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 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-883- 5.52% |
$44.7K - $45.1K
|
15.1K
$772K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56.9K- 16.04% |
$2.88M - $2.91M
|
298K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-279K- 98.11% |
$14.1M - $14.3M
|
5.39K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
740+ 2.68% |
$37.5K - $37.8K
|
28.3K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.43K+ 1.89% |
$72.4K - $73.1K
|
77.1K
$3.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.89K+ 1.68% |
$349K - $352K
|
416K
$21.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
16.7K+ 78.48% |
$845K - $853K
|
38K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
7.86K+ 3.8% |
$398K - $402K
|
214K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.4K+ 25.15% |
$933K - $941K
|
91.7K
$4.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-41.1K- 25.98% |
$2.08M - $2.1M
|
117K
$5.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.44K- 5.14% |
$225K - $227K
|
81.8K
$4.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-21.8K- 51.75% |
$1.1M - $1.11M
|
20.3K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-721- 0.87% |
$36.5K - $36.9K
|
82.3K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.2K- 6.43% |
$60.8K - $61.3K
|
17.5K
$890K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-223- 4.71% |
$11.3K - $11.4K
|
4.51K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.84K- 2.85% |
$296K - $299K
|
199K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
17.6K+ 108.98% |
$889K - $897K
|
33.7K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
184+ 1.11% |
$9.32K - $9.4K
|
16.7K
$853K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
400+ 2.45% |
$20.3K - $20.4K
|
16.7K
$853K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.5K- 95.64% |
$582K - $588K
|
524
$26.7K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-8.41K- 5.11% |
$426K - $430K
|
156K
$7.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-198- 0.51% |
$10K - $10.1K
|
38.8K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-123- 1.77% |
$6.23K - $6.29K
|
6.82K
$348K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-725- 2.68% |
$36.7K - $37.1K
|
26.4K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.44K- 18.87% |
$72.7K - $73.3K
|
6.17K
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 4.1% |
$845K - $853K
|
390K
$19.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
369K+ 143.79% |
$18.7M - $18.8M
|
625K
$31.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
6.33K+ 52.36% |
$321K - $324K
|
18.4K
$940K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
6.33K+ 52.36% |
$321K - $324K
|
18.4K
$940K
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-9- 0.17% |
$456 - $460
|
5.32K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.91K- 10.11% |
$147K - $149K
|
25.9K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.55K- 26.96% |
$78.3K - $79K
|
4.19K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
316+ 7.57% |
$16K - $16.2K
|
4.49K
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
388+ 6.55% |
$19.6K - $19.8K
|
6.31K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.12K+ 14.8% |
$310K - $313K
|
47.5K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-148- 1.9% |
$7.49K - $7.56K
|
7.65K
$390K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-82K- 74.35% |
$4.15M - $4.19M
|
28.3K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.58K- 50.66% |
$434K - $438K
|
8.35K
$426K
|
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
SELL
|
- |
-78.9K- 67.24% |
$3.99M - $4.03M
|
38.4K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
154New |
$7.8K - $7.87K
|
154
$7.86K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.3K+ 46.73% |
$369K - $373K
|
22.9K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
175+ 3.25% |
$8.86K - $8.94K
|
5.56K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
141New |
$7.14K - $7.21K
|
141
$7.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-33.7K- 6.24% |
$1.7M - $1.72M
|
506K
$25.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.42K+ 38.17% |
$72K - $72.7K
|
5.15K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-9.86K- 7.93% |
$499K - $504K
|
114K
$5.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-58.3K- 99.92% |
$2.95M - $2.98M
|
44
$2.25K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.22K+ 32.39% |
$315K - $318K
|
25.4K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
115+ 0.18% |
$5.82K - $5.88K
|
63.5K
$3.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
71+ 0.56% |
$3.59K - $3.63K
|
12.8K
$653K
|