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 |
---|---|---|---|---|---|---|---|
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
$934K
|
|
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
$4.5M
|
|
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
$19.6K
|
|
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
$301K
|
|
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
$917
|
|
Q4 2022 | |||||||
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
53.8KNew |
$2.69M - $2.71M
|
53.8K
$2.74M
|
|
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
$984K
|
|
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
|
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
$739K
|
|
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
$33.8M
|
|
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
$2.78M
|