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 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.8K+ 6.98% |
$1.51M - $1.52M
|
456K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28KNew |
$1.42M - $1.43M
|
28K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
25.6K+ 166.12% |
$1.3M - $1.31M
|
41K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24KNew |
$1.22M - $1.22M
|
24K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
- |
22K+ 28.21% |
$1.12M - $1.12M
|
100K
$5.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
21.8K+ 3.44% |
$1.11M - $1.11M
|
655K
$33.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21.3K+ 371.01% |
$1.08M - $1.09M
|
27K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
21KNew |
$1.07M - $1.07M
|
21K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
20.3K+ 21.48% |
$1.03M - $1.04M
|
115K
$5.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
19K+ 15.22% |
$963K - $969K
|
144K
$7.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18.4KNew |
$935K - $941K
|
18.4K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.9K+ 55.65% |
$855K - $861K
|
47.1K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
16.6KNew |
$845K - $850K
|
16.6K
$848K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
16.2KNew |
$822K - $827K
|
16.2K
$825K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
16K+ 218.96% |
$811K - $816K
|
23.3K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
15.5KNew |
$785K - $790K
|
15.5K
$788K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15.4K+ 513433.34% |
$781K - $787K
|
15.4K
$785K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.3KNew |
$726K - $731K
|
14.3K
$729K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
14.2KNew |
$718K - $723K
|
14.2K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
14.1KNew |
$716K - $721K
|
14.1K
$719K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$705K - $710K
|
13.9K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.5KNew |
$683K - $688K
|
13.5K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.7KNew |
$642K - $647K
|
12.7K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.4K+ 11.98% |
$631K - $635K
|
116K
$5.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
12K+ 10.04% |
$611K - $615K
|
132K
$6.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
11.6KNew |
$590K - $594K
|
11.6K
$592K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
11.3KNew |
$575K - $579K
|
11.3K
$578K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.3KNew |
$571K - $575K
|
11.3K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
11.2K+ 18.66% |
$566K - $570K
|
70.9K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$538K - $542K
|
10.6K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$531K - $535K
|
10.5K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.2K+ 27.65% |
$519K - $522K
|
47.2K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.2K+ 28.48% |
$516K - $520K
|
45.9K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.2K+ 69.24% |
$516K - $520K
|
24.9K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.82K+ 77.01% |
$498K - $502K
|
22.6K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.7K+ 204.34% |
$492K - $495K
|
14.4K
$736K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
9.64KNew |
$489K - $493K
|
9.64K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.56K+ 18.72% |
$485K - $488K
|
60.6K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.53KNew |
$484K - $487K
|
9.53K
$486K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
9.3KNew |
$472K - $475K
|
9.3K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.29K+ 93.42% |
$471K - $474K
|
19.2K
$980K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.2K+ 73.0% |
$467K - $470K
|
21.8K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9KNew |
$457K - $460K
|
9K
$459K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
8.72KNew |
$442K - $445K
|
8.72K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.53K+ 6.0% |
$432K - $435K
|
151K
$7.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.35K+ 23.91% |
$424K - $426K
|
43.3K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.21K+ 10.86% |
$416K - $419K
|
83.8K
$4.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.15K+ 53.69% |
$413K - $416K
|
23.3K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.73K+ 20.26% |
$392K - $395K
|
45.9K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.69K+ 16.79% |
$390K - $393K
|
53.5K
$2.72M
|