Mowery & Schoenfeld Wealth Management, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$58.2 Billion
Q3 2025

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 14,767 shares of FLOT stock, worth $752,673. This represents 1.3% of its overall portfolio holdings.

Number of Shares

14,767

Previous 14,767 -0.0%

Holding current value

$752,673

Previous $753 Million 0.13%

% of portfolio

1.3%

Previous 1.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$50.87 - $51.09 $189,287 - $190,105	-3,721 Reduced 20.13%	14,767 $754 Million
Q4 2024 Feb 10, 2025	SELL	$50.73 - $51.08 $1.22 Million - $1.23 Million	-24,052 Reduced 56.54%	18,488 $941 Million
Q3 2024 Oct 22, 2024	SELL	$50.63 - $51.11 $3.29 Million - $3.32 Million	-65,046 Reduced 60.46%	42,540 $2.17 Billion
Q2 2024 Aug 14, 2024	BUY	$50.82 - $51.15 $1.11 Million - $1.12 Million	21,907 Added 25.57%	107,586 $5.5 Billion
Q1 2024 May 14, 2024	SELL	$50.64 - $51.08 $944,537 - $952,744	-18,652 Reduced 17.88%	85,679 $4.37 Billion

Q4 2023 May 14, 2024	BUY	$50.48 - $50.89 $5.27 Million - $5.31 Million	104,331 New	104,331 $5.28 Billion

Others Institutions Holding FLOT

# of Institutions

721

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
Sector ETFs
Industry ETFs

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Mowery & Schoenfeld Wealth Management, LLC Ishares Tr Fltg Rate Nt ETF Transaction History