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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
31.5K+ 12.4% |
$1.6M - $1.61M
|
286K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.39K- 59.8% |
$375K - $378K
|
4.97K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
92+ 1.84% |
$4.67K - $4.7K
|
5.09K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
179New |
$9.08K - $9.14K
|
179
$9.13K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-845- 1.79% |
$42.9K - $43.2K
|
46.4K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
45+ 23.68% |
$2.28K - $2.3K
|
235
$12K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 14.28% |
$60.9K - $61.3K
|
7.2K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
37.8KNew |
$1.92M - $1.93M
|
37.8K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-981- 2.78% |
$49.8K - $50.1K
|
34.2K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
69+ 23.96% |
$3.5K - $3.52K
|
357
$18.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.02KNew |
$204K - $205K
|
4.02K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-31.6K- 16.66% |
$1.61M - $1.62M
|
158K
$8.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.82K- 10.11% |
$448K - $451K
|
78.4K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-115- 0.77% |
$5.83K - $5.87K
|
14.9K
$761K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
11.2K+ 18.66% |
$566K - $570K
|
70.9K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-605- 5.75% |
$30.7K - $30.9K
|
9.91K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-125- 2.1% |
$6.34K - $6.39K
|
5.84K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-383- 0.84% |
$19.4K - $19.6K
|
45.2K
$2.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502+ 2.05% |
$25.5K - $25.6K
|
25K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.77% |
$1.01K - $1.02K
|
1.15K
$58.5K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$705K - $710K
|
13.9K
$709K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.33K+ 53.75% |
$118K - $119K
|
6.66K
$340K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-839- 2.4% |
$42.6K - $42.9K
|
34.1K
$1.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.29K+ 1.59% |
$116K - $117K
|
146K
$7.45M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
16K+ 218.96% |
$811K - $816K
|
23.3K
$1.19M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-348- 2.67% |
$17.7K - $17.8K
|
12.7K
$646K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15.4K+ 513433.34% |
$781K - $787K
|
15.4K
$786K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
7.56K+ 7.39% |
$384K - $386K
|
110K
$5.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
42.5K+ 18.27% |
$2.16M - $2.17M
|
275K
$14.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-730- 0.9% |
$37K - $37.3K
|
80.5K
$4.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.06K- 2.56% |
$53.7K - $54.1K
|
40.3K
$2.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-255- 3.77% |
$12.9K - $13K
|
6.51K
$332K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-27.4K- 40.14% |
$1.39M - $1.4M
|
40.9K
$2.09M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91.7K+ 15.19% |
$4.64M - $4.69M
|
695K
$35.5M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
14.6KNew |
$737K - $744K
|
14.6K
$743K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-705- 2.19% |
$35.7K - $36K
|
31.6K
$1.61M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
482New |
$24.4K - $24.6K
|
482
$24.6K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36.4KNew |
$1.84M - $1.86M
|
36.4K
$1.86M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.12K- 5.42% |
$411K - $415K
|
142K
$7.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
214+ 1.51% |
$10.8K - $10.9K
|
14.4K
$732K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-145K- 92.74% |
$7.32M - $7.39M
|
11.3K
$578K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$5.25M - $5.3M
|
104K
$5.29M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
10.6K+ 2.28% |
$536K - $541K
|
475K
$24.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464New |
$23.5K - $23.7K
|
464
$23.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
202+ 2.63% |
$10.2K - $10.3K
|
7.88K
$402K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
32+ 0.2% |
$1.62K - $1.64K
|
15.7K
$800K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-300- 3.51% |
$15.2K - $15.3K
|
8.26K
$421K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.84K- 34.46% |
$295K - $298K
|
11.1K
$566K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-38.7K- 5.55% |
$1.96M - $1.98M
|
659K
$33.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.59K+ 3.45% |
$131K - $132K
|
77.6K
$3.96M
|
|