Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
42+ 1.39% |
$2.1K - $2.12K
|
3.06K
$156K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 5.57% |
$1.45K - $1.46K
|
550
$28.1K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
22+ 0.21% |
$1.1K - $1.11K
|
10.5K
$536K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13+ 0.59% |
$650 - $655
|
2.22K
$113K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$500 - $504
|
10
$510
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$250 - $252
|
4.51K
$230K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4New |
$200 - $202
|
4
$204
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.55% |
$200 - $202
|
262
$13.4K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.63% |
$150 - $151
|
187
$9.54K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 1.14% |
$150 - $151
|
267
$13.6K
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
2+ 0.0% |
$100 - $101
|
47.2K
$2.41M
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2+ 0.04% |
$100 - $101
|
5.2K
$266K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.02% |
$50 - $50.4
|
4.8K
$245K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$50 - $50.4
|
272
$13.9K
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.86% |
$50 - $50.4
|
117
$5.97K
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-2- 14.29% |
$100 - $101
|
12
$612
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-2- 14.29% |
$100 - $101
|
12
$612
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-4- -0.0% |
$200 - $202
|
209K
$10.7M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 0.2% |
$350 - $353
|
3.47K
$177K
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-25- 0.17% |
$1.25K - $1.26K
|
14.4K
$734K
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.17% |
$1.25K - $1.26K
|
15K
$766K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25- 0.13% |
$1.25K - $1.26K
|
19.5K
$993K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-25- 0.05% |
$1.25K - $1.26K
|
45.7K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33- 0.9% |
$1.65K - $1.66K
|
3.65K
$186K
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-36- 0.37% |
$1.8K - $1.82K
|
9.82K
$501K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-47- 0.04% |
$2.35K - $2.37K
|
107K
$5.46M
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-48- 0.78% |
$2.4K - $2.42K
|
6.07K
$310K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.22% |
$2.5K - $2.52K
|
22.6K
$1.15M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-51- 4.32% |
$2.55K - $2.57K
|
1.13K
$57.6K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-61- 0.11% |
$3.05K - $3.08K
|
53K
$2.71M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-69- 1.55% |
$3.45K - $3.48K
|
4.4K
$224K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-74- 0.16% |
$3.7K - $3.73K
|
45.7K
$2.33M
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-76- 3.38% |
$3.8K - $3.83K
|
2.17K
$111K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-83- 1.7% |
$4.15K - $4.18K
|
4.81K
$246K
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-90- 0.8% |
$4.5K - $4.54K
|
11.1K
$568K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-99- 0.74% |
$4.95K - $4.99K
|
13.3K
$678K
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 0.13% |
$5K - $5.04K
|
76.6K
$3.91M
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-120- 2.63% |
$6K - $6.05K
|
4.44K
$227K
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-123- 0.17% |
$6.15K - $6.2K
|
73.4K
$3.74M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-133- 0.51% |
$6.65K - $6.71K
|
25.7K
$1.31M
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-150- 3.06% |
$7.5K - $7.56K
|
4.75K
$242K
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-152- 1.98% |
$7.6K - $7.66K
|
7.54K
$385K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-156- 2.56% |
$7.8K - $7.87K
|
5.93K
$303K
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-171- 0.5% |
$8.55K - $8.62K
|
33.9K
$1.73M
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-180- 2.21% |
$9K - $9.08K
|
7.97K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-189- 3.38% |
$9.45K - $9.53K
|
5.4K
$275K
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-194- 1.11% |
$9.7K - $9.78K
|
17.2K
$879K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-200- 4.21% |
$10K - $10.1K
|
4.55K
$232K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-202- 0.91% |
$10.1K - $10.2K
|
22K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-215- 2.52% |
$10.8K - $10.8K
|
8.31K
$424K
|