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 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.22KNew |
$469K - $471K
|
9.22K
$470K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.36K- 33.75% |
$323K - $325K
|
12.5K
$637K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.4K+ 36.05% |
$2.31M - $2.32M
|
171K
$8.74M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.81K+ 6.13% |
$92K - $92.4K
|
31.3K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
14.4K+ 39.21% |
$732K - $735K
|
51.1K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13K+ 7.56% |
$210K - $211K
|
58.8K
$3M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3.72K- 20.13% |
$189K - $190K
|
14.8K
$753K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.8K+ 17.14% |
$244K - $245K
|
32.8K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63K+ 205.16% |
$3.2M - $3.22M
|
93.7K
$4.78M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 21.37% |
$237K - $238K
|
26.5K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.61K+ 11.54% |
$82K - $82.4K
|
15.6K
$795K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
74.6K+ 378.59% |
$3.8M - $3.81M
|
94.3K
$4.81M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-144K- 59.46% |
$7.34M - $7.37M
|
98.3K
$5.02M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
12.4K+ 26.35% |
$630K - $633K
|
59.4K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
80K+ 96.58% |
$4.07M - $4.09M
|
163K
$8.31M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
8.38KNew |
$426K - $428K
|
8.38K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.56K- 4.15% |
$181K - $182K
|
82.3K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.76K- 61.29% |
$395K - $396K
|
4.9K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
5.78KNew |
$294K - $295K
|
5.78K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
775+ 28.92% |
$39.4K - $39.6K
|
3.46K
$176K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.58K+ 15.72% |
$131K - $132K
|
19K
$969K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-625- 5.57% |
$31.8K - $31.9K
|
10.6K
$541K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
8.75K+ 5.77% |
$445K - $447K
|
160K
$8.18M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.95K- 20.11% |
$455K - $457K
|
35.5K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
38+ 0.75% |
$1.93K - $1.94K
|
5.13K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
723K+ 1841.43% |
$36.8M - $36.9M
|
762K
$38.9M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
917+ 1.75% |
$46.6K - $46.8K
|
53.2K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.26K+ 21.06% |
$166K - $166K
|
18.7K
$955K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.8K+ 52.57% |
$1.26M - $1.27M
|
71.9K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-550- 63.66% |
$28K - $28.1K
|
314
$16K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.32K+ 1.32% |
$67.3K - $67.6K
|
102K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
19.6K+ 23.37% |
$997K - $1M
|
103K
$5.28M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-435- 1.61% |
$22.1K - $22.2K
|
26.6K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.73K - $1.74K
|
34
$1.73K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.54K+ 4.07% |
$180K - $181K
|
90.4K
$4.61M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
806+ 5.76% |
$41K - $41.2K
|
14.8K
$755K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.96K- 2.57% |
$456K - $458K
|
340K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
573New |
$29.1K - $29.3K
|
573
$29.2K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-26K- 67.91% |
$1.32M - $1.33M
|
12.3K
$626K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.32K+ 8.46% |
$271K - $272K
|
68.2K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-5- 26.32% |
$254 - $255
|
14
$714
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.15K+ 14.25% |
$58.5K - $58.8K
|
9.22K
$470K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
105K+ 42.74% |
$5.35M - $5.38M
|
351K
$17.9M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
414+ 0.23% |
$21.1K - $21.2K
|
178K
$9.06M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-134- 0.66% |
$6.82K - $6.85K
|
20.3K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14K+ 4.15% |
$711K - $714K
|
351K
$17.9M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.76K- 17.55% |
$89.3K - $89.7K
|
8.25K
$421K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.9K+ 18.15% |
$913K - $917K
|
117K
$5.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
16.1K+ 9.25% |
$817K - $821K
|
190K
$9.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-107K- 85.1% |
$5.44M - $5.46M
|
18.7K
$955K
|