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 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 1.91% |
$119K - $120K
|
126K
$6.43M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.5K- 8.11% |
$836K - $843K
|
187K
$9.55M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11+ 0.11% |
$557 - $562
|
9.73K
$497K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.76K- 15.75% |
$89.2K - $90K
|
9.42K
$481K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13K- 77.53% |
$656K - $662K
|
3.75K
$192K
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
16.7K+ 7.81% |
$847K - $855K
|
231K
$11.8M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
202K+ 118.97% |
$10.2M - $10.3M
|
371K
$19M
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
11.2K+ 7.07% |
$566K - $571K
|
169K
$8.65M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.73K- 8.43% |
$341K - $344K
|
73.1K
$3.74M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-11.3K- 5.36% |
$575K - $580K
|
200K
$10.2M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
108+ 0.51% |
$5.47K - $5.52K
|
21.4K
$1.09M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
20.8K+ 1051.52% |
$1.05M - $1.06M
|
22.7K
$1.16M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
83.5K+ 163635.3% |
$4.23M - $4.26M
|
83.5K
$4.27M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.78K+ 4.28% |
$242K - $244K
|
116K
$5.95M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
755+ 12.55% |
$38.2K - $38.6K
|
6.77K
$346K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.8K+ 15.05% |
$545K - $549K
|
82.2K
$4.2M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.4KNew |
$578K - $583K
|
11.4K
$583K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.2K+ 29.27% |
$213K - $214K
|
18.5K
$947K
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-41.5K- 59.57% |
$2.1M - $2.12M
|
28.2K
$1.44M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
60K+ 270.78% |
$3.04M - $3.07M
|
82.2K
$4.2M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.15KNew |
$311K - $314K
|
6.15K
$314K
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-82- 1.38% |
$4.15K - $4.19K
|
5.88K
$300K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
275+ 8.04% |
$13.9K - $14K
|
3.7K
$189K
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.5K- 8.33% |
$127K - $128K
|
27.5K
$1.41M
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
518+ 0.89% |
$26.2K - $26.5K
|
58.6K
$2.99M
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
640New |
$32.4K - $32.7K
|
640
$32.7K
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-303- 0.96% |
$15.3K - $15.5K
|
31.3K
$1.6M
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
200+ 3.94% |
$10.1K - $10.2K
|
5.28K
$270K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-947- 3.5% |
$48K - $48.4K
|
26.1K
$1.33M
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1K- 9.6% |
$50.6K - $51.1K
|
9.42K
$481K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 73.69% |
$752K - $758K
|
35K
$1.79M
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-503- 11.14% |
$25.5K - $25.7K
|
4.01K
$205K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-78- 0.04% |
$3.95K - $3.98K
|
184K
$9.41M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.17K+ 1.84% |
$312K - $315K
|
342K
$17.5M
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
163+ 38.35% |
$8.25K - $8.33K
|
588
$30K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.15K+ 1.72% |
$58.2K - $58.7K
|
67.9K
$3.47M
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-31.5K- 57.3% |
$1.6M - $1.61M
|
23.5K
$1.2M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-191- 99.48% |
$9.67K - $9.76K
|
1
$51.1
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-8.02K- 5.59% |
$406K - $410K
|
136K
$6.93M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.86K+ 615.95% |
$196K - $197K
|
4.49K
$229K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.7K+ 2.42% |
$86K - $86.8K
|
72K
$3.68M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.1K- 35.34% |
$410K - $413K
|
14.8K
$757K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.36KNew |
$272K - $274K
|
5.36K
$274K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25New |
$1.27K - $1.28K
|
25
$1.28K
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.14K+ 152.17% |
$108K - $109K
|
3.55K
$181K
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.31K+ 34.25% |
$218K - $220K
|
16.9K
$862K
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-701- 7.37% |
$35.5K - $35.8K
|
8.81K
$450K
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
23.8K+ 18.88% |
$1.2M - $1.21M
|
150K
$7.64M
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-747- 4.82% |
$37.8K - $38.2K
|
14.8K
$754K
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.12K- 3.68% |
$259K - $261K
|
134K
$6.85M
|