Purchases and Sales Made in Q4 2024 in Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR FLTG RATE NT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.35M+ 2108.15% |
$221M - $222M
|
4.55M
$232M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
862KNew |
$43.7M - $44M
|
862K
$43.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
348K+ 12.85% |
$17.6M - $17.8M
|
3.06M
$156M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
322K+ 80.79% |
$16.3M - $16.5M
|
721K
$36.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
224K+ 880.69% |
$11.4M - $11.5M
|
250K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
173K+ 15.56% |
$8.77M - $8.83M
|
1.28M
$65.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
158K+ 826.0% |
$8.02M - $8.07M
|
177K
$9.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
153KNew |
$7.77M - $7.82M
|
153K
$7.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
152K+ 76.64% |
$7.69M - $7.74M
|
349K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
149K+ 16.86% |
$7.54M - $7.59M
|
1.03M
$52.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
141K+ 43.66% |
$7.17M - $7.22M
|
465K
$23.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
139KNew |
$7.03M - $7.08M
|
139K
$7.06M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
131K+ 199.22% |
$6.65M - $6.7M
|
197K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
114KNew |
$5.78M - $5.82M
|
114K
$5.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99.6K+ 352.02% |
$5.05M - $5.09M
|
128K
$6.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
94.7K+ 507.97% |
$4.81M - $4.84M
|
113K
$5.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
92.2KNew |
$4.68M - $4.71M
|
92.2K
$4.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
82.9KNew |
$4.2M - $4.23M
|
82.9K
$4.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
82.2KNew |
$4.17M - $4.2M
|
82.2K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
73.9K+ 75.93% |
$3.75M - $3.78M
|
171K
$8.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
69.6K+ 66.83% |
$3.53M - $3.56M
|
174K
$8.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
67.9KNew |
$3.45M - $3.47M
|
67.9K
$3.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
65.1K+ 6.01% |
$3.3M - $3.33M
|
1.15M
$58.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
53.7K+ 28.42% |
$2.72M - $2.74M
|
243K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
52.4KNew |
$2.66M - $2.68M
|
52.4K
$2.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50.1K+ 25.17% |
$2.54M - $2.56M
|
249K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
48.4KNew |
$2.45M - $2.47M
|
48.4K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
45.6KNew |
$2.31M - $2.33M
|
45.6K
$2.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
42.5K+ 18.27% |
$2.16M - $2.17M
|
275K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39.3K+ 304.07% |
$1.99M - $2M
|
52.2K
$2.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
39.2KNew |
$1.99M - $2M
|
39.2K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
37.8KNew |
$1.92M - $1.93M
|
37.8K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36.8K+ 21.81% |
$1.87M - $1.88M
|
206K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32.9KNew |
$1.67M - $1.68M
|
32.9K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32KNew |
$1.62M - $1.63M
|
32K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
31.5K+ 12.4% |
$1.6M - $1.61M
|
286K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
31.1K+ 38.46% |
$1.58M - $1.59M
|
112K
$5.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
30.5K+ 13.45% |
$1.55M - $1.56M
|
258K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
25.6K+ 166.12% |
$1.3M - $1.31M
|
41K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
24KNew |
$1.22M - $1.22M
|
24K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
- |
22K+ 28.21% |
$1.12M - $1.12M
|
100K
$5.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
19K+ 15.22% |
$963K - $969K
|
144K
$7.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18.4KNew |
$935K - $941K
|
18.4K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.9K+ 55.65% |
$855K - $861K
|
47.1K
$2.4M
|
|
|
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
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15.4K+ 513433.34% |
$781K - $787K
|
15.4K
$785K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.3KNew |
$726K - $731K
|
14.3K
$729K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
14.2KNew |
$718K - $723K
|
14.2K
$721K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
14.1KNew |
$716K - $721K
|
14.1K
$719K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9KNew |
$705K - $710K
|
13.9K
$708K
|