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 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5K- 21.99% |
$254K - $255K
|
17.7K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
20.6K+ 18.12% |
$1.05M - $1.05M
|
135K
$6.86M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
40.3KNew |
$2.05M - $2.06M
|
40.3K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.44M+ 3.78% |
$73.1M - $73.4M
|
39.5M
$2.01B
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
17.9KNew |
$912K - $916K
|
17.9K
$914K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-9.63K- 51.5% |
$490K - $492K
|
9.07K
$463K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.89KNew |
$401K - $403K
|
7.89K
$403K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
392+ 2.25% |
$19.9K - $20K
|
17.8K
$910K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.53K+ 9.57% |
$281K - $282K
|
63.3K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 6.44% |
$40.7K - $40.9K
|
11.6K
$593K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
148K+ 1095.66% |
$7.55M - $7.58M
|
162K
$8.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
341K+ 414.94% |
$17.3M - $17.4M
|
423K
$21.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.68KNew |
$238K - $239K
|
4.68K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.46K- 14.06% |
$278K - $279K
|
33.4K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-940- 18.17% |
$47.8K - $48K
|
4.23K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
83+ 16.31% |
$4.22K - $4.24K
|
592
$30.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.32K+ 165.87% |
$67.3K - $67.5K
|
2.12K
$108K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
200+ 1.57% |
$10.2K - $10.2K
|
12.9K
$660K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.5K+ 457.56% |
$1.86M - $1.86M
|
44.5K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 13.99% |
$229K - $230K
|
36.6K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.13K+ 19.11% |
$57.6K - $57.8K
|
7.06K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-792- 7.39% |
$40.3K - $40.5K
|
9.92K
$506K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-7.94K- 5.01% |
$404K - $406K
|
150K
$7.67M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
301New |
$15.3K - $15.4K
|
301
$15.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-727- 12.45% |
$37K - $37.1K
|
5.11K
$261K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.28K- 16.82% |
$116K - $116K
|
11.2K
$574K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
245+ 0.77% |
$12.5K - $12.5K
|
32K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
116+ 0.19% |
$5.9K - $5.93K
|
59.9K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196+ 1.87% |
$9.97K - $10K
|
10.7K
$544K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-495- 9.96% |
$25.2K - $25.3K
|
4.48K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
5.35KNew |
$272K - $273K
|
5.35K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 32.79% |
$4.16M - $4.18M
|
331K
$16.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.55K- 4.22% |
$384K - $386K
|
171K
$8.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
119KNew |
$6.04M - $6.07M
|
119K
$6.06M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.07K+ 9.0% |
$156K - $157K
|
37.2K
$1.9M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 15.23% |
$5.37M - $5.41M
|
589K
$30.1M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.09KNew |
$207K - $209K
|
4.09K
$209K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.26KNew |
$368K - $371K
|
7.26K
$370K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
7.59KNew |
$385K - $387K
|
7.59K
$387K
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
23.6KNew |
$1.2M - $1.2M
|
23.6K
$1.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 6.3% |
$40.6K - $40.9K
|
11.9K
$607K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.73K- 8.65% |
$138K - $139K
|
28.8K
$1.47M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
638New |
$32.4K - $32.6K
|
638
$32.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.14KNew |
$362K - $365K
|
7.14K
$364K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
523+ 2.09% |
$26.5K - $26.7K
|
25.5K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.14K+ 35.12% |
$57.9K - $58.3K
|
4.39K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-39.1K- 87.57% |
$1.99M - $2M
|
5.56K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2+ 0.04% |
$101 - $102
|
5.34K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
233+ 0.77% |
$11.8K - $11.9K
|
30.5K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 5.87% |
$68K - $68.4K
|
24.2K
$1.23M
|
|