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

Wealth Management Resources, Inc.

$276 Million
Q1 2025

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 36,884 shares of FLOT stock, worth $1.88 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

36,884

Previous 23,975 53.84%

Holding current value

$1.88 Million

Previous $1.22 Million 54.39%

% of portfolio

0.68%

Previous 0.45%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$50.87 - $51.09 $656,680 - $659,520	12,909 Added 53.84%	36,884 $1.88 Million
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

715

Shares Held

152M

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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Account

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