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 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
59+ 0.95% |
$2.95K - $2.97K
|
6.3K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$232K - $233K
|
4.63K
$235K
|
|
|
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
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-801- 15.66% |
$40.1K - $40.4K
|
4.31K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.07K- 5.27% |
$204K - $205K
|
73.2K
$3.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
133KNew |
$6.66M - $6.71M
|
133K
$6.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3.67KNew |
$183K - $185K
|
3.67K
$186K
|
|
|
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
$330K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.18KNew |
$459K - $463K
|
9.18K
$466K
|
|
|
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
$7.11K
|
|
|
Feb 07, 2023
Q4 2022
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-615- 10.9% |
$30.8K - $31K
|
5.03K
$255K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$663K - $668K
|
13.2K
$673K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.59KNew |
$229K - $231K
|
4.59K
$233K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
687New |
$34.4K - $34.6K
|
687
$34.9K
|
|
|
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
$5.03K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.77KNew |
$239K - $240K
|
4.77K
$242K
|
|
|
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
$4.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-499- 3.05% |
$25K - $25.2K
|
15.9K
$805K
|
|
|
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
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.55K- 2.92% |
$127K - $128K
|
84.7K
$4.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
3.39K+ 40.2% |
$169K - $171K
|
11.8K
$600K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.32KNew |
$66.2K - $66.7K
|
1.32K
$67.2K
|
|
|
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
$251K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.09K+ 0.95% |
$104K - $105K
|
223K
$11.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-3.59K- 7.31% |
$179K - $181K
|
45.5K
$2.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24.1K+ 107.38% |
$1.2M - $1.21M
|
46.5K
$2.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.48KNew |
$224K - $226K
|
4.48K
$227K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
7.01KNew |
$351K - $353K
|
7.01K
$356K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.98KNew |
$349K - $352K
|
6.98K
$355K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.2K+ 7.0% |
$558K - $562K
|
170K
$8.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
22+ 0.21% |
$1.1K - $1.11K
|
10.5K
$534K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 0.69% |
$2.25K - $2.27K
|
6.58K
$334K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
47.5KNew |
$2.38M - $2.4M
|
47.5K
$2.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
133K+ 52.27% |
$6.66M - $6.71M
|
388K
$19.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.88K- 31.7% |
$93.8K - $94.5K
|
4.04K
$205K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$534K - $539K
|
10.7K
$543K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
120New |
$6K - $6.05K
|
120
$6.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-410- 59.33% |
$20.5K - $20.7K
|
281
$14.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
65+ 1.51% |
$3.25K - $3.28K
|
4.38K
$222K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.95KNew |
$247K - $249K
|
4.95K
$251K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
370New |
$18.5K - $18.7K
|
370
$18.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-51- 4.32% |
$2.55K - $2.57K
|
1.13K
$57.4K
|