Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
42.5K+ 18.27% |
$2.16M - $2.17M
|
275K
$14M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
16K+ 218.96% |
$811K - $816K
|
23.3K
$1.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15.4K+ 513433.34% |
$781K - $787K
|
15.4K
$785K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$705K - $710K
|
13.9K
$708K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
7.56K+ 7.39% |
$384K - $386K
|
110K
$5.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.33K+ 53.75% |
$118K - $119K
|
6.66K
$339K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.29K+ 1.59% |
$116K - $117K
|
146K
$7.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502+ 2.05% |
$25.5K - $25.6K
|
25K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.77% |
$1.01K - $1.02K
|
1.15K
$58.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-255- 3.77% |
$12.9K - $13K
|
6.51K
$332K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-348- 2.67% |
$17.7K - $17.8K
|
12.7K
$645K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-383- 0.84% |
$19.4K - $19.6K
|
45.2K
$2.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-730- 0.9% |
$37K - $37.3K
|
80.5K
$4.1M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-839- 2.4% |
$42.6K - $42.9K
|
34.1K
$1.74M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.06K- 2.56% |
$53.7K - $54.1K
|
40.3K
$2.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-27.4K- 40.14% |
$1.39M - $1.4M
|
40.9K
$2.08M
|