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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14K+ 4.15% |
$711K - $714K
|
351K
$17.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.76K- 17.55% |
$89.3K - $89.7K
|
8.25K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.9K+ 18.15% |
$913K - $917K
|
117K
$5.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
16.1K+ 9.25% |
$817K - $821K
|
190K
$9.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-107K- 85.1% |
$5.44M - $5.46M
|
18.7K
$955K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-3.09K- 14.73% |
$157K - $158K
|
17.9K
$914K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
66.2K+ 140.24% |
$3.37M - $3.38M
|
113K
$5.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6K+ 25.19% |
$692K - $695K
|
67.6K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 51.25% |
$2.09K - $2.09K
|
39
$1.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.95K+ 4.24% |
$98.9K - $99.4K
|
47.8K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4.06K+ 1407.99% |
$206K - $207K
|
4.34K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 12.86% |
$545K - $548K
|
72.7K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
946+ 7.54% |
$48.1K - $48.3K
|
13.5K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.72K- 5.66% |
$87.2K - $87.6K
|
28.6K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
19.4K+ 14.73% |
$989K - $993K
|
151K
$7.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
984+ 16.4% |
$50.1K - $50.3K
|
6.98K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-78- 0.89% |
$3.97K - $3.99K
|
8.64K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-150- 33.41% |
$7.63K - $7.66K
|
299
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.14KNew |
$312K - $314K
|
6.14K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.44KNew |
$379K - $380K
|
7.44K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.5K+ 54.97% |
$1.3M - $1.3M
|
71.9K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.38K- 25.59% |
$324K - $326K
|
18.5K
$946K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.07KNew |
$359K - $361K
|
7.07K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.04K+ 26.95% |
$154K - $155K
|
14.3K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-56- 1.22% |
$2.85K - $2.86K
|
4.54K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
310K+ 16.53% |
$15.8M - $15.9M
|
2.19M
$112M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.58K+ 3.92% |
$436K - $438K
|
227K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-3- 0.07% |
$153 - $153
|
4.02K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-517- 7.38% |
$26.3K - $26.4K
|
6.49K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.32K- 4.76% |
$118K - $119K
|
46.5K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.94% |
$50.9 - $51.1
|
107
$5.46K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$640K - $643K
|
12.6K
$642K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.55K+ 13.36% |
$79K - $79.3K
|
13.2K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-3.26K- 13.35% |
$166K - $166K
|
21.1K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
111New |
$5.65K - $5.67K
|
111
$5.66K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-110- 0.41% |
$5.6K - $5.62K
|
26.6K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22K+ 17.19% |
$1.12M - $1.12M
|
150K
$7.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
419+ 2.08% |
$21.3K - $21.4K
|
20.6K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 3.89% |
$74.8K - $75.1K
|
36.3K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
606+ 4.56% |
$30.8K - $31K
|
13.9K
$709K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
14.6K+ 13.26% |
$741K - $744K
|
124K
$6.35M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.14K+ 29.63% |
$160K - $160K
|
13.7K
$701K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-329- 29.14% |
$16.7K - $16.8K
|
800
$40.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.2K+ 29.54% |
$671K - $674K
|
57.8K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.1K- 36.96% |
$618K - $620K
|
20.7K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 18.25% |
$72.2K - $72.5K
|
6.36K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.4K- 7.76% |
$986K - $990K
|
230K
$11.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-224- 2.43% |
$11.4K - $11.4K
|
8.98K
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-181K- 96.25% |
$9.21M - $9.25M
|
7.05K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
151K+ 49.48% |
$7.66M - $7.69M
|
455K
$23.2M
|