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 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.69K+ 16.79% |
$390K - $393K
|
53.5K
$2.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
7.56K+ 7.39% |
$384K - $386K
|
110K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.22K+ 3.01% |
$366K - $369K
|
248K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
7.21K+ 5.06% |
$366K - $368K
|
150K
$7.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7K+ 1400.0% |
$355K - $358K
|
7.5K
$382K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.95K+ 143.94% |
$352K - $355K
|
11.8K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.93KNew |
$351K - $354K
|
6.93K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
6.77K+ 4.54% |
$343K - $346K
|
156K
$7.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
6.76KNew |
$343K - $345K
|
6.76K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6.62KNew |
$336K - $338K
|
6.62K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.48KNew |
$329K - $331K
|
6.48K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.13K+ 261.9% |
$311K - $313K
|
8.47K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.04K+ 47.21% |
$306K - $308K
|
18.8K
$959K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
5.92KNew |
$301K - $303K
|
5.92K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.75KNew |
$291K - $294K
|
5.75K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.69KNew |
$289K - $291K
|
5.69K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.67K+ 83.22% |
$288K - $290K
|
12.5K
$636K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.62KNew |
$285K - $287K
|
5.62K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.34K+ 99.11% |
$271K - $273K
|
10.7K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.32KNew |
$270K - $272K
|
5.32K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.32KNew |
$270K - $271K
|
5.32K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.29K+ 199.02% |
$268K - $270K
|
7.95K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.28K+ 20.76% |
$268K - $269K
|
30.7K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.15KNew |
$261K - $263K
|
5.15K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.13K+ 6.65% |
$260K - $262K
|
82.2K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.1KNew |
$259K - $261K
|
5.1K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
5.09K+ 1.07% |
$258K - $260K
|
480K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
4.77K+ 36.32% |
$242K - $244K
|
17.9K
$912K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.62K+ 56.02% |
$234K - $236K
|
12.9K
$655K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.48K+ 8.93% |
$227K - $229K
|
54.6K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.41KNew |
$224K - $225K
|
4.41K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.39K+ 21.59% |
$223K - $224K
|
24.7K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.39K+ 2.05% |
$223K - $224K
|
219K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.27KNew |
$217K - $218K
|
4.27K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.27K+ 4.66% |
$217K - $218K
|
95.9K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.24K+ 28.45% |
$215K - $216K
|
19.1K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
4.16KNew |
$211K - $213K
|
4.16K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.02KNew |
$204K - $205K
|
4.02K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$203K - $204K
|
4K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
3.92K+ 14.12% |
$199K - $200K
|
31.7K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.88K+ 46.39% |
$197K - $198K
|
12.2K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.85K+ 54.6% |
$196K - $197K
|
10.9K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.68K+ 2.93% |
$187K - $188K
|
129K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.62K+ 26.85% |
$183K - $185K
|
17.1K
$870K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.52K+ 9.34% |
$179K - $180K
|
41.3K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.45K+ 28.88% |
$175K - $176K
|
15.4K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 6.64% |
$160K - $161K
|
50.7K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.14K+ 42.09% |
$159K - $160K
|
10.6K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 7.17% |
$150K - $151K
|
44.3K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.93K+ 28.27% |
$149K - $150K
|
13.3K
$677K
|