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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
37.3M+ 5018.96% |
$1.89B - $1.91B
|
38M
$1.94B
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.35M+ 2108.15% |
$221M - $222M
|
4.55M
$232M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
862KNew |
$43.7M - $44M
|
862K
$44M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
720K+ 103.49% |
$36.5M - $36.8M
|
1.41M
$72.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
471K+ 21.51% |
$23.9M - $24M
|
2.66M
$136M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
415K+ 145.54% |
$21.1M - $21.2M
|
700K
$35.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
348K+ 12.85% |
$17.6M - $17.8M
|
3.06M
$156M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
325K+ 7.27% |
$16.5M - $16.6M
|
4.8M
$245M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
322K+ 80.79% |
$16.3M - $16.5M
|
721K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
295K+ 3.89% |
$15M - $15.1M
|
7.89M
$402M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
224K+ 880.69% |
$11.4M - $11.5M
|
250K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
200KNew |
$10.1M - $10.2M
|
200K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
198K+ 51598.18% |
$10.1M - $10.1M
|
199K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
176KNew |
$8.91M - $8.98M
|
176K
$8.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
173K+ 15.56% |
$8.77M - $8.83M
|
1.28M
$65.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
158K+ 826.0% |
$8.02M - $8.07M
|
177K
$9.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
153KNew |
$7.77M - $7.82M
|
153K
$7.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
152K+ 76.64% |
$7.69M - $7.74M
|
349K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 17.79% |
$7.68M - $7.74M
|
1M
$51.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 4.38% |
$7.57M - $7.62M
|
3.56M
$181M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
149K+ 16.86% |
$7.54M - $7.59M
|
1.03M
$52.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
141K+ 43.66% |
$7.17M - $7.22M
|
465K
$23.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
139KNew |
$7.03M - $7.08M
|
139K
$7.07M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
131K+ 199.22% |
$6.65M - $6.7M
|
197K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
123K+ 5.33% |
$6.25M - $6.29M
|
2.43M
$124M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
123KNew |
$6.24M - $6.28M
|
123K
$6.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
114KNew |
$5.78M - $5.82M
|
114K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
114K+ 6.94% |
$5.76M - $5.8M
|
1.75M
$89.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99.6K+ 352.02% |
$5.05M - $5.09M
|
128K
$6.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
94.7K+ 507.97% |
$4.81M - $4.84M
|
113K
$5.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
92.2KNew |
$4.68M - $4.71M
|
92.2K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
89.3KNew |
$4.53M - $4.56M
|
89.3K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
88.5K+ 486.26% |
$4.49M - $4.52M
|
107K
$5.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.9K+ 31.5% |
$4.36M - $4.39M
|
359K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
82.9KNew |
$4.2M - $4.23M
|
82.9K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
82.2KNew |
$4.17M - $4.2M
|
82.2K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
79.7K+ 8.02% |
$4.04M - $4.07M
|
1.07M
$54.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
76K+ 152.98% |
$3.86M - $3.88M
|
126K
$6.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
73.9K+ 75.93% |
$3.75M - $3.78M
|
171K
$8.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.3K+ 3.89% |
$3.57M - $3.59M
|
1.88M
$95.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
69.6K+ 66.83% |
$3.53M - $3.56M
|
174K
$8.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
67.9KNew |
$3.45M - $3.47M
|
67.9K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
65.1K+ 6.01% |
$3.3M - $3.33M
|
1.15M
$58.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
58.5K+ 132.85% |
$2.97M - $2.99M
|
102K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
55KNew |
$2.79M - $2.81M
|
55K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
53.7K+ 28.42% |
$2.72M - $2.74M
|
243K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
52.4KNew |
$2.66M - $2.68M
|
52.4K
$2.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50.1K+ 25.17% |
$2.54M - $2.56M
|
249K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
48.4KNew |
$2.45M - $2.47M
|
48.4K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
45.6KNew |
$2.31M - $2.33M
|
45.6K
$2.32M
|