Latest Institutional Purchases of Ishares Tr Fltg Rate Nt ETF (FLOT)
This list provides information on the latest institutional transactions involving Ishares Tr Fltg Rate Nt ETF (FLOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
322K+ 80.79% |
$16.3M - $16.5M
|
721K
$36.8M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
224K+ 880.69% |
$11.4M - $11.5M
|
250K
$12.7M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
173K+ 15.56% |
$8.77M - $8.83M
|
1.28M
$65.6M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
158K+ 826.0% |
$8.02M - $8.07M
|
177K
$9.04M
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
153KNew |
$7.77M - $7.82M
|
153K
$7.82M
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
139KNew |
$7.03M - $7.08M
|
139K
$7.08M
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
131K+ 199.22% |
$6.65M - $6.7M
|
197K
$10M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
114KNew |
$5.78M - $5.82M
|
114K
$5.81M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99.6K+ 352.02% |
$5.05M - $5.09M
|
128K
$6.53M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
94.7K+ 507.97% |
$4.81M - $4.84M
|
113K
$5.79M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
92.2KNew |
$4.68M - $4.71M
|
92.2K
$4.71M
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
82.2KNew |
$4.17M - $4.2M
|
82.2K
$4.19M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
73.9K+ 75.93% |
$3.75M - $3.78M
|
171K
$8.74M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50.1K+ 25.17% |
$2.54M - $2.56M
|
249K
$12.7M
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
48.4KNew |
$2.45M - $2.47M
|
48.4K
$2.47M
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
45.6KNew |
$2.31M - $2.33M
|
45.6K
$2.32M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
42.5K+ 18.27% |
$2.16M - $2.17M
|
275K
$14.1M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39.3K+ 304.07% |
$1.99M - $2M
|
52.2K
$2.66M
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
39.2KNew |
$1.99M - $2M
|
39.2K
$2M
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
37.8KNew |
$1.92M - $1.93M
|
37.8K
$1.93M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36.8K+ 21.81% |
$1.87M - $1.88M
|
206K
$10.5M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
31.5K+ 12.4% |
$1.6M - $1.61M
|
286K
$14.6M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
31.1K+ 38.46% |
$1.58M - $1.59M
|
112K
$5.71M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
25.6K+ 166.12% |
$1.3M - $1.31M
|
41K
$2.09M
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24KNew |
$1.22M - $1.22M
|
24K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
- |
22K+ 28.21% |
$1.12M - $1.12M
|
100K
$5.1M
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
19K+ 15.22% |
$963K - $969K
|
144K
$7.33M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18.4KNew |
$935K - $941K
|
18.4K
$941K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.9K+ 55.65% |
$855K - $861K
|
47.1K
$2.41M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
16K+ 218.96% |
$811K - $816K
|
23.3K
$1.19M
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15.4K+ 513433.34% |
$781K - $787K
|
15.4K
$786K
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
14.2KNew |
$718K - $723K
|
14.2K
$722K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
14.1KNew |
$716K - $721K
|
14.1K
$721K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$705K - $710K
|
13.9K
$709K
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
11.2K+ 18.66% |
$566K - $570K
|
70.9K
$3.62M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.2K+ 27.65% |
$519K - $522K
|
47.2K
$2.41M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.2K+ 28.48% |
$516K - $520K
|
45.9K
$2.34M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.82K+ 77.01% |
$498K - $502K
|
22.6K
$1.15M
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.7K+ 204.34% |
$492K - $495K
|
14.4K
$737K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.53KNew |
$484K - $487K
|
9.53K
$487K
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
8.72KNew |
$442K - $445K
|
8.72K
$445K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.53K+ 6.0% |
$432K - $435K
|
151K
$7.69M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.35K+ 23.91% |
$424K - $426K
|
43.3K
$2.21M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
7.56K+ 7.39% |
$384K - $386K
|
110K
$5.61M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
6.77K+ 4.54% |
$343K - $346K
|
156K
$7.95M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
6.76KNew |
$343K - $345K
|
6.76K
$345K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6.62KNew |
$336K - $338K
|
6.62K
$338K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.04K+ 47.21% |
$306K - $308K
|
18.8K
$961K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.75KNew |
$291K - $294K
|
5.75K
$293K
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.32KNew |
$270K - $272K
|
5.32K
$272K
|