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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 8.27% |
$78.7K - $79.4K
|
20.3K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.53K+ 27.61% |
$77.3K - $78K
|
7.05K
$359K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.43K+ 1.89% |
$72.4K - $73.1K
|
77.1K
$3.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42K+ 38.17% |
$72K - $72.7K
|
5.15K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.33K+ 3.0% |
$67.5K - $68.2K
|
45.7K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.23K+ 0.34% |
$62.2K - $62.8K
|
367K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 5.65% |
$61.9K - $62.5K
|
22.8K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.19K+ 129.36% |
$60.5K - $61K
|
2.12K
$108K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.16K+ 4.65% |
$58.7K - $59.3K
|
26.1K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 9.09% |
$56.6K - $57.1K
|
13.4K
$684K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.05K+ 26.12% |
$52.9K - $53.4K
|
5.05K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.04K+ 0.83% |
$52.4K - $52.9K
|
126K
$6.41M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1K+ 7.51% |
$50.8K - $51.3K
|
14.4K
$733K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1K+ 20.11% |
$50.7K - $51.2K
|
5.98K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
948+ 16.57% |
$48K - $48.5K
|
6.67K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
928+ 4.36% |
$47K - $47.4K
|
22.2K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
918+ 0.92% |
$46.5K - $46.9K
|
101K
$5.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
907+ 11.84% |
$45.9K - $46.4K
|
8.57K
$436K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
813+ 2.38% |
$41.2K - $41.6K
|
34.9K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
810New |
$41K - $41.4K
|
810
$41.3K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
809+ 10.5% |
$41K - $41.3K
|
8.51K
$434K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
800New |
$40.5K - $40.9K
|
800
$40.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
786+ 1.5% |
$39.8K - $40.2K
|
53.1K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
768+ 12.1% |
$38.9K - $39.3K
|
7.11K
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
740+ 2.68% |
$37.5K - $37.8K
|
28.3K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
724+ 1.67% |
$36.7K - $37K
|
44.1K
$2.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
715+ 12.62% |
$36.2K - $36.5K
|
6.38K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
704+ 4.45% |
$35.6K - $36K
|
16.5K
$842K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
700New |
$35.4K - $35.8K
|
700
$35.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
649New |
$32.9K - $33.2K
|
649
$33.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
618+ 1.48% |
$31.3K - $31.6K
|
42.5K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
567+ 0.48% |
$28.7K - $29K
|
118K
$6M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
535New |
$27.1K - $27.3K
|
535
$27.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
531+ 13.54% |
$26.9K - $27.1K
|
4.45K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
524New |
$26.5K - $26.8K
|
524
$26.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
518+ 1.09% |
$26.2K - $26.5K
|
48.1K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
506+ 6.31% |
$25.6K - $25.9K
|
8.52K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
504+ 13.71% |
$25.5K - $25.8K
|
4.18K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500New |
$25.3K - $25.6K
|
500
$25.5K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
482New |
$24.4K - $24.6K
|
482
$24.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
476+ 1.14% |
$24.1K - $24.3K
|
42.3K
$2.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464New |
$23.5K - $23.7K
|
464
$23.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
464+ 1.51% |
$23.5K - $23.7K
|
31.2K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
453+ 1.43% |
$22.9K - $23.2K
|
32.1K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
431+ 9.58% |
$21.8K - $22K
|
4.93K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
416+ 1.51% |
$21.1K - $21.3K
|
27.9K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
404+ 1.3% |
$20.5K - $20.6K
|
31.6K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
400+ 2.45% |
$20.3K - $20.4K
|
16.7K
$852K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
398+ 4.32% |
$20.2K - $20.3K
|
9.61K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
392+ 4.3% |
$19.8K - $20K
|
9.5K
$484K
|