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Ishares Tr fltg rate nt shares owned by Summit Financial

Quarter-by-quarter ownership of Ishares Tr fltg rate nt (FLOT) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Ishares Tr fltg rate nt

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fltg rate nt held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fltg rate nt by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 25k 51.06
2023-12-31 $1.1M 22k 50.62
2023-09-30 $1.9M 36k 50.89
2023-06-30 $1.9M 38k 50.82

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Top funds holding Ishares Tr fltg rate nt

Bank of America Corporation
BlackRock
Morgan Stanley
Northern Trust
Franklin Resources
LPL Financial
New York Life Investment Management
UBS Group
Pnc Financial Services
Assetmark
Wells Fargo & Company
Glenview Trust
Envestnet Asset Management
Royal Bank of Canada
Ameriprise Financial

View all funds holding Ishares Tr fltg rate nt