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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
144New |
$7.31K - $7.36K
|
144
$7.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-108- 0.33% |
$5.48K - $5.52K
|
32.8K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-618- 13.34% |
$31.4K - $31.6K
|
4.01K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
4.16KNew |
$211K - $213K
|
4.16K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-350- 7.11% |
$17.8K - $17.9K
|
4.57K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
153KNew |
$7.77M - $7.82M
|
153K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-460- 9.64% |
$23.3K - $23.5K
|
4.31K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
39.2KNew |
$1.99M - $2M
|
39.2K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
179New |
$9.08K - $9.14K
|
179
$9.13K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 23.68% |
$2.28K - $2.3K
|
235
$12K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-981- 2.78% |
$49.8K - $50.1K
|
34.2K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.02KNew |
$204K - $205K
|
4.02K
$205K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.77% |
$1.01K - $1.02K
|
1.15K
$58.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15.4K+ 513433.34% |
$781K - $787K
|
15.4K
$786K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.63K- 0.83% |
$184K - $185K
|
433K
$22.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464New |
$23.5K - $23.7K
|
464
$23.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-395- 1.55% |
$20K - $20.2K
|
25.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.54K- 24.31% |
$331K - $334K
|
20.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.7K+ 628.55% |
$1.96M - $1.98M
|
44.9K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-190- 34.67% |
$9.62K - $9.71K
|
358
$18.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
55.1KNew |
$2.79M - $2.82M
|
55.1K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.62K- 44.08% |
$183K - $185K
|
4.59K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500New |
$25.3K - $25.6K
|
500
$25.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.48K- 13.39% |
$75.1K - $75.8K
|
9.59K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.98K+ 22.27% |
$201K - $203K
|
21.8K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
2.2KNew |
$111K - $112K
|
2.2K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.66K- 2.05% |
$83.8K - $84.6K
|
78.9K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.99KNew |
$506K - $511K
|
9.99K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-196- 3.28% |
$9.92K - $10K
|
5.77K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.75K- 79.25% |
$139K - $141K
|
720
$36.7K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
700New |
$35.4K - $35.8K
|
700
$35.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.12K- 26.04% |
$107K - $108K
|
6.02K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
535New |
$27.1K - $27.3K
|
535
$27.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.95K- 47.71% |
$98.5K - $99.4K
|
2.13K
$109K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
13+ 1.54% |
$658 - $664
|
859
$43.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-845- 20.85% |
$42.8K - $43.2K
|
3.21K
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
316New |
$16K - $16.2K
|
316
$16.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.84K- 2.85% |
$296K - $299K
|
199K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
154New |
$7.8K - $7.87K
|
154
$7.86K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
141New |
$7.14K - $7.21K
|
141
$7.19K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-58.3K- 99.92% |
$2.95M - $2.98M
|
44
$2.24K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.82K- 41.72% |
$143K - $144K
|
3.94K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.26KNew |
$114K - $115K
|
2.26K
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25KNew |
$1.27M - $1.28M
|
25K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
800New |
$40.5K - $40.9K
|
800
$40.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.05K+ 26.12% |
$52.9K - $53.4K
|
5.05K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.26K- 74.66% |
$165K - $166K
|
1.11K
$56.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
431+ 9.58% |
$21.8K - $22K
|
4.93K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
52.8KNew |
$2.68M - $2.7M
|
52.8K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-70.9K- 35.5% |
$3.59M - $3.62M
|
129K
$6.57M
|
|