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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.03K- 12.2% |
$52.4K - $52.8K
|
7.44K
$379K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-850- 12.03% |
$43K - $43.4K
|
6.22K
$316K
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.96K- 6.16% |
$99K - $99.9K
|
29.8K
$1.52M
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$220K - $222K
|
4.35K
$222K
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-195- 0.12% |
$9.87K - $9.96K
|
162K
$8.26M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.32K+ 20.51% |
$168K - $170K
|
19.5K
$992K
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-13.8K- 3.78% |
$701K - $707K
|
353K
$17.9M
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
357+ 2.17% |
$18.1K - $18.2K
|
16.8K
$855K
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 5.09% |
$101K - $102K
|
37.2K
$1.89M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
986+ 8.38% |
$49.9K - $50.4K
|
12.8K
$649K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.5K- 51.58% |
$1.29M - $1.3M
|
24K
$1.22M
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-87K- 8.51% |
$4.41M - $4.45M
|
935K
$47.6M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.64KNew |
$286K - $288K
|
5.64K
$287K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 17.82% |
$557K - $562K
|
50.7K
$2.58M
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
5.79K+ 21.31% |
$293K - $296K
|
33K
$1.68M
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-463- 9.47% |
$23.4K - $23.7K
|
4.43K
$225K
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
200KNew |
$10.1M - $10.2M
|
200K
$10.2M
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.7K+ 13.68% |
$694K - $700K
|
114K
$5.79M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-8.61K- 4.02% |
$436K - $440K
|
206K
$10.5M
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 7.84% |
$64.6K - $65.1K
|
15K
$763K
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.66K- 12.15% |
$337K - $340K
|
48.1K
$2.45M
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-458- 1.18% |
$23.2K - $23.4K
|
38.4K
$1.95M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.15KNew |
$413K - $416K
|
8.15K
$415K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-94- 0.11% |
$4.76K - $4.8K
|
87.8K
$4.47M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
525+ 3.08% |
$26.6K - $26.8K
|
17.6K
$895K
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.94KNew |
$199K - $201K
|
3.94K
$200K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.2K- 12.46% |
$111K - $112K
|
15.4K
$786K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
83.1KNew |
$4.21M - $4.24M
|
83.1K
$4.23M
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-231- 5.54% |
$11.7K - $11.8K
|
3.94K
$200K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-31.4K- 13.63% |
$1.59M - $1.6M
|
199K
$10.1M
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 5.47% |
$96.5K - $97.3K
|
36.7K
$1.87M
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.02K- 16.89% |
$51.7K - $52.1K
|
5.02K
$255K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 0.34% |
$1.01K - $1.02K
|
5.9K
$300K
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
2.51K+ 1.88% |
$127K - $128K
|
136K
$6.92M
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-80.1K- 45.31% |
$4.06M - $4.09M
|
96.7K
$4.92M
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-653- 1.13% |
$33.1K - $33.4K
|
56.9K
$2.9M
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.36K+ 35.85% |
$68.6K - $69.2K
|
5.14K
$261K
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.67K+ 3.33% |
$236K - $238K
|
145K
$7.36M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.74K+ 47.77% |
$493K - $497K
|
30.1K
$1.53M
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-50.6K- 38.4% |
$2.56M - $2.59M
|
81.2K
$4.13M
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-113- 1.82% |
$5.72K - $5.77K
|
6.08K
$309K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.2K- 2.72% |
$60.8K - $61.3K
|
42.9K
$2.18M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
189+ 1.04% |
$9.57K - $9.65K
|
18.4K
$935K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.43K- 1.76% |
$224K - $226K
|
247K
$12.6M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-496- 89.86% |
$25.1K - $25.3K
|
56
$2.85K
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.41K+ 5.4% |
$173K - $174K
|
66.6K
$3.39M
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-4.13K- 47.37% |
$209K - $211K
|
4.59K
$233K
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
67+ 1.0% |
$3.39K - $3.42K
|
6.8K
$346K
|
|
Q4 2023 | |||||||
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.63K+ 27.08% |
$82K - $82.7K
|
7.63K
$388K
|