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 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.15KNew |
$209K - $211K
|
4.15K
$211K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
13.4KNew |
$674K - $680K
|
13.4K
$680K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-324- 1.23% |
$16.4K - $16.5K
|
26K
$1.32M
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.92KNew |
$248K - $250K
|
4.92K
$250K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-51.6K- 99.99% |
$2.6M - $2.63M
|
3
$153
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$1.26K - $1.27K
|
25
$1.27K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
213New |
$10.8K - $10.8K
|
213
$10.8K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
230New |
$11.6K - $11.7K
|
230
$11.7K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-254- 1.37% |
$12.8K - $12.9K
|
18.3K
$932K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
12.9KNew |
$651K - $657K
|
12.9K
$657K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
430New |
$21.7K - $21.9K
|
430
$21.9K
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 0.49% |
$1.06K - $1.07K
|
4.32K
$220K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
70.8KNew |
$3.57M - $3.6M
|
70.8K
$3.6M
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-949- 67.64% |
$47.9K - $48.3K
|
454
$23.1K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$884K - $891K
|
17.5K
$891K
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6KNew |
$303K - $305K
|
6K
$305K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.17K+ 53.65% |
$110K - $111K
|
6.22K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
548New |
$27.7K - $27.9K
|
548
$27.9K
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-20.1K- 55.69% |
$1.01M - $1.02M
|
16K
$813K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
585+ 12.02% |
$29.5K - $29.8K
|
5.45K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.99K- 12.27% |
$252K - $254K
|
35.7K
$1.81M
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-295K- 81.32% |
$14.9M - $15M
|
67.8K
$3.45M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-85K- 92.34% |
$4.29M - $4.32M
|
7.05K
$358K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-845- 3.21% |
$42.7K - $43K
|
25.5K
$1.3M
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-21.4K- 14.7% |
$1.08M - $1.09M
|
124K
$6.31M
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$50.5 - $50.9
|
4.12K
$209K
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.16K- 2.01% |
$58.7K - $59.1K
|
56.7K
$2.88M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$1.1M - $1.11M
|
21.9K
$1.11M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10K- 26.53% |
$505K - $509K
|
27.7K
$1.41M
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
45KNew |
$2.27M - $2.29M
|
45K
$2.29M
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-100- 0.66% |
$5.05K - $5.09K
|
14.9K
$760K
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-6.37K- 41.16% |
$321K - $324K
|
9.1K
$463K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.37KNew |
$271K - $273K
|
5.37K
$273K
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
307+ 6.68% |
$15.5K - $15.6K
|
4.9K
$249K
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-473- 10.39% |
$23.9K - $24.1K
|
4.08K
$208K
|
|
Feb 12, 2024
Q4 2023
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
2.2KNew |
$111K - $112K
|
2.2K
$112K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$256K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-991- 34.01% |
$50K - $50.4K
|
1.92K
$97.8K
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.27K- 22.67% |
$64K - $64.5K
|
4.33K
$220K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.1KNew |
$156K - $158K
|
3.1K
$158K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.83K+ 62.89% |
$143K - $144K
|
7.32K
$372K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.88K- 24.51% |
$95K - $95.8K
|
5.8K
$295K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.1KNew |
$359K - $362K
|
7.1K
$361K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-486- 9.67% |
$24.5K - $24.7K
|
4.54K
$231K
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-147K- 14.26% |
$7.42M - $7.48M
|
884K
$45M
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 14.2% |
$53.1K - $53.5K
|
8.45K
$430K
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
15.5KNew |
$783K - $789K
|
15.5K
$789K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
18.6KNew |
$939K - $946K
|
18.6K
$946K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.44KNew |
$72.6K - $73.2K
|
1.44K
$73.2K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-17.4K- 38.22% |
$877K - $885K
|
28.1K
$1.43M
|