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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-517- 7.38% |
$26.3K - $26.4K
|
6.49K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.94% |
$50.9 - $51.1
|
107
$5.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22K+ 17.19% |
$1.12M - $1.12M
|
150K
$7.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-329- 29.14% |
$16.7K - $16.8K
|
800
$40.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
948New |
$48.2K - $48.4K
|
948
$48.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
490+ 242.57% |
$24.9K - $25K
|
692
$35.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
SELL
|
- |
-22K- 22.0% |
$1.12M - $1.12M
|
78K
$3.98M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5.93KNew |
$302K - $303K
|
5.93K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
274+ 2.56% |
$13.9K - $14K
|
11K
$561K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.43KNew |
$225K - $226K
|
4.43K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.39KNew |
$274K - $275K
|
5.39K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
392+ 2.25% |
$19.9K - $20K
|
17.8K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.53K+ 9.57% |
$281K - $282K
|
63.3K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.68KNew |
$238K - $239K
|
4.68K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.46K- 14.06% |
$278K - $279K
|
33.4K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.5K+ 457.56% |
$1.86M - $1.86M
|
44.5K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
301New |
$15.3K - $15.4K
|
301
$15.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-495- 9.96% |
$25.2K - $25.3K
|
4.48K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
5.35KNew |
$272K - $273K
|
5.35K
$273K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.07K+ 9.0% |
$156K - $157K
|
37.2K
$1.89M
|
|
| Q4 2024 | |||||||
|
Dec 01, 2025
Q4 2024
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-5.55KClosed |
$282K - $283K
|
0
$0
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.08KNew |
$258K - $260K
|
5.08K
$259K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.26KNew |
$368K - $371K
|
7.26K
$370K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
7.59KNew |
$385K - $387K
|
7.59K
$387K
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
23.6KNew |
$1.2M - $1.2M
|
23.6K
$1.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 6.3% |
$40.6K - $40.9K
|
11.9K
$607K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
638New |
$32.4K - $32.6K
|
638
$32.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.14KNew |
$362K - $365K
|
7.14K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
233+ 0.77% |
$11.8K - $11.9K
|
30.5K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 5.87% |
$68K - $68.4K
|
24.2K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-330- 20.43% |
$16.7K - $16.9K
|
1.29K
$65.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-36.4K- 89.32% |
$1.84M - $1.86M
|
4.35K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 4.94% |
$203 - $204
|
85
$4.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9+ 0.14% |
$457 - $460
|
6.61K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
393New |
$19.9K - $20.1K
|
393
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
46New |
$2.33K - $2.35K
|
46
$2.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-566- 6.58% |
$28.7K - $28.9K
|
8.04K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12.8K+ 105.38% |
$652K - $656K
|
25K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
266+ 19.97% |
$13.5K - $13.6K
|
1.6K
$81.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-45.1K- 52.67% |
$2.29M - $2.3M
|
40.5K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-665- 8.8% |
$33.7K - $34K
|
6.9K
$351K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
51New |
$2.59K - $2.61K
|
51
$2.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
16.2KNew |
$822K - $827K
|
16.2K
$826K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
45+ 0.85% |
$2.28K - $2.3K
|
5.36K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.27K+ 21.39% |
$115K - $116K
|
12.9K
$658K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
319New |
$16.2K - $16.3K
|
319
$16.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8+ 1.34% |
$406 - $409
|
603
$30.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 54.47% |
$12.7K - $12.8K
|
209
$10.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-346- 66.03% |
$17.6K - $17.7K
|
178
$9.07K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
264+ 1.84% |
$13.4K - $13.5K
|
14.6K
$745K
|
|