Latest Institutional Sells of Ishares Tr Fltg Rate Nt ETF (FLOT)
This list provides information on the latest institutional transactions involving Ishares Tr Fltg Rate Nt ETF (FLOT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-742- 15.05% |
$37.2K - $37.7K
|
4.19K
$213K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-702- 54.42% |
$35.2K - $35.7K
|
588
$30K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-614- 8.54% |
$30.8K - $31.2K
|
6.57K
$335K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-550- 9.91% |
$27.6K - $28K
|
5K
$255K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-465- 78.81% |
$23.3K - $23.6K
|
125
$6.37K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-322- 99.38% |
$16.2K - $16.4K
|
2
$102
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-212- 3.94% |
$10.6K - $10.8K
|
5.16K
$263K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-150- 2.4% |
$7.53K - $7.62K
|
6.1K
$311K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-114Closed |
$5.72K - $5.79K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-81- 1.07% |
$4.07K - $4.12K
|
7.48K
$381K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-75- 1.78% |
$3.76K - $3.81K
|
4.15K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-60- 16.95% |
$3.01K - $3.05K
|
294
$15K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-33- 10.93% |
$1.66K - $1.68K
|
269
$13.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-17- 0.31% |
$853 - $864
|
5.53K
$282K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Cno Financial Group, Inc.
|
SELL
|
- |
-585K- 80.46% |
$29M - $29.7M
|
142K
$7.24M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-67.7K- 90.83% |
$3.35M - $3.44M
|
6.83K
$348K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56.5K- 93.35% |
$2.8M - $2.87M
|
4.02K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-33.8K- 42.82% |
$1.67M - $1.72M
|
45.2K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-24.2K- 37.76% |
$1.2M - $1.23M
|
39.9K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-21.9K- 71.1% |
$1.08M - $1.11M
|
8.9K
$454K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12K- 64.85% |
$594K - $610K
|
6.5K
$332K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-10.5K- 5.19% |
$521K - $534K
|
192K
$9.8M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.7K- 41.67% |
$381K - $391K
|
10.8K
$550K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5.35K- 94.69% |
$265K - $272K
|
300
$15.3K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.56K- 44.2% |
$226K - $232K
|
5.76K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-3.5K- 83.82% |
$173K - $178K
|
675
$34.4K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.11K- 8.37% |
$154K - $158K
|
34K
$1.73M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.95K- 24.78% |
$146K - $150K
|
8.96K
$456K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.86K- 1.22% |
$141K - $145K
|
231K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.17K- 26.11% |
$107K - $110K
|
6.14K
$313K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-2.03K- 3.49% |
$101K - $103K
|
56.2K
$2.86M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.87K- 77.6% |
$92.6K - $95K
|
540
$27.5K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.77K- 81.57% |
$87.6K - $89.9K
|
400
$20.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.04K- 19.25% |
$51.2K - $52.6K
|
4.34K
$221K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1K- 17.39% |
$49.5K - $50.8K
|
4.75K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-906- 8.19% |
$44.9K - $46K
|
10.2K
$518K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-710- 11.7% |
$35.2K - $36.1K
|
5.36K
$273K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-563- 8.71% |
$27.9K - $28.6K
|
5.9K
$301K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-501- 9.64% |
$24.8K - $25.5K
|
4.7K
$239K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-443- 0.5% |
$21.9K - $22.5K
|
88.3K
$4.5M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-435- 4.07% |
$21.5K - $22.1K
|
10.2K
$522K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-432- 3.23% |
$21.4K - $21.9K
|
12.9K
$660K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-293- 6.55% |
$14.5K - $14.9K
|
4.18K
$213K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-100- 0.69% |
$4.95K - $5.08K
|
14.4K
$732K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 0.42% |
$990 - $1.02K
|
4.73K
$241K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.1M- 98.01% |
$55.2M - $55.6M
|
22.4K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-51K- 81.05% |
$2.55M - $2.57M
|
11.9K
$608K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-17.8K- 32.28% |
$892K - $899K
|
37.4K
$1.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-15.6K- 32.88% |
$782K - $788K
|
31.9K
$1.63M
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-12.8K- 49.05% |
$638K - $643K
|
13.3K
$676K
|
|