Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.58K+ 7.93% |
$130K - $131K
|
35.1K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.51K+ 75.63% |
$127K - $127K
|
5.82K
$296K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5K+ 34.37% |
$127K - $127K
|
9.79K
$499K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.49K+ 15.44% |
$126K - $126K
|
18.6K
$947K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.4K+ 244.65% |
$121K - $122K
|
3.38K
$172K
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 6.23% |
$121K - $121K
|
40.7K
$2.07M
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
2.32K+ 0.52% |
$117K - $118K
|
452K
$23M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.27K+ 3.04% |
$115K - $116K
|
77K
$3.92M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.23K+ 3.19% |
$113K - $113K
|
72.1K
$3.68M
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.13K+ 6.56% |
$108K - $109K
|
34.7K
$1.77M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.12K+ 3.18% |
$107K - $108K
|
68.7K
$3.5M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.1K+ 12.77% |
$106K - $107K
|
18.5K
$945K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.08K+ 1.84% |
$105K - $106K
|
115K
$5.88M
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.05K+ 3.67% |
$104K - $104K
|
57.9K
$2.95M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 45.09% |
$104K - $104K
|
6.59K
$336K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.97K+ 2.66% |
$99.6K - $100K
|
75.9K
$3.87M
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.94K+ 7.09% |
$98.1K - $98.7K
|
29.3K
$1.49M
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.87K+ 4.32% |
$94.7K - $95.3K
|
45.2K
$2.3M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.79K+ 33.67% |
$90.6K - $91.2K
|
7.11K
$362K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.76K+ 41.68% |
$88.7K - $89.3K
|
5.97K
$304K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.75K+ 0.91% |
$88.2K - $88.8K
|
194K
$9.88M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.65K+ 39.39% |
$83.6K - $84.2K
|
5.85K
$298K
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.64K+ 18.13% |
$82.9K - $83.5K
|
10.7K
$545K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 27.0% |
$82.5K - $83.1K
|
7.68K
$391K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.53K+ 12.26% |
$77.4K - $77.9K
|
14K
$714K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.5KNew |
$75.6K - $76.1K
|
1.5K
$76.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.48K+ 3.0% |
$74.9K - $75.4K
|
50.8K
$2.59M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.47K+ 7.88% |
$74.2K - $74.7K
|
20.1K
$1.02M
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.43K+ 4.1% |
$72.5K - $72.9K
|
36.4K
$1.85M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.39K+ 5.59% |
$70.4K - $70.8K
|
26.3K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.38K+ 7.84% |
$70K - $70.4K
|
19K
$970K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.26K+ 1.87% |
$63.7K - $64.1K
|
68.6K
$3.49M
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.2K+ 1.84% |
$60.6K - $61K
|
66.3K
$3.38M
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.2K+ 3.85% |
$60.6K - $61K
|
32.3K
$1.65M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 1.02% |
$56.1K - $56.5K
|
110K
$5.6M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.11K+ 14.8% |
$56.1K - $56.4K
|
8.6K
$438K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.08K+ 1.47% |
$54.6K - $54.9K
|
74.4K
$3.79M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.07K+ 9.12% |
$54.3K - $54.6K
|
12.8K
$654K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.03KNew |
$52.1K - $52.4K
|
1.03K
$52.5K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
988+ 1.74% |
$50K - $50.3K
|
57.7K
$2.94M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
976New |
$49.3K - $49.7K
|
976
$49.7K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
974+ 8.03% |
$49.2K - $49.6K
|
13.1K
$667K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
923+ 17.34% |
$46.7K - $47K
|
6.25K
$318K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
780+ 2.26% |
$39.4K - $39.7K
|
35.3K
$1.8M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
729+ 17.48% |
$36.9K - $37.1K
|
4.9K
$250K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
660+ 15.37% |
$33.4K - $33.6K
|
4.96K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
587+ 13.71% |
$29.7K - $29.9K
|
4.87K
$248K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
577+ 206.07% |
$29.2K - $29.4K
|
857
$43.7K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
555+ 1.23% |
$28.1K - $28.2K
|
45.7K
$2.33M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
495+ 35.48% |
$25K - $25.2K
|
1.89K
$96.3K
|