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
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
19.2KNew |
$975K - $979K
|
19.2K
$978K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
417+ 0.77% |
$21.2K - $21.3K
|
54.5K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.3K- 37.01% |
$576K - $579K
|
19.3K
$984K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.3K- 1.22% |
$66.3K - $66.6K
|
106K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
60.1K+ 10.66% |
$3.05M - $3.07M
|
623K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
2.95K+ 1262.39% |
$150K - $151K
|
3.19K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.1K- 31.89% |
$514K - $516K
|
21.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
62.3K+ 2.2% |
$3.17M - $3.18M
|
2.9M
$148M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-9.83K- 52.67% |
$500K - $502K
|
8.83K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 17.49% |
$746K - $749K
|
98.5K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
600+ 3.83% |
$30.5K - $30.7K
|
16.3K
$829K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.05% |
$153 - $153
|
6.37K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
718+ 0.61% |
$36.5K - $36.7K
|
118K
$6.01M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.65K- 78.43% |
$338K - $339K
|
1.83K
$93.2K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.06KNew |
$207K - $208K
|
4.06K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
158KNew |
$8.06M - $8.1M
|
158K
$8.08M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
10.2KNew |
$520K - $522K
|
10.2K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
400K+ 15.06% |
$20.4M - $20.5M
|
3.06M
$156M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
510+ 5.28% |
$25.9K - $26.1K
|
10.2K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
198+ 1.31% |
$10.1K - $10.1K
|
15.3K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
852KNew |
$43.3M - $43.5M
|
852K
$43.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76.4K+ 47.35% |
$3.89M - $3.9M
|
238K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.78K- 6.63% |
$90.5K - $90.9K
|
25.1K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.61K- 4.87% |
$184K - $185K
|
70.6K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.54K- 7.37% |
$485K - $487K
|
120K
$6.11M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-23- 1.31% |
$1.17K - $1.18K
|
1.74K
$88.6K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
16K+ 25.23% |
$814K - $817K
|
79.4K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.08K- 3.93% |
$259K - $260K
|
124K
$6.34M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
98.3K+ 62.53% |
$5M - $5.02M
|
255K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
252+ 0.59% |
$12.8K - $12.9K
|
43.2K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-9.48K- 31.09% |
$482K - $484K
|
21K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
127K+ 14.7% |
$6.45M - $6.48M
|
989K
$50.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-56- 2.47% |
$2.85K - $2.86K
|
2.21K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.5K+ 6.27% |
$76.3K - $76.6K
|
25.4K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
181K+ 7.21% |
$9.21M - $9.25M
|
2.69M
$137M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.84K+ 35.22% |
$144K - $145K
|
10.9K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
447K+ 10.96% |
$22.8M - $22.9M
|
4.53M
$231M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.57K- 3.31% |
$79.8K - $80.2K
|
45.9K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-181- 0.78% |
$9.21K - $9.25K
|
23.1K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
16K+ 25.23% |
$814K - $817K
|
79.4K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
43.8K+ 18.03% |
$2.23M - $2.24M
|
287K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.27K+ 6.39% |
$116K - $116K
|
37.8K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62K+ 1.99% |
$388K - $389K
|
390K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-319- 0.29% |
$16.2K - $16.3K
|
111K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
71.3KNew |
$3.63M - $3.64M
|
71.3K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9.72K+ 3.83% |
$494K - $496K
|
264K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.11K+ 9.98% |
$107K - $108K
|
23.3K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
58.8K+ 33.49% |
$2.99M - $3.01M
|
235K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.97K+ 75.71% |
$202K - $203K
|
9.22K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-176- 0.15% |
$8.95K - $8.99K
|
115K
$5.88M
|