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 59,778 shares of FLOT stock, worth $3.04 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
59,778
Previous 78,443 23.79%
Holding current value
$3.04 Million
Previous $4.01 Billion 23.87%
% of portfolio
1.56%
Previous 2.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR FLTG RATE NT ETF


  • Ticker FLOT
  • Sector ETFs
  • Industry ETFs
More about FLOT
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