|
142K
$7.25M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.66K+ 28.6% |
$83.9K - $84.7K
|
7.46K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.58K+ 9.67% |
$79.9K - $80.7K
|
17.9K
$913K
|