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 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$705K - $710K
|
13.9K
$709K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.5KNew |
$683K - $688K
|
13.5K
$688K
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12.8K+ 105.38% |
$652K - $656K
|
25K
$1.28M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.7KNew |
$642K - $647K
|
12.7K
$646K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.4K+ 11.98% |
$631K - $635K
|
116K
$5.93M
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
12K+ 10.04% |
$611K - $615K
|
132K
$6.74M
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
11.9K+ 118.57% |
$606K - $610K
|
22K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
11.6KNew |
$590K - $594K
|
11.6K
$594K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.5K+ 134.29% |
$584K - $588K
|
20.1K
$1.02M
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
11.3KNew |
$575K - $579K
|
11.3K
$579K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.3KNew |
$571K - $575K
|
11.3K
$574K
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
11.2K+ 18.66% |
$566K - $570K
|
70.9K
$3.62M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.9K+ 2.61% |
$551K - $555K
|
427K
$21.8M
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.7KNew |
$544K - $548K
|
10.7K
$547K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$538K - $542K
|
10.6K
$542K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$531K - $535K
|
10.5K
$534K
|
|
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
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.2K+ 69.24% |
$516K - $520K
|
24.9K
$1.27M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.84K+ 39.36% |
$499K - $503K
|
34.8K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.82K+ 77.01% |
$498K - $502K
|
22.6K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
9.72KNew |
$493K - $496K
|
9.72K
$496K
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.7K+ 204.34% |
$492K - $495K
|
14.4K
$738K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
9.64KNew |
$489K - $493K
|
9.64K
$492K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.56K+ 18.72% |
$485K - $488K
|
60.6K
$3.1M
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.53KNew |
$484K - $487K
|
9.53K
$487K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
9.3KNew |
$472K - $475K
|
9.3K
$475K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.29K+ 93.42% |
$471K - $474K
|
19.2K
$982K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.2K+ 73.0% |
$467K - $470K
|
21.8K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9KNew |
$457K - $460K
|
9K
$459K
|
|
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
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.21K+ 10.86% |
$416K - $419K
|
83.8K
$4.28M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.17K+ 167.84% |
$414K - $417K
|
13K
$665K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.15K+ 53.69% |
$413K - $416K
|
23.3K
$1.19M
|
|
Feb 13, 2025
Q4 2024
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
8K+ 24.24% |
$406K - $409K
|
41K
$2.09M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.73K+ 20.26% |
$392K - $395K
|
45.9K
$2.34M
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.69K+ 16.79% |
$390K - $393K
|
53.5K
$2.73M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
7.59KNew |
$385K - $387K
|
7.59K
$387K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
7.56K+ 7.39% |
$384K - $386K
|
110K
$5.61M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.26KNew |
$368K - $371K
|
7.26K
$370K
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.22K+ 3.01% |
$366K - $369K
|
248K
$12.6M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
7.21K+ 5.06% |
$366K - $368K
|
150K
$7.64M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.14KNew |
$362K - $365K
|
7.14K
$365K
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7K+ 1400.0% |
$355K - $358K
|
7.5K
$383K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
6.96K+ 5.11% |
$353K - $355K
|
143K
$7.3M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.95K+ 143.94% |
$352K - $355K
|
11.8K
$601K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.93KNew |
$351K - $354K
|
6.93K
$354K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.89KNew |
$349K - $352K
|
6.89K
$352K
|