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, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
155KNew |
$7.82M - $7.85M
|
155K
$7.88M
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-870- 15.37% |
$44K - $44.2K
|
4.79K
$244K
|
|
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
$520K
|
|
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
|
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
$71.2K
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-127KClosed |
$6.46M - $6.47M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.32KClosed |
$66.8K - $66.9K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$1.78M - $1.78M
|
35K
$1.79M
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-8.59KClosed |
$436K - $437K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-75.6KClosed |
$3.84M - $3.84M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.84KClosed |
$144K - $145K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
7.88KNew |
$400K - $401K
|
7.88K
$402K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.56KClosed |
$130K - $130K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-16KClosed |
$813K - $814K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-249Closed |
$12.6K - $12.7K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-8.22KClosed |
$417K - $418K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-493- 10.39% |
$25K - $25.1K
|
4.25K
$217K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-952Closed |
$48.3K - $48.4K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.52KClosed |
$432K - $433K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.6KClosed |
$233K - $234K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.2KClosed |
$60.9K - $61K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
10KNew |
$507K - $508K
|
10K
$510K
|
|
Aug 05, 2021
Q2 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.03KClosed |
$255K - $256K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-4.32KClosed |
$219K - $220K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
219+ 4.99% |
$11.1K - $11.1K
|
4.61K
$235K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-292Closed |
$14.8K - $14.8K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-319Closed |
$16.2K - $16.2K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-119KClosed |
$6.05M - $6.06M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Ma Private Wealth
|
SELL
|
- |
-5.38KClosed |
$273K - $274K
|
0
$0
|