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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.94K- 40.77% |
$197K - $199K
|
5.73K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-185K- 89.23% |
$9.26M - $9.33M
|
22.3K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.47K- 23.92% |
$73.7K - $74.3K
|
4.69K
$239K
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-51K- 81.05% |
$2.55M - $2.57M
|
11.9K
$607K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
300New |
$15K - $15.1K
|
300
$15.3K
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
909New |
$45.5K - $45.8K
|
909
$46.3K
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.36K+ 11.6% |
$168K - $169K
|
32.3K
$1.65M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-69- 1.55% |
$3.45K - $3.48K
|
4.4K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.73K- 20.44% |
$186K - $188K
|
14.5K
$738K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.6KNew |
$230K - $232K
|
4.6K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.1M- 98.01% |
$55.2M - $55.6M
|
22.4K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.81KNew |
$140K - $142K
|
2.81K
$143K
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
663KNew |
$33.2M - $33.4M
|
663K
$33.7M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
8.21KNew |
$410K - $414K
|
8.21K
$418K
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.99K+ 4.2% |
$250K - $252K
|
124K
$6.3M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.69K- 51.51% |
$335K - $337K
|
6.3K
$321K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25.3K+ 86.71% |
$1.27M - $1.28M
|
54.5K
$2.77M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
59+ 0.95% |
$2.95K - $2.97K
|
6.3K
$321K
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$232K - $233K
|
4.63K
$236K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.38KNew |
$319K - $321K
|
6.38K
$324K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
588+ 4.3% |
$29.4K - $29.6K
|
14.2K
$725K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-801- 15.66% |
$40.1K - $40.4K
|
4.31K
$220K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.07K- 5.27% |
$204K - $205K
|
73.2K
$3.73M
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
133KNew |
$6.66M - $6.71M
|
133K
$6.78M
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.67KNew |
$183K - $185K
|
3.67K
$187K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 14.49% |
$253K - $255K
|
29.9K
$1.52M
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
6.51KNew |
$325K - $328K
|
6.51K
$331K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.18KNew |
$459K - $463K
|
9.18K
$467K
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-12.5K- 3.08% |
$624K - $629K
|
393K
$20M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
140New |
$7K - $7.06K
|
140
$7.13K
|
|
Feb 07, 2023
Q4 2022
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-615- 10.9% |
$30.8K - $31K
|
5.03K
$256K
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$663K - $668K
|
13.2K
$674K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.59KNew |
$229K - $231K
|
4.59K
$234K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
687New |
$34.4K - $34.6K
|
687
$35K
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
24.2KNew |
$1.21M - $1.22M
|
24.2K
$1.23M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.48K- 36.48% |
$124K - $125K
|
4.32K
$220K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$4.95K - $4.99K
|
99
$5.04K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.77KNew |
$239K - $240K
|
4.77K
$243K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-17.8K- 32.28% |
$892K - $899K
|
37.4K
$1.9M
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3.86K- 4.6% |
$193K - $195K
|
80.1K
$4.08M
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-499- 3.05% |
$25K - $25.2K
|
15.9K
$807K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
929+ 5.42% |
$46.5K - $46.8K
|
18.1K
$920K
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-630- 12.92% |
$31.5K - $31.8K
|
4.25K
$216K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.04K+ 20.83% |
$52.1K - $52.5K
|
6.05K
$308K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.55K- 2.92% |
$127K - $128K
|
84.7K
$4.31M
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
3.39K+ 40.2% |
$169K - $171K
|
11.8K
$601K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.32KNew |
$66.2K - $66.7K
|
1.32K
$67.3K
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-15.6K- 32.88% |
$782K - $788K
|
31.9K
$1.62M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 4.81% |
$12.5K - $12.6K
|
4.95K
$252K
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.09K+ 0.95% |
$104K - $105K
|
223K
$11.4M
|