Wealth Management Resources, Inc. Ishares Tr Fltg Rate Nt ETF Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 23,975 shares of FLOT stock, worth $1.22 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

23,975

Holding current value

$1.22 Million

% of portfolio

0.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$50.73 - $51.08 $1.22 Million - $1.22 Million	23,975 New	23,975 $1.22 Million
Q3 2023 Oct 24, 2023	SELL	$50.56 - $50.89 $252,698 - $254,348	-4,998 Reduced 5.71%	82,482 $4.2 Million
Q2 2023 Jul 11, 2023	SELL	$50.19 - $50.83 $2.96 Million - $3 Million	-58,974 Reduced 40.27%	87,480 $4.45 Million
Q1 2023 Apr 10, 2023	BUY	$49.51 - $50.8 $81,641 - $83,769	1,649 Added 1.14%	146,454 $7.38 Million
Q4 2022 Jan 17, 2023	BUY	$50.02 - $50.42 $783,963 - $790,232	15,673 Added 12.14%	144,805 $0
Q3 2022 Oct 13, 2022	BUY	$49.85 - $50.45 $164,355 - $166,333	3,297 Added 2.62%	129,132 $6.49 Million
Q2 2022 Jul 22, 2022	BUY	$49.77 - $50.57 $1.57 Million - $1.6 Million	31,586 Added 33.51%	125,835 $6.28 Million
Q1 2022 Apr 20, 2022	BUY	$50.35 - $50.74 $61,175 - $61,649	1,215 Added 1.31%	94,249 $4.76 Million
Q4 2021 Feb 10, 2022	BUY	$50.63 - $50.81 $4.71 Million - $4.73 Million	93,034 New	93,034 $4.72 Million

Others Institutions Holding FLOT

# of Institutions

652

Shares Held

98.8M

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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Wealth Management Resources, Inc. Ishares Tr Fltg Rate Nt ETF Transaction History