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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.17K+ 53.65% |
$110K - $111K
|
6.22K
$318K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.97K+ 590.69% |
$99.3K - $100K
|
2.3K
$118K
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.63K+ 27.08% |
$82K - $82.7K
|
7.63K
$390K
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.52K+ 35.64% |
$76.8K - $77.5K
|
5.79K
$296K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.44KNew |
$72.6K - $73.2K
|
1.44K
$73.5K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 14.2% |
$53.1K - $53.5K
|
8.45K
$432K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
649New |
$32.8K - $33K
|
649
$33.2K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
638New |
$32.2K - $32.5K
|
638
$32.6K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
585+ 12.02% |
$29.5K - $29.8K
|
5.45K
$279K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
548New |
$27.7K - $27.9K
|
548
$28K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
430New |
$21.7K - $21.9K
|
430
$22K
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
393+ 5.35% |
$19.8K - $20K
|
7.74K
$396K
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
307+ 6.68% |
$15.5K - $15.6K
|
4.9K
$250K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
230New |
$11.6K - $11.7K
|
230
$11.8K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
213New |
$10.8K - $10.8K
|
213
$10.9K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
128+ 0.99% |
$6.46K - $6.51K
|
13.1K
$669K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$5.05K - $5.09K
|
100
$5.11K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
90+ 0.95% |
$4.54K - $4.58K
|
9.61K
$491K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
86New |
$4.34K - $4.38K
|
86
$4.39K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
25New |
$1.26K - $1.27K
|
25
$1.28K
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 0.49% |
$1.06K - $1.07K
|
4.32K
$221K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
10New |
$505 - $509
|
10
$511
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4New |
$202 - $204
|
4
$204
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$257K
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$257K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$50.5 - $50.9
|
4.12K
$210K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
194KNew |
$9.81M - $9.87M
|
194K
$9.91M
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
93.8KNew |
$4.74M - $4.77M
|
93.8K
$4.79M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
85KNew |
$4.3M - $4.33M
|
85K
$4.34M
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
56.5K+ 201.79% |
$2.86M - $2.88M
|
84.5K
$4.32M
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
23.5K+ 2350.0% |
$1.19M - $1.2M
|
24.5K
$1.25M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18.5KNew |
$936K - $943K
|
18.5K
$946K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
11.4KNew |
$576K - $580K
|
11.4K
$583K
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.99KNew |
$354K - $356K
|
6.99K
$357K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
6.79K+ 47.55% |
$343K - $345K
|
21.1K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.12K+ 41.17% |
$309K - $311K
|
21K
$1.07M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.2KNew |
$263K - $264K
|
5.2K
$266K
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
5.01KNew |
$253K - $255K
|
5.01K
$256K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.76KNew |
$241K - $242K
|
4.76K
$243K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.72KNew |
$239K - $240K
|
4.72K
$241K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.36KNew |
$220K - $222K
|
4.36K
$223K
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.13K+ 6.56% |
$108K - $109K
|
34.7K
$1.77M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 45.09% |
$104K - $104K
|
6.59K
$337K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.79K+ 33.67% |
$90.6K - $91.2K
|
7.11K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.38K+ 7.84% |
$70K - $70.4K
|
19K
$973K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.03KNew |
$52.1K - $52.4K
|
1.03K
$52.6K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
923+ 17.34% |
$46.7K - $47K
|
6.25K
$319K
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
425New |
$21.5K - $21.6K
|
425
$21.7K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
368+ 0.92% |
$18.6K - $18.7K
|
40.5K
$2.07M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
198New |
$10K - $10.1K
|
198
$10.1K
|