Summit Wealth Partners, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,007 shares of FLOT stock, worth $204,236. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,007
Previous 4,492 10.8%
Holding current value
$204,236
Previous $229 Million 10.5%
% of portfolio
0.04%
Previous 0.05%

Shares

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

May 06, 2025
SELL
$50.87 - $51.09 $24,671 - $24,778
-485 Reduced 10.8%
4,007 $205 Million
Q3 2024

Oct 28, 2024
BUY
$50.63 - $51.11 $15,999 - $16,150
316 Added 7.57%
4,492 $229 Million
Q4 2023

Sep 11, 2024
SELL
$50.48 - $50.89 $90,359 - $91,093
-1,790 Reduced 30.0%
4,176 $211 Million
Q3 2023

Sep 11, 2024
BUY
$50.56 - $50.89 $88,732 - $89,311
1,755 Added 41.68%
5,966 $304 Million
Q2 2023

Sep 11, 2024
SELL
$50.19 - $50.83 $274,790 - $278,294
-5,475 Reduced 56.52%
4,211 $214 Million
Q1 2023

Sep 11, 2024
SELL
$49.51 - $50.8 $92,633 - $95,046
-1,871 Reduced 16.19%
9,686 $488 Million
Q4 2022

Sep 11, 2024
BUY
$50.02 - $50.42 $99,689 - $100,487
1,993 Added 20.84%
11,557 $582 Million
Q3 2022

Sep 11, 2024
SELL
$49.85 - $50.45 $99,650 - $100,849
-1,999 Reduced 17.29%
9,564 $481 Million
Q2 2022

Sep 11, 2024
BUY
$49.77 - $50.57 $20,107 - $20,430
404 Added 3.62%
11,563 $577 Million
Q1 2022

Sep 11, 2024
SELL
$50.35 - $50.74 $17,068 - $17,200
-339 Reduced 2.95%
11,159 $564 Million
Q4 2021

Sep 10, 2024
BUY
$50.63 - $50.81 $38,529 - $38,666
761 Added 7.09%
11,498 $583 Million
Q4 2020

Sep 10, 2024
SELL
$50.66 - $50.76 $112,870 - $113,093
-2,228 Reduced 17.18%
10,737 $545 Million
Q3 2020

Sep 10, 2024
SELL
$50.5 - $50.73 $405,818 - $407,666
-8,036 Reduced 38.26%
12,965 $658 Million
Q2 2020

Sep 10, 2024
SELL
$48.74 - $50.59 $35,628 - $36,981
-731 Reduced 3.36%
21,001 $1.06 Billion
Q1 2020

Sep 10, 2024
SELL
$44.1 - $51.09 $297,366 - $344,499
-6,743 Reduced 23.68%
21,732 $1.06 Billion
Q4 2019

Sep 09, 2024
BUY
$50.87 - $51.02 $1.45 Million - $1.45 Million
28,475 New
28,475 $1.45 Billion

Others Institutions Holding FLOT

# of Institutions
716
Shares Held
152M
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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