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 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.37K- 16.04% |
$69.3K - $69.8K
|
7.18K
$365K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
128+ 0.99% |
$6.46K - $6.51K
|
13.1K
$665K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$256K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-21- 0.18% |
$1.06K - $1.07K
|
11.4K
$578K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.24K- 31.55% |
$113K - $114K
|
4.85K
$246K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
393+ 5.35% |
$19.8K - $20K
|
7.74K
$393K
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
20KNew |
$1.01M - $1.02M
|
20K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.78K- 14.08% |
$89.7K - $90.4K
|
10.8K
$551K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
29.1KNew |
$1.47M - $1.48M
|
29.1K
$1.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-380- 5.13% |
$19.2K - $19.3K
|
7.03K
$357K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 45.09% |
$104K - $104K
|
6.59K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
165New |
$8.34K - $8.4K
|
165
$8.38K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 9.55% |
$112K - $113K
|
21K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.72KNew |
$239K - $240K
|
4.72K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.36KNew |
$220K - $222K
|
4.36K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
194KNew |
$9.81M - $9.87M
|
194K
$9.85M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-9.78K- 3.21% |
$495K - $498K
|
295K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.38K+ 7.84% |
$70K - $70.4K
|
19K
$967K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.03KNew |
$52.1K - $52.4K
|
1.03K
$52.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.99KNew |
$354K - $356K
|
6.99K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-19K- 69.82% |
$961K - $968K
|
8.22K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
368+ 0.92% |
$18.6K - $18.7K
|
40.5K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
93.8KNew |
$4.74M - $4.77M
|
93.8K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.76KNew |
$241K - $242K
|
4.76K
$242K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
425New |
$21.5K - $21.6K
|
425
$21.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-160- 53.16% |
$8.09K - $8.14K
|
141
$7.16K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-98- 1.68% |
$4.95K - $4.99K
|
5.72K
$291K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-502- 7.53% |
$25.4K - $25.5K
|
6.16K
$313K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6K- 58.2% |
$303K - $305K
|
4.31K
$219K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
198New |
$10K - $10.1K
|
198
$10.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
923+ 17.34% |
$46.7K - $47K
|
6.25K
$317K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-36.6K- 43.78% |
$1.85M - $1.86M
|
46.9K
$2.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
56.5K+ 201.79% |
$2.86M - $2.88M
|
84.5K
$4.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.23K- 37.4% |
$61.9K - $62.3K
|
2.05K
$104K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
85KNew |
$4.3M - $4.33M
|
85K
$4.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-4.55K- 52.51% |
$230K - $232K
|
4.12K
$209K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18.5KNew |
$936K - $943K
|
18.5K
$941K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
5.01KNew |
$253K - $255K
|
5.01K
$255K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-12- 0.02% |
$607 - $611
|
61.2K
$3.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.45K- 57.65% |
$124K - $125K
|
1.8K
$91.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.2KNew |
$263K - $264K
|
5.2K
$264K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.79K+ 33.67% |
$90.6K - $91.2K
|
7.11K
$361K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-5K- 5.71% |
$253K - $254K
|
82.5K
$4.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
6.79K+ 47.55% |
$343K - $345K
|
21.1K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-360- 6.8% |
$18.2K - $18.3K
|
4.93K
$251K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.8K- 58.66% |
$344K - $346K
|
4.79K
$243K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
82New |
$4.15K - $4.17K
|
82
$4.17K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
11.4KNew |
$576K - $580K
|
11.4K
$579K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-7.65K- 11.6% |
$387K - $389K
|
58.3K
$2.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
124New |
$6.27K - $6.31K
|
124
$6.3K
|
|