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 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
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
219K+ 30.41% |
$11.2M - $11.2M
|
941K
$48M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
948New |
$48.2K - $48.4K
|
948
$48.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
294+ 1.92% |
$15K - $15K
|
15.6K
$797K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.87K- 25.77% |
$197K - $197K
|
11.1K
$568K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
490+ 242.57% |
$24.9K - $25K
|
692
$35.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
SELL
|
- |
-22K- 22.0% |
$1.12M - $1.12M
|
78K
$3.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.56KNew |
$232K - $233K
|
4.56K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
191+ 0.63% |
$9.72K - $9.76K
|
30.7K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.51% |
$50.9 - $51.1
|
198
$10.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-142- 50.0% |
$7.22K - $7.25K
|
142
$7.24K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5.93KNew |
$302K - $303K
|
5.93K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.29KNew |
$473K - $475K
|
9.29K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.58K+ 47.35% |
$335K - $336K
|
20.5K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.37K+ 468300.0% |
$476K - $479K
|
9.37K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
217+ 13.05% |
$11K - $11.1K
|
1.88K
$95.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 68.52% |
$277K - $278K
|
13.4K
$683K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
49+ 0.26% |
$2.49K - $2.5K
|
18.8K
$961K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
12.9K+ 53.84% |
$657K - $660K
|
36.9K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-95- 0.67% |
$4.83K - $4.85K
|
14.1K
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-141- 5.77% |
$7.17K - $7.2K
|
2.3K
$117K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
33.5K+ 322.45% |
$1.7M - $1.71M
|
43.9K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-1.37K- 3.01% |
$69.7K - $70K
|
44.2K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15.8KNew |
$803K - $807K
|
15.8K
$806K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-4.86K- 17.51% |
$247K - $248K
|
22.9K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.88K+ 13.33% |
$95.7K - $96.2K
|
16K
$816K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.11K- 8.91% |
$56.6K - $56.9K
|
11.4K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
25KNew |
$1.27M - $1.28M
|
25K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
217K+ 55.98% |
$11M - $11.1M
|
603K
$30.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.52K- 9.95% |
$128K - $129K
|
22.8K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.29K+ 49.82% |
$269K - $270K
|
15.9K
$811K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
95.4K+ 14.88% |
$4.85M - $4.87M
|
736K
$37.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.8K+ 8.36% |
$552K - $554K
|
141K
$7.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
274+ 2.56% |
$13.9K - $14K
|
11K
$561K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.43KNew |
$225K - $226K
|
4.43K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.23K+ 16.15% |
$164K - $165K
|
23.2K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
967+ 1.01% |
$49.2K - $49.4K
|
96.9K
$4.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-69.6K- 77.41% |
$3.54M - $3.56M
|
20.3K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.75% |
$407 - $409
|
1.07K
$54.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-791- 10.12% |
$40.2K - $40.4K
|
7.02K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.39KNew |
$274K - $275K
|
5.39K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.59K+ 71.19% |
$488K - $490K
|
23.1K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
18.5KNew |
$940K - $944K
|
18.5K
$943K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.61% |
$153 - $153
|
491
$25.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2K+ 13.01% |
$102K - $102K
|
17.4K
$887K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.58KNew |
$233K - $234K
|
4.58K
$234K
|