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 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.1K+ 19.07% |
$106K - $107K
|
13.1K
$670K
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
35.6K+ 6.05% |
$1.8M - $1.82M
|
623K
$31.8M
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.43K+ 5.79% |
$123K - $124K
|
44.5K
$2.27M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23.4K- 29.68% |
$1.19M - $1.2M
|
55.5K
$2.83M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
231KNew |
$11.7M - $11.8M
|
231K
$11.8M
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.06K- 8.12% |
$53.7K - $54.1K
|
12K
$612K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.12K+ 58.14% |
$259K - $262K
|
13.9K
$711K
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.64K+ 1.48% |
$83K - $83.8K
|
112K
$5.74M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.3K+ 95.63% |
$471K - $475K
|
19K
$972K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.83K- 7.18% |
$143K - $144K
|
36.6K
$1.87M
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.53KNew |
$432K - $436K
|
8.53K
$436K
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.19% |
$1.27K - $1.28K
|
12.9K
$657K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-185- 1.71% |
$9.37K - $9.45K
|
10.7K
$544K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.7KNew |
$238K - $240K
|
4.7K
$240K
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
14.5K+ 26.34% |
$734K - $741K
|
69.5K
$3.55M
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-7.23K- 35.03% |
$366K - $369K
|
13.4K
$685K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
133+ 45.24% |
$6.74K - $6.79K
|
427
$21.8K
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
265+ 0.99% |
$13.4K - $13.5K
|
27.1K
$1.38M
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-11K- 73.33% |
$557K - $562K
|
4K
$204K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.81% |
$50.6 - $51.1
|
125
$6.39K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.9K- 30.38% |
$857K - $864K
|
38.8K
$1.98M
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14K+ 83.46% |
$707K - $713K
|
30.7K
$1.57M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.42KNew |
$376K - $379K
|
7.42K
$379K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-59.3K- 50.9% |
$3M - $3.03M
|
57.2K
$2.92M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-20.6K- 7.55% |
$1.04M - $1.05M
|
252K
$12.9M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
186K+ 93.02% |
$9.4M - $9.48M
|
385K
$19.7M
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-687- 3.79% |
$34.8K - $35.1K
|
17.4K
$891K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16.5K- 60.1% |
$835K - $842K
|
10.9K
$559K
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-399- 23.05% |
$20.2K - $20.4K
|
1.33K
$68.1K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.5K- 62.4% |
$4.58M - $4.62M
|
54.6K
$2.79M
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.93% |
$50.6 - $51.1
|
108
$5.52K
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.13K- 5.05% |
$57.4K - $57.9K
|
21.3K
$1.09M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.5K+ 68.19% |
$1.19M - $1.2M
|
58.1K
$2.97M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
15KNew |
$758K - $764K
|
15K
$764K
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
61+ 0.69% |
$3.09K - $3.12K
|
8.9K
$455K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.95K- 3.64% |
$453K - $457K
|
237K
$12.1M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
65.5KNew |
$3.32M - $3.35M
|
65.5K
$3.35M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 0.53% |
$3.14K - $3.17K
|
11.6K
$594K
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-830- 2.08% |
$42K - $42.4K
|
39.1K
$2M
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.03K+ 4.14% |
$407K - $410K
|
202K
$10.3M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.14KNew |
$463K - $467K
|
9.14K
$467K
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-697- 0.81% |
$35.3K - $35.6K
|
85.3K
$4.36M
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 0.37% |
$5.06K - $5.11K
|
27.3K
$1.39M
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.52K- 9.5% |
$77.2K - $77.8K
|
14.5K
$742K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.23K+ 5.4% |
$214K - $216K
|
82.6K
$4.22M
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
295+ 5.53% |
$14.9K - $15.1K
|
5.63K
$288K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-337K- 59.13% |
$17.1M - $17.2M
|
233K
$11.9M
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
36+ 0.26% |
$1.82K - $1.84K
|
13.7K
$700K
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-10.1K- 6.93% |
$511K - $516K
|
136K
$6.93M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
35+ 5.84% |
$1.77K - $1.79K
|
634
$32.4K
|