Latest Institutional Transactions on Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information on the latest institutional transactions involving Ishares Tr Fltg Rate Nt ETF (FLOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14.6KNew |
$737K - $744K
|
14.6K
$740K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-705- 2.19% |
$35.7K - $36K
|
31.6K
$1.6M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
482New |
$24.4K - $24.6K
|
482
$24.5K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36.4KNew |
$1.84M - $1.86M
|
36.4K
$1.85M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.12K- 5.42% |
$411K - $415K
|
142K
$7.19M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
214+ 1.51% |
$10.8K - $10.9K
|
14.4K
$729K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-145K- 92.74% |
$7.32M - $7.39M
|
11.3K
$575K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$5.25M - $5.3M
|
104K
$5.27M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
10.6K+ 2.28% |
$536K - $541K
|
475K
$24.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464New |
$23.5K - $23.7K
|
464
$23.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
202+ 2.63% |
$10.2K - $10.3K
|
7.88K
$401K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
32+ 0.2% |
$1.62K - $1.64K
|
15.7K
$796K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-300- 3.51% |
$15.2K - $15.3K
|
8.26K
$419K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.84K- 34.46% |
$295K - $298K
|
11.1K
$564K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38.7K- 5.55% |
$1.96M - $1.98M
|
659K
$33.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.59K+ 3.45% |
$131K - $132K
|
77.6K
$3.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-14.4K- 3.2% |
$731K - $738K
|
436K
$22.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-225- 9.32% |
$11.4K - $11.5K
|
2.19K
$111K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.45K+ 8.85% |
$175K - $176K
|
42.5K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-2.95K- 16.95% |
$149K - $151K
|
14.4K
$733K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
77+ 0.51% |
$3.9K - $3.94K
|
15.1K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-859K- 68.18% |
$43.5M - $43.9M
|
401K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-651- 1.72% |
$33K - $33.3K
|
37.2K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
476+ 1.14% |
$24.1K - $24.3K
|
42.3K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
618+ 1.48% |
$31.3K - $31.6K
|
42.5K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-154K- 5.73% |
$7.81M - $7.88M
|
2.53M
$129M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-34.9K- 41.24% |
$1.77M - $1.78M
|
49.7K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.7K+ 104.97% |
$693K - $700K
|
26.7K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-34.9K- 19.06% |
$1.77M - $1.79M
|
148K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
948+ 16.57% |
$48K - $48.5K
|
6.67K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45+ 0.33% |
$2.28K - $2.3K
|
13.6K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-395- 1.55% |
$20K - $20.2K
|
25.1K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.55K- 4.37% |
$281K - $284K
|
121K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-38.4K- 8.25% |
$1.94M - $1.96M
|
427K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.2K+ 4.28% |
$213K - $215K
|
102K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.67K- 20.12% |
$186K - $188K
|
14.6K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.76K+ 2.25% |
$140K - $141K
|
126K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
192K+ 510.0% |
$9.7M - $9.79M
|
229K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.17K- 1.12% |
$160K - $162K
|
279K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.9K+ 19.07% |
$2.63M - $2.65M
|
324K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
704+ 4.45% |
$35.6K - $36K
|
16.5K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-612K- 89.58% |
$31M - $31.3M
|
71.2K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-323- 0.13% |
$16.4K - $16.5K
|
257K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-9.51K- 43.82% |
$481K - $486K
|
12.2K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-4.08K- 2.36% |
$207K - $209K
|
168K
$8.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 1.11% |
$10.1K - $10.2K
|
18.2K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
268+ 4.04% |
$13.6K - $13.7K
|
6.91K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.54K- 24.31% |
$331K - $334K
|
20.4K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.3K- 13.43% |
$977K - $986K
|
124K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
44.7KNew |
$2.26M - $2.28M
|
44.7K
$2.27M
|