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

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 76,460 shares of FLOT stock, worth $3.91 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
76,460
Previous 87,742 12.86%
Holding current value
$3.91 Million
Previous $4.48 Million 13.13%
% of portfolio
0.31%
Previous 0.4%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$50.73 - $51.08 $572,335 - $576,284
-11,282 Reduced 12.86%
76,460 $3.89 Million
Q3 2024

Oct 17, 2024
BUY
$50.63 - $51.11 $198,368 - $200,248
3,918 Added 4.67%
87,742 $4.48 Million
Q2 2024

Jul 12, 2024
BUY
$50.82 - $51.15 $372,561 - $374,980
7,331 Added 9.58%
83,824 $4.28 Million
Q1 2024

May 13, 2024
BUY
$50.64 - $51.08 $205,193 - $206,976
4,052 Added 5.59%
76,493 $3.91 Million
Q4 2023

Feb 14, 2024
BUY
$50.48 - $50.89 $2.76 Million - $2.78 Million
54,674 Added 307.73%
72,441 $3.67 Million
Q3 2023

Nov 07, 2023
BUY
$50.56 - $50.89 $200,672 - $201,982
3,969 Added 28.77%
17,767 $904,000
Q2 2023

Aug 10, 2023
BUY
$50.19 - $50.83 $3,212 - $3,253
64 Added 0.47%
13,798 $701,000
Q1 2023

May 05, 2023
BUY
$49.51 - $50.8 $36,290 - $37,236
733 Added 5.64%
13,734 $692,000
Q4 2022

Feb 06, 2023
SELL
$50.02 - $50.42 $24,009 - $24,201
-480 Reduced 3.56%
13,001 $654,000
Q3 2022

Nov 08, 2022
BUY
$49.85 - $50.45 $747 - $756
15 Added 0.11%
13,481 $678,000
Q2 2022

Aug 11, 2022
BUY
$49.77 - $50.57 $248 - $252
5 Added 0.04%
13,466 $672,000
Q4 2021

Feb 07, 2022
BUY
$50.63 - $50.81 $49,617 - $49,793
980 Added 7.85%
13,461 $683,000
Q2 2021

Aug 12, 2021
BUY
$50.73 - $50.82 $46,164 - $46,246
910 Added 7.86%
12,481 $634,000
Q4 2020

Feb 16, 2021
BUY
$50.66 - $50.76 $586,186 - $587,343
11,571 New
11,571 $587,000

Others Institutions Holding FLOT

# of Institutions
659
Shares Held
99.1M
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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