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 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
901+ 14.28% |
$45.7K - $46K
|
7.21K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
787+ 1.33% |
$39.9K - $40.2K
|
59.8K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
751+ 3.87% |
$38.1K - $38.4K
|
20.2K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
724+ 1.51% |
$36.7K - $37K
|
48.8K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
671+ 1.85% |
$34K - $34.3K
|
37K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
574+ 1.84% |
$29.1K - $29.3K
|
31.7K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
563+ 26.59% |
$28.6K - $28.8K
|
2.68K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
514+ 1.84% |
$26.1K - $26.3K
|
28.4K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502+ 2.05% |
$25.5K - $25.6K
|
25K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
466+ 2.15% |
$23.6K - $23.8K
|
22.1K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
459+ 2.06% |
$23.3K - $23.4K
|
22.8K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
416+ 4.09% |
$21.1K - $21.2K
|
10.6K
$539K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
382+ 1.35% |
$19.4K - $19.5K
|
28.7K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
381+ 2.9% |
$19.3K - $19.5K
|
13.5K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
347+ 1.32% |
$17.6K - $17.7K
|
26.7K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
319New |
$16.2K - $16.3K
|
319
$16.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
264+ 1.84% |
$13.4K - $13.5K
|
14.6K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
255+ 0.49% |
$12.9K - $13K
|
52.3K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
250+ 1.2% |
$12.7K - $12.8K
|
21.2K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
185+ 0.15% |
$9.39K - $9.45K
|
126K
$6.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
179New |
$9.08K - $9.14K
|
179
$9.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
144New |
$7.31K - $7.36K
|
144
$7.34K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
140+ 2.19% |
$7.1K - $7.15K
|
6.52K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
106New |
$5.38K - $5.41K
|
106
$5.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
92+ 1.84% |
$4.67K - $4.7K
|
5.09K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
90+ 2.0% |
$4.57K - $4.6K
|
4.6K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
75+ 1.35% |
$3.8K - $3.83K
|
5.63K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
69+ 23.96% |
$3.5K - $3.52K
|
357
$18.2K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 23.68% |
$2.28K - $2.3K
|
235
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
34New |
$1.72K - $1.74K
|
34
$1.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 0.45% |
$1.17K - $1.17K
|
5.17K
$264K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.77% |
$1.01K - $1.02K
|
1.15K
$58.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 1.83% |
$964 - $971
|
1.06K
$54K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16+ 0.27% |
$812 - $817
|
6K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 1.56% |
$812 - $817
|
1.04K
$53K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 1.96% |
$609 - $613
|
625
$31.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 1.4% |
$558 - $562
|
797
$40.6K
|
|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.24% |
$304 - $306
|
488
$24.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$203 - $204
|
4
$204
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.17% |
$101 - $102
|
1.2K
$61.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.27% |
$50.7 - $51.1
|
80
$4.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4- 0.04% |
$203 - $204
|
11K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-23- 0.42% |
$1.17K - $1.17K
|
5.51K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-34- 0.48% |
$1.72K - $1.74K
|
7.08K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-38- 0.67% |
$1.93K - $1.94K
|
5.62K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-55- 0.27% |
$2.79K - $2.81K
|
20K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-58- 0.98% |
$2.94K - $2.96K
|
5.83K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-62- 71.26% |
$3.15K - $3.17K
|
25
$1.27K
|