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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$521K - $531K
|
10.4K
$530K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.95KNew |
$198K - $201K
|
3.95K
$201K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
725New |
$36.3K - $37K
|
725
$37K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-7.93K- 34.38% |
$397K - $405K
|
15.1K
$771K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-1.78K- 30.74% |
$88.9K - $90.6K
|
4K
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.96KNew |
$299K - $304K
|
5.96K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-210- 3.64% |
$10.5K - $10.7K
|
5.56K
$284K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.76K+ 249.77% |
$138K - $141K
|
3.87K
$197K
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-204- 2.25% |
$10.2K - $10.4K
|
8.86K
$452K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
792New |
$39.7K - $40.4K
|
792
$40.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-70- 1.54% |
$3.51K - $3.57K
|
4.47K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
22.9KNew |
$1.15M - $1.17M
|
22.9K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.11K+ 5.44% |
$55.8K - $56.8K
|
21.6K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-5.85K- 41.62% |
$293K - $299K
|
8.21K
$418K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.36K- 19.86% |
$67.9K - $69.1K
|
5.47K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-10K- 69.54% |
$503K - $513K
|
4.4K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-100- 2.22% |
$5.01K - $5.1K
|
4.4K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.37K- 6.02% |
$119K - $121K
|
36.9K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-259K- 49.39% |
$13M - $13.2M
|
266K
$13.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.61% |
$2.15K - $2.19K
|
7.1K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 37.74% |
$120K - $122K
|
3.96K
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 12.37% |
$98.5K - $100K
|
17.9K
$911K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.01KNew |
$101K - $102K
|
2.01K
$102K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
5+ 0.05% |
$251 - $255
|
10.5K
$535K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.62K- 10.64% |
$182K - $185K
|
30.4K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
12.4K+ 9.21% |
$621K - $632K
|
147K
$7.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.6KNew |
$683K - $696K
|
13.6K
$695K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-300- 6.74% |
$15K - $15.3K
|
4.15K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-2.4K- 36.02% |
$120K - $122K
|
4.26K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.26KNew |
$113K - $115K
|
2.26K
$115K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-77- 1.28% |
$3.86K - $3.93K
|
5.94K
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
186New |
$9.32K - $9.49K
|
186
$9.48K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24KNew |
$61.9K - $63.1K
|
1.24K
$63K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-38- 66.67% |
$1.9K - $1.94K
|
19
$968
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.18K- 19.59% |
$59.1K - $60.2K
|
4.84K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.1K- 18.53% |
$155K - $158K
|
13.6K
$695K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-793- 15.55% |
$39.7K - $40.5K
|
4.31K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
5+ 1.35% |
$251 - $255
|
376
$19.2K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
970+ 197.96% |
$48.6K - $49.5K
|
1.46K
$74.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
55+ 1.3% |
$2.76K - $2.81K
|
4.3K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.07KNew |
$204K - $207K
|
4.07K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
30+ 7.25% |
$1.5K - $1.53K
|
444
$22.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-9.96K- 55.71% |
$499K - $508K
|
7.92K
$404K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
492New |
$24.6K - $25.1K
|
492
$25.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.78K- 6.47% |
$89.3K - $91K
|
25.8K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.64KNew |
$82K - $83.5K
|
1.64K
$83.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.22MNew |
$61.2M - $62.3M
|
1.22M
$62.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-2.11K- 1.14% |
$106K - $108K
|
184K
$9.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-321- 7.29% |
$16.1K - $16.4K
|
4.08K
$208K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
212New |
$10.6K - $10.8K
|
212
$10.8K
|
|