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 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-120- 2.63% |
$6K - $6.05K
|
4.44K
$227K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-12.8K- 49.05% |
$638K - $643K
|
13.3K
$676K
|
|
| Q3 2022 | |||||||
|
Feb 10, 2025
Q3 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-123KClosed |
$6.14M - $6.22M
|
0
$0
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.33KNew |
$366K - $370K
|
7.33K
$374K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.27K- 73.12% |
$462K - $468K
|
3.41K
$174K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
75New |
$3.74K - $3.78K
|
75
$3.83K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
354New |
$17.6K - $17.9K
|
354
$18.1K
|
|
|
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
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
17.9KNew |
$891K - $902K
|
17.9K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
128New |
$6.38K - $6.46K
|
128
$6.53K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5KNew |
$249K - $252K
|
5K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-95- 2.23% |
$4.74K - $4.79K
|
4.16K
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-395- 7.35% |
$19.7K - $19.9K
|
4.98K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.84K- 31.33% |
$91.5K - $92.6K
|
4.03K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
25New |
$1.25K - $1.26K
|
25
$1.28K
|
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-398- 1.82% |
$19.8K - $20.1K
|
21.5K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-3K- 30.0% |
$150K - $151K
|
7K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.51KNew |
$175K - $177K
|
3.51K
$179K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.88K- 75.54% |
$194K - $196K
|
1.26K
$64.1K
|
|
|
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
$614K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.28K+ 5.78% |
$114K - $115K
|
41.7K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.2K- 83.55% |
$110K - $111K
|
434
$22.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.96K+ 10.61% |
$147K - $149K
|
30.8K
$1.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-292- 4.29% |
$14.6K - $14.7K
|
6.51K
$332K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
188New |
$9.37K - $9.48K
|
188
$9.59K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.18K- 56.59% |
$58.8K - $59.5K
|
905
$46.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
19.6KNew |
$977K - $989K
|
19.6K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
200+ 2.08% |
$9.97K - $10.1K
|
9.83K
$502K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-78.6K- 99.91% |
$3.92M - $3.96M
|
73
$3.72K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
693New |
$34.5K - $35K
|
693
$35.4K
|
|
|
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
$238K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-496- 21.85% |
$24.7K - $25K
|
1.77K
$90.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
231New |
$11.5K - $11.7K
|
231
$11.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.6KNew |
$726K - $735K
|
14.6K
$743K
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-300- 6.69% |
$15K - $15.1K
|
4.18K
$213K
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
SELL
|
- |
-114K- 36.89% |
$5.67M - $5.74M
|
195K
$9.94M
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
5.42KNew |
$270K - $273K
|
5.42K
$276K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-9.72K- 56.73% |
$484K - $490K
|
7.41K
$378K
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-9.49K- 55.44% |
$473K - $479K
|
7.63K
$389K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-55- 0.65% |
$2.74K - $2.77K
|
8.42K
$430K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-497K- 99.96% |
$24.8M - $25.1M
|
192
$9.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.21K- 1.37% |
$110K - $111K
|
159K
$8.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-194- 4.04% |
$9.67K - $9.79K
|
4.61K
$235K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6K- 52.21% |
$299K - $302K
|
5.49K
$280K
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-59.6K- 39.84% |
$2.97M - $3.01M
|
90K
$4.59M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-50- 0.51% |
$2.49K - $2.52K
|
9.85K
$502K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.28KNew |
$463K - $468K
|
9.28K
$474K
|
|