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 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
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 1.27% |
$401 - $408
|
637
$32.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.77K+ 165.61% |
$389K - $396K
|
12.5K
$636K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.07KNew |
$254K - $259K
|
5.07K
$259K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
212New |
$10.6K - $10.8K
|
212
$10.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
36New |
$1.8K - $1.84K
|
36
$1.84K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.43K- 5.59% |
$222K - $226K
|
74.8K
$3.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.69K- 3.01% |
$84.8K - $86.3K
|
54.6K
$2.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-21.1K- 9.89% |
$1.06M - $1.08M
|
193K
$9.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-245- 21.29% |
$12.3K - $12.5K
|
906
$46.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-14.5K- 34.21% |
$728K - $741K
|
27.9K
$1.43M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-2.61K- 16.03% |
$131K - $133K
|
13.7K
$696K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.55K- 3.94% |
$77.9K - $79.3K
|
37.9K
$1.94M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-29.2K- 10.3% |
$1.46M - $1.49M
|
254K
$13M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.17K+ 30.4% |
$109K - $111K
|
9.3K
$474K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-37.4K- 99.51% |
$1.88M - $1.91M
|
183
$9.34K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-4.5KClosed |
$229K - $230K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.1K+ 8308.08% |
$2.09M - $2.1M
|
41.6K
$2.12M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
5.11KNew |
$260K - $261K
|
5.11K
$261K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 0.77% |
$4.58K - $4.6K
|
11.5K
$589K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.42K+ 104.48% |
$275K - $277K
|
10.6K
$541K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
97.7K+ 4.02% |
$4.97M - $4.99M
|
2.53M
$129M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 81.85% |
$543K - $545K
|
23.7K
$1.21M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
20+ 2.48% |
$1.02K - $1.02K
|
827
$42.2K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13.9K+ 6.0% |
$707K - $711K
|
246K
$12.5M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.13K+ 2.89% |
$210K - $211K
|
147K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-128- 52.89% |
$6.51K - $6.54K
|
114
$5.82K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 21.19% |
$59.3K - $59.6K
|
4.34K
$221K
|
|