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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5.36KNew |
$272K - $274K
|
5.36K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2K- 15.65% |
$102K - $102K
|
10.8K
$548K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.56% |
$1.27K - $1.28K
|
4.45K
$226K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-345- 17.6% |
$17.5K - $17.6K
|
1.62K
$82K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.51K- 20.09% |
$127K - $128K
|
9.97K
$507K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
4.62KNew |
$235K - $236K
|
4.62K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
86+ 0.06% |
$4.37K - $4.4K
|
145K
$7.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
5.9KNew |
$300K - $302K
|
5.9K
$300K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
66+ 1.42% |
$3.35K - $3.38K
|
4.71K
$239K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
10.7K+ 39.98% |
$541K - $545K
|
37.3K
$1.89M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$6.4K - $6.44K
|
126
$6.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.6K+ 15.51% |
$591K - $595K
|
86.6K
$4.4M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.68K- 7.92% |
$136K - $137K
|
31.1K
$1.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-528- 75.21% |
$26.8K - $27K
|
174
$8.84K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.76KNew |
$242K - $243K
|
4.76K
$242K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 20.0% |
$5.08K - $5.12K
|
400
$20.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.97KNew |
$303K - $305K
|
5.97K
$303K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
800+ 6.88% |
$40.7K - $40.9K
|
12.4K
$631K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
4.39KNew |
$223K - $224K
|
4.39K
$223K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
400New |
$20.3K - $20.5K
|
400
$20.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-194- 9.93% |
$9.86K - $9.92K
|
1.76K
$89.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-688- 11.07% |
$35K - $35.2K
|
5.53K
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
29.1KNew |
$1.48M - $1.49M
|
29.1K
$1.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
22.6KNew |
$1.15M - $1.16M
|
22.6K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.08K+ 27.5% |
$55K - $55.3K
|
5.02K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
979K+ 24865.5% |
$49.7M - $50.1M
|
983K
$49.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
933New |
$47.4K - $47.7K
|
933
$47.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.4K+ 100.0% |
$578K - $582K
|
22.7K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
970New |
$49.3K - $49.6K
|
970
$49.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-177- 0.59% |
$9K - $9.05K
|
29.6K
$1.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 50.0% |
$5.08K - $5.12K
|
100
$5.08K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
447+ 798.21% |
$22.7K - $22.9K
|
503
$25.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.4KNew |
$224K - $225K
|
4.4K
$224K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
320New |
$16.3K - $16.4K
|
320
$16.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
102+ 1.5% |
$5.18K - $5.22K
|
6.9K
$351K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
98New |
$4.98K - $5.01K
|
98
$4.98K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.16K- 51.87% |
$110K - $110K
|
2K
$102K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
208New |
$10.6K - $10.6K
|
208
$10.6K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
33KNew |
$1.67M - $1.69M
|
33K
$1.68M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$760 - $766
|
15
$762
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
430+ 172.0% |
$21.8K - $22K
|
680
$34.5K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 12.9% |
$405 - $409
|
54
$2.74K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.45K+ 7.34% |
$73.2K - $73.9K
|
21.1K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.63K- 63.17% |
$235K - $237K
|
2.7K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.81K+ 51.19% |
$244K - $246K
|
14.2K
$722K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.97KNew |
$201K - $203K
|
3.97K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-58.9K- 91.91% |
$2.98M - $3.01M
|
5.19K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.94K- 99.48% |
$250K - $252K
|
26
$1.32K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
133+ 31.59% |
$6.74K - $6.79K
|
554
$28.1K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.45KNew |
$225K - $227K
|
4.45K
$226K
|
|