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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-38.6K- 11.51% |
$1.92M - $1.95M
|
297K
$15.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.09KClosed |
$452K - $459K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
10.9K+ 2.83% |
$545K - $553K
|
398K
$20.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
191New |
$9.51K - $9.66K
|
191
$9.74K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-57.6K- 99.65% |
$2.87M - $2.92M
|
200
$10.2K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-1.64KClosed |
$81.4K - $82.7K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.64KClosed |
$81.4K - $82.7K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.8KNew |
$888K - $903K
|
17.8K
$910K
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.95KClosed |
$197K - $200K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
259New |
$12.9K - $13.1K
|
259
$13.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
193+ 1.51% |
$9.61K - $9.76K
|
13K
$661K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-1.45KClosed |
$72.1K - $73.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-259KClosed |
$12.9M - $13.1M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-981Closed |
$48.8K - $49.6K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.9KClosed |
$294K - $298K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-8.95KClosed |
$445K - $453K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.61KNew |
$279K - $284K
|
5.61K
$286K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.3K+ 16.87% |
$164K - $167K
|
22.9K
$1.17M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.06KNew |
$103K - $104K
|
2.06K
$105K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
100KNew |
$5M - $5.08M
|
100K
$5.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-10.4K- 2.55% |
$520K - $528K
|
399K
$20.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-25.9K- 21.18% |
$1.29M - $1.31M
|
96.6K
$4.92M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
CALL |
2.21KNew |
$110K - $112K
|
2.21K
$112K
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
4.16KNew |
$207K - $211K
|
4.16K
$212K
|
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
1.82KNew |
$90.6K - $92.1K
|
1.82K
$92.8K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
4.76KNew |
$237K - $240K
|
4.76K
$242K
|
|
| Q1 2022 | |||||||
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50New |
$2.52K - $2.54K
|
50
$2.55K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.18KClosed |
$59.4K - $59.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-7.06KClosed |
$356K - $358K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Exelon Corp
Chicago, IL |
SELL
|
- |
-80.6KClosed |
$4.06M - $4.09M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-8.13KClosed |
$409K - $412K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.1KClosed |
$257K - $259K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
637New |
$32.1K - $32.3K
|
637
$32.5K
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-4.22KClosed |
$212K - $214K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.58KClosed |
$79.4K - $80K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
322KNew |
$16.2M - $16.3M
|
322K
$16.4M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.97KClosed |
$99.1K - $99.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.97K+ 296.5% |
$149K - $150K
|
3.97K
$202K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-75Closed |
$3.78K - $3.81K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.71KClosed |
$287K - $290K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.65KClosed |
$133K - $134K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.46K- 17.27% |
$73.5K - $74K
|
6.99K
$356K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$5.04K - $5.07K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
27.6K+ 552.0% |
$1.39M - $1.4M
|
32.6K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.42M- 99.57% |
$71.6M - $72.2M
|
6.11K
$312K
|
|
|
May 03, 2022
Q1 2022
|
Wilsey Asset Management Inc
|
SELL
|
- |
-6.51KClosed |
$328K - $330K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-18Closed |
$906 - $913
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-7Closed |
$352 - $355
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-75Closed |
$3.78K - $3.81K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
100New |
$5.04K - $5.07K
|
100
$5.1K
|
|