Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.06KNew |
$358K - $359K
|
7.06K
$360K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
7.06KNew |
$357K - $359K
|
7.06K
$360K
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
7.02K+ 6.66% |
$355K - $357K
|
112K
$5.73M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
7K+ 20.89% |
$354K - $356K
|
40.5K
$2.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
6.89K+ 4.66% |
$349K - $350K
|
155K
$7.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.79K+ 21.41% |
$344K - $345K
|
38.5K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.69KNew |
$338K - $340K
|
6.69K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
6.67K+ 8.03% |
$338K - $339K
|
89.7K
$4.57M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.41K+ 271.27% |
$325K - $326K
|
8.77K
$447K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
6.23KNew |
$316K - $317K
|
6.23K
$318K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.12KNew |
$310K - $311K
|
6.12K
$312K
|
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
6.08KNew |
$308K - $309K
|
6.08K
$310K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.03K+ 39.41% |
$305K - $306K
|
21.3K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
6.01KNew |
$304K - $305K
|
6.01K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.95KNew |
$301K - $302K
|
5.95K
$303K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.92K+ 1.61% |
$300K - $301K
|
373K
$19M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5.86KNew |
$297K - $298K
|
5.86K
$299K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.79K+ 1.3% |
$293K - $294K
|
450K
$22.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.78KNew |
$292K - $294K
|
5.78K
$294K
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.71KNew |
$289K - $290K
|
5.71K
$291K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.67KNew |
$287K - $288K
|
5.67K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.58KNew |
$282K - $283K
|
5.58K
$284K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 46166.67% |
$280K - $281K
|
5.55K
$283K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 36913.33% |
$280K - $281K
|
5.55K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.52K+ 5.24% |
$279K - $280K
|
111K
$5.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.49KNew |
$278K - $279K
|
5.49K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.34KNew |
$271K - $271K
|
5.34K
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
5.27K+ 5.54% |
$267K - $268K
|
101K
$5.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.1KNew |
$258K - $259K
|
5.1K
$260K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
5.1KNew |
$258K - $259K
|
5.1K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.09K+ 7.21% |
$258K - $259K
|
75.7K
$3.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.07K+ 7.23% |
$257K - $258K
|
75.2K
$3.83M
|
|
|
Feb 03, 2022
Q4 2021
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
5KNew |
$253K - $254K
|
5K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$251K - $252K
|
4.96K
$253K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.93K+ 419.57% |
$250K - $250K
|
6.11K
$311K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.91KNew |
$249K - $249K
|
4.91K
$250K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
4.9K+ 8.05% |
$248K - $249K
|
65.8K
$3.35M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
4.88K+ 11.04% |
$247K - $248K
|
49K
$2.5M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.88K+ 11.04% |
$247K - $248K
|
49K
$2.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.77K+ 11.07% |
$241K - $242K
|
47.8K
$2.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.7KNew |
$238K - $239K
|
4.7K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.64K+ 37.15% |
$235K - $236K
|
17.1K
$873K
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
4.63KNew |
$235K - $235K
|
4.63K
$236K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.61KNew |
$234K - $234K
|
4.61K
$235K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
4.4K+ 6.8% |
$223K - $224K
|
69K
$3.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.35KNew |
$220K - $221K
|
4.35K
$222K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.25K+ 35.48% |
$215K - $216K
|
16.2K
$826K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.22KNew |
$214K - $214K
|
4.22K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.01K+ 23.98% |
$203K - $204K
|
20.7K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4KNew |
$203K - $203K
|
4K
$204K
|