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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
3.91K+ 4.94% |
$198K - $199K
|
83K
$4.23M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.86K+ 94.35% |
$195K - $196K
|
7.95K
$405K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.84K+ 6.84% |
$194K - $195K
|
59.9K
$3.05M
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
3.79K+ 0.6% |
$192K - $193K
|
639K
$32.5M
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.76K+ 44.77% |
$190K - $191K
|
12.1K
$619K
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
3.73K+ 60.05% |
$189K - $190K
|
9.95K
$507K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.44K+ 2.18% |
$174K - $175K
|
161K
$8.21M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.39K+ 97.61% |
$172K - $172K
|
6.86K
$349K
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.38K+ 9.63% |
$171K - $172K
|
38.5K
$1.96M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
3.16K+ 380.94% |
$160K - $160K
|
3.99K
$203K
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3KNew |
$152K - $152K
|
3K
$153K
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.98K+ 4.66% |
$151K - $152K
|
67K
$3.41M
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.96K+ 99.46% |
$150K - $150K
|
5.93K
$302K
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.9KNew |
$147K - $147K
|
2.9K
$148K
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.85K+ 36.9% |
$144K - $145K
|
10.6K
$539K
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.84K+ 23.35% |
$144K - $144K
|
15K
$764K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.75K+ 29.62% |
$139K - $140K
|
12K
$613K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.69K+ 18.36% |
$136K - $137K
|
17.3K
$883K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.66K+ 36.56% |
$135K - $135K
|
9.94K
$506K
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.6K+ 16.74% |
$132K - $132K
|
18.2K
$925K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 29.34% |
$127K - $128K
|
11.1K
$564K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.48K+ 7.92% |
$126K - $126K
|
33.8K
$1.72M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.44K+ 14.61% |
$123K - $124K
|
19.1K
$974K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.3K+ 10.36% |
$116K - $117K
|
24.5K
$1.25M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.26K+ 12.36% |
$115K - $115K
|
20.6K
$1.05M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.23K+ 103.72% |
$113K - $113K
|
4.38K
$223K
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 11.4% |
$107K - $108K
|
20.7K
$1.06M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
2K+ 17.53% |
$101K - $102K
|
13.4K
$683K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$99.9K - $100K
|
1.97K
$101K
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
BUY
|
- |
1.97KNew |
$99.6K - $100K
|
1.97K
$100K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$99.6K - $100K
|
1.97K
$100K
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.88K+ 3.77% |
$95.1K - $95.5K
|
51.7K
$2.63M
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.83K+ 37.85% |
$92.8K - $93.1K
|
6.68K
$340K
|
|
Feb 08, 2022
Q4 2021
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
1.82K+ 1.96% |
$91.9K - $92.2K
|
94.6K
$4.82M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.75K+ 15.31% |
$88.6K - $88.9K
|
13.2K
$671K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.68K+ 240.0% |
$85.1K - $85.4K
|
2.38K
$121K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 20.17% |
$82.9K - $83.2K
|
9.76K
$497K
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.62K+ 1.28% |
$81.8K - $82.1K
|
128K
$6.51M
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.6K+ 21.67% |
$81K - $81.3K
|
8.98K
$458K
|
|
Jan 04, 2022
Q4 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.58K+ 14.05% |
$80K - $80.3K
|
12.8K
$654K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.58KNew |
$79.8K - $80.1K
|
1.58K
$80.3K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.56K+ 5.1% |
$78.9K - $79.2K
|
32.1K
$1.64M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.56K+ 0.9% |
$78.9K - $79.2K
|
174K
$8.88M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.55K+ 3.0% |
$78.7K - $79K
|
53.3K
$2.72M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.53KNew |
$77.5K - $77.7K
|
1.53K
$78K
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.48K+ 20.7% |
$74.9K - $75.1K
|
8.62K
$439K
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.4K+ 3.84% |
$70.9K - $71.1K
|
37.9K
$1.93M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 1.41% |
$62.3K - $62.5K
|
88.4K
$4.5M
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.2K+ 24.58% |
$60.8K - $61K
|
6.08K
$310K
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.14K+ 7.02% |
$57.8K - $58K
|
17.4K
$887K
|