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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-900- 1.56% |
$45.6K - $46K
|
56.6K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.04K+ 2.45% |
$204K - $206K
|
169K
$8.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-477- 2.79% |
$24.2K - $24.4K
|
16.6K
$848K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.82K- 41.72% |
$143K - $144K
|
3.94K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.26KNew |
$114K - $115K
|
2.26K
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-337- 6.02% |
$17.1K - $17.2K
|
5.26K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13K- 12.02% |
$660K - $666K
|
95.4K
$4.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
25KNew |
$1.27M - $1.28M
|
25K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1K+ 7.51% |
$50.8K - $51.3K
|
14.4K
$734K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.04K+ 0.83% |
$52.4K - $52.9K
|
126K
$6.42M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-131- 0.35% |
$6.63K - $6.7K
|
37.7K
$1.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.78K+ 9.94% |
$445K - $449K
|
97.2K
$4.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-65K- 60.46% |
$3.29M - $3.32M
|
42.5K
$2.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
800New |
$40.5K - $40.9K
|
800
$40.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-184- 1.65% |
$9.32K - $9.4K
|
11K
$561K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.05K+ 26.12% |
$52.9K - $53.4K
|
5.05K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.26K- 74.66% |
$165K - $166K
|
1.11K
$56.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-42.8K- 29.14% |
$2.17M - $2.19M
|
104K
$5.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.91K- 52.8% |
$299K - $302K
|
5.28K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
398+ 4.32% |
$20.2K - $20.3K
|
9.61K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
18+ 0.18% |
$911 - $920
|
10.2K
$519K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
431+ 9.58% |
$21.8K - $22K
|
4.93K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
52.8KNew |
$2.68M - $2.7M
|
52.8K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-70.9K- 35.5% |
$3.59M - $3.62M
|
129K
$6.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.1K- 17.06% |
$2.84M - $2.87M
|
273K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7- 0.68% |
$354 - $358
|
1.02K
$51.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-237K- 75.17% |
$12M - $12.1M
|
78.4K
$4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
321K+ 103.6% |
$16.3M - $16.4M
|
632K
$32.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
504+ 13.71% |
$25.5K - $25.8K
|
4.18K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.53K+ 27.61% |
$77.3K - $78K
|
7.05K
$360K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
506+ 6.31% |
$25.6K - $25.9K
|
8.52K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-472- 1.04% |
$23.9K - $24.1K
|
45.1K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.26K- 36.55% |
$165K - $166K
|
5.65K
$288K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 15.22% |
$90.9K - $91.7K
|
10K
$510K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.3K- 6.12% |
$370K - $373K
|
112K
$5.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$207K - $208K
|
4.08K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
60.8KNew |
$3.08M - $3.11M
|
60.8K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.42KNew |
$274K - $277K
|
5.42K
$276K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-479- 7.21% |
$24.3K - $24.5K
|
6.16K
$314K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-484- 1.27% |
$24.5K - $24.7K
|
37.7K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-25.4K- 11.63% |
$1.28M - $1.3M
|
193K
$9.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
567+ 0.48% |
$28.7K - $29K
|
118K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-489- 19.85% |
$24.8K - $25K
|
1.97K
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
85+ 1.81% |
$4.3K - $4.34K
|
4.79K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-8.16K- 3.47% |
$413K - $417K
|
227K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.22K- 4.63% |
$163K - $165K
|
66.3K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.52K+ 20.32% |
$127K - $129K
|
14.9K
$760K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.51% |
$50.6 - $51.1
|
197
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.33K+ 3.0% |
$67.5K - $68.2K
|
45.7K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.48K- 31.24% |
$227K - $229K
|
9.86K
$503K
|