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 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
42New |
$2.11K - $2.13K
|
42
$2.13K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-478- 96.57% |
$24.1K - $24.3K
|
17
$864
|
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-97Closed |
$4.88K - $4.92K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-6.16KClosed |
$310K - $313K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-14.6KClosed |
$737K - $743K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-650Closed |
$32.7K - $33K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-10.2KClosed |
$514K - $518K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-214Closed |
$10.8K - $10.9K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.68KClosed |
$84.6K - $85.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-16.6K- 50.22% |
$836K - $842K
|
16.5K
$836K
|
|
| Q4 2021 | |||||||
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-32Closed |
$1.62K - $1.63K
|
0
$0
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
5.54K+ 36913.33% |
$280K - $281K
|
5.55K
$282K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.8KClosed |
$243K - $244K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
55New |
$2.78K - $2.79K
|
55
$2.79K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-130Closed |
$6.58K - $6.61K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-5.5KClosed |
$278K - $279K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-6KClosed |
$304K - $305K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-36Closed |
$1.82K - $1.83K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-21Closed |
$1.06K - $1.07K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-675Closed |
$34.2K - $34.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-4.93KClosed |
$250K - $250K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
155KNew |
$7.82M - $7.85M
|
155K
$7.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-870- 15.37% |
$44K - $44.2K
|
4.79K
$243K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-200Closed |
$10.1K - $10.2K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.7KClosed |
$238K - $239K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.49KClosed |
$75.2K - $75.5K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-47.6KClosed |
$2.41M - $2.42M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-313Closed |
$15.8K - $15.9K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.55KClosed |
$230K - $231K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-11.6KClosed |
$585K - $587K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10.2KNew |
$516K - $518K
|
10.2K
$518K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.86KClosed |
$246K - $247K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-200Closed |
$10.1K - $10.2K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-35.6KClosed |
$1.8M - $1.81M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
SELL
|
- |
-25.4KClosed |
$1.28M - $1.29M
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.79KClosed |
$243K - $243K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.05KClosed |
$205K - $206K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-5.93KClosed |
$301K - $301K
|
0
$0
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.7KClosed |
$239K - $239K
|
0
$0
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-4.08KClosed |
$207K - $207K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.55KClosed |
$130K - $130K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500Closed |
$25.4K - $25.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-32KClosed |
$1.63M - $1.63M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.18KClosed |
$212K - $212K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.63KClosed |
$235K - $235K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-426Closed |
$21.6K - $21.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-423Closed |
$21.5K - $21.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.4KNew |
$70.9K - $71K
|
1.4K
$70.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$59.6K - $59.7K
|
1.18K
$59.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-127KClosed |
$6.46M - $6.47M
|
0
$0
|
|