Latest Institutional Transactions on Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information on the latest institutional transactions involving Ishares Tr Fltg Rate Nt ETF (FLOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.26KNew |
$368K - $371K
|
7.26K
$370K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 7.88% |
$57.5K - $57.9K
|
15.5K
$792K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.84K+ 39.36% |
$499K - $503K
|
34.8K
$1.78M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
560+ 2.88% |
$28.4K - $28.6K
|
20K
$1.02M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
7.59KNew |
$385K - $387K
|
7.59K
$387K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
502+ 0.28% |
$25.5K - $25.6K
|
179K
$9.12M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
35.4K+ 29.03% |
$1.79M - $1.81M
|
157K
$8.03M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
449New |
$22.8K - $22.9K
|
449
$22.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.7KNew |
$544K - $548K
|
10.7K
$547K
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
23.6KNew |
$1.2M - $1.2M
|
23.6K
$1.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
743+ 5.8% |
$37.7K - $38K
|
13.5K
$692K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 6.3% |
$40.6K - $40.9K
|
11.9K
$607K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.89KNew |
$349K - $352K
|
6.89K
$352K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.73K- 8.65% |
$138K - $139K
|
28.8K
$1.47M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
638New |
$32.4K - $32.6K
|
638
$32.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.14KNew |
$362K - $365K
|
7.14K
$364K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.92K+ 1.33% |
$97.3K - $98K
|
147K
$7.48M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.26K+ 19.78% |
$165K - $166K
|
19.7K
$1.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-434- 7.51% |
$22K - $22.2K
|
5.34K
$273K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.31KNew |
$219K - $220K
|
4.31K
$220K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-189- 1.22% |
$9.59K - $9.65K
|
15.3K
$781K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
523+ 2.09% |
$26.5K - $26.7K
|
25.5K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2New |
$101 - $102
|
2
$102
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.14K+ 35.12% |
$57.9K - $58.3K
|
4.39K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-17K- 14.48% |
$860K - $866K
|
100K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.31K- 0.85% |
$168K - $169K
|
387K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-24.1K- 6.01% |
$1.22M - $1.23M
|
377K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.39K- 20.16% |
$274K - $275K
|
21.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-39.1K- 87.57% |
$1.99M - $2M
|
5.56K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 17.5% |
$59.2K - $59.6K
|
5.5K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
589+ 1.39% |
$29.9K - $30.1K
|
42.9K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
56+ 0.41% |
$2.84K - $2.86K
|
13.6K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.04K+ 7.16% |
$154K - $155K
|
45.5K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.25K+ 3.96% |
$215K - $217K
|
111K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2+ 0.04% |
$101 - $102
|
5.34K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
295K+ 3.89% |
$15M - $15.1M
|
7.89M
$403M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-813- 0.99% |
$41.2K - $41.5K
|
81.5K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.9K+ 2.61% |
$551K - $555K
|
427K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.61KNew |
$133K - $134K
|
2.61K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.37K+ 3.14% |
$69.3K - $69.8K
|
44.9K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-19.7K- 3.38% |
$999K - $1.01M
|
563K
$28.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.7K- 10.18% |
$86.2K - $86.8K
|
15K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.1K- 35.34% |
$411K - $413K
|
14.8K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.13K- 7.1% |
$159K - $160K
|
41K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$152 - $153
|
13.9K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27.5K- 11.99% |
$1.39M - $1.4M
|
202K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-78- 0.51% |
$3.96K - $3.98K
|
15.1K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
24.5K+ 10.23% |
$1.24M - $1.25M
|
264K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-23K- 0.91% |
$1.17M - $1.18M
|
2.51M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.98K+ 5.33% |
$151K - $152K
|
58.9K
$3.01M
|