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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
173New |
$8.75K - $8.8K
|
173
$8.84K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
165New |
$8.34K - $8.4K
|
165
$8.43K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
124New |
$6.27K - $6.31K
|
124
$6.34K
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$5.06K - $5.09K
|
100
$5.11K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
82New |
$4.15K - $4.17K
|
82
$4.19K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$1.26K - $1.27K
|
25
$1.28K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$809 - $814
|
5.11K
$261K
|
|
Q2 2023 | |||||||
Aug 04, 2023
Q2 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
243KNew |
$12.2M - $12.4M
|
243K
$12.4M
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
26.9K+ 598.6% |
$1.35M - $1.37M
|
31.4K
$1.61M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.1KNew |
$555K - $562K
|
11.1K
$565K
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.03K+ 2235.15% |
$453K - $459K
|
9.43K
$482K
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.97KNew |
$450K - $456K
|
8.97K
$458K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
6.38KNew |
$320K - $324K
|
6.38K
$326K
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
6.32KNew |
$317K - $321K
|
6.32K
$323K
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.01K+ 34.41% |
$251K - $254K
|
19.6K
$999K
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.66KNew |
$234K - $237K
|
4.66K
$238K
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.58KNew |
$230K - $233K
|
4.58K
$234K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.54K+ 7.97% |
$178K - $180K
|
48K
$2.45M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.54K+ 54.23% |
$178K - $180K
|
10.1K
$514K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.96K+ 9.87% |
$149K - $150K
|
32.9K
$1.68M
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.94K+ 72.59% |
$148K - $150K
|
7K
$357K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.4K+ 36.75% |
$120K - $122K
|
8.91K
$455K
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.73K+ 24.47% |
$86.6K - $87.7K
|
8.78K
$448K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.66KNew |
$83.1K - $84.2K
|
1.66K
$84.6K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.26KNew |
$63.3K - $64.1K
|
1.26K
$64.4K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.16K+ 2.67% |
$58.4K - $59.2K
|
44.7K
$2.28M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
895New |
$44.9K - $45.5K
|
895
$45.7K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
295New |
$14.8K - $15K
|
295
$15.1K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
206New |
$10.3K - $10.5K
|
206
$10.5K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
129New |
$6.47K - $6.56K
|
129
$6.59K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
97New |
$4.87K - $4.93K
|
97
$4.96K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50New |
$2.51K - $2.54K
|
50
$2.55K
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
20+ 0.32% |
$1K - $1.02K
|
6.22K
$318K
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11+ 0.21% |
$552 - $559
|
5.23K
$267K
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$50.2 - $50.8
|
5
$255
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
855K+ 1340.11% |
$42.3M - $43.4M
|
918K
$46.9M
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
204KNew |
$10.1M - $10.4M
|
204K
$10.4M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
150KNew |
$7.44M - $7.63M
|
150K
$7.68M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
77.3K+ 10.58% |
$3.83M - $3.92M
|
807K
$41.2M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
70KNew |
$3.47M - $3.56M
|
70K
$3.58M
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.1K+ 29.53% |
$1.79M - $1.84M
|
158K
$8.1M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
35.6K+ 112.61% |
$1.76M - $1.81M
|
67.2K
$3.43M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
32.6KNew |
$1.62M - $1.66M
|
32.6K
$1.67M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
32.6KNew |
$1.62M - $1.66M
|
32.6K
$1.67M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.9KNew |
$1.48M - $1.52M
|
29.9K
$1.53M
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
10.6KNew |
$524K - $538K
|
10.6K
$541K
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9.11KNew |
$451K - $463K
|
9.11K
$465K
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.85KNew |
$240K - $246K
|
4.85K
$248K
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4.36K+ 2.64% |
$216K - $221K
|
169K
$8.64M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4KNew |
$198K - $203K
|
4K
$204K
|