Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-180- 0.84% |
$9.09K - $9.16K
|
21.1K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-184- 2.43% |
$9.29K - $9.36K
|
7.38K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-185- 1.41% |
$9.34K - $9.41K
|
12.9K
$660K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-190- 3.44% |
$9.59K - $9.67K
|
5.34K
$273K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-197- 0.59% |
$9.94K - $10K
|
33.1K
$1.69M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-205- 1.89% |
$10.3K - $10.4K
|
10.6K
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-210- 0.4% |
$10.6K - $10.7K
|
52.3K
$2.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-225- 2.77% |
$11.4K - $11.5K
|
7.89K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-245- 2.04% |
$12.4K - $12.5K
|
11.8K
$601K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-254- 1.37% |
$12.8K - $12.9K
|
18.3K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-300- 3.28% |
$15.1K - $15.3K
|
8.84K
$452K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-305- 13.5% |
$15.4K - $15.5K
|
1.95K
$99.8K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-324- 1.23% |
$16.4K - $16.5K
|
26K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-333- 5.27% |
$16.8K - $16.9K
|
5.98K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-334- 2.04% |
$16.9K - $17K
|
16K
$820K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-342- 2.44% |
$17.3K - $17.4K
|
13.7K
$698K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-352- 78.75% |
$17.8K - $17.9K
|
95
$4.85K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-380- 5.13% |
$19.2K - $19.3K
|
7.03K
$359K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-383- 4.84% |
$19.3K - $19.5K
|
7.53K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-395- 10.35% |
$19.9K - $20.1K
|
3.42K
$175K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-409- 1.81% |
$20.6K - $20.8K
|
22.2K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-411- 16.24% |
$20.7K - $20.9K
|
2.12K
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-411- 0.6% |
$20.7K - $20.9K
|
68.4K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-415- 3.63% |
$20.9K - $21.1K
|
11K
$563K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-424- 6.19% |
$21.4K - $21.6K
|
6.42K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-425- 3.19% |
$21.5K - $21.6K
|
12.9K
$658K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-468- 1.45% |
$23.6K - $23.8K
|
31.7K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-473- 10.39% |
$23.9K - $24.1K
|
4.08K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-478- 9.36% |
$24.1K - $24.3K
|
4.63K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-486- 9.67% |
$24.5K - $24.7K
|
4.54K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 4.26% |
$25.2K - $25.4K
|
11.2K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-500- 2.61% |
$25.2K - $25.4K
|
18.7K
$953K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-555Closed |
$28K - $28.2K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-564- 97.75% |
$28.5K - $28.7K
|
13
$664
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-586- 9.86% |
$29.6K - $29.8K
|
5.36K
$274K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-644- 8.35% |
$32.5K - $32.8K
|
7.07K
$361K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-665- 33.38% |
$33.6K - $33.8K
|
1.33K
$67.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-676- 69.26% |
$34.1K - $34.4K
|
300
$15.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-695- 3.28% |
$35.1K - $35.4K
|
20.5K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-700- 7.14% |
$35.3K - $35.6K
|
9.11K
$465K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-702- 32.26% |
$35.4K - $35.7K
|
1.47K
$75.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-708- 8.99% |
$35.7K - $36K
|
7.17K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-710- 1.49% |
$35.8K - $36.1K
|
47K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-711- 4.9% |
$35.9K - $36.2K
|
13.8K
$705K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-722- 7.03% |
$36.4K - $36.7K
|
9.55K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-781- 1.05% |
$39.4K - $39.7K
|
73.6K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-789- 4.96% |
$39.8K - $40.2K
|
15.1K
$772K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-805- 16.43% |
$40.6K - $41K
|
4.09K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-822- 7.17% |
$41.5K - $41.8K
|
10.6K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-845- 9.77% |
$42.7K - $43K
|
7.8K
$399K
|