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 13, 2020
Q2 2020
|
Cordasco Financial Network
|
SELL
|
- |
-400Closed |
$19.5K - $20.2K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Peoples Financial Services Corp.
|
SELL
|
- |
-74Closed |
$3.61K - $3.74K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5KClosed |
$244K - $253K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Cypress Capital Group
|
SELL
|
- |
-20.6KClosed |
$1.01M - $1.04M
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Curbstone Financial Management Corp
|
SELL
|
- |
-9.1KClosed |
$444K - $460K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 09, 2023
Q1 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
19.6KNew |
$864K - $1M
|
19.6K
$995K
|
|
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-981Closed |
$43.3K - $50.1K
|
0
$0
|
|
Feb 10, 2021
Q1 2020
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-10.1KClosed |
$443K - $514K
|
0
$0
|
|
Jun 04, 2020
Q1 2020
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-37.3KClosed |
$1.65M - $1.91M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-74Closed |
$3.26K - $3.78K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-25.3KClosed |
$1.11M - $1.29M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-8.05KClosed |
$355K - $411K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$44.1 - $51.1
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.96KClosed |
$219K - $253K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
SELL
|
- |
-5.27KClosed |
$232K - $269K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-42.1KClosed |
$1.86M - $2.15M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-433KClosed |
$19.1M - $22.1M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-182Closed |
$8.03K - $9.3K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-151KClosed |
$6.66M - $7.71M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Keybank National Association
|
SELL
|
- |
-41.2KClosed |
$1.82M - $2.1M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Truepoint, Inc.
|
SELL
|
- |
-4.82KClosed |
$213K - $246K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-17.9KClosed |
$787K - $912K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-15.8KClosed |
$697K - $807K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-11.9K- 70.21% |
$526K - $609K
|
5.06K
$257K
|
|
May 08, 2020
Q1 2020
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-24.2KClosed |
$1.07M - $1.24M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-282Closed |
$12.4K - $14.4K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-1.34KClosed |
$59K - $68.4K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.01KClosed |
$177K - $205K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.48KClosed |
$197K - $229K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-104KClosed |
$4.6M - $5.33M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
SELL
|
- |
-11.8KClosed |
$521K - $604K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-75Closed |
$3.31K - $3.83K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-29.5KClosed |
$1.3M - $1.51M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Appleton Partners Inc
|
SELL
|
- |
-4.05KClosed |
$179K - $207K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.15KClosed |
$94.7K - $110K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-99Closed |
$4.37K - $5.06K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-6.8KClosed |
$300K - $348K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-13.4KClosed |
$593K - $687K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
D. Scott Neal, Inc.
|
SELL
|
- |
-54.9KClosed |
$2.42M - $2.8M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-939Closed |
$41.4K - $48K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-777Closed |
$34.3K - $39.7K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-134KClosed |
$5.89M - $6.83M
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-899Closed |
$39.6K - $45.9K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Hudson Capital Management LLC
|
SELL
|
- |
-384KClosed |
$16.9M - $19.6M
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-625Closed |
$27.6K - $31.9K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Allen Capital Group, LLC
|
SELL
|
- |
-6.03KClosed |
$266K - $308K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Mcia Inc
|
SELL
|
- |
-30.4KClosed |
$1.34M - $1.55M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-411KClosed |
$18.1M - $21M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-14.9KClosed |
$656K - $759K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-25.8KClosed |
$1.14M - $1.32M
|
0
$0
|