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 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-12.5K- 3.08% |
$624K - $629K
|
393K
$20.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
140New |
$7K - $7.06K
|
140
$7.14K
|
|
|
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
$676K
|
|
|
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
$35.1K
|
|
|
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
|
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
$1.91M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3.86K- 4.6% |
$193K - $195K
|
80.1K
$4.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-499- 3.05% |
$25K - $25.2K
|
15.9K
$809K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-630- 12.92% |
$31.5K - $31.8K
|
4.25K
$217K
|
|
|
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
$4.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
3.39K+ 40.2% |
$169K - $171K
|
11.8K
$602K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.32KNew |
$66.2K - $66.7K
|
1.32K
$67.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-15.6K- 32.88% |
$782K - $788K
|
31.9K
$1.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 4.81% |
$12.5K - $12.6K
|
4.95K
$253K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
2.09K+ 0.95% |
$104K - $105K
|
223K
$11.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-3.59K- 7.31% |
$179K - $181K
|
45.5K
$2.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24.1K+ 107.38% |
$1.2M - $1.21M
|
46.5K
$2.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.48KNew |
$224K - $226K
|
4.48K
$228K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
7.01KNew |
$351K - $353K
|
7.01K
$358K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.98KNew |
$349K - $352K
|
6.98K
$356K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.2K+ 7.0% |
$558K - $562K
|
170K
$8.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
22+ 0.21% |
$1.1K - $1.11K
|
10.5K
$536K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 0.69% |
$2.25K - $2.27K
|
6.58K
$336K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
47.5KNew |
$2.38M - $2.4M
|
47.5K
$2.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
133K+ 52.27% |
$6.66M - $6.71M
|
388K
$19.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.88K- 31.7% |
$93.8K - $94.5K
|
4.04K
$206K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$534K - $539K
|
10.7K
$545K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
120New |
$6K - $6.05K
|
120
$6.12K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
65+ 1.51% |
$3.25K - $3.28K
|
4.38K
$223K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.95KNew |
$247K - $249K
|
4.95K
$252K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
370New |
$18.5K - $18.7K
|
370
$18.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
1.01K+ 11.13% |
$50.4K - $50.8K
|
10.1K
$514K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
30.3K+ 191.8% |
$1.51M - $1.53M
|
46K
$2.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
163KNew |
$8.15M - $8.22M
|
163K
$8.31M
|
|
|
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
$254K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
163KNew |
$8.17M - $8.23M
|
163K
$8.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
571New |
$28.6K - $28.8K
|
571
$29.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.6KNew |
$80K - $80.7K
|
1.6K
$81.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
189New |
$9.45K - $9.53K
|
189
$9.64K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.08K- 18.99% |
$154K - $155K
|
13.2K
$671K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
7.02K+ 6.11% |
$351K - $354K
|
122K
$6.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 0.84% |
$72.8K - $73.4K
|
171K
$8.72M
|
|
|
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
$26.4K
|