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 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-730- 0.9% |
$37K - $37.3K
|
80.5K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-733- 2.86% |
$37.2K - $37.4K
|
24.9K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-742- 72.04% |
$37.6K - $37.9K
|
288
$14.6K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 6.3% |
$40.6K - $40.9K
|
11.9K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-809- 99.88% |
$41K - $41.3K
|
1
$50.8
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-813- 0.99% |
$41.2K - $41.5K
|
81.5K
$4.14M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-839- 2.4% |
$42.6K - $42.9K
|
34.1K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-845- 1.79% |
$42.9K - $43.2K
|
46.4K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-891- 2.7% |
$45.2K - $45.5K
|
32.1K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-900- 5.44% |
$45.7K - $46K
|
15.7K
$794K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-920- 14.91% |
$46.7K - $47K
|
5.25K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-940- 3.1% |
$47.7K - $48K
|
29.3K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-981- 2.78% |
$49.8K - $50.1K
|
34.2K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 16.67% |
$50.7K - $51.1K
|
5K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.04K- 34.73% |
$52.5K - $52.9K
|
1.95K
$98.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.04K- 5.28% |
$52.7K - $53.1K
|
18.7K
$947K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.06K- 2.56% |
$53.7K - $54.1K
|
40.3K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.1K- 9.91% |
$55.8K - $56.2K
|
10K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.11K- 0.81% |
$56.1K - $56.4K
|
136K
$6.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 17.5% |
$59.2K - $59.6K
|
5.5K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 14.28% |
$60.9K - $61.3K
|
7.2K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.38K- 36.51% |
$70K - $70.5K
|
2.4K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.39K- 8.31% |
$70.5K - $71K
|
15.3K
$778K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.45K- 34.66% |
$73.7K - $74.2K
|
2.74K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.63K- 4.25% |
$82.7K - $83.3K
|
36.7K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.7K- 19.95% |
$86.2K - $86.8K
|
6.82K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.7K- 10.18% |
$86.2K - $86.8K
|
15K
$761K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.84K- 3.95% |
$93.1K - $93.7K
|
44.6K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.9K- 23.06% |
$96.3K - $97K
|
6.34K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.93K- 18.84% |
$98K - $98.7K
|
8.32K
$422K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.95K- 19.94% |
$98.7K - $99.4K
|
7.81K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.97K- 63.12% |
$99.8K - $101K
|
1.15K
$58.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.98K- 7.9% |
$100K - $101K
|
23.1K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Toews Corp
|
SELL
|
- |
-2K- 5.2% |
$101K - $102K
|
36.4K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.23K- 15.27% |
$113K - $114K
|
12.4K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.24K- 21.88% |
$113K - $114K
|
7.98K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.25K- 1.33% |
$114K - $115K
|
166K
$8.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.26K- 14.42% |
$115K - $115K
|
13.4K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.35K- 7.44% |
$119K - $120K
|
29.2K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.37K- 6.61% |
$120K - $121K
|
33.5K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.38K- 8.58% |
$120K - $121K
|
25.3K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.45K- 18.59% |
$124K - $125K
|
10.7K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.58K- 8.03% |
$131K - $132K
|
29.5K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.58K- 14.04% |
$131K - $132K
|
15.8K
$802K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.59K- 10.5% |
$131K - $132K
|
22K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-2.67K- 13.1% |
$135K - $136K
|
17.7K
$897K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 5.96% |
$136K - $137K
|
42.4K
$2.15M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.73K- 8.65% |
$138K - $139K
|
28.8K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.83K- 16.86% |
$144K - $145K
|
14K
$709K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.89K- 11.17% |
$147K - $148K
|
23K
$1.17M
|