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 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
5.35KNew |
$272K - $273K
|
5.35K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.98KNew |
$253K - $255K
|
4.98K
$254K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
993+ 4.36% |
$50.5K - $50.7K
|
23.8K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-14.6K- 51.43% |
$744K - $747K
|
13.8K
$705K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.64% |
$203 - $204
|
629
$32.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
45.9K+ 268.79% |
$2.33M - $2.35M
|
63K
$3.22M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-291- 28.67% |
$14.8K - $14.9K
|
724
$37K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 32.79% |
$4.16M - $4.18M
|
331K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.58K+ 4.8% |
$131K - $132K
|
56.3K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
19.9K+ 12.63% |
$1.01M - $1.01M
|
177K
$9.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
469+ 7.04% |
$23.9K - $24K
|
7.13K
$364K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.55K- 4.22% |
$384K - $386K
|
171K
$8.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
119KNew |
$6.04M - $6.07M
|
119K
$6.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.17K- 1.49% |
$59.4K - $59.6K
|
77.3K
$3.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$50.9 - $51.1
|
1.15K
$58.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
8.31K+ 3.02% |
$423K - $425K
|
284K
$14.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.7K+ 51.06% |
$1.26M - $1.26M
|
73K
$3.73M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2K+ 4.88% |
$102K - $102K
|
43K
$2.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.28K- 1.59% |
$65.3K - $65.5K
|
79.2K
$4.05M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.07K+ 9.0% |
$156K - $157K
|
37.2K
$1.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.24K- 7.93% |
$165K - $166K
|
37.6K
$1.92M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-818- 2.03% |
$41.6K - $41.8K
|
39.5K
$2.02M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.09KNew |
$207K - $209K
|
4.09K
$209K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.26KNew |
$368K - $371K
|
7.26K
$370K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 7.88% |
$57.5K - $57.9K
|
15.5K
$792K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.84K+ 39.36% |
$499K - $503K
|
34.8K
$1.78M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
560+ 2.88% |
$28.4K - $28.6K
|
20K
$1.02M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
7.59KNew |
$385K - $387K
|
7.59K
$387K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
449New |
$22.8K - $22.9K
|
449
$22.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.7KNew |
$544K - $548K
|
10.7K
$547K
|
|
|
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 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.89KNew |
$349K - $352K
|
6.89K
$352K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.73K- 8.65% |
$138K - $139K
|
28.8K
$1.47M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
638New |
$32.4K - $32.6K
|
638
$32.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.14KNew |
$362K - $365K
|
7.14K
$365K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.26K+ 19.78% |
$165K - $166K
|
19.7K
$1.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-434- 7.51% |
$22K - $22.2K
|
5.34K
$273K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.31KNew |
$219K - $220K
|
4.31K
$220K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-189- 1.22% |
$9.59K - $9.65K
|
15.3K
$782K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
523+ 2.09% |
$26.5K - $26.7K
|
25.5K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2New |
$101 - $102
|
2
$102
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.14K+ 35.12% |
$57.9K - $58.3K
|
4.39K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-17K- 14.48% |
$860K - $866K
|
100K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.31K- 0.85% |
$168K - $169K
|
387K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-24.1K- 6.01% |
$1.22M - $1.23M
|
377K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.39K- 20.16% |
$274K - $275K
|
21.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-39.1K- 87.57% |
$1.99M - $2M
|
5.56K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 17.5% |
$59.2K - $59.6K
|
5.5K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
589+ 1.39% |
$29.9K - $30.1K
|
42.9K
$2.19M
|
|