Wj Wealth Management, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Wj Wealth Management, LLC

  • $267 Million
  • Q4 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Wj Wealth Management, LLC holds 14,447 shares of FLOT stock, worth $736,941. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,447
Previous 4,747 204.34%
Holding current value
$736,941
Previous $242,000 203.72%
% of portfolio
0.27%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$50.73 - $51.08 $492,080 - $495,476
9,700 Added 204.34%
14,447 $735,000
Q3 2024

Oct 31, 2024
SELL
$50.63 - $51.11 $215,177 - $217,217
-4,250 Reduced 47.24%
4,747 $242,000
Q1 2024

Apr 17, 2024
SELL
$50.64 - $51.08 $108,217 - $109,157
-2,137 Reduced 19.19%
8,997 $459,000
Q2 2023

Jul 11, 2023
BUY
$50.19 - $50.83 $275,141 - $278,650
5,482 Added 96.99%
11,134 $565,000
Q1 2023

Apr 12, 2023
SELL
$49.51 - $50.8 $11.2 Million - $11.5 Million
-225,702 Reduced 97.56%
5,652 $284,000
Q4 2022

Feb 15, 2023
SELL
$50.02 - $50.42 $966,936 - $974,669
-19,331 Reduced 7.71%
231,354 $11.6 Million
Q3 2022

Oct 18, 2022
SELL
$49.85 - $50.45 $6.65 Million - $6.73 Million
-133,331 Reduced 34.72%
250,685 $12.6 Million
Q2 2022

Aug 05, 2022
BUY
$49.77 - $50.57 $1.09 Million - $1.11 Million
21,879 Added 6.04%
384,016 $19.2 Million
Q1 2022

May 13, 2022
BUY
$50.35 - $50.74 $6.93 Million - $6.99 Million
137,705 Added 61.36%
362,137 $18.3 Million
Q4 2021

Feb 14, 2022
BUY
$50.63 - $50.81 $11.4 Million - $11.4 Million
224,432 New
224,432 $11.4 Million
Q1 2020

Apr 21, 2020
SELL
$44.1 - $51.09 $360,385 - $417,507
-8,172 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$50.87 - $51.02 $415,709 - $416,935
8,172 New
8,172 $416,000

Others Institutions Holding FLOT

# of Institutions
688
Shares Held
136M
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
Track This Portfolio

Track Wj Wealth Management, LLC Portfolio

Follow Wj Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wj Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email