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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3K- 19.01% |
$151K - $153K
|
12.8K
$650K
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.35KNew |
$472K - $476K
|
9.35K
$476K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
638New |
$32.2K - $32.5K
|
638
$32.5K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.5K- 10.64% |
$126K - $127K
|
21K
$1.07M
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.79K+ 320.2% |
$242K - $244K
|
6.28K
$320K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-100- 1.32% |
$5.05K - $5.09K
|
7.47K
$380K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$5.05K - $5.09K
|
100
$5.09K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 4.26% |
$25.2K - $25.4K
|
11.2K
$571K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-845- 9.77% |
$42.7K - $43K
|
7.8K
$397K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-411- 0.6% |
$20.7K - $20.9K
|
68.4K
$3.48M
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.12K- 4.1% |
$56.5K - $57K
|
26.2K
$1.33M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.97K+ 590.69% |
$99.3K - $100K
|
2.3K
$117K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-3.35K- 39.85% |
$169K - $170K
|
5.05K
$257K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-29- 0.22% |
$1.46K - $1.48K
|
13.1K
$667K
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-180- 0.84% |
$9.09K - $9.16K
|
21.1K
$1.07M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
24.5K+ 5.47% |
$1.24M - $1.25M
|
472K
$24M
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-72.6K- 60.43% |
$3.67M - $3.7M
|
47.5K
$2.42M
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.72K- 18.34% |
$86.6K - $87.3K
|
7.64K
$388K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
10New |
$505 - $509
|
10
$509
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$202 - $204
|
4
$204
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-184- 2.43% |
$9.29K - $9.36K
|
7.38K
$375K
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-333- 5.27% |
$16.8K - $16.9K
|
5.98K
$304K
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.57K- 10.4% |
$79.4K - $80K
|
13.5K
$689K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.16K+ 9708.33% |
$412K - $415K
|
8.24K
$419K
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-722- 7.03% |
$36.4K - $36.7K
|
9.55K
$486K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
86New |
$4.34K - $4.38K
|
86
$4.38K
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-211K- 98.02% |
$10.7M - $10.7M
|
4.26K
$217K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.85K- 2.41% |
$295K - $298K
|
237K
$12M
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-4.96K- 47.79% |
$251K - $253K
|
5.42K
$276K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
90+ 0.95% |
$4.54K - $4.58K
|
9.61K
$489K
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-225- 2.77% |
$11.4K - $11.5K
|
7.89K
$401K
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-68- 1.16% |
$3.43K - $3.46K
|
5.8K
$295K
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-586- 9.86% |
$29.6K - $29.8K
|
5.36K
$272K
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-305- 13.5% |
$15.4K - $15.5K
|
1.95K
$99.4K
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9KNew |
$454K - $458K
|
9K
$458K
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.52K+ 35.64% |
$76.8K - $77.5K
|
5.79K
$295K
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-18.2K- 71.68% |
$918K - $926K
|
7.19K
$366K
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-424- 6.19% |
$21.4K - $21.6K
|
6.42K
$327K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 1.96% |
$6.31K - $6.36K
|
6.26K
$319K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
649New |
$32.8K - $33K
|
649
$33K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.34K- 13.93% |
$219K - $221K
|
26.8K
$1.36M
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.37K- 16.04% |
$69.3K - $69.8K
|
7.18K
$365K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
128+ 0.99% |
$6.46K - $6.51K
|
13.1K
$667K
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$256K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 19.84% |
$54.8K - $55.2K
|
4.39K
$223K
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-21- 0.18% |
$1.06K - $1.07K
|
11.4K
$579K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.24K- 31.55% |
$113K - $114K
|
4.85K
$247K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-409- 1.81% |
$20.6K - $20.8K
|
22.2K
$1.13M
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
393+ 5.35% |
$19.8K - $20K
|
7.74K
$394K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
39.2K+ 492.6% |
$1.98M - $1.99M
|
47.1K
$2.4M
|