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 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.11K+ 3.29% |
$208K - $210K
|
129K
$6.59M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 21.75% |
$60K - $60.6K
|
4.26K
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.08K- 8.75% |
$358K - $362K
|
73.8K
$3.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
907+ 11.84% |
$45.9K - $46.4K
|
8.57K
$437K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-557- 1.5% |
$28.2K - $28.5K
|
36.6K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
524New |
$26.5K - $26.8K
|
524
$26.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8.91K- 9.19% |
$451K - $455K
|
88K
$4.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
14K+ 8.51% |
$708K - $714K
|
178K
$9.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.31K- 30.45% |
$168K - $169K
|
7.56K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-3.55K- 33.47% |
$180K - $181K
|
7.06K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-41.8K- 17.47% |
$2.12M - $2.14M
|
198K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
768+ 12.1% |
$38.9K - $39.3K
|
7.11K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 33.0% |
$99.2K - $100K
|
3.98K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$172K - $174K
|
3.4K
$174K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-41.5K- 79.29% |
$2.1M - $2.12M
|
10.8K
$553K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
649New |
$32.9K - $33.2K
|
649
$33.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
179New |
$9.06K - $9.15K
|
179
$9.13K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
379New |
$19.2K - $19.4K
|
379
$19.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.02K+ 1.71% |
$102K - $103K
|
120K
$6.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 1.49% |
$456 - $460
|
613
$31.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.7K+ 182.85% |
$1.25M - $1.26M
|
38.2K
$1.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
165+ 0.85% |
$8.35K - $8.43K
|
19.6K
$1M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.1K+ 7.29% |
$513K - $518K
|
149K
$7.6M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9KNew |
$457K - $460K
|
9K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$690K - $694K
|
13.6K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-609- 10.15% |
$30.9K - $31.2K
|
5.39K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.5KNew |
$582K - $586K
|
11.5K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-363- 2.0% |
$18.4K - $18.6K
|
17.8K
$906K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
71.8K+ 565.17% |
$3.65M - $3.67M
|
84.5K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-163- 27.72% |
$8.28K - $8.34K
|
425
$21.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9- 0.12% |
$457 - $460
|
7.43K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
250KNew |
$12.7M - $12.8M
|
250K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.57K+ 21.95% |
$334K - $336K
|
36.5K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.12KClosed |
$311K - $313K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.65K+ 4.16% |
$134K - $135K
|
66.2K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
12.7KNew |
$645K - $650K
|
12.7K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
422New |
$21.4K - $21.6K
|
422
$21.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
60New |
$3.05K - $3.07K
|
60
$3.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
498+ 0.6% |
$25.3K - $25.5K
|
83.1K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.74K- 30.41% |
$88.4K - $89K
|
3.98K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6+ 4.0% |
$305 - $307
|
156
$7.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.28KNew |
$319K - $321K
|
6.28K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27New |
$1.37K - $1.38K
|
27
$1.38K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.38KNew |
$273K - $275K
|
5.38K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
167New |
$8.49K - $8.54K
|
167
$8.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-806K- 14.32% |
$41M - $41.2M
|
4.82M
$246M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-20K- 72.84% |
$1.01M - $1.02M
|
7.45K
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-33.6K- 84.76% |
$1.71M - $1.72M
|
6.04K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.54K- 78.17% |
$129K - $130K
|
708
$36.1K
|
|