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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-18.6K- 12.98% |
$945K - $952K
|
125K
$6.37M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.7K- 23.91% |
$1.1M - $1.11M
|
69.1K
$3.53M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 4.38% |
$7.57M - $7.62M
|
3.56M
$181M
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.21K+ 1.04% |
$61.3K - $61.8K
|
117K
$5.97M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
45+ 0.85% |
$2.28K - $2.3K
|
5.36K
$274K
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
127+ 1.61% |
$6.44K - $6.49K
|
8.01K
$408K
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
728+ 1.13% |
$36.9K - $37.2K
|
64.9K
$3.31M
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.5KNew |
$785K - $790K
|
15.5K
$789K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.91K+ 5.06% |
$96.6K - $97.3K
|
39.6K
$2.02M
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
21.8K+ 3.44% |
$1.11M - $1.11M
|
655K
$33.4M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-131K- 11.24% |
$6.66M - $6.71M
|
1.04M
$52.9M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.69KNew |
$289K - $291K
|
5.69K
$290K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-20.9K- 83.86% |
$1.06M - $1.07M
|
4.02K
$205K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.34K- 27.2% |
$271K - $273K
|
14.3K
$729K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.27K+ 21.39% |
$115K - $116K
|
12.9K
$658K
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.98K- 23.54% |
$202K - $203K
|
12.9K
$658K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.9K+ 31.5% |
$4.36M - $4.39M
|
359K
$18.3M
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
89.3KNew |
$4.53M - $4.56M
|
89.3K
$4.56M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9KNew |
$457K - $460K
|
9K
$459K
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-102- 0.62% |
$5.17K - $5.21K
|
16.4K
$837K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31K+ 25.95% |
$1.57M - $1.58M
|
150K
$7.66M
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.63K- 4.25% |
$82.7K - $83.3K
|
36.7K
$1.87M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
671+ 1.85% |
$34K - $34.3K
|
37K
$1.89M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.22K- 14.57% |
$265K - $267K
|
30.6K
$1.56M
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-24.1K- 56.54% |
$1.22M - $1.23M
|
18.5K
$943K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-10.5K- 7.66% |
$531K - $535K
|
126K
$6.43M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
123K+ 5.33% |
$6.25M - $6.29M
|
2.43M
$124M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-23- 0.42% |
$1.17K - $1.17K
|
5.51K
$281K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
43.4K+ 107.52% |
$2.2M - $2.22M
|
83.8K
$4.28M
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
973+ 1.83% |
$49.4K - $49.7K
|
54K
$2.76M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.39K+ 21.59% |
$223K - $224K
|
24.7K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
123KNew |
$6.24M - $6.28M
|
123K
$6.27M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.27K+ 4.66% |
$217K - $218K
|
95.9K
$4.89M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.62KNew |
$285K - $287K
|
5.62K
$286K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.29K+ 199.02% |
$268K - $270K
|
7.95K
$405K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.4K+ 10.82% |
$122K - $123K
|
24.6K
$1.25M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.13K+ 261.9% |
$311K - $313K
|
8.47K
$432K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.35K- 3.03% |
$170K - $171K
|
107K
$5.47M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
319New |
$16.2K - $16.3K
|
319
$16.3K
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 1.72% |
$79.4K - $79.9K
|
92.5K
$4.72M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.97K- 63.12% |
$99.8K - $101K
|
1.15K
$58.6K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.29K+ 2.44% |
$65.4K - $65.8K
|
54K
$2.76M
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
16.6KNew |
$845K - $850K
|
16.6K
$849K
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-30.1K- 27.75% |
$1.53M - $1.54M
|
78.3K
$3.99M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-286K- 12.97% |
$14.5M - $14.6M
|
1.92M
$98M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 16.67% |
$50.7K - $51.1K
|
5K
$255K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-421- 9.45% |
$21.4K - $21.5K
|
4.03K
$206K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$531K - $535K
|
10.5K
$534K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30K- 5.98% |
$1.52M - $1.53M
|
472K
$24.1M
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.67K+ 83.22% |
$288K - $290K
|
12.5K
$637K
|