Purchases and Sales Made in Q4 2024 in Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR FLTG RATE NT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.62K+ 56.02% |
$234K - $236K
|
12.9K
$655K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.48K+ 8.93% |
$227K - $229K
|
54.6K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.41KNew |
$224K - $225K
|
4.41K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.39K+ 21.59% |
$223K - $224K
|
24.7K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.39K+ 2.05% |
$223K - $224K
|
219K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.27KNew |
$217K - $218K
|
4.27K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.27K+ 4.66% |
$217K - $218K
|
95.9K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.24K+ 28.45% |
$215K - $216K
|
19.1K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
4.16KNew |
$211K - $213K
|
4.16K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.02KNew |
$204K - $205K
|
4.02K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$203K - $204K
|
4K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
3.92K+ 14.12% |
$199K - $200K
|
31.7K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.88K+ 46.39% |
$197K - $198K
|
12.2K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.85K+ 54.6% |
$196K - $197K
|
10.9K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.68K+ 2.93% |
$187K - $188K
|
129K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.62K+ 26.85% |
$183K - $185K
|
17.1K
$870K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.52K+ 9.34% |
$179K - $180K
|
41.3K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.45K+ 28.88% |
$175K - $176K
|
15.4K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.16K+ 6.64% |
$160K - $161K
|
50.7K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.14K+ 42.09% |
$159K - $160K
|
10.6K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 7.17% |
$150K - $151K
|
44.3K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.93K+ 28.27% |
$149K - $150K
|
13.3K
$677K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.44K+ 30.67% |
$124K - $125K
|
10.4K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.4K+ 10.82% |
$122K - $123K
|
24.6K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.33K+ 53.75% |
$118K - $119K
|
6.66K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.29KNew |
$116K - $117K
|
2.29K
$117K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.29K+ 1.59% |
$116K - $117K
|
146K
$7.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.27K+ 21.39% |
$115K - $116K
|
12.9K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19K+ 17.05% |
$111K - $112K
|
15K
$766K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.1K+ 3.45% |
$106K - $107K
|
62.9K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.07K+ 11.55% |
$105K - $106K
|
20K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.03K+ 40.88% |
$103K - $104K
|
7K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.97KNew |
$99.8K - $101K
|
1.97K
$100K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.77K+ 7.49% |
$89.6K - $90.2K
|
25.3K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.72K+ 3.26% |
$87.2K - $87.8K
|
54.5K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.71K+ 7.69% |
$86.6K - $87.2K
|
23.9K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.69K+ 27.91% |
$85.7K - $86.3K
|
7.74K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.62K+ 38.75% |
$82.2K - $82.7K
|
5.8K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.62K+ 26.27% |
$82.1K - $82.7K
|
7.78K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 1.72% |
$79.4K - $79.9K
|
92.5K
$4.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.45K+ 10.64% |
$73.4K - $73.9K
|
15K
$766K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.38K+ 5.4% |
$69.8K - $70.3K
|
26.8K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.29K+ 2.44% |
$65.4K - $65.8K
|
54K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 2.81% |
$65.2K - $65.6K
|
47K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.07K+ 11.14% |
$54.3K - $54.7K
|
10.7K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.05K+ 15.0% |
$53.3K - $53.6K
|
8.05K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
973+ 1.83% |
$49.4K - $49.7K
|
54K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
967+ 227.53% |
$49.1K - $49.4K
|
1.39K
$70.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
955+ 5.38% |
$48.4K - $48.8K
|
18.7K
$953K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
944+ 1.79% |
$47.9K - $48.2K
|
53.7K
$2.74M
|