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 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-57K- 40.73% |
$2.86M - $2.9M
|
83K
$4.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.26KNew |
$63.3K - $64.1K
|
1.26K
$64.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.03K+ 2235.15% |
$453K - $459K
|
9.43K
$481K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.4K- 67.43% |
$522K - $529K
|
5.03K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$50.2 - $50.8
|
5
$255
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 97.81% |
$85.2K - $86.3K
|
38
$1.94K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.01K+ 34.41% |
$251K - $254K
|
19.6K
$998K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-150- 2.4% |
$7.53K - $7.62K
|
6.1K
$311K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-151K- 85.69% |
$7.57M - $7.66M
|
25.2K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-550- 9.91% |
$27.6K - $28K
|
5K
$255K
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
206New |
$10.3K - $10.5K
|
206
$10.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-60- 16.95% |
$3.01K - $3.05K
|
294
$15K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-33- 10.93% |
$1.66K - $1.68K
|
269
$13.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
6.38KNew |
$320K - $324K
|
6.38K
$325K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.84K- 28.13% |
$92.5K - $93.7K
|
4.71K
$240K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
129New |
$6.47K - $6.56K
|
129
$6.58K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
6.32KNew |
$317K - $321K
|
6.32K
$323K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.54K+ 54.23% |
$178K - $180K
|
10.1K
$513K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
20+ 0.32% |
$1K - $1.02K
|
6.22K
$317K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
2.94K+ 72.59% |
$148K - $150K
|
7K
$357K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.7K- 27.48% |
$85.5K - $86.6K
|
4.5K
$230K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
50New |
$2.51K - $2.54K
|
50
$2.55K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1K- 66.27% |
$50.2K - $50.8K
|
509
$26K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.97K- 31.07% |
$199K - $202K
|
8.8K
$449K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-702- 54.42% |
$35.2K - $35.7K
|
588
$30K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.58KNew |
$230K - $233K
|
4.58K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-465- 78.81% |
$23.3K - $23.6K
|
125
$6.38K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-11.9K- 11.49% |
$600K - $607K
|
92K
$4.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-75- 1.78% |
$3.76K - $3.81K
|
4.15K
$212K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.96K+ 9.87% |
$149K - $150K
|
32.9K
$1.68M
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12K- 64.85% |
$594K - $610K
|
6.5K
$332K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.03K- 3.49% |
$101K - $103K
|
56.2K
$2.87M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
98New |
$4.85K - $4.98K
|
98
$5K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
415+ 6.2% |
$20.5K - $21.1K
|
7.11K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
10.6KNew |
$524K - $538K
|
10.6K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.77K- 81.57% |
$87.6K - $89.9K
|
400
$20.4K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
70KNew |
$3.47M - $3.56M
|
70K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-501- 9.64% |
$24.8K - $25.5K
|
4.7K
$240K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-33.8K- 42.82% |
$1.67M - $1.72M
|
45.2K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3.5K- 83.82% |
$173K - $178K
|
675
$34.4K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
510New |
$25.3K - $25.9K
|
510
$26K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.56K- 44.2% |
$226K - $232K
|
5.76K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31New |
$1.53K - $1.57K
|
31
$1.58K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
35.6K+ 112.61% |
$1.76M - $1.81M
|
67.2K
$3.43M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.7K- 41.67% |
$381K - $391K
|
10.8K
$550K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.17K- 26.11% |
$107K - $110K
|
6.14K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-21.9K- 71.1% |
$1.08M - $1.11M
|
8.9K
$454K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-67.7K- 90.83% |
$3.35M - $3.44M
|
6.83K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$101K - $104K
|
2.04K
$104K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
300New |
$14.9K - $15.2K
|
300
$15.3K
|
|