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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
12.5K+ 420.75% |
$630K - $636K
|
15.4K
$783K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 8.45% |
$164K - $166K
|
35.1K
$1.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
350+ 7.91% |
$17.7K - $17.9K
|
4.77K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-18.7K- 23.79% |
$945K - $954K
|
59.8K
$3.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-419- 2.71% |
$21.2K - $21.4K
|
15K
$763K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
907+ 11.84% |
$45.9K - $46.4K
|
8.57K
$435K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-7.71K- 97.59% |
$390K - $394K
|
190
$9.65K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-557- 1.5% |
$28.2K - $28.5K
|
36.6K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
524New |
$26.5K - $26.8K
|
524
$26.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.91K- 9.19% |
$451K - $455K
|
88K
$4.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.3KNew |
$370K - $373K
|
7.3K
$371K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-2.83K- 13.73% |
$143K - $144K
|
17.8K
$902K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
14K+ 8.51% |
$708K - $714K
|
178K
$9.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.31K- 30.45% |
$168K - $169K
|
7.56K
$384K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
17+ 1.53% |
$861 - $869
|
1.13K
$57.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.63K+ 6.08% |
$235K - $237K
|
80.9K
$4.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.55K- 33.47% |
$180K - $181K
|
7.06K
$359K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-944- 1.96% |
$47.8K - $48.2K
|
47.2K
$2.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-41.8K- 17.47% |
$2.12M - $2.14M
|
198K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
768+ 12.1% |
$38.9K - $39.3K
|
7.11K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 33.0% |
$99.2K - $100K
|
3.98K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$172K - $174K
|
3.4K
$173K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-41.5K- 79.29% |
$2.1M - $2.12M
|
10.8K
$550K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
649New |
$32.9K - $33.2K
|
649
$33K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.86K- 44.37% |
$499K - $504K
|
12.4K
$628K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.77K+ 12.1% |
$444K - $448K
|
81.3K
$4.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.31K+ 1.89% |
$117K - $118K
|
125K
$6.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
518+ 1.09% |
$26.2K - $26.5K
|
48.1K
$2.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.16K+ 4.65% |
$58.7K - $59.3K
|
26.1K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
179New |
$9.06K - $9.15K
|
179
$9.09K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.02K+ 1.71% |
$102K - $103K
|
120K
$6.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 1.49% |
$456 - $460
|
613
$31.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.7K+ 182.85% |
$1.25M - $1.26M
|
38.2K
$1.94M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-35.3K- 50.29% |
$1.79M - $1.81M
|
34.9K
$1.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
165+ 0.85% |
$8.35K - $8.43K
|
19.6K
$998K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.1K- 16.61% |
$106K - $107K
|
10.5K
$534K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.33KNew |
$219K - $221K
|
4.33K
$220K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
38.2K+ 19.6% |
$1.93M - $1.95M
|
233K
$11.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
813+ 2.38% |
$41.2K - $41.6K
|
34.9K
$1.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.1K+ 7.29% |
$513K - $518K
|
149K
$7.57M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-392- 0.94% |
$19.8K - $20K
|
41.4K
$2.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-38.5K- 36.03% |
$1.95M - $1.97M
|
68.3K
$3.47M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.08K+ 6.27% |
$105K - $106K
|
35.2K
$1.79M
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
24.8K+ 25.5% |
$1.26M - $1.27M
|
122K
$6.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9KNew |
$457K - $460K
|
9K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$690K - $694K
|
13.6K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-609- 10.15% |
$30.9K - $31.2K
|
5.39K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$582K - $586K
|
11.5K
$582K
|
|