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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-489- 19.85% |
$24.8K - $25K
|
1.97K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-489- 5.42% |
$24.8K - $25K
|
8.54K
$435K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-499- 5.95% |
$25.3K - $25.5K
|
7.89K
$402K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-557- 1.5% |
$28.2K - $28.5K
|
36.6K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-570- 5.29% |
$28.9K - $29.1K
|
10.2K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-598- 2.63% |
$30.3K - $30.6K
|
22.1K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-640- 1.52% |
$32.4K - $32.7K
|
41.4K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-651- 1.72% |
$33K - $33.3K
|
37.2K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-656- 6.2% |
$33.2K - $33.5K
|
9.92K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-665- 7.64% |
$33.7K - $34K
|
8.04K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-687- 5.1% |
$34.8K - $35.1K
|
12.8K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-690- 1.9% |
$34.9K - $35.3K
|
35.6K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-693- 6.33% |
$35.1K - $35.4K
|
10.3K
$522K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-705- 2.19% |
$35.7K - $36K
|
31.6K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-720- 5.24% |
$36.5K - $36.8K
|
13K
$663K
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-721- 0.87% |
$36.5K - $36.9K
|
82.3K
$4.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-725- 2.68% |
$36.7K - $37.1K
|
26.4K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-833- 9.19% |
$42.2K - $42.6K
|
8.24K
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-837- 3.3% |
$42.4K - $42.8K
|
24.5K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-845- 20.85% |
$42.8K - $43.2K
|
3.21K
$163K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-883- 5.52% |
$44.7K - $45.1K
|
15.1K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-885- 5.03% |
$44.8K - $45.2K
|
16.7K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-893- 4.26% |
$45.2K - $45.6K
|
20.1K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-900- 1.56% |
$45.6K - $46K
|
56.6K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-909- 18.75% |
$46K - $46.5K
|
3.94K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-912- 22.63% |
$46.2K - $46.6K
|
3.12K
$159K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-944- 1.96% |
$47.8K - $48.2K
|
47.2K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-954- 3.31% |
$48.3K - $48.8K
|
27.8K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-970- 2.04% |
$49.1K - $49.6K
|
46.6K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-991- 5.54% |
$50.2K - $50.7K
|
16.9K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 13.4% |
$51.2K - $51.7K
|
6.53K
$333K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.03K- 7.27% |
$52.3K - $52.7K
|
13.2K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.16K- 0.5% |
$58.7K - $59.2K
|
233K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 21.75% |
$60K - $60.6K
|
4.26K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.2K- 6.43% |
$60.8K - $61.3K
|
17.5K
$889K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.27K- 25.15% |
$64.3K - $64.9K
|
3.78K
$193K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.27K- 6.39% |
$64.5K - $65.1K
|
18.7K
$950K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.29K- 6.04% |
$65.3K - $65.9K
|
20.1K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.44K- 18.87% |
$72.7K - $73.3K
|
6.17K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.45K- 9.35% |
$73.6K - $74.3K
|
14.1K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.48K- 13.39% |
$75.1K - $75.8K
|
9.59K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.51K- 65.46% |
$76.7K - $77.4K
|
799
$40.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.52K- 0.64% |
$76.9K - $77.6K
|
236K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.55K- 26.96% |
$78.3K - $79K
|
4.19K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.57K- 3.47% |
$79.4K - $80.1K
|
43.6K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.58K- 6.02% |
$79.7K - $80.5K
|
24.6K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.66K- 2.05% |
$83.8K - $84.6K
|
78.9K
$4.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.68K- 3.96% |
$85.1K - $85.9K
|
40.7K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 15.22% |
$90.9K - $91.7K
|
10K
$510K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.95K- 47.71% |
$98.5K - $99.4K
|
2.13K
$109K
|