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 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.07KNew |
$204K - $207K
|
4.07K
$207K
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
89.4K+ 64.91% |
$4.48M - $4.56M
|
227K
$11.6M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-190- 0.25% |
$9.52K - $9.69K
|
77.1K
$3.93M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-158- 0.67% |
$7.92K - $8.06K
|
23.6K
$1.2M
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
58KNew |
$2.9M - $2.96M
|
58K
$2.96M
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
39.2K+ 22.16% |
$1.97M - $2M
|
216K
$11M
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
16.9K+ 5.12% |
$846K - $862K
|
347K
$17.7M
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-945- 9.49% |
$47.3K - $48.2K
|
9.01K
$460K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.32K- 14.04% |
$367K - $374K
|
44.8K
$2.29M
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.12K+ 5.65% |
$207K - $210K
|
77.2K
$3.94M
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
31+ 0.31% |
$1.55K - $1.58K
|
10.1K
$517K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-45.8K- 8.37% |
$2.29M - $2.34M
|
502K
$25.6M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30+ 7.25% |
$1.5K - $1.53K
|
444
$22.7K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.43K+ 1.7% |
$122K - $124K
|
145K
$7.42M
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.96K- 55.71% |
$499K - $508K
|
7.92K
$404K
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 21.15% |
$76.3K - $77.7K
|
5.67K
$289K
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-835- 0.5% |
$41.8K - $42.6K
|
167K
$8.53M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 2.87% |
$82.3K - $83.8K
|
55.6K
$2.84M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.2K+ 41.21% |
$1.01M - $1.03M
|
69.3K
$3.54M
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
28K+ 226.05% |
$1.4M - $1.43M
|
40.3K
$2.06M
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
492New |
$24.6K - $25.1K
|
492
$25.1K
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-54- 0.38% |
$2.71K - $2.76K
|
14K
$713K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-932- 3.05% |
$46.7K - $47.6K
|
29.6K
$1.51M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
8.9K+ 6.88% |
$446K - $454K
|
138K
$7.06M
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 2.49% |
$51.2K - $52.1K
|
40.1K
$2.04M
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.78K- 6.47% |
$89.3K - $91K
|
25.8K
$1.32M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 1.19% |
$2.56K - $2.6K
|
4.33K
$221K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.14K- 32.19% |
$157K - $160K
|
6.62K
$337K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.64KNew |
$82K - $83.5K
|
1.64K
$83.5K
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.22MNew |
$61.2M - $62.3M
|
1.22M
$62.3M
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
67.4KNew |
$3.38M - $3.44M
|
67.4K
$3.44M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-14.9K- 20.54% |
$746K - $760K
|
57.6K
$2.94M
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.11K- 1.14% |
$106K - $108K
|
184K
$9.38M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20KNew |
$1M - $1.02M
|
20K
$1.02M
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-321- 7.29% |
$16.1K - $16.4K
|
4.08K
$208K
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-15.8K- 50.93% |
$793K - $807K
|
15.3K
$778K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.01K- 22.41% |
$101K - $102K
|
6.95K
$355K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29.8K+ 340.15% |
$1.49M - $1.52M
|
38.5K
$1.97M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.24KNew |
$413K - $420K
|
8.24K
$420K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.31K- 42.44% |
$216K - $220K
|
5.85K
$298K
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
48.7K+ 201.7% |
$2.44M - $2.48M
|
72.8K
$3.71M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.7K+ 4.98% |
$386K - $393K
|
162K
$8.28M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 10.55% |
$74.9K - $76.3K
|
12.7K
$647K
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.84K- 5.31% |
$192K - $196K
|
68.5K
$3.5M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.91K+ 32.61% |
$146K - $149K
|
11.8K
$604K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
22.3K+ 132.2% |
$1.12M - $1.14M
|
39.1K
$1.99M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.07K+ 41.59% |
$104K - $106K
|
7.05K
$360K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-8.91K- 20.72% |
$446K - $455K
|
34.1K
$1.74M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-417- 3.41% |
$20.9K - $21.3K
|
11.8K
$602K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
651+ 9.17% |
$32.6K - $33.2K
|
7.75K
$395K
|