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 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$1.26K - $1.27K
|
25
$1.27K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-22- 1.08% |
$1.11K - $1.12K
|
2.02K
$102K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-807- 16.09% |
$40.8K - $41.1K
|
4.21K
$214K
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.95K- 31.51% |
$148K - $150K
|
6.41K
$326K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-114Closed |
$5.72K - $5.79K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.66KNew |
$83.1K - $84.2K
|
1.66K
$84.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-614- 8.54% |
$30.8K - $31.2K
|
6.57K
$334K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.97KNew |
$450K - $456K
|
8.97K
$456K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.54K+ 7.97% |
$178K - $180K
|
48K
$2.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-322- 99.38% |
$16.2K - $16.4K
|
2
$102
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
26.9K+ 598.6% |
$1.35M - $1.37M
|
31.4K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.14KClosed |
$208K - $210K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-742- 15.05% |
$37.2K - $37.7K
|
4.19K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
97New |
$4.87K - $4.93K
|
97
$4.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-81- 1.07% |
$4.07K - $4.12K
|
7.48K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-33.8K- 46.35% |
$1.69M - $1.72M
|
39.1K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12KClosed |
$605K - $612K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-9.93K- 88.46% |
$498K - $505K
|
1.3K
$65.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.13K- 33.24% |
$157K - $159K
|
6.28K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11+ 0.21% |
$552 - $559
|
5.23K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-13.4K- 48.78% |
$672K - $680K
|
14.1K
$714K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-17- 0.31% |
$853 - $864
|
5.53K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-51.3K- 36.86% |
$2.57M - $2.61M
|
87.9K
$4.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.66KNew |
$234K - $237K
|
4.66K
$237K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.1KNew |
$555K - $562K
|
11.1K
$562K
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-7.3K- 63.15% |
$366K - $371K
|
4.26K
$216K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.16K+ 2.67% |
$58.4K - $59.2K
|
44.7K
$2.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-212- 3.94% |
$10.6K - $10.8K
|
5.16K
$262K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.96K- 24.96% |
$148K - $150K
|
8.88K
$451K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-33.4K- 84.7% |
$1.68M - $1.7M
|
6.04K
$307K
|
|
|
Aug 04, 2023
Q2 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
243KNew |
$12.2M - $12.4M
|
243K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
295New |
$14.8K - $15K
|
295
$15K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-57K- 40.73% |
$2.86M - $2.9M
|
83K
$4.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.26KNew |
$63.3K - $64.1K
|
1.26K
$64.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.03K+ 2235.15% |
$453K - $459K
|
9.43K
$479K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.4K- 67.43% |
$522K - $529K
|
5.03K
$255K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$50.2 - $50.8
|
5
$254
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 97.81% |
$85.2K - $86.3K
|
38
$1.93K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.01K+ 34.41% |
$251K - $254K
|
19.6K
$993K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-150- 2.4% |
$7.53K - $7.62K
|
6.1K
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-151K- 85.69% |
$7.57M - $7.66M
|
25.2K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-550- 9.91% |
$27.6K - $28K
|
5K
$254K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
206New |
$10.3K - $10.5K
|
206
$10.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-60- 16.95% |
$3.01K - $3.05K
|
294
$14.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-33- 10.93% |
$1.66K - $1.68K
|
269
$13.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
6.38KNew |
$320K - $324K
|
6.38K
$324K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.84K- 28.13% |
$92.5K - $93.7K
|
4.71K
$239K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
129New |
$6.47K - $6.56K
|
129
$6.55K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
6.32KNew |
$317K - $321K
|
6.32K
$321K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.54K+ 54.23% |
$178K - $180K
|
10.1K
$511K
|
|