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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-70.9K- 35.5% |
$3.59M - $3.62M
|
129K
$6.57M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7- 0.68% |
$354 - $358
|
1.02K
$51.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-237K- 75.17% |
$12M - $12.1M
|
78.4K
$4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
321K+ 103.6% |
$16.3M - $16.4M
|
632K
$32.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.53K+ 27.61% |
$77.3K - $78K
|
7.05K
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 15.22% |
$90.9K - $91.7K
|
10K
$510K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$207K - $208K
|
4.08K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.42KNew |
$274K - $277K
|
5.42K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-25.4K- 11.63% |
$1.28M - $1.3M
|
193K
$9.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-489- 19.85% |
$24.8K - $25K
|
1.97K
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
85+ 1.81% |
$4.3K - $4.34K
|
4.79K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.51% |
$50.6 - $51.1
|
197
$10K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 21.75% |
$60K - $60.6K
|
4.26K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-557- 1.5% |
$28.2K - $28.5K
|
36.6K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 33.0% |
$99.2K - $100K
|
3.98K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$172K - $174K
|
3.4K
$173K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
649New |
$32.9K - $33.2K
|
649
$33.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
179New |
$9.06K - $9.15K
|
179
$9.13K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9KNew |
$457K - $460K
|
9K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$690K - $694K
|
13.6K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-609- 10.15% |
$30.9K - $31.2K
|
5.39K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$582K - $586K
|
11.5K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9- 0.12% |
$457 - $460
|
7.43K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
250KNew |
$12.7M - $12.8M
|
250K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.12KClosed |
$311K - $313K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.65K+ 4.16% |
$134K - $135K
|
66.2K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
422New |
$21.4K - $21.6K
|
422
$21.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60New |
$3.05K - $3.07K
|
60
$3.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.74K- 30.41% |
$88.4K - $89K
|
3.98K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 4.0% |
$305 - $307
|
156
$7.95K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.28KNew |
$319K - $321K
|
6.28K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.38KNew |
$273K - $275K
|
5.38K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
167New |
$8.49K - $8.54K
|
167
$8.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-806K- 14.32% |
$41M - $41.2M
|
4.82M
$246M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-20K- 72.84% |
$1.01M - $1.02M
|
7.45K
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-33.6K- 84.76% |
$1.71M - $1.72M
|
6.04K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.54K- 78.17% |
$129K - $130K
|
708
$36.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.06K- 14.92% |
$53.9K - $54.2K
|
6.04K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 1.43% |
$203 - $205
|
284
$14.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-650K- 43.55% |
$33M - $33.2M
|
842K
$42.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3KNew |
$152K - $153K
|
3K
$153K
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-14K- 1.58% |
$711K - $716K
|
870K
$44.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
20.7KNew |
$1.05M - $1.06M
|
20.7K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-1.67K- 18.35% |
$84.9K - $85.4K
|
7.43K
$379K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100+ 3.23% |
$5.08K - $5.12K
|
3.2K
$163K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$5.08K - $5.12K
|
100
$5.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
130K+ 2294.35% |
$6.62M - $6.67M
|
136K
$6.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.18K- 17.61% |
$60.1K - $60.5K
|
5.53K
$282K
|
|