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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Cno Financial Group, Inc.
|
SELL
|
- |
-585K- 80.46% |
$29M - $29.7M
|
142K
$7.23M
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56.5K- 93.35% |
$2.8M - $2.87M
|
4.02K
$205K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.04KNew |
$101K - $103K
|
2.04K
$104K
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 26.27% |
$105K - $107K
|
5.94K
$302K
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-435- 4.07% |
$21.5K - $22.1K
|
10.2K
$521K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-906- 8.19% |
$44.9K - $46K
|
10.2K
$517K
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9.11KNew |
$451K - $463K
|
9.11K
$464K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-10.5K- 5.19% |
$521K - $534K
|
192K
$9.78M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
479New |
$23.7K - $24.3K
|
479
$24.4K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.31KNew |
$64.8K - $66.4K
|
1.31K
$66.6K
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-100- 0.69% |
$4.95K - $5.08K
|
14.4K
$731K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5+ 35.71% |
$248 - $254
|
19
$967
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-432- 3.23% |
$21.4K - $21.9K
|
12.9K
$659K
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1K- 17.39% |
$49.5K - $50.8K
|
4.75K
$242K
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.95K- 24.78% |
$146K - $150K
|
8.96K
$456K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
32.6KNew |
$1.62M - $1.66M
|
32.6K
$1.66M
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
175New |
$8.66K - $8.89K
|
175
$8.91K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-31.6K- 75.45% |
$1.57M - $1.61M
|
10.3K
$524K
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 9.84% |
$81.3K - $83.5K
|
18.3K
$933K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$198K - $203K
|
4K
$204K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.09KClosed |
$202K - $208K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150New |
$7.43K - $7.62K
|
150
$7.64K
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.2K+ 23.45% |
$109K - $112K
|
11.6K
$591K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
204KNew |
$10.1M - $10.4M
|
204K
$10.4M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
150KNew |
$7.44M - $7.63M
|
150K
$7.65M
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 0.42% |
$990 - $1.02K
|
4.73K
$241K
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.04K- 19.25% |
$51.2K - $52.6K
|
4.34K
$221K
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.37K+ 1.59% |
$167K - $171K
|
215K
$11M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.87K- 77.6% |
$92.6K - $95K
|
540
$27.5K
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-443- 0.5% |
$21.9K - $22.5K
|
88.3K
$4.49M
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5.35K- 94.69% |
$265K - $272K
|
300
$15.3K
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.1K+ 29.53% |
$1.79M - $1.84M
|
158K
$8.07M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-287- 0.94% |
$14.2K - $14.6K
|
30.4K
$1.55M
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-293- 6.55% |
$14.5K - $14.9K
|
4.18K
$213K
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.85KNew |
$240K - $246K
|
4.85K
$247K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.46K- 79.21% |
$72.4K - $74.3K
|
384
$19.5K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-710- 11.7% |
$35.2K - $36.1K
|
5.36K
$273K
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-563- 8.71% |
$27.9K - $28.6K
|
5.9K
$300K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
77.3K+ 10.58% |
$3.83M - $3.92M
|
807K
$41.1M
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1+ 5.88% |
$49.5 - $50.8
|
18
$916
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
53.8KNew |
$2.69M - $2.71M
|
53.8K
$2.74M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.62KClosed |
$231K - $233K
|
0
$0
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
811New |
$40.6K - $40.9K
|
811
$41.3K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
994New |
$49.7K - $50.1K
|
994
$50.6K
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-218- 1.12% |
$10.9K - $11K
|
19.3K
$983K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.53KNew |
$227K - $228K
|
4.53K
$231K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-156- 2.56% |
$7.8K - $7.87K
|
5.93K
$302K
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
214+ 1.81% |
$10.7K - $10.8K
|
12K
$613K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.83K- 4.49% |
$91.5K - $92.2K
|
38.9K
$1.98M
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.59KNew |
$430K - $433K
|
8.59K
$437K
|