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 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.4K+ 10.82% |
$122K - $123K
|
24.6K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.33K+ 53.75% |
$118K - $119K
|
6.66K
$339K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.29K+ 1.59% |
$116K - $117K
|
146K
$7.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2.29KNew |
$116K - $117K
|
2.29K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.27K+ 21.39% |
$115K - $116K
|
12.9K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.19K+ 17.05% |
$111K - $112K
|
15K
$766K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.1K+ 3.45% |
$106K - $107K
|
62.9K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.07K+ 11.55% |
$105K - $106K
|
20K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.03K+ 40.88% |
$103K - $104K
|
7K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.97KNew |
$99.8K - $101K
|
1.97K
$100K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.92K+ 5.42% |
$97.6K - $98.2K
|
37.4K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.91K+ 5.06% |
$96.6K - $97.3K
|
39.6K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.77K+ 7.49% |
$89.6K - $90.2K
|
25.3K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.72K+ 3.26% |
$87.2K - $87.8K
|
54.5K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.71K+ 7.69% |
$86.6K - $87.2K
|
23.9K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.69K+ 27.91% |
$85.7K - $86.3K
|
7.74K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.62K+ 38.75% |
$82.2K - $82.7K
|
5.8K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.62K+ 26.27% |
$82.1K - $82.7K
|
7.78K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 1.72% |
$79.4K - $79.9K
|
92.5K
$4.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.45K+ 10.64% |
$73.4K - $73.9K
|
15K
$766K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.43K+ 4.6% |
$72.7K - $73.2K
|
32.6K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.38K+ 5.4% |
$69.8K - $70.3K
|
26.8K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.29K+ 2.44% |
$65.4K - $65.8K
|
54K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 2.81% |
$65.2K - $65.6K
|
47K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.21K+ 1.04% |
$61.3K - $61.8K
|
117K
$5.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.12KNew |
$56.7K - $57.1K
|
1.12K
$57K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.07K+ 11.14% |
$54.3K - $54.7K
|
10.7K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.05K+ 15.0% |
$53.3K - $53.6K
|
8.05K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
973+ 1.83% |
$49.4K - $49.7K
|
54K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
967+ 227.53% |
$49.1K - $49.4K
|
1.39K
$70.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
955+ 5.38% |
$48.4K - $48.8K
|
18.7K
$953K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
944+ 1.79% |
$47.9K - $48.2K
|
53.7K
$2.74M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
728+ 1.13% |
$36.9K - $37.2K
|
64.9K
$3.31M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
523+ 0.47% |
$26.5K - $26.7K
|
113K
$5.74M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
390New |
$19.8K - $19.9K
|
390
$19.9K
|
|
|
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
|