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 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
|
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
|
|
|
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
|
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
|