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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.01K+ 11.13% |
$50.4K - $50.8K
|
10.1K
$511K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
30.3K+ 191.8% |
$1.51M - $1.53M
|
46K
$2.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
163KNew |
$8.15M - $8.22M
|
163K
$8.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-202- 0.91% |
$10.1K - $10.2K
|
22K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
971+ 24.18% |
$48.6K - $49K
|
4.99K
$253K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
163KNew |
$8.17M - $8.23M
|
163K
$8.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
571New |
$28.6K - $28.8K
|
571
$29K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.6KNew |
$80K - $80.7K
|
1.6K
$81.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
189New |
$9.45K - $9.53K
|
189
$9.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.08K- 18.99% |
$154K - $155K
|
13.2K
$668K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.02K+ 6.11% |
$351K - $354K
|
122K
$6.19M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 0.84% |
$72.8K - $73.4K
|
171K
$8.68M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
208New |
$10.4K - $10.5K
|
208
$10.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
517New |
$25.9K - $26.1K
|
517
$26.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-120- 2.63% |
$6K - $6.05K
|
4.44K
$226K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-12.8K- 49.05% |
$638K - $643K
|
13.3K
$673K
|
|
| Q3 2022 | |||||||
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.65KClosed |
$232K - $234K
|
0
$0
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.33KNew |
$366K - $370K
|
7.33K
$373K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.27K- 73.12% |
$462K - $468K
|
3.41K
$173K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
75New |
$3.74K - $3.78K
|
75
$3.81K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
354New |
$17.6K - $17.9K
|
354
$18K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-28.4KClosed |
$1.42M - $1.43M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-50- 1.01% |
$2.49K - $2.52K
|
4.91K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
17.9KNew |
$891K - $902K
|
17.9K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
128New |
$6.38K - $6.46K
|
128
$6.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5KNew |
$249K - $252K
|
5K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-95- 2.23% |
$4.74K - $4.79K
|
4.16K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.94K+ 8.49% |
$147K - $148K
|
37.6K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-395- 7.35% |
$19.7K - $19.9K
|
4.98K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.84K- 31.33% |
$91.5K - $92.6K
|
4.03K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
25New |
$1.25K - $1.26K
|
25
$1.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-398- 1.82% |
$19.8K - $20.1K
|
21.5K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-3K- 30.0% |
$150K - $151K
|
7K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.51KNew |
$175K - $177K
|
3.51K
$178K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.88K- 75.54% |
$194K - $196K
|
1.26K
$63.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 33.33% |
$499 - $505
|
20
$1.02K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$600K - $607K
|
12K
$611K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.28K+ 5.78% |
$114K - $115K
|
41.7K
$2.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.2K- 83.55% |
$110K - $111K
|
434
$22K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.96K+ 10.61% |
$147K - $149K
|
30.8K
$1.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-292- 4.29% |
$14.6K - $14.7K
|
6.51K
$331K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
188New |
$9.37K - $9.48K
|
188
$9.55K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.18K- 56.59% |
$58.8K - $59.5K
|
905
$46K
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
19.6KNew |
$977K - $989K
|
19.6K
$996K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
200+ 2.08% |
$9.97K - $10.1K
|
9.83K
$499K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-78.6K- 99.91% |
$3.92M - $3.96M
|
73
$3.71K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
693New |
$34.5K - $35K
|
693
$35.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.8KClosed |
$289K - $292K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-819- 14.94% |
$40.8K - $41.3K
|
4.66K
$237K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-496- 21.85% |
$24.7K - $25K
|
1.77K
$90.1K
|
|