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
|
South State Corp
|
BUY
|
- |
319New |
$16.2K - $16.3K
|
319
$16.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
266+ 19.97% |
$13.5K - $13.6K
|
1.6K
$81.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
264+ 1.84% |
$13.4K - $13.5K
|
14.6K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
255+ 0.49% |
$12.9K - $13K
|
52.3K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
250+ 1.2% |
$12.7K - $12.8K
|
21.2K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
234New |
$11.9K - $12K
|
234
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
229+ 1.37% |
$11.6K - $11.7K
|
16.9K
$863K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200+ 14.14% |
$10.1K - $10.2K
|
1.61K
$82.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
185+ 0.15% |
$9.39K - $9.45K
|
126K
$6.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
179New |
$9.08K - $9.14K
|
179
$9.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
146+ 1.87% |
$7.41K - $7.46K
|
7.93K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
144New |
$7.31K - $7.36K
|
144
$7.34K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
140+ 2.19% |
$7.1K - $7.15K
|
6.52K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
127+ 1.61% |
$6.44K - $6.49K
|
8.01K
$408K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
106New |
$5.38K - $5.41K
|
106
$5.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
92+ 1.84% |
$4.67K - $4.7K
|
5.09K
$259K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
90+ 2.0% |
$4.57K - $4.6K
|
4.6K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
75+ 1.35% |
$3.8K - $3.83K
|
5.63K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
69+ 23.96% |
$3.5K - $3.52K
|
357
$18.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
51New |
$2.59K - $2.61K
|
51
$2.6K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 23.68% |
$2.28K - $2.3K
|
235
$12K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
45+ 0.85% |
$2.28K - $2.3K
|
5.36K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
34New |
$1.72K - $1.74K
|
34
$1.73K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23+ 0.45% |
$1.17K - $1.17K
|
5.17K
$264K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.77% |
$1.01K - $1.02K
|
1.15K
$58.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19+ 1.83% |
$964 - $971
|
1.06K
$54K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
16+ 0.27% |
$812 - $817
|
6K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 1.56% |
$812 - $817
|
1.04K
$53K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
15+ 0.35% |
$761 - $766
|
4.3K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 1.96% |
$609 - $613
|
625
$31.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 1.4% |
$558 - $562
|
797
$40.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9New |
$457 - $460
|
9
$459
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8+ 1.34% |
$406 - $409
|
603
$30.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.24% |
$304 - $306
|
488
$24.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$203 - $204
|
4
$204
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.17% |
$101 - $102
|
1.2K
$61.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 1.27% |
$50.7 - $51.1
|
80
$4.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4- 0.04% |
$203 - $204
|
11K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-23- 0.42% |
$1.17K - $1.17K
|
5.51K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-34- 0.48% |
$1.72K - $1.74K
|
7.08K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-38- 0.67% |
$1.93K - $1.94K
|
5.62K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-55- 0.27% |
$2.79K - $2.81K
|
20K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-55- 0.49% |
$2.79K - $2.81K
|
11.3K
$574K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-58- 0.98% |
$2.94K - $2.96K
|
5.83K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-62- 71.26% |
$3.15K - $3.17K
|
25
$1.27K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-77- 1.46% |
$3.91K - $3.93K
|
5.18K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-99- 1.0% |
$5.02K - $5.06K
|
9.82K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-102- 0.62% |
$5.17K - $5.21K
|
16.4K
$836K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-108- 0.33% |
$5.48K - $5.52K
|
32.8K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-115- 0.77% |
$5.83K - $5.87K
|
14.9K
$759K
|