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 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
25KNew |
$1.27M - $1.28M
|
25K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.9K- 1.79% |
$198K - $199K
|
213K
$10.9M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.81K+ 47.9% |
$497K - $501K
|
30.3K
$1.55M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.1K- 7.84% |
$1.58M - $1.59M
|
366K
$18.7M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.05K- 3.6% |
$205K - $207K
|
109K
$5.55M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18.5K+ 41.55% |
$935K - $943K
|
62.9K
$3.21M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.8K+ 326.9% |
$1.41M - $1.42M
|
36.3K
$1.86M
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-4.42K- 43.53% |
$224K - $226K
|
5.74K
$293K
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-15.9K- 15.03% |
$803K - $810K
|
89.6K
$4.58M
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-92- 0.54% |
$4.66K - $4.7K
|
17K
$868K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
69.2K+ 40.79% |
$3.5M - $3.53M
|
239K
$12.2M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
102K+ 4.5% |
$5.15M - $5.19M
|
2.36M
$121M
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
296+ 0.99% |
$15K - $15.1K
|
30.2K
$1.54M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-114K- 4.8% |
$5.78M - $5.83M
|
2.27M
$116M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
116KNew |
$5.85M - $5.9M
|
116K
$5.9M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.95K+ 1.2% |
$98.6K - $99.5K
|
164K
$8.37M
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.34KNew |
$422K - $426K
|
8.34K
$426K
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.26K- 6.31% |
$63.8K - $64.4K
|
18.7K
$956K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.57M- 21.78% |
$79.4M - $80.1M
|
5.63M
$288M
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.79K- 4.65% |
$192K - $194K
|
77.7K
$3.97M
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.19K- 0.74% |
$60.4K - $60.9K
|
159K
$8.12M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.88K+ 7.17% |
$95K - $95.8K
|
28K
$1.43M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 6.25% |
$9.52M - $9.61M
|
3.2M
$163M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.48K+ 122.76% |
$176K - $178K
|
6.31K
$323K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.86K- 76.35% |
$499K - $504K
|
3.05K
$156K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.3K+ 12.83% |
$1.33M - $1.34M
|
231K
$11.8M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-395K- 38.79% |
$20M - $20.2M
|
624K
$31.9M
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-56.7K- 8.21% |
$2.87M - $2.9M
|
634K
$32.4M
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
585+ 6.89% |
$29.6K - $29.9K
|
9.08K
$464K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-140- 47.14% |
$7.09K - $7.15K
|
157
$8.02K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-295- 5.65% |
$14.9K - $15.1K
|
4.92K
$252K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-269K- 28.39% |
$13.6M - $13.7M
|
679K
$34.7M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.99K+ 12.59% |
$202K - $204K
|
35.6K
$1.82M
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116+ 1.55% |
$5.87K - $5.93K
|
7.61K
$389K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 1.95% |
$907K - $915K
|
900K
$46M
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.69K- 8.98% |
$85.6K - $86.3K
|
17.1K
$875K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.21K- 47.83% |
$112K - $113K
|
2.41K
$123K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.6K+ 16.92% |
$742K - $748K
|
101K
$5.17M
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
12.5KNew |
$632K - $638K
|
12.5K
$638K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
612New |
$31K - $31.3K
|
612
$31.3K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.89K+ 20.93% |
$349K - $352K
|
39.8K
$2.03M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 0.22% |
$3.14K - $3.17K
|
28.5K
$1.46M
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
358+ 2.22% |
$18.1K - $18.3K
|
16.5K
$844K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.36K+ 13.3% |
$474K - $478K
|
79.7K
$4.07M
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
15.5K+ 15.67% |
$784K - $791K
|
114K
$5.84M
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-33.7K- 46.56% |
$1.71M - $1.72M
|
38.7K
$1.98M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
313New |
$15.9K - $16K
|
313
$16K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.73K+ 6.74% |
$87.7K - $88.5K
|
27.4K
$1.4M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3K+ 34.11% |
$152K - $153K
|
11.8K
$603K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
18.5K+ 23.71% |
$939K - $947K
|
96.7K
$4.94M
|