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 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.92K- 4.4% |
$148K - $149K
|
63.4K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3K- 27.83% |
$152K - $153K
|
7.78K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.07K- 4.16% |
$156K - $157K
|
70.8K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.13K- 7.1% |
$159K - $160K
|
41K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.31K- 2.33% |
$168K - $169K
|
138K
$7.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.31K- 0.85% |
$168K - $169K
|
387K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.35K- 3.03% |
$170K - $171K
|
107K
$5.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.38K- 10.04% |
$171K - $173K
|
30.3K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.52K- 0.95% |
$178K - $180K
|
367K
$18.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.6K- 2.79% |
$183K - $184K
|
126K
$6.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.85K- 28.46% |
$195K - $196K
|
9.67K
$494K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.98K- 23.54% |
$202K - $203K
|
12.9K
$659K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-4K- 1.17% |
$203K - $204K
|
337K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.21K- 12.0% |
$214K - $215K
|
30.9K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.27K- 2.88% |
$216K - $218K
|
144K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.3K- 50.34% |
$218K - $219K
|
4.24K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.47K- 4.32% |
$227K - $228K
|
99K
$5.06M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.58K- 2.93% |
$232K - $234K
|
152K
$7.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.68K- 5.12% |
$238K - $239K
|
86.8K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.76K- 10.58% |
$241K - $243K
|
40.2K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.21K- 3.09% |
$264K - $266K
|
163K
$8.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.22K- 14.57% |
$265K - $267K
|
30.6K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-5.24K- 36.87% |
$266K - $268K
|
8.97K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.33K- 39.62% |
$270K - $272K
|
8.12K
$414K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.34K- 27.2% |
$271K - $273K
|
14.3K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.39K- 20.16% |
$274K - $275K
|
21.4K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.28K- 9.8% |
$318K - $321K
|
57.8K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.8K- 4.98% |
$345K - $347K
|
130K
$6.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.39K- 59.8% |
$375K - $378K
|
4.97K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.1K- 35.34% |
$411K - $413K
|
14.8K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.51K- 4.51% |
$432K - $435K
|
180K
$9.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.75K- 20.61% |
$444K - $447K
|
33.7K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.82K- 10.11% |
$448K - $451K
|
78.4K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9.2K- 16.24% |
$467K - $470K
|
47.4K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-9.51K- 3.41% |
$482K - $486K
|
269K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-10.1K- 20.44% |
$511K - $515K
|
39.2K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.2K- 66.67% |
$518K - $522K
|
5.11K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-10.5K- 7.66% |
$531K - $535K
|
126K
$6.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11K- 52.37% |
$556K - $560K
|
9.97K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.3K- 12.86% |
$572K - $576K
|
76.5K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-11.3K- 11.63% |
$573K - $577K
|
85.9K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-11.9K- 45.94% |
$603K - $608K
|
14K
$715K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-12K- 12.54% |
$607K - $611K
|
83.4K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-12.3K- 8.68% |
$623K - $628K
|
129K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 46.21% |
$653K - $657K
|
15K
$765K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.1K- 11.72% |
$666K - $670K
|
98.8K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.4K- 11.07% |
$682K - $686K
|
108K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13.5K- 2.06% |
$682K - $687K
|
641K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.7K- 4.31% |
$695K - $699K
|
304K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-16.2K- 6.96% |
$822K - $827K
|
217K
$11.1M
|