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 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
20+ 0.32% |
$1K - $1.02K
|
6.22K
$316K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.94K+ 72.59% |
$148K - $150K
|
7K
$355K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.7K- 27.48% |
$85.5K - $86.6K
|
4.5K
$228K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50New |
$2.51K - $2.54K
|
50
$2.54K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1K- 66.27% |
$50.2K - $50.8K
|
509
$25.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.97K- 31.07% |
$199K - $202K
|
8.8K
$447K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-702- 54.42% |
$35.2K - $35.7K
|
588
$29.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.58KNew |
$230K - $233K
|
4.58K
$233K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-465- 78.81% |
$23.3K - $23.6K
|
125
$6.35K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-11.9K- 11.49% |
$600K - $607K
|
92K
$4.67M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-75- 1.78% |
$3.76K - $3.81K
|
4.15K
$211K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.96K+ 9.87% |
$149K - $150K
|
32.9K
$1.67M
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.03K- 3.49% |
$101K - $103K
|
56.2K
$2.85M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98New |
$4.85K - $4.98K
|
98
$4.98K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
415+ 6.2% |
$20.5K - $21.1K
|
7.11K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
10.6KNew |
$524K - $538K
|
10.6K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.77K- 81.57% |
$87.6K - $89.9K
|
400
$20.3K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
70KNew |
$3.47M - $3.56M
|
70K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-501- 9.64% |
$24.8K - $25.5K
|
4.7K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-33.8K- 42.82% |
$1.67M - $1.72M
|
45.2K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3.5K- 83.82% |
$173K - $178K
|
675
$34.3K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
510New |
$25.3K - $25.9K
|
510
$25.9K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.56K- 44.2% |
$226K - $232K
|
5.76K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31New |
$1.53K - $1.57K
|
31
$1.57K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
35.6K+ 112.61% |
$1.76M - $1.81M
|
67.2K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.7K- 41.67% |
$381K - $391K
|
10.8K
$548K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.17K- 26.11% |
$107K - $110K
|
6.14K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-21.9K- 71.1% |
$1.08M - $1.11M
|
8.9K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-67.7K- 90.83% |
$3.35M - $3.44M
|
6.83K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12K- 64.85% |
$594K - $610K
|
6.5K
$330K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$101K - $104K
|
2.04K
$104K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
300New |
$14.9K - $15.2K
|
300
$15.2K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.11K- 8.37% |
$154K - $158K
|
34K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4.36K+ 2.64% |
$216K - $221K
|
169K
$8.59M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.9KNew |
$1.48M - $1.52M
|
29.9K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.86K- 1.22% |
$141K - $145K
|
231K
$11.7M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-24.2K- 37.76% |
$1.2M - $1.23M
|
39.9K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Cno Financial Group, Inc.
|
SELL
|
- |
-585K- 80.46% |
$29M - $29.7M
|
142K
$7.22M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56.5K- 93.35% |
$2.8M - $2.87M
|
4.02K
$204K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
2.04KNew |
$101K - $103K
|
2.04K
$103K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-435- 4.07% |
$21.5K - $22.1K
|
10.2K
$520K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-906- 8.19% |
$44.9K - $46K
|
10.2K
$516K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-10.5K- 5.19% |
$521K - $534K
|
192K
$9.76M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
479New |
$23.7K - $24.3K
|
479
$24.3K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.31KNew |
$64.8K - $66.4K
|
1.31K
$66.4K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-100- 0.69% |
$4.95K - $5.08K
|
14.4K
$730K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5+ 35.71% |
$248 - $254
|
19
$965
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-432- 3.23% |
$21.4K - $21.9K
|
12.9K
$658K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1K- 17.39% |
$49.5K - $50.8K
|
4.75K
$241K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.95K- 24.78% |
$146K - $150K
|
8.96K
$455K
|
|