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 |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 32.33% |
$831K - $838K
|
67.2K
$3.43M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
705K+ 461.04% |
$35.7M - $36M
|
858K
$43.8M
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.96KNew |
$302K - $304K
|
5.96K
$304K
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
345+ 21.36% |
$17.5K - $17.6K
|
1.96K
$100K
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
21.1KNew |
$1.07M - $1.08M
|
21.1K
$1.08M
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
7K+ 173.44% |
$354K - $357K
|
11K
$563K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
430+ 172.0% |
$21.8K - $22K
|
680
$34.7K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.1K+ 1.32% |
$157K - $158K
|
238K
$12.1M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-16.9K- 35.83% |
$854K - $862K
|
30.2K
$1.54M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
77.9K+ 174.34% |
$3.94M - $3.98M
|
123K
$6.26M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 36.29% |
$203K - $204K
|
7.03K
$359K
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 12.9% |
$405 - $409
|
54
$2.76K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.32K- 3.98% |
$320K - $323K
|
153K
$7.8M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.45K+ 7.34% |
$73.2K - $73.9K
|
21.1K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
157K+ 17.26% |
$7.94M - $8.01M
|
1.07M
$54.4M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.4K- 6.51% |
$1.09M - $1.1M
|
308K
$15.7M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 3.6% |
$90.4K - $91.2K
|
51.4K
$2.62M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-293- 0.78% |
$14.8K - $15K
|
37.2K
$1.9M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-115K- 92.52% |
$5.81M - $5.86M
|
9.27K
$474K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.43K+ 18.45% |
$224K - $226K
|
28.4K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.5K+ 23.51% |
$1.24M - $1.25M
|
129K
$6.59M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
54.4K+ 197.54% |
$2.75M - $2.78M
|
81.9K
$4.18M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.97K+ 8.48% |
$252K - $254K
|
63.6K
$3.25M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.7K- 0.2% |
$137K - $138K
|
1.34M
$68.4M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 0.3% |
$643K - $649K
|
4.23M
$216M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 3.07% |
$179K - $180K
|
118K
$6.05M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
594+ 3.39% |
$30.1K - $30.3K
|
18.1K
$926K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16K+ 3.65% |
$811K - $818K
|
455K
$23.3M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.43K+ 3.21% |
$123K - $124K
|
78.2K
$3.99M
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.63K- 63.17% |
$235K - $237K
|
2.7K
$138K
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-470- 1.07% |
$23.8K - $24K
|
43.5K
$2.22M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.29K+ 5.83% |
$217K - $219K
|
77.9K
$3.98M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.8K+ 6.62% |
$600K - $605K
|
191K
$9.74M
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.99K+ 2.27% |
$506K - $510K
|
451K
$23M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.3K- 60.13% |
$928K - $936K
|
12.1K
$621K
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-176K- 50.31% |
$8.92M - $9M
|
174K
$8.89M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4+ 2.74% |
$203 - $204
|
150
$7.66K
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.6K+ 4.95% |
$741K - $747K
|
310K
$15.8M
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.81K+ 51.19% |
$244K - $246K
|
14.2K
$726K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.5KNew |
$533K - $538K
|
10.5K
$538K
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
17.4KNew |
$880K - $887K
|
17.4K
$888K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.2K- 7.75% |
$1.98M - $2M
|
467K
$23.8M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-486K- 6.34% |
$24.6M - $24.8M
|
7.17M
$366M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 10695.65% |
$125K - $126K
|
2.48K
$127K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-664- 9.26% |
$33.6K - $33.9K
|
6.51K
$332K
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
209+ 0.99% |
$10.6K - $10.7K
|
21.4K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82K+ 8.66% |
$193K - $195K
|
47.9K
$2.45M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.5KNew |
$784K - $791K
|
15.5K
$791K
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-650- 3.48% |
$32.9K - $33.2K
|
18K
$920K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.91K+ 322.39% |
$147K - $149K
|
3.81K
$195K
|