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 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-115- 0.77% |
$5.83K - $5.87K
|
14.9K
$756K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-125- 2.1% |
$6.34K - $6.39K
|
5.84K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-133- 1.76% |
$6.75K - $6.79K
|
7.41K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-164- 3.05% |
$8.32K - $8.38K
|
5.22K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-168- 0.14% |
$8.52K - $8.58K
|
118K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-172- 2.63% |
$8.73K - $8.79K
|
6.36K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-175- 3.98% |
$8.88K - $8.94K
|
4.22K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-185- 2.24% |
$9.39K - $9.45K
|
8.07K
$410K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-189- 1.22% |
$9.59K - $9.65K
|
15.3K
$777K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-198- 49.5% |
$10K - $10.1K
|
202
$10.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-198- 3.75% |
$10K - $10.1K
|
5.08K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 3.88% |
$10.1K - $10.2K
|
4.95K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-235- 2.38% |
$11.9K - $12K
|
9.63K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-240- 5.35% |
$12.2K - $12.3K
|
4.25K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-240- 10.88% |
$12.2K - $12.3K
|
1.97K
$99.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-241- 1.55% |
$12.2K - $12.3K
|
15.3K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-246- 3.99% |
$12.5K - $12.6K
|
5.92K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 54.47% |
$12.7K - $12.8K
|
209
$10.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-254- 0.35% |
$12.9K - $13K
|
72.9K
$3.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-255- 3.77% |
$12.9K - $13K
|
6.51K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-283- 2.45% |
$14.4K - $14.5K
|
11.2K
$571K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-328- 1.65% |
$16.6K - $16.8K
|
19.5K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-330- 20.43% |
$16.7K - $16.9K
|
1.29K
$65.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-346- 66.03% |
$17.6K - $17.7K
|
178
$9.04K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-348- 2.67% |
$17.7K - $17.8K
|
12.7K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-350- 7.11% |
$17.8K - $17.9K
|
4.57K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-373- 0.82% |
$18.9K - $19.1K
|
45K
$2.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-383- 0.84% |
$19.4K - $19.6K
|
45.2K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-400- 9.12% |
$20.3K - $20.4K
|
3.99K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-421- 9.45% |
$21.4K - $21.5K
|
4.03K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-434- 20.7% |
$22K - $22.2K
|
1.66K
$84.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-434- 7.51% |
$22K - $22.2K
|
5.34K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-451- 0.45% |
$22.9K - $23K
|
100K
$5.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-460- 9.64% |
$23.3K - $23.5K
|
4.31K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-461- 2.21% |
$23.4K - $23.5K
|
20.4K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-487- 1.73% |
$24.7K - $24.9K
|
27.7K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-500- 4.09% |
$25.4K - $25.5K
|
11.7K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-559- 13.43% |
$28.4K - $28.6K
|
3.6K
$183K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-564- 4.0% |
$28.6K - $28.8K
|
13.5K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-566- 6.58% |
$28.7K - $28.9K
|
8.04K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-570- 4.46% |
$28.9K - $29.1K
|
12.2K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-605- 5.75% |
$30.7K - $30.9K
|
9.91K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-618- 13.34% |
$31.4K - $31.6K
|
4.01K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-620- 1.67% |
$31.5K - $31.7K
|
36.5K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-624- 9.9% |
$31.7K - $31.9K
|
5.68K
$288K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-665- 8.8% |
$33.7K - $34K
|
6.9K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-685- 1.15% |
$34.8K - $35K
|
58.7K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-688- 5.13% |
$34.9K - $35.1K
|
12.7K
$646K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-713- 3.67% |
$36.2K - $36.4K
|
18.7K
$949K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-717- 7.23% |
$36.4K - $36.6K
|
9.2K
$467K
|