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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
20.9K+ 226.82% |
$1.05M - $1.07M
|
30.1K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
476KNew |
$23.8M - $24.3M
|
476K
$24.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.07K- 10.29% |
$53.6K - $54.6K
|
9.33K
$476K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.03K+ 4.07% |
$51.8K - $52.8K
|
26.4K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.62K- 10.64% |
$182K - $185K
|
30.4K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.44K- 79.83% |
$172K - $176K
|
869
$44.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
59+ 15.57% |
$2.96K - $3.01K
|
438
$22.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.14K- 6.89% |
$458K - $466K
|
124K
$6.3M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.67K- 6.03% |
$83.5K - $85.1K
|
26K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 6.22% |
$72.1K - $73.5K
|
21.7K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.28K+ 4.45% |
$114K - $116K
|
53.4K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.6KNew |
$683K - $696K
|
13.6K
$696K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
91.5KNew |
$4.58M - $4.67M
|
91.5K
$4.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19+ 0.3% |
$952 - $969
|
6.42K
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.4K- 4.38% |
$120K - $123K
|
52.5K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-853- 2.88% |
$42.7K - $43.5K
|
28.8K
$1.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
26.4K+ 1.98% |
$1.32M - $1.34M
|
1.36M
$69.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
47.3K+ 75.18% |
$2.37M - $2.42M
|
110K
$5.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
425+ 7.73% |
$21.3K - $21.7K
|
5.93K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-446- 5.57% |
$22.3K - $22.8K
|
7.56K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-67.4K- 29.12% |
$3.38M - $3.44M
|
164K
$8.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-300- 6.74% |
$15K - $15.3K
|
4.15K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-45.7K- 88.59% |
$2.29M - $2.33M
|
5.89K
$301K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2.4K- 36.02% |
$120K - $122K
|
4.26K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.7K+ 95.01% |
$837K - $852K
|
34.3K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.16K+ 0.76% |
$57.9K - $58.9K
|
152K
$7.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.55K- 27.49% |
$428K - $436K
|
22.6K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.16K- 0.78% |
$58.2K - $59.2K
|
147K
$7.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-91.9K- 94.98% |
$4.6M - $4.69M
|
4.85K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.26KNew |
$113K - $115K
|
2.26K
$115K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
136KNew |
$6.83M - $6.96M
|
136K
$6.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
173+ 1.25% |
$8.67K - $8.83K
|
14K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.48K- 2.72% |
$174K - $177K
|
125K
$6.35M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.94K+ 7.42% |
$97.3K - $99.1K
|
28.1K
$1.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-5.4K- 17.28% |
$271K - $276K
|
25.9K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-56.2K- 5.06% |
$2.82M - $2.87M
|
1.05M
$53.8M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.69K+ 50.66% |
$235K - $239K
|
13.9K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
8.5K+ 7.92% |
$426K - $434K
|
116K
$5.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
35+ 0.12% |
$1.75K - $1.79K
|
28.2K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.21% |
$1.05K - $1.07K
|
10K
$511K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-77- 1.28% |
$3.86K - $3.93K
|
5.94K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
186New |
$9.32K - $9.49K
|
186
$9.49K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.03K+ 3.52% |
$302K - $307K
|
177K
$9.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 1.75% |
$5.01K - $5.1K
|
5.61K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
509+ 3.8% |
$25.5K - $26K
|
13.9K
$709K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.49K- 5.72% |
$74.6K - $76K
|
24.5K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
26+ 0.76% |
$1.3K - $1.33K
|
3.46K
$177K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24KNew |
$61.9K - $63.1K
|
1.24K
$63.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
150+ 1.39% |
$7.52K - $7.65K
|
10.9K
$557K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.35K- 29.71% |
$168K - $171K
|
7.91K
$404K
|