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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9New |
$457 - $460
|
9
$459
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8+ 1.34% |
$406 - $409
|
603
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 4.94% |
$203 - $204
|
85
$4.33K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
321K+ 103.6% |
$16.3M - $16.4M
|
632K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
55.1KNew |
$2.79M - $2.82M
|
55.1K
$2.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
52.8KNew |
$2.68M - $2.7M
|
52.8K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25KNew |
$1.27M - $1.28M
|
25K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.99KNew |
$506K - $511K
|
9.99K
$509K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.42KNew |
$274K - $277K
|
5.42K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$207K - $208K
|
4.08K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.98K+ 22.27% |
$201K - $203K
|
21.8K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$172K - $174K
|
3.4K
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.26KNew |
$114K - $115K
|
2.26K
$115K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.05K+ 26.12% |
$52.9K - $53.4K
|
5.05K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
800New |
$40.5K - $40.9K
|
800
$40.8K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
700New |
$35.4K - $35.8K
|
700
$35.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
649New |
$32.9K - $33.2K
|
649
$33.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500New |
$25.3K - $25.6K
|
500
$25.5K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464New |
$23.5K - $23.7K
|
464
$23.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
431+ 9.58% |
$21.8K - $22K
|
4.93K
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
316New |
$16K - $16.2K
|
316
$16.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
179New |
$9.06K - $9.15K
|
179
$9.12K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
154New |
$7.8K - $7.87K
|
154
$7.85K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
141New |
$7.14K - $7.21K
|
141
$7.19K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
13+ 1.54% |
$658 - $664
|
859
$43.8K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
979K+ 24865.5% |
$49.7M - $50.1M
|
983K
$50.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
250KNew |
$12.7M - $12.8M
|
250K
$12.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
130K+ 2294.35% |
$6.62M - $6.67M
|
136K
$6.93M
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
70.2K+ 84.84% |
$3.57M - $3.59M
|
153K
$7.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
49.7KNew |
$2.53M - $2.54M
|
49.7K
$2.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
29.1KNew |
$1.48M - $1.49M
|
29.1K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
20.7KNew |
$1.05M - $1.06M
|
20.7K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$582K - $586K
|
11.5K
$584K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
10.7K+ 39.98% |
$541K - $545K
|
37.3K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.28KNew |
$319K - $321K
|
6.28K
$320K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
5.9KNew |
$300K - $302K
|
5.9K
$301K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
5.36KNew |
$272K - $274K
|
5.36K
$273K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
4.62KNew |
$235K - $236K
|
4.62K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3KNew |
$152K - $153K
|
3K
$153K
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
2.8K+ 32.79% |
$142K - $143K
|
11.3K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.65K+ 4.16% |
$134K - $135K
|
66.2K
$3.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.08K+ 27.5% |
$55K - $55.3K
|
5.02K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
422New |
$21.4K - $21.6K
|
422
$21.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
320New |
$16.3K - $16.4K
|
320
$16.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
208New |
$10.6K - $10.6K
|
208
$10.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
167New |
$8.49K - $8.54K
|
167
$8.51K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$6.4K - $6.44K
|
126
$6.42K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
108New |
$5.49K - $5.52K
|
108
$5.5K
|
|