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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-529KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-11.6KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Brio Consultants, LLC
|
SELL
|
- |
-7.37KClosed |
N/A
|
0
$0
|
|
|
Apr 15, 2019
Q1 2019
|
Bt Wealth Management LLC
|
SELL
|
- |
-36.4KClosed |
N/A
|
0
$0
|
|
|
Apr 05, 2019
Q1 2019
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-29.4KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Dec 21, 2023
Q4 2018
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-241Closed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-1.45MClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.59KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-160KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-337Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-179KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-47.9KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Hilton Capital Management, LLC
|
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Windham Capital Management, LLC
|
SELL
|
- |
-16.1KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-278Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-46.3KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.02KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Mathes Company, Inc.
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2019
Q4 2018
|
Pflug Koory, LLC
|
SELL
|
- |
-127Closed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.7KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-7.11KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Ckw Financial Group
|
SELL
|
- |
-412Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-693K- 98.45% |
N/A
|
10.9K
$558K
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Washington Trust Bank
|
SELL
|
- |
-168Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
49KNew |
N/A
|
49K
$2.5M
|
|
|
Nov 13, 2018
Q3 2018
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-492KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-1MClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6.45KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Segment Wealth Management, LLC
|
SELL
|
- |
-41.8KClosed |
N/A
|
0
$0
|
|
|
Oct 26, 2018
Q3 2018
|
Securian Asset Management, Inc
|
BUY
|
- |
50KNew |
N/A
|
50K
$2.55M
|
|
|
Oct 17, 2018
Q3 2018
|
Simpli Fi, Inc.
|
SELL
|
- |
-25.4KClosed |
N/A
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Private Capital Advisors, Inc.
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$291K
|
|
|
Oct 10, 2018
Q3 2018
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-6.77KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Ars Investment Partners, LLC
|
SELL
|
- |
-38.3KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Country Trust Bank
|
SELL
|
- |
-765Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-9.32KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$593K
|
|
|
Jul 31, 2018
Q2 2018
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-369Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.06KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 23, 2018
Q1 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.8K- 66.07% |
N/A
|
1.44K
$73.4K
|
|
|
May 15, 2018
Q1 2018
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.23KClosed |
N/A
|
0
$0
|
|