Ever Source Wealth Advisors, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 98,481 shares of FLOT stock, worth $5.02 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
98,481
Previous 83,819 17.49%
Holding current value
$5.02 Million
Previous $4.26 Million 17.89%
% of portfolio
0.3%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$50.87 - $51.09 $745,855 - $749,081
14,662 Added 17.49%
98,481 $5.03 Million
Q4 2024

Feb 07, 2025
BUY
$50.73 - $51.08 $416,391 - $419,264
8,208 Added 10.86%
83,819 $4.26 Million
Q3 2024

Nov 08, 2024
BUY
$50.63 - $51.11 $240,188 - $242,465
4,744 Added 6.69%
75,611 $3.86 Million
Q2 2024

Aug 13, 2024
BUY
$50.82 - $51.15 $187,830 - $189,050
3,696 Added 5.5%
70,867 $3.62 Million
Q1 2024

Jun 11, 2024
BUY
$50.64 - $51.08 $830,951 - $838,171
16,409 Added 32.33%
67,171 $3.43 Million
Q4 2023

Feb 09, 2024
BUY
$50.48 - $50.89 $362,850 - $365,797
7,188 Added 16.5%
50,762 $2.57 Million
Q3 2023

Nov 03, 2023
SELL
$50.56 - $50.89 $1.17 Million - $1.18 Million
-23,157 Reduced 34.7%
43,574 $2.22 Million
Q2 2023

Aug 04, 2023
BUY
$50.19 - $50.83 $290,700 - $294,407
5,792 Added 9.5%
66,731 $3.39 Million
Q1 2023

May 11, 2023
BUY
$49.51 - $50.8 $3.02 Million - $3.1 Million
60,939 New
60,939 $3.07 Million
Q3 2022

Nov 07, 2022
BUY
$49.85 - $50.45 $329,757 - $333,726
6,615 New
6,615 $333,000

Others Institutions Holding FLOT

# of Institutions
716
Shares Held
152M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR FLTG RATE NT ETF

FLOT Quotes by TradingView
  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
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