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 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
66+ 1.42% |
$3.35K - $3.38K
|
4.71K
$241K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
10.7K+ 39.98% |
$541K - $545K
|
37.3K
$1.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$6.4K - $6.44K
|
126
$6.43K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-528- 75.21% |
$26.8K - $27K
|
174
$8.88K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 20.0% |
$5.08K - $5.12K
|
400
$20.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-688- 11.07% |
$35K - $35.2K
|
5.53K
$282K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
29.1KNew |
$1.48M - $1.49M
|
29.1K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.08K+ 27.5% |
$55K - $55.3K
|
5.02K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
979K+ 24865.5% |
$49.7M - $50.1M
|
983K
$50.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 50.0% |
$5.08K - $5.12K
|
100
$5.1K
|
|
|
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
$352K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
98New |
$4.98K - $5.01K
|
98
$5K
|
|
|
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 | |||||||
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-20.6KClosed |
$1.04M - $1.05M
|
0
$0
|
|
|
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
$765
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
430+ 172.0% |
$21.8K - $22K
|
680
$34.7K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 12.9% |
$405 - $409
|
54
$2.76K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.45K+ 7.34% |
$73.2K - $73.9K
|
21.1K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.63K- 63.17% |
$235K - $237K
|
2.7K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.81K+ 51.19% |
$244K - $246K
|
14.2K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-58.9K- 91.91% |
$2.98M - $3.01M
|
5.19K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.94K- 99.48% |
$250K - $252K
|
26
$1.33K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
133+ 31.59% |
$6.74K - $6.79K
|
554
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-111K- 37.06% |
$5.62M - $5.66M
|
188K
$9.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.2K+ 10.66% |
$2.44M - $2.46M
|
501K
$25.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.2K+ 19.47% |
$1.68M - $1.7M
|
204K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
BUY
|
- |
13.8KNew |
$696K - $702K
|
13.8K
$702K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
49New |
$2.48K - $2.5K
|
49
$2.5K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-39- 0.47% |
$1.97K - $1.99K
|
8.33K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
25KNew |
$1.27M - $1.28M
|
25K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
612New |
$31K - $31.3K
|
612
$31.2K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
313New |
$15.9K - $16K
|
313
$16K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
231KNew |
$11.7M - $11.8M
|
231K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
133+ 45.24% |
$6.74K - $6.79K
|
427
$21.8K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-11K- 73.33% |
$557K - $562K
|
4K
$204K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.81% |
$50.6 - $51.1
|
125
$6.38K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-59.3K- 50.9% |
$3M - $3.03M
|
57.2K
$2.92M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
15KNew |
$758K - $764K
|
15K
$763K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 0.37% |
$5.06K - $5.11K
|
27.3K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-725- 11.36% |
$36.7K - $37K
|
5.66K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-571- 11.11% |
$28.9K - $29.2K
|
4.57K
$233K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.31K- 15.66% |
$117K - $118K
|
12.4K
$635K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.95KNew |
$98.5K - $99.4K
|
1.95K
$99.3K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.91% |
$557 - $562
|
1.22K
$62.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.76K- 15.75% |
$89.2K - $90K
|
9.42K
$481K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
11.2K+ 7.07% |
$566K - $571K
|
169K
$8.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
20.8K+ 1051.52% |
$1.05M - $1.06M
|
22.7K
$1.16M
|
|