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 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.8K+ 30.16% |
$143K - $143K
|
12.1K
$617K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.09K+ 15.14% |
$310K - $311K
|
46.3K
$2.36M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.36K- 13.65% |
$69.2K - $69.5K
|
8.61K
$439K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
308+ 3.29% |
$15.7K - $15.7K
|
9.68K
$494K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
380+ 269.5% |
$19.3K - $19.4K
|
521
$26.6K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-121K- 3.95% |
$6.14M - $6.16M
|
2.93M
$150M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.85K+ 7.19% |
$196K - $197K
|
57.3K
$2.92M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30.3K- 6.27% |
$1.54M - $1.55M
|
453K
$23.1M
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.78K+ 11.29% |
$141K - $142K
|
27.4K
$1.4M
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.16K- 9.77% |
$262K - $263K
|
47.6K
$2.43M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.14K+ 4.87% |
$312K - $314K
|
132K
$6.75M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.53K- 3.98% |
$129K - $129K
|
60.9K
$3.11M
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-127K- 19.38% |
$6.46M - $6.49M
|
528K
$26.9M
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.77K- 2.73% |
$344K - $346K
|
241K
$12.3M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
755+ 3.05% |
$38.4K - $38.6K
|
25.5K
$1.3M
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-296- 3.01% |
$15.1K - $15.1K
|
9.52K
$486K
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.59K- 1.85% |
$80.6K - $81K
|
84K
$4.28M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
33.9K+ 12.08% |
$1.72M - $1.73M
|
314K
$16M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
363K+ 2400.05% |
$18.5M - $18.5M
|
378K
$19.3M
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-337- 7.21% |
$17.1K - $17.2K
|
4.34K
$221K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
567+ 5.22% |
$28.8K - $29K
|
11.4K
$583K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4KNew |
$203K - $204K
|
4K
$204K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.5K+ 263.57% |
$3.03M - $3.04M
|
82K
$4.19M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13.7KNew |
$699K - $702K
|
13.7K
$701K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
710K+ 19.96% |
$36.1M - $36.3M
|
4.27M
$218M
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-7K- 93.33% |
$356K - $358K
|
500
$25.5K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
479+ 3.46% |
$24.4K - $24.5K
|
14.3K
$732K
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-354- 4.34% |
$18K - $18.1K
|
7.81K
$398K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
88New |
$4.48K - $4.5K
|
88
$4.49K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.67K+ 145.24% |
$339K - $341K
|
11.3K
$574K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
158+ 6.9% |
$8.04K - $8.07K
|
2.45K
$125K
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
19.7K+ 19.65% |
$1M - $1M
|
120K
$6.11M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-786- 10.1% |
$40K - $40.2K
|
7K
$357K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52.4K+ 23.06% |
$2.66M - $2.68M
|
279K
$14.3M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.48K- 6.79% |
$126K - $127K
|
34.1K
$1.74M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 12.0% |
$153 - $153
|
22
$1.12K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
605+ 0.59% |
$30.8K - $30.9K
|
103K
$5.26M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.06K+ 9.01% |
$53.9K - $54.2K
|
12.8K
$655K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
492+ 0.63% |
$25K - $25.1K
|
78.8K
$4.02M
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-967- 69.47% |
$49.2K - $49.4K
|
425
$21.7K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-485- 10.8% |
$24.7K - $24.8K
|
4.01K
$204K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
251+ 1.69% |
$12.8K - $12.8K
|
15.1K
$768K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.45K+ 17.34% |
$481K - $483K
|
64K
$3.26M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154K+ 15.38% |
$7.85M - $7.88M
|
1.16M
$59M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.13K+ 26.28% |
$312K - $313K
|
29.5K
$1.5M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
38.2KNew |
$1.94M - $1.95M
|
38.2K
$1.95M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
68.3K+ 3.51% |
$3.48M - $3.49M
|
2.02M
$103M
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
394+ 1.55% |
$20K - $20.1K
|
25.7K
$1.31M
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.52K+ 2.08% |
$77.3K - $77.6K
|
74.4K
$3.8M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-255- 12.35% |
$13K - $13K
|
1.81K
$92.3K
|