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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.27K+ 4.66% |
$217K - $218K
|
95.9K
$4.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.62KNew |
$285K - $287K
|
5.62K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.29K+ 199.02% |
$268K - $270K
|
7.95K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.4K+ 10.82% |
$122K - $123K
|
24.6K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.13K+ 261.9% |
$311K - $313K
|
8.47K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.35K- 3.03% |
$170K - $171K
|
107K
$5.47M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
319New |
$16.2K - $16.3K
|
319
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 1.72% |
$79.4K - $79.9K
|
92.5K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.29K+ 2.44% |
$65.4K - $65.8K
|
54K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
16.6KNew |
$845K - $850K
|
16.6K
$850K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-30.1K- 27.75% |
$1.53M - $1.54M
|
78.3K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-286K- 12.97% |
$14.5M - $14.6M
|
1.92M
$98.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 16.67% |
$50.7K - $51.1K
|
5K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-421- 9.45% |
$21.4K - $21.5K
|
4.03K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30K- 5.98% |
$1.52M - $1.53M
|
472K
$24.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.67K+ 83.22% |
$288K - $290K
|
12.5K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.73K+ 20.26% |
$392K - $395K
|
45.9K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.17% |
$101 - $102
|
1.2K
$61.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
67.9KNew |
$3.45M - $3.47M
|
67.9K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9.2K- 16.24% |
$467K - $470K
|
47.4K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 2.81% |
$65.2K - $65.6K
|
47K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-717- 7.23% |
$36.4K - $36.6K
|
9.2K
$470K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-198- 3.75% |
$10K - $10.1K
|
5.08K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
141K+ 43.66% |
$7.17M - $7.22M
|
465K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.21K+ 10.86% |
$416K - $419K
|
83.8K
$4.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.72K+ 3.26% |
$87.2K - $87.8K
|
54.5K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.05K+ 15.0% |
$53.3K - $53.6K
|
8.05K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.34K+ 99.11% |
$271K - $273K
|
10.7K
$548K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.1K- 9.91% |
$55.8K - $56.2K
|
10K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.2K+ 69.24% |
$516K - $520K
|
24.9K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-235- 2.38% |
$11.9K - $12K
|
9.63K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
90+ 2.0% |
$4.57K - $4.6K
|
4.6K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.68K+ 2.93% |
$187K - $188K
|
129K
$6.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.68K- 5.12% |
$238K - $239K
|
86.8K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.85K+ 54.6% |
$196K - $197K
|
10.9K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
106New |
$5.38K - $5.41K
|
106
$5.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.69K+ 27.91% |
$85.7K - $86.3K
|
7.74K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4- 0.04% |
$203 - $204
|
11K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
11.6KNew |
$590K - $594K
|
11.6K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-303K- 13.46% |
$15.4M - $15.5M
|
1.95M
$99.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.15K+ 53.69% |
$413K - $416K
|
23.3K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.93K- 18.84% |
$98K - $98.7K
|
8.32K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.95K+ 143.94% |
$352K - $355K
|
11.8K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.1K- 20.44% |
$511K - $515K
|
39.2K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.33M- 95.02% |
$220M - $221M
|
227K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
563+ 26.59% |
$28.6K - $28.8K
|
2.68K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
862KNew |
$43.7M - $44M
|
862K
$44M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
53.7K+ 28.42% |
$2.72M - $2.74M
|
243K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.93KNew |
$351K - $354K
|
6.93K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
5.09K+ 1.07% |
$258K - $260K
|
480K
$24.5M
|