Insight Wealth Strategies, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Insight Wealth Strategies, LLC

$725 Million
Q1 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 79,245 shares of FLOT stock, worth $4.03 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

79,245

Previous 80,528 1.59%

Holding current value

$4.03 Million

Previous $4.1 Million 1.27%

% of portfolio

0.56%

Previous 0.55%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 03, 2025	SELL	$50.87 - $51.09 $65,266 - $65,548	-1,283 Reduced 1.59%	79,245 $4.05 Million
Q4 2024 Jan 06, 2025	SELL	$50.73 - $51.08 $37,032 - $37,288	-730 Reduced 0.9%	80,528 $4.1 Million
Q3 2024 Oct 07, 2024	BUY	$50.63 - $51.11 $444,227 - $448,439	8,774 Added 12.1%	81,258 $4.15 Million
Q2 2024 Jul 08, 2024	BUY	$50.82 - $51.15 $297,957 - $299,892	5,863 Added 8.8%	72,484 $3.7 Million
Q1 2024 Apr 05, 2024	BUY	$50.64 - $51.08 $172,884 - $174,387	3,414 Added 5.4%	66,621 $3.4 Million
Q4 2023 Jan 12, 2024	BUY	$50.48 - $50.89 $208,431 - $210,124	4,129 Added 6.99%	63,207 $3.2 Million
Q3 2023 Oct 13, 2023	SELL	$50.56 - $50.89 $17.4 Million - $17.5 Million	-343,482 Reduced 85.32%	59,078 $3.01 Million
Q2 2023 Jul 14, 2023	SELL	$50.19 - $50.83 $4.36 Million - $4.41 Million	-86,805 Reduced 17.74%	402,560 $20.5 Million
Q1 2023 Apr 06, 2023	BUY	$49.51 - $50.8 $1.68 Million - $1.72 Million	33,923 Added 7.45%	489,365 $24.7 Million
Q4 2022 Jan 06, 2023	BUY	$50.02 - $50.42 $158,063 - $159,327	3,160 Added 0.7%	455,442 $0
Q2 2022 Jul 01, 2022	SELL	$49.77 - $50.57 $386,016 - $392,220	-7,756 Reduced 1.69%	452,282 $22.6 Million
Q1 2022 Apr 12, 2022	BUY	$50.35 - $50.74 $489,099 - $492,888	9,714 Added 2.16%	460,038 $23.2 Million
Q4 2021 Jan 31, 2022	BUY	$50.63 - $50.81 $293,198 - $294,240	5,791 Added 1.3%	450,324 $22.8 Million
Q3 2021 Oct 28, 2021	SELL	$50.76 - $50.84 $4.19 Million - $4.19 Million	-82,457 Reduced 15.65%	444,533 $22.6 Million
Q2 2021 Aug 12, 2021	SELL	$50.73 - $50.82 $450,025 - $450,824	-8,871 Reduced 1.66%	526,990 $26.8 Million
Q1 2021 May 12, 2021	BUY	$50.74 - $50.85 $2.89 Million - $2.9 Million	56,977 Added 11.9%	535,861 $27.2 Million
Q4 2020 Feb 05, 2021	BUY	$50.66 - $50.76 $1.23 Million - $1.23 Million	24,271 Added 5.34%	478,884 $24.3 Million
Q3 2020 Oct 29, 2020	SELL	$50.5 - $50.73 $2.57 Million - $2.58 Million	-50,908 Reduced 10.07%	454,613 $23.1 Million
Q2 2020 Jul 31, 2020	SELL	$48.74 - $50.59 $189,013 - $196,188	-3,878 Reduced 0.76%	505,521 $25.6 Million
Q1 2020 Apr 21, 2020	BUY	$44.1 - $51.09 $20.7 Million - $24 Million	469,927 Added 1190.53%	509,399 $24.8 Million
Q4 2019 Feb 21, 2020	BUY	$50.87 - $51.02 $97,263 - $97,550	1,912 Added 5.09%	39,472 $2.01 Million
Q3 2019 Nov 06, 2019	SELL	$50.84 - $50.97 $182,363 - $182,829	-3,587 Reduced 8.72%	37,560 $1.91 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-2,699 Reduced 6.16%	41,147 $2.1 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-344,756 Reduced 88.72%	43,846 $2.23 Million
Q4 2018 Feb 12, 2019	BUY	N/A	388,602 New	388,602 $19.6 Million

Others Institutions Holding FLOT

# of Institutions

705

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
Sector ETFs
Industry ETFs

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Insight Wealth Strategies, LLC Ishares Tr Fltg Rate Nt ETF Transaction History