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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 45.09% |
$104K - $104K
|
6.59K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
165New |
$8.34K - $8.4K
|
165
$8.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.72KNew |
$239K - $240K
|
4.72K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.36KNew |
$220K - $222K
|
4.36K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-9.78K- 3.21% |
$495K - $498K
|
295K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.99KNew |
$354K - $356K
|
6.99K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-19K- 69.82% |
$961K - $968K
|
8.22K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
368+ 0.92% |
$18.6K - $18.7K
|
40.5K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.76KNew |
$241K - $242K
|
4.76K
$243K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
425New |
$21.5K - $21.6K
|
425
$21.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-98- 1.68% |
$4.95K - $4.99K
|
5.72K
$292K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6K- 58.2% |
$303K - $305K
|
4.31K
$220K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
56.5K+ 201.79% |
$2.86M - $2.88M
|
84.5K
$4.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.23K- 37.4% |
$61.9K - $62.3K
|
2.05K
$104K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
85KNew |
$4.3M - $4.33M
|
85K
$4.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-4.55K- 52.51% |
$230K - $232K
|
4.12K
$210K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18.5KNew |
$936K - $943K
|
18.5K
$944K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
5.01KNew |
$253K - $255K
|
5.01K
$255K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-12- 0.02% |
$607 - $611
|
61.2K
$3.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.45K- 57.65% |
$124K - $125K
|
1.8K
$91.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.2KNew |
$263K - $264K
|
5.2K
$265K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
BUY
|
- |
6.79K+ 47.55% |
$343K - $345K
|
21.1K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-360- 6.8% |
$18.2K - $18.3K
|
4.93K
$251K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-6.8K- 58.66% |
$344K - $346K
|
4.79K
$244K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
82New |
$4.15K - $4.17K
|
82
$4.18K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
11.4KNew |
$576K - $580K
|
11.4K
$581K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
124New |
$6.27K - $6.31K
|
124
$6.32K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$1.26K - $1.27K
|
25
$1.27K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-22- 1.08% |
$1.11K - $1.12K
|
2.02K
$103K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-807- 16.09% |
$40.8K - $41.1K
|
4.21K
$215K
|
|
| Q2 2023 | |||||||
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-5.04KClosed |
$253K - $256K
|
0
$0
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
39.1KNew |
$1.96M - $1.99M
|
39.1K
$1.99M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.95K- 31.51% |
$148K - $150K
|
6.41K
$327K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-114Closed |
$5.72K - $5.79K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.66KNew |
$83.1K - $84.2K
|
1.66K
$84.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-614- 8.54% |
$30.8K - $31.2K
|
6.57K
$335K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.97KNew |
$450K - $456K
|
8.97K
$457K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.54K+ 7.97% |
$178K - $180K
|
48K
$2.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-322- 99.38% |
$16.2K - $16.4K
|
2
$102
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
26.9K+ 598.6% |
$1.35M - $1.37M
|
31.4K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.14KClosed |
$208K - $210K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-742- 15.05% |
$37.2K - $37.7K
|
4.19K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
97New |
$4.87K - $4.93K
|
97
$4.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-81- 1.07% |
$4.07K - $4.12K
|
7.48K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12KClosed |
$605K - $612K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-9.93K- 88.46% |
$498K - $505K
|
1.3K
$66.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.13K- 33.24% |
$157K - $159K
|
6.28K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11+ 0.21% |
$552 - $559
|
5.23K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-17- 0.31% |
$853 - $864
|
5.53K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-51.3K- 36.86% |
$2.57M - $2.61M
|
87.9K
$4.48M
|
|