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 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-4.13K- 47.37% |
$209K - $211K
|
4.59K
$233K
|
|
| Q4 2023 | |||||||
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-555Closed |
$28K - $28.2K
|
0
$0
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.15KNew |
$209K - $211K
|
4.15K
$211K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-324- 1.23% |
$16.4K - $16.5K
|
26K
$1.32M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.92KNew |
$248K - $250K
|
4.92K
$250K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-51.6K- 99.99% |
$2.6M - $2.63M
|
3
$152
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
213New |
$10.8K - $10.8K
|
213
$10.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
230New |
$11.6K - $11.7K
|
230
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 0.49% |
$1.06K - $1.07K
|
4.32K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-949- 67.64% |
$47.9K - $48.3K
|
454
$23.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6KNew |
$303K - $305K
|
6K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-20.1K- 55.69% |
$1.01M - $1.02M
|
16K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-295K- 81.32% |
$14.9M - $15M
|
67.8K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-85K- 92.34% |
$4.29M - $4.32M
|
7.05K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-21.4K- 14.7% |
$1.08M - $1.09M
|
124K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$1.1M - $1.11M
|
21.9K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10K- 26.53% |
$505K - $509K
|
27.7K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.37KNew |
$271K - $273K
|
5.37K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
307+ 6.68% |
$15.5K - $15.6K
|
4.9K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-473- 10.39% |
$23.9K - $24.1K
|
4.08K
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-991- 34.01% |
$50K - $50.4K
|
1.92K
$97.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.27K- 22.67% |
$64K - $64.5K
|
4.33K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.83K+ 62.89% |
$143K - $144K
|
7.32K
$372K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-486- 9.67% |
$24.5K - $24.7K
|
4.54K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
15.5KNew |
$783K - $789K
|
15.5K
$788K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.44KNew |
$72.6K - $73.2K
|
1.44K
$73.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.35KNew |
$472K - $476K
|
9.35K
$475K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
638New |
$32.2K - $32.5K
|
638
$32.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.79K+ 320.2% |
$242K - $244K
|
6.28K
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$5.05K - $5.09K
|
100
$5.08K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 4.26% |
$25.2K - $25.4K
|
11.2K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-845- 9.77% |
$42.7K - $43K
|
7.8K
$396K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.97K+ 590.69% |
$99.3K - $100K
|
2.3K
$117K
|
|
|
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
|
Lindbrook Capital, LLC
|
BUY
|
- |
10New |
$505 - $509
|
10
$508
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$202 - $204
|
4
$203
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-333- 5.27% |
$16.8K - $16.9K
|
5.98K
$304K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-722- 7.03% |
$36.4K - $36.7K
|
9.55K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
86New |
$4.34K - $4.38K
|
86
$4.37K
|
|
|
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
$275K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
90+ 0.95% |
$4.54K - $4.58K
|
9.61K
$488K
|
|
|
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 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9KNew |
$454K - $458K
|
9K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-18.2K- 71.68% |
$918K - $926K
|
7.19K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-424- 6.19% |
$21.4K - $21.6K
|
6.42K
$326K
|
|