Avantax Planning Partners, Inc. Ishares Tr Fltg Rate Nt ETF Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr Fltg Rate Nt ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 8,870 shares of FLOT stock, worth $452,103. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,870

Previous 8,870 -0.0%

Holding current value

$452,103

Previous $452,000 0.22%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$50.1 - $51.02 $5,410 - $5,510	-108 Reduced 1.2%	8,870 $452,000
Q1 2025 Apr 28, 2025	SELL	$50.87 - $51.09 $11,394 - $11,444	-224 Reduced 2.43%	8,978 $458,000
Q4 2024 Feb 07, 2025	SELL	$50.73 - $51.08 $36,373 - $36,624	-717 Reduced 7.23%	9,202 $468,000
Q3 2024 Nov 13, 2024	SELL	$50.63 - $51.11 $157,509 - $159,003	-3,111 Reduced 23.88%	9,919 $506,000
Q2 2024 Aug 09, 2024	SELL	$50.82 - $51.15 $20,378 - $20,511	-401 Reduced 2.99%	13,030 $665,000

Q1 2024 May 02, 2024	SELL	$50.64 - $51.08 $18,534 - $18,695	-366 Reduced 2.65%	13,431 $685,000
Q4 2023 Feb 09, 2024	SELL	$50.48 - $50.89 $35,891 - $36,182	-711 Reduced 4.9%	13,797 $698,000
Q3 2023 Nov 03, 2023	SELL	$50.56 - $50.89 $1.04 Million - $1.04 Million	-20,494 Reduced 58.55%	14,508 $738,000
Q2 2023 Jul 17, 2023	SELL	$50.19 - $50.83 $19,323 - $19,569	-385 Reduced 1.09%	35,002 $1.78 Million
Q1 2023 Apr 20, 2023	SELL	$49.51 - $50.8 $520,350 - $533,908	-10,510 Reduced 22.9%	35,387 $1.78 Million
Q4 2022 Feb 09, 2023	BUY	$50.02 - $50.42 $579,731 - $584,367	11,590 Added 33.78%	45,897 $2.31 Million
Q3 2022 Oct 14, 2022	BUY	$49.85 - $50.45 $706,773 - $715,280	14,178 Added 70.44%	34,307 $1.73 Million
Q2 2022 Jul 18, 2022	BUY	$49.77 - $50.57 $370,487 - $376,443	7,444 Added 58.68%	20,129 $1.01 Million
Q1 2022 May 09, 2022	BUY	$50.35 - $50.74 $121,393 - $122,334	2,411 Added 23.47%	12,685 $641,000
Q4 2021 Jan 28, 2022	SELL	$50.63 - $50.81 $176,344 - $176,971	-3,483 Reduced 25.32%	10,274 $521,000
Q3 2021 Oct 27, 2021	SELL	$50.76 - $50.84 $101 - $101	-2 Reduced 0.01%	13,757 $699,000
Q1 2021 May 06, 2021	SELL	$50.74 - $50.85 $71,797 - $71,952	-1,415 Reduced 9.33%	13,759 $699,000
Q4 2020 Feb 04, 2021	SELL	$50.66 - $50.76 $112,769 - $112,991	-2,226 Reduced 12.79%	15,174 $770,000
Q3 2020 Oct 28, 2020	SELL	$50.5 - $50.73 $555 - $558	-11 Reduced 0.06%	17,400 $883,000
Q2 2020 Jul 15, 2020	BUY	$48.74 - $50.59 $498,610 - $517,535	10,230 Added 142.46%	17,411 $881,000
Q1 2020 Apr 27, 2020	BUY	$44.1 - $51.09 $29,855 - $34,587	677 Added 10.41%	7,181 $350,000
Q4 2019 Jan 15, 2020	SELL	$50.87 - $51.02 $25,791 - $25,867	-507 Reduced 7.23%	6,504 $331,000
Q3 2019 Nov 08, 2019	BUY	$50.84 - $50.97 $101 - $101	2 Added 0.03%	7,011 $357,000
Q2 2019 Aug 07, 2019	SELL	N/A	-15,325 Reduced 68.62%	7,009 $356,000
Q1 2019 May 08, 2019	SELL	N/A	-31,310 Reduced 58.37%	22,334 $1.14 Million
Q4 2018 Feb 14, 2019	BUY	N/A	50,100 Added 1413.66%	53,644 $2.7 Million
Q3 2018 Nov 13, 2018	BUY	N/A	3,544 New	3,544 $181,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,688 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	1,688 New	1,688 $86,000
Q4 2017 Feb 09, 2018	SELL	N/A	-13,834 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	N/A	13,834	13,834 $705,000

Others Institutions Holding FLOT

# of Institutions

713

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TR FLTG RATE NT ETF

Ticker FLOT
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Avantax Planning Partners, Inc. Ishares Tr Fltg Rate Nt ETF Transaction History