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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 3.88% |
$10.1K - $10.2K
|
4.95K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
173K+ 15.56% |
$8.77M - $8.83M
|
1.28M
$65.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-62- 71.26% |
$3.15K - $3.17K
|
25
$1.28K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-434- 20.7% |
$22K - $22.2K
|
1.66K
$84.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.37K- 6.61% |
$120K - $121K
|
33.5K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39.3K+ 304.07% |
$1.99M - $2M
|
52.2K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.03K+ 40.88% |
$103K - $104K
|
7K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.45K+ 28.88% |
$175K - $176K
|
15.4K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-19.4K- 44.94% |
$984K - $991K
|
23.8K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
48.4KNew |
$2.45M - $2.47M
|
48.4K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-940- 3.1% |
$47.7K - $48K
|
29.3K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
144New |
$7.31K - $7.36K
|
144
$7.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-733- 2.86% |
$37.2K - $37.4K
|
24.9K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18.4KNew |
$935K - $941K
|
18.4K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.62K+ 56.02% |
$234K - $236K
|
12.9K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-108- 0.33% |
$5.48K - $5.52K
|
32.8K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
73.9K+ 75.93% |
$3.75M - $3.78M
|
171K
$8.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.53KNew |
$484K - $487K
|
9.53K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.98K- 7.9% |
$100K - $101K
|
23.1K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.71K+ 7.69% |
$86.6K - $87.2K
|
23.9K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 7.17% |
$150K - $151K
|
44.3K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.32KNew |
$270K - $272K
|
5.32K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.28K- 9.8% |
$318K - $321K
|
57.8K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.45K+ 10.64% |
$73.4K - $73.9K
|
15K
$767K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.35K- 7.44% |
$119K - $120K
|
29.2K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.33K- 39.62% |
$270K - $272K
|
8.12K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16+ 1.56% |
$812 - $817
|
1.04K
$53.1K
|
|
|
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 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-570- 4.46% |
$28.9K - $29.1K
|
12.2K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.27KNew |
$217K - $218K
|
4.27K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
381+ 2.9% |
$19.3K - $19.5K
|
13.5K
$689K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
25.6K+ 166.12% |
$1.3M - $1.31M
|
41K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-688- 5.13% |
$34.9K - $35.1K
|
12.7K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-618- 13.34% |
$31.4K - $31.6K
|
4.01K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
94.7K+ 507.97% |
$4.81M - $4.84M
|
113K
$5.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.82K+ 77.01% |
$498K - $502K
|
22.6K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
- |
22K+ 28.21% |
$1.12M - $1.12M
|
100K
$5.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.44K+ 30.67% |
$124K - $125K
|
10.4K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.07K+ 11.55% |
$105K - $106K
|
20K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
4.16KNew |
$211K - $213K
|
4.16K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.58K- 14.04% |
$131K - $132K
|
15.8K
$806K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.9K- 23.06% |
$96.3K - $97K
|
6.34K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-58- 0.98% |
$2.94K - $2.96K
|
5.83K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
574+ 1.84% |
$29.1K - $29.3K
|
31.7K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 46.21% |
$653K - $657K
|
15K
$764K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
140+ 2.19% |
$7.1K - $7.15K
|
6.52K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.24K- 21.88% |
$113K - $114K
|
7.98K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50.1K+ 25.17% |
$2.54M - $2.56M
|
249K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4New |
$203 - $204
|
4
$204
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24KNew |
$1.22M - $1.22M
|
24K
$1.22M
|