Mbm Wealth Consultants, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Mbm Wealth Consultants, LLC

$284 Million
Q1 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 165,657 shares of FLOT stock, worth $8.46 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

165,657

Previous 153,573 7.87%

Holding current value

$8.46 Million

Previous $7.77 Million 8.81%

% of portfolio

2.98%

Previous 2.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$50.64 - $51.08 $611,933 - $617,250	12,084 Added 7.87%	165,657 $8.46 Million
Q4 2023 Jan 30, 2024	BUY	$50.48 - $50.89 $1.31 Million - $1.32 Million	25,888 Added 20.27%	153,573 $7.77 Million
Q3 2023 Oct 19, 2023	BUY	$50.56 - $50.89 $870,845 - $876,529	17,224 Added 15.59%	127,685 $6.5 Million
Q2 2023 Jul 24, 2023	SELL	$50.19 - $50.83 $2.5 Million - $2.53 Million	-49,859 Reduced 31.1%	110,461 $5.61 Million
Q4 2022 Feb 15, 2023	BUY	$50.07 - $50.42 $391,046 - $393,780	7,810 Added 5.12%	160,320 $8.07 Million

Q3 2022 Oct 24, 2022	BUY	N/A	78,414 Added 105.83%	152,510 $7.66 Million
Q2 2022 Aug 15, 2022	BUY	N/A	74,096 New	74,096 $3.7 Million

Others Institutions Holding FLOT

# of Institutions

634

Shares Held

97.6M

Call Options Held

Put Options Held

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About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
Sector ETFs
Industry ETFs

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Mbm Wealth Consultants, LLC Ishares Tr Fltg Rate Nt ETF Transaction History