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 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.95K- 15.1% |
$99.2K - $99.6K
|
11K
$559K
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
7+ 0.16% |
$356 - $358
|
4.31K
$220K
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.12K+ 45.08% |
$362K - $364K
|
22.9K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.93K+ 364.88% |
$149K - $150K
|
3.73K
$190K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 20.0% |
$50.9K - $51.1K
|
4K
$204K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-37- 0.17% |
$1.88K - $1.89K
|
22K
$1.12M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-597- 0.6% |
$30.4K - $30.5K
|
98.4K
$5.02M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
123K+ 71.72% |
$6.25M - $6.27M
|
294K
$15M
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-715- 0.78% |
$36.4K - $36.5K
|
91.5K
$4.67M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.3K- 22.16% |
$1.69M - $1.7M
|
117K
$5.97M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.1K+ 76.86% |
$310K - $312K
|
14K
$716K
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.04K- 25.18% |
$104K - $104K
|
6.07K
$310K
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-915- 5.4% |
$46.5K - $46.7K
|
16K
$818K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.54M+ 143.42% |
$78.3M - $78.6M
|
2.61M
$133M
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.17KNew |
$212K - $213K
|
4.17K
$213K
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 8.82% |
$64.8K - $65K
|
15.7K
$801K
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
4.81K+ 8.2% |
$245K - $246K
|
63.5K
$3.24M
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.76K+ 2.99% |
$141K - $141K
|
95.3K
$4.86M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.72K- 0.23% |
$87.2K - $87.6K
|
748K
$38.2M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.38K- 6.01% |
$376K - $377K
|
116K
$5.89M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.28K+ 6.5% |
$370K - $372K
|
119K
$6.08M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
17+ 0.13% |
$865 - $869
|
13.4K
$685K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
2.07K+ 18.94% |
$105K - $106K
|
13K
$662K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.01K- 5.56% |
$407K - $409K
|
136K
$6.94M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 19.15% |
$674K - $676K
|
82.4K
$4.2M
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
16.8K+ 259.11% |
$854K - $857K
|
23.3K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.9K+ 4.72% |
$300K - $301K
|
131K
$6.68M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.06K- 16.02% |
$53.9K - $54.2K
|
5.56K
$284K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.63K+ 0.45% |
$82.9K - $83.2K
|
366K
$18.7M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.5K+ 11.11% |
$637K - $640K
|
125K
$6.39M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21.2K+ 51.74% |
$1.08M - $1.08M
|
62.2K
$3.17M
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-149- 2.7% |
$7.58K - $7.61K
|
5.36K
$274K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
56.2K+ 73.51% |
$2.86M - $2.87M
|
133K
$6.77M
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.93K+ 3.73% |
$302K - $303K
|
165K
$8.41M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-479- 2.04% |
$24.4K - $24.5K
|
23K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
433K+ 24.72% |
$22M - $22.1M
|
2.18M
$111M
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
13.5K+ 11.61% |
$688K - $691K
|
130K
$6.63M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 3.14% |
$77.1K - $77.5K
|
46.7K
$2.38M
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-61.9K- 5.97% |
$3.15M - $3.16M
|
975K
$49.7M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.3K+ 4.18% |
$1.44M - $1.44M
|
704K
$35.9M
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
383KNew |
$19.5M - $19.6M
|
383K
$19.5M
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.6K+ 12.44% |
$285K - $286K
|
50.6K
$2.58M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
216K+ 1308.37% |
$11M - $11M
|
232K
$11.9M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
840New |
$42.7K - $42.9K
|
840
$42.9K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.1KClosed |
$1.02M - $1.03M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.36K- 2.97% |
$272K - $274K
|
175K
$8.92M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.8K+ 11.07% |
$1.52M - $1.52M
|
299K
$15.3M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.88K+ 14.4% |
$147K - $147K
|
22.9K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12K+ 0.99% |
$210K - $210K
|
422K
$21.5M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117+ 0.78% |
$5.95K - $5.98K
|
15.1K
$773K
|