Latest Institutional Purchases of Ishares Tr Fltg Rate Nt ETF (FLOT)
This list provides information on the latest institutional transactions involving Ishares Tr Fltg Rate Nt ETF (FLOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
25New |
$1.25K - $1.26K
|
25
$1.28K
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
9+ 0.02% |
$449 - $454
|
56.3K
$2.87M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
209KNew |
$10.4M - $10.6M
|
209K
$10.7M
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
123KNew |
$6.12M - $6.22M
|
123K
$6.28M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
100KNew |
$5M - $5.08M
|
100K
$5.13M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
76.7KNew |
$3.82M - $3.88M
|
76.7K
$3.91M
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
40.2K+ 60.25% |
$2M - $2.03M
|
107K
$5.45M
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
31.2KNew |
$1.55M - $1.58M
|
31.2K
$1.59M
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.8KNew |
$888K - $903K
|
17.8K
$911K
|
|
Aug 15, 2022
Q2 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
17KNew |
$847K - $860K
|
17K
$868K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$706K - $717K
|
14.2K
$724K
|
|
Jul 22, 2022
Q2 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.83% |
$545K - $553K
|
398K
$20.3M
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
8.38KNew |
$417K - $424K
|
8.38K
$428K
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
6.06KNew |
$302K - $307K
|
6.06K
$309K
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.61KNew |
$279K - $284K
|
5.61K
$286K
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
4.83KNew |
$240K - $244K
|
4.83K
$246K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
4.76KNew |
$237K - $240K
|
4.76K
$243K
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
4.16KNew |
$207K - $211K
|
4.16K
$212K
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.03KNew |
$201K - $204K
|
4.03K
$206K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4KNew |
$199K - $202K
|
4K
$204K
|
|
Jul 28, 2022
Q2 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.7K+ 48.81% |
$184K - $187K
|
11.3K
$576K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.3K+ 16.87% |
$164K - $167K
|
22.9K
$1.17M
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
CALL |
2.21KNew |
$110K - $112K
|
2.21K
$113K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.06KNew |
$103K - $104K
|
2.06K
$105K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2KNew |
$99.5K - $101K
|
2K
$102K
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
1.82KNew |
$90.6K - $92.1K
|
1.82K
$92.9K
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.1K+ 8.21% |
$54.5K - $55.4K
|
14.4K
$736K
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1KNew |
$49.8K - $50.6K
|
1K
$51K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
721New |
$35.9K - $36.5K
|
721
$36.8K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
683New |
$34K - $34.5K
|
683
$34.9K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
490New |
$24.4K - $24.8K
|
490
$25K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
259New |
$12.9K - $13.1K
|
259
$13.2K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
258New |
$12.8K - $13K
|
258
$13.2K
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
193+ 1.51% |
$9.61K - $9.76K
|
13K
$661K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
191New |
$9.51K - $9.66K
|
191
$9.75K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
117New |
$5.82K - $5.92K
|
117
$5.97K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
322KNew |
$16.2M - $16.3M
|
322K
$16.4M
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
27.6K+ 552.0% |
$1.39M - $1.4M
|
32.6K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.97K+ 296.5% |
$149K - $150K
|
3.97K
$202K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
637New |
$32.1K - $32.3K
|
637
$32.5K
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
100New |
$5.04K - $5.07K
|
100
$5.1K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50New |
$2.52K - $2.54K
|
50
$2.55K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
42New |
$2.11K - $2.13K
|
42
$2.14K
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
155KNew |
$7.82M - $7.85M
|
155K
$7.88M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10.2KNew |
$516K - $518K
|
10.2K
$521K
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 36913.33% |
$280K - $281K
|
5.55K
$283K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$2.78K - $2.79K
|
55
$2.81K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$1.78M - $1.78M
|
35K
$1.79M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.88KNew |
$400K - $401K
|
7.88K
$402K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.4KNew |
$70.9K - $71K
|
1.4K
$71.2K
|