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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-100Closed |
$5.05K - $5.07K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.3KClosed |
$267K - $269K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.91KClosed |
$501K - $503K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
SELL
|
- |
-8.97KClosed |
$453K - $455K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.61K+ 2.64% |
$127K - $132K
|
101K
$5.18M
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.3KClosed |
$63.4K - $65.8K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3KClosed |
$146K - $152K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.1KClosed |
$53.4K - $55.4K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-11.1KClosed |
$540K - $560K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-219KClosed |
$10.7M - $11.1M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-4.42KClosed |
$216K - $224K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10.2KClosed |
$499K - $518K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1K- 8.66% |
$48.9K - $50.7K
|
10.6K
$540K
|
|
Aug 12, 2020
Q2 2020
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-12.5KClosed |
$609K - $632K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Esl Trust Services, LLC
|
SELL
|
- |
-32.7KClosed |
$1.59M - $1.65M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.02KClosed |
$293K - $305K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
First National Trust CO
|
SELL
|
- |
-18.7KClosed |
$912K - $946K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.33KClosed |
$260K - $270K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-414KClosed |
$20.2M - $20.9M
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Ledyard National Bank
|
SELL
|
- |
-48.9KClosed |
$2.38M - $2.47M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
High Mark Wealth Management LLC
|
SELL
|
- |
-308Closed |
$15K - $15.6K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-15.9KClosed |
$777K - $806K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
SELL
|
- |
-5.81KClosed |
$283K - $294K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-7.74KClosed |
$377K - $392K
|
0
$0
|
|
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
$1M
|
|
Feb 22, 2022
Q1 2020
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-981Closed |
$43.3K - $50.1K
|
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 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 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
|
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
$258K
|
|
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
|