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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
4.62KNew |
$235K - $236K
|
4.62K
$236K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
86+ 0.06% |
$4.37K - $4.4K
|
145K
$7.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
5.9KNew |
$300K - $302K
|
5.9K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
66+ 1.42% |
$3.35K - $3.38K
|
4.71K
$241K
|
|
|
Jul 19, 2024
Q2 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
10.7K+ 39.98% |
$541K - $545K
|
37.3K
$1.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
126New |
$6.4K - $6.44K
|
126
$6.44K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.6K+ 15.51% |
$591K - $595K
|
86.6K
$4.43M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.68K- 7.92% |
$136K - $137K
|
31.1K
$1.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-528- 75.21% |
$26.8K - $27K
|
174
$8.89K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.76KNew |
$242K - $243K
|
4.76K
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 20.0% |
$5.08K - $5.12K
|
400
$20.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
800+ 6.88% |
$40.7K - $40.9K
|
12.4K
$634K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-194- 9.93% |
$9.86K - $9.92K
|
1.76K
$89.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-688- 11.07% |
$35K - $35.2K
|
5.53K
$282K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
29.1KNew |
$1.48M - $1.49M
|
29.1K
$1.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
22.6KNew |
$1.15M - $1.16M
|
22.6K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.08K+ 27.5% |
$55K - $55.3K
|
5.02K
$256K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
979K+ 24865.5% |
$49.7M - $50.1M
|
983K
$50.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11.4K+ 100.0% |
$578K - $582K
|
22.7K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
970New |
$49.3K - $49.6K
|
970
$49.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-177- 0.59% |
$9K - $9.05K
|
29.6K
$1.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 50.0% |
$5.08K - $5.12K
|
100
$5.11K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
447+ 798.21% |
$22.7K - $22.9K
|
503
$25.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.4KNew |
$224K - $225K
|
4.4K
$225K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
320New |
$16.3K - $16.4K
|
320
$16.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
102+ 1.5% |
$5.18K - $5.22K
|
6.9K
$353K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
98New |
$4.98K - $5.01K
|
98
$5.01K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.16K- 51.87% |
$110K - $110K
|
2K
$102K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
208New |
$10.6K - $10.6K
|
208
$10.6K
|
|
| Q1 2024 | |||||||
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-41.3K- 33.86% |
$2.09M - $2.11M
|
80.6K
$4.12M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
33KNew |
$1.67M - $1.69M
|
33K
$1.69M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$760 - $766
|
15
$766
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
430+ 172.0% |
$21.8K - $22K
|
680
$34.7K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-8- 12.9% |
$405 - $409
|
54
$2.76K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.45K+ 7.34% |
$73.2K - $73.9K
|
21.1K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-4.63K- 63.17% |
$235K - $237K
|
2.7K
$138K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.81K+ 51.19% |
$244K - $246K
|
14.2K
$726K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.97KNew |
$201K - $203K
|
3.97K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-58.9K- 91.91% |
$2.98M - $3.01M
|
5.19K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.94K- 99.48% |
$250K - $252K
|
26
$1.33K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
133+ 31.59% |
$6.74K - $6.79K
|
554
$28.3K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.45KNew |
$225K - $227K
|
4.45K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.5K+ 61.08% |
$1.19M - $1.2M
|
62.1K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
15.9KNew |
$803K - $810K
|
15.9K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-111K- 37.06% |
$5.62M - $5.66M
|
188K
$9.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.2K+ 10.66% |
$2.44M - $2.46M
|
501K
$25.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.2K+ 19.47% |
$1.68M - $1.7M
|
204K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.69KClosed |
$238K - $240K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Rock Creek Group, LP
|
BUY
|
- |
13.8KNew |
$696K - $702K
|
13.8K
$702K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
49New |
$2.48K - $2.5K
|
49
$2.5K
|
|