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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
4.16KNew |
$207K - $211K
|
4.16K
$212K
|
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
1.82KNew |
$90.6K - $92.1K
|
1.82K
$92.9K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
4.76KNew |
$237K - $240K
|
4.76K
$243K
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50New |
$2.52K - $2.54K
|
50
$2.55K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.18KClosed |
$59.4K - $59.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-7.06KClosed |
$356K - $358K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Exelon Corp
Chicago, IL |
SELL
|
- |
-80.6KClosed |
$4.06M - $4.09M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-8.13KClosed |
$409K - $412K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.1KClosed |
$257K - $259K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
637New |
$32.1K - $32.3K
|
637
$32.5K
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.22KClosed |
$212K - $214K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.58KClosed |
$79.4K - $80K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
322KNew |
$16.2M - $16.3M
|
322K
$16.4M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.97KClosed |
$99.1K - $99.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.97K+ 296.5% |
$149K - $150K
|
3.97K
$202K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-75Closed |
$3.78K - $3.81K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.71KClosed |
$287K - $290K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.65KClosed |
$133K - $134K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-18.3KClosed |
$923K - $930K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.46K- 17.27% |
$73.5K - $74K
|
6.99K
$357K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$5.04K - $5.07K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
27.6K+ 552.0% |
$1.39M - $1.4M
|
32.6K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.42M- 99.57% |
$71.6M - $72.2M
|
6.11K
$312K
|
|
|
May 03, 2022
Q1 2022
|
Wilsey Asset Management Inc
|
SELL
|
- |
-6.51KClosed |
$328K - $330K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-18Closed |
$906 - $913
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-7Closed |
$352 - $355
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-75Closed |
$3.78K - $3.81K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
100New |
$5.04K - $5.07K
|
100
$5.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Pachira Investments Inc.
|
SELL
|
- |
-168KClosed |
$8.47M - $8.53M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-124Closed |
$6.24K - $6.29K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
42New |
$2.11K - $2.13K
|
42
$2.14K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-478- 96.57% |
$24.1K - $24.3K
|
17
$867
|
|
|
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
|
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
$839K
|
|
| 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
$283K
|
|
|
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
$2.81K
|
|
|
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
|
|