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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.64K+ 6.76% |
$286K - $288K
|
89K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
32.6K+ 38.87% |
$1.65M - $1.67M
|
116K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20K- 11.27% |
$1.01M - $1.02M
|
157K
$8.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.6K+ 2.52% |
$843K - $849K
|
676K
$34.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
242New |
$12.3K - $12.4K
|
242
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
415K+ 145.54% |
$21.1M - $21.2M
|
700K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 8.78% |
$1.46M - $1.47M
|
356K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41.3K- 9.74% |
$2.09M - $2.11M
|
383K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
42.9K+ 18.93% |
$2.17M - $2.19M
|
269K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
45K+ 244.06% |
$2.28M - $2.3M
|
63.4K
$3.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
864New |
$43.8K - $44.1K
|
864
$44.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
46New |
$2.33K - $2.35K
|
46
$2.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
17.4KNew |
$881K - $887K
|
17.4K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
6.96K+ 5.11% |
$353K - $355K
|
143K
$7.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-566- 6.58% |
$28.7K - $28.9K
|
8.04K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
12.8K+ 105.38% |
$652K - $656K
|
25K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 17.79% |
$7.68M - $7.74M
|
1M
$51.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.79K+ 4.63% |
$192K - $194K
|
85.6K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
720K+ 103.49% |
$36.5M - $36.8M
|
1.41M
$72.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.43K+ 4.6% |
$72.7K - $73.2K
|
32.6K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.75K- 20.61% |
$444K - $447K
|
33.7K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
9.2K+ 73.0% |
$467K - $470K
|
21.8K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
234New |
$11.9K - $12K
|
234
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-2.26K- 14.42% |
$115K - $115K
|
13.4K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-149K- 85.65% |
$7.55M - $7.6M
|
24.9K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.89K- 11.17% |
$147K - $148K
|
23K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-373- 0.82% |
$18.9K - $19.1K
|
45K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-12.3K- 8.68% |
$623K - $628K
|
129K
$6.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-48.8K- 29.72% |
$2.48M - $2.49M
|
115K
$5.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37K+ 29.76% |
$1.88M - $1.89M
|
161K
$8.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
11.3KNew |
$575K - $579K
|
11.3K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
523+ 0.47% |
$26.5K - $26.7K
|
113K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.89M- 40.02% |
$95.9M - $96.6M
|
2.83M
$145M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
266+ 19.97% |
$13.5K - $13.6K
|
1.6K
$81.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21.3K+ 371.01% |
$1.08M - $1.09M
|
27K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.7KNew |
$642K - $647K
|
12.7K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.22K+ 3.01% |
$366K - $369K
|
248K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-620- 1.67% |
$31.5K - $31.7K
|
36.5K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.48KNew |
$329K - $331K
|
6.48K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-45.1K- 52.67% |
$2.29M - $2.3M
|
40.5K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
146+ 1.87% |
$7.41K - $7.46K
|
7.93K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
11.3KNew |
$571K - $575K
|
11.3K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
198K+ 51598.18% |
$10.1M - $10.1M
|
199K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28KNew |
$1.42M - $1.43M
|
28K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
200+ 14.14% |
$10.1K - $10.2K
|
1.61K
$82.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
390New |
$19.8K - $19.9K
|
390
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.12KNew |
$56.7K - $57.1K
|
1.12K
$57.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
30.5KNew |
$1.55M - $1.56M
|
30.5K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
21KNew |
$1.07M - $1.07M
|
21K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
229+ 1.37% |
$11.6K - $11.7K
|
16.9K
$865K
|