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 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-725- 11.36% |
$36.7K - $37K
|
5.66K
$289K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-571- 11.11% |
$28.9K - $29.2K
|
4.57K
$233K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.32K+ 10.68% |
$320K - $323K
|
65.5K
$3.34M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
130+ 0.4% |
$6.58K - $6.64K
|
32.7K
$1.67M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
94+ 0.25% |
$4.76K - $4.8K
|
37.7K
$1.93M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-87.6K- 3.6% |
$4.44M - $4.48M
|
2.35M
$120M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.31K- 15.66% |
$117K - $118K
|
12.4K
$636K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 0.99% |
$66.1K - $66.7K
|
134K
$6.83M
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
83K+ 9.1% |
$4.2M - $4.24M
|
995K
$50.9M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-14.9K- 75.36% |
$755K - $761K
|
4.87K
$249K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.03K+ 3.38% |
$153K - $155K
|
92.7K
$4.74M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-35.3K- 74.96% |
$1.79M - $1.8M
|
11.8K
$603K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 4.1% |
$1.52K - $1.53K
|
702
$35.9K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
34.2K+ 3.31% |
$1.73M - $1.75M
|
1.07M
$54.6M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-832- 4.82% |
$42.1K - $42.5K
|
16.4K
$840K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.77K- 2.87% |
$89.7K - $90.5K
|
60K
$3.07M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-705- 2.96% |
$35.7K - $36K
|
23.1K
$1.18M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.25K+ 7.92% |
$114K - $115K
|
30.7K
$1.57M
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 10.81% |
$608 - $613
|
123
$6.28K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.48K+ 7.0% |
$75K - $75.6K
|
22.6K
$1.16M
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-305- 4.02% |
$15.4K - $15.6K
|
7.28K
$372K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
12.2K+ 9.65% |
$619K - $624K
|
139K
$7.09M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.43K+ 11.48% |
$275K - $277K
|
52.7K
$2.69M
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.95KNew |
$98.5K - $99.4K
|
1.95K
$99.4K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.87K- 31.49% |
$399K - $402K
|
17.1K
$875K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-546- 4.32% |
$27.6K - $27.9K
|
12.1K
$618K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-347K- 11.07% |
$17.6M - $17.7M
|
2.79M
$142M
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.27K- 35.54% |
$318K - $320K
|
11.4K
$581K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.91% |
$557 - $562
|
1.22K
$62.4K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
59.8K+ 5.31% |
$3.03M - $3.05M
|
1.19M
$60.6M
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
25.6K+ 22.17% |
$1.3M - $1.31M
|
141K
$7.21M
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-633- 7.38% |
$32.1K - $32.3K
|
7.95K
$406K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.53K- 45.28% |
$179K - $180K
|
4.26K
$218K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.42K+ 12.53% |
$123K - $124K
|
21.7K
$1.11M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-545K- 96.17% |
$27.6M - $27.8M
|
21.7K
$1.11M
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-16.5K- 10.41% |
$837K - $845K
|
142K
$7.27M
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-179- 2.8% |
$9.06K - $9.14K
|
6.22K
$318K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
86.3KNew |
$4.37M - $4.41M
|
86.3K
$4.41M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-16.4K- 78.25% |
$830K - $837K
|
4.56K
$233K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.27K- 36.83% |
$216K - $218K
|
7.32K
$374K
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
20.8K+ 514.68% |
$1.05M - $1.06M
|
24.8K
$1.27M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-366- 2.65% |
$18.5K - $18.7K
|
13.4K
$686K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
423+ 1.93% |
$21.4K - $21.6K
|
22.4K
$1.14M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-10.6K- 4.02% |
$537K - $542K
|
253K
$12.9M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.24K- 54.92% |
$164K - $165K
|
2.66K
$136K
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
7.18K+ 4.52% |
$364K - $367K
|
166K
$8.48M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.88K+ 28.44% |
$500K - $505K
|
44.6K
$2.28M
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.41K- 27.34% |
$122K - $123K
|
6.4K
$327K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01K+ 10100.0% |
$51.1K - $51.6K
|
1.02K
$52.1K
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
82.8KNew |
$4.19M - $4.23M
|
82.8K
$4.23M
|