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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.22K- 14.57% |
$265K - $267K
|
30.6K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-5.24K- 36.87% |
$266K - $268K
|
8.97K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.33K- 39.62% |
$270K - $272K
|
8.12K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.34K- 27.2% |
$271K - $273K
|
14.3K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.39K- 20.16% |
$274K - $275K
|
21.4K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.28K- 9.8% |
$318K - $321K
|
57.8K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.8K- 4.98% |
$345K - $347K
|
130K
$6.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.39K- 59.8% |
$375K - $378K
|
4.97K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.1K- 35.34% |
$411K - $413K
|
14.8K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.51K- 4.51% |
$432K - $435K
|
180K
$9.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.75K- 20.61% |
$444K - $447K
|
33.7K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.82K- 10.11% |
$448K - $451K
|
78.4K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9.2K- 16.24% |
$467K - $470K
|
47.4K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-9.51K- 3.41% |
$482K - $486K
|
269K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.1K- 20.44% |
$511K - $515K
|
39.2K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.2K- 66.67% |
$518K - $522K
|
5.11K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-10.5K- 7.66% |
$531K - $535K
|
126K
$6.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11K- 52.37% |
$556K - $560K
|
9.97K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.3K- 12.86% |
$572K - $576K
|
76.5K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-11.3K- 11.63% |
$573K - $577K
|
85.9K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-11.9K- 45.94% |
$603K - $608K
|
14K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-12K- 12.54% |
$607K - $611K
|
83.4K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-12.3K- 8.68% |
$623K - $628K
|
129K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 46.21% |
$653K - $657K
|
15K
$764K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.1K- 11.72% |
$666K - $670K
|
98.8K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.4K- 11.07% |
$682K - $686K
|
108K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13.5K- 2.06% |
$682K - $687K
|
641K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.7K- 4.31% |
$695K - $699K
|
304K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-16.2K- 6.96% |
$822K - $827K
|
217K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.9K- 23.77% |
$859K - $865K
|
54.3K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-17K- 14.48% |
$860K - $866K
|
100K
$5.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.2K- 69.74% |
$923K - $930K
|
7.9K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-18.6K- 12.98% |
$945K - $952K
|
125K
$6.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-19K- 29.91% |
$963K - $970K
|
44.5K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-19.4K- 44.94% |
$984K - $991K
|
23.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-19.7K- 3.38% |
$999K - $1.01M
|
563K
$28.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20K- 11.27% |
$1.01M - $1.02M
|
157K
$8.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-20.2K- 49.88% |
$1.03M - $1.03M
|
20.3K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-20.5K- 8.71% |
$1.04M - $1.05M
|
215K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-20.9K- 83.86% |
$1.06M - $1.07M
|
4.02K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.7K- 23.91% |
$1.1M - $1.11M
|
69.1K
$3.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-22.6K- 4.46% |
$1.14M - $1.15M
|
483K
$24.6M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-22.6K- 23.35% |
$1.15M - $1.16M
|
74.2K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-23K- 0.91% |
$1.17M - $1.18M
|
2.51M
$128M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-24.1K- 56.54% |
$1.22M - $1.23M
|
18.5K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-24.1K- 6.01% |
$1.22M - $1.23M
|
377K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-24.5K- 21.41% |
$1.24M - $1.25M
|
89.9K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25.2K- 44.26% |
$1.28M - $1.29M
|
31.7K
$1.62M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27.5K- 11.99% |
$1.39M - $1.4M
|
202K
$10.3M
|