Shira Ridge Wealth Management Ishares Tr Fltg Rate Nt ETF Transaction History

Shira Ridge Wealth Management

$201 Billion
Q1 2025

A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 72,382 shares of FLOT stock, worth $3.69 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

72,382

Previous 70,931 2.05%

Holding current value

$3.69 Million

Previous $3.61 Billion 2.39%

% of portfolio

1.84%

Previous 1.77%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$50.87 - $51.09 $73,812 - $74,131	1,451 Added 2.05%	72,382 $3.7 Billion
Q4 2024 Jan 13, 2025	BUY	$50.73 - $51.08 $565,791 - $569,695	11,153 Added 18.66%	70,931 $3.61 Billion
Q3 2024 Oct 10, 2024	SELL	$50.63 - $51.11 $945,008 - $953,968	-18,665 Reduced 23.79%	59,778 $3.05 Billion
Q2 2024 Jul 11, 2024	BUY	$50.82 - $51.15 $72,418 - $72,888	1,425 Added 1.85%	78,443 $4.01 Billion
Q1 2024 Apr 18, 2024	BUY	$50.64 - $51.08 $13,065 - $13,178	258 Added 0.34%	77,018 $3.93 Billion
Q4 2023 Jan 10, 2024	SELL	$50.48 - $50.89 $141,444 - $142,593	-2,802 Reduced 3.52%	76,760 $3.89 Billion
Q3 2023 Oct 10, 2023	SELL	$50.56 - $50.89 $791,112 - $796,275	-15,647 Reduced 16.43%	79,562 $4.05 Billion
Q2 2023 Jul 12, 2023	SELL	$50.19 - $50.83 $301,190 - $305,030	-6,001 Reduced 5.93%	95,209 $4.84 Billion
Q1 2023 May 08, 2023	SELL	$49.51 - $50.8 $917,717 - $941,628	-18,536 Reduced 15.48%	101,210 $5.1 Billion
Q4 2022 Jan 12, 2023	BUY	$50.02 - $50.42 $5.99 Million - $6.04 Million	119,746 New	119,746 $6.03 Billion

Others Institutions Holding FLOT

# of Institutions

710

Shares Held

143M

Call Options Held

Put Options Held

View Full List

About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
Sector ETFs
Industry ETFs

More about FLOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Ishares Tr Fltg Rate Nt ETF Transaction History