Liberty Wealth Management LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Liberty Wealth Management LLC

  • $504 Million
  • Q1 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 14,542 shares of FLOT stock, worth $741,932. This represents 0.15% of its overall portfolio holdings.

Number of Shares
14,542
Previous 707,418 97.94%
Holding current value
$741,932
Previous $36.1 Million 97.95%
% of portfolio
0.15%
Previous 0.63%

Shares

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

May 12, 2025
SELL
$50.87 - $51.09 $35.2 Million - $35.4 Million
-692,876 Reduced 97.94%
14,542 $742,000
Q1 2025

May 08, 2025
BUY
$50.87 - $51.09 $35.4 Million - $35.6 Million
696,688 Added 6492.9%
707,418 $36.1 Million
Q4 2024

Feb 07, 2025
BUY
$50.73 - $51.08 $270,948 - $272,818
5,341 Added 99.11%
10,730 $545,000
Q3 2024

Nov 01, 2024
SELL
$50.63 - $51.11 $14.1 Million - $14.3 Million
-279,101 Reduced 98.11%
5,389 $275,000
Q2 2024

Aug 06, 2024
BUY
$50.82 - $51.15 $14.5 Million - $14.6 Million
284,490 New
284,490 $318,000
Q2 2023

Aug 10, 2023
BUY
$50.19 - $50.83 $120,205 - $121,737
2,395 Added 36.75%
8,912 $452,000
Q1 2023

May 03, 2023
BUY
$49.51 - $50.8 $322,656 - $331,063
6,517 New
6,517 $328,000
Q4 2021

Feb 15, 2022
SELL
$50.63 - $50.81 $82,678 - $82,972
-1,633 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$50.76 - $50.84 $101 - $101
2 Added 0.12%
1,633 $83,000
Q2 2021

Aug 13, 2021
BUY
$50.73 - $50.82 $4.12 Million - $4.12 Million
81,153 Added 4632.02%
82,905 $1.63 Million
Q2 2021

Aug 13, 2021
SELL
$50.73 - $50.82 $4.12 Million - $4.13 Million
-81,274 Reduced 98.03%
1,631 $83,000
Q4 2020

Feb 09, 2021
BUY
$50.66 - $50.76 $151 - $152
3 Added 0.17%
1,752 $89,000
Q3 2020

Nov 05, 2020
SELL
$50.5 - $50.73 $353 - $355
-7 Reduced 0.4%
1,749 $89,000
Q2 2020

Aug 04, 2020
BUY
$48.74 - $50.59 $926 - $961
19 Added 1.09%
1,756 $89,000
Q1 2020

Apr 27, 2020
SELL
$44.1 - $51.09 $71,001 - $82,254
-1,610 Reduced 48.1%
1,737 $85,000
Q4 2019

Feb 05, 2020
BUY
$50.87 - $51.02 $48,326 - $48,469
950 Added 39.63%
3,347 $170,000
Q3 2019

Oct 30, 2019
BUY
$50.84 - $50.97 $32,080 - $32,162
631 Added 35.73%
2,397 $122,000
Q2 2019

Jul 30, 2019
SELL
N/A
-125 Reduced 6.61%
1,766 $90,000
Q1 2019

Apr 18, 2019
SELL
N/A
-732 Reduced 27.91%
1,891 $96,000
Q4 2018

Mar 26, 2019
BUY
N/A
2,623 New
2,623 $132,000

Others Institutions Holding FLOT

# of Institutions
728
Shares Held
154M
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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