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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.95KNew |
$98.5K - $99.4K
|
1.95K
$99.3K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.91% |
$557 - $562
|
1.22K
$62.4K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.24K- 54.92% |
$164K - $165K
|
2.66K
$136K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.76K- 15.75% |
$89.2K - $90K
|
9.42K
$481K
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
11.2K+ 7.07% |
$566K - $571K
|
169K
$8.64M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
20.8K+ 1051.52% |
$1.05M - $1.06M
|
22.7K
$1.16M
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-41.5K- 59.57% |
$2.1M - $2.12M
|
28.2K
$1.44M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.15KNew |
$311K - $314K
|
6.15K
$314K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
640New |
$32.4K - $32.7K
|
640
$32.7K
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1K- 9.6% |
$50.6K - $51.1K
|
9.42K
$481K
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-503- 11.14% |
$25.5K - $25.7K
|
4.01K
$205K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-191- 99.48% |
$9.67K - $9.76K
|
1
$51
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25New |
$1.27K - $1.28K
|
25
$1.28K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-24.4K- 63.29% |
$1.24M - $1.25M
|
14.2K
$723K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.57K- 27.99% |
$79.3K - $80K
|
4.03K
$206K
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-32- 33.68% |
$1.62K - $1.63K
|
63
$3.21K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26KNew |
$1.32M - $1.33M
|
26K
$1.33M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 92.31% |
$608 - $613
|
1
$51
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-94- 22.43% |
$4.76K - $4.8K
|
325
$16.6K
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$220K - $222K
|
4.35K
$222K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
83.1KNew |
$4.21M - $4.24M
|
83.1K
$4.24M
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-4.13K- 47.37% |
$209K - $211K
|
4.59K
$234K
|
|
Q4 2023 | |||||||
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-555Closed |
$28K - $28.2K
|
0
$0
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.15KNew |
$209K - $211K
|
4.15K
$212K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-324- 1.23% |
$16.4K - $16.5K
|
26K
$1.32M
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.92KNew |
$248K - $250K
|
4.92K
$251K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
213New |
$10.8K - $10.8K
|
213
$10.9K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
230New |
$11.6K - $11.7K
|
230
$11.7K
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 0.49% |
$1.06K - $1.07K
|
4.32K
$221K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-949- 67.64% |
$47.9K - $48.3K
|
454
$23.2K
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6KNew |
$303K - $305K
|
6K
$306K
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-20.1K- 55.69% |
$1.01M - $1.02M
|
16K
$815K
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-295K- 81.32% |
$14.9M - $15M
|
67.8K
$3.46M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-85K- 92.34% |
$4.29M - $4.32M
|
7.05K
$360K
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-21.4K- 14.7% |
$1.08M - $1.09M
|
124K
$6.33M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$1.1M - $1.11M
|
21.9K
$1.12M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10K- 26.53% |
$505K - $509K
|
27.7K
$1.41M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.37KNew |
$271K - $273K
|
5.37K
$274K
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
307+ 6.68% |
$15.5K - $15.6K
|
4.9K
$250K
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-473- 10.39% |
$23.9K - $24.1K
|
4.08K
$208K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.06% |
$151 - $153
|
5.04K
$257K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-991- 34.01% |
$50K - $50.4K
|
1.92K
$98.1K
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-1.27K- 22.67% |
$64K - $64.5K
|
4.33K
$221K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.83K+ 62.89% |
$143K - $144K
|
7.32K
$373K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-486- 9.67% |
$24.5K - $24.7K
|
4.54K
$232K
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
15.5KNew |
$783K - $789K
|
15.5K
$791K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.44KNew |
$72.6K - $73.2K
|
1.44K
$73.4K
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.35KNew |
$472K - $476K
|
9.35K
$477K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
638New |
$32.2K - $32.5K
|
638
$32.6K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.79K+ 320.2% |
$242K - $244K
|
6.28K
$321K
|