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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.5KNew |
$683K - $688K
|
13.5K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.4K+ 11.98% |
$631K - $635K
|
116K
$5.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
11.6KNew |
$590K - $594K
|
11.6K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
11.2K+ 18.66% |
$566K - $570K
|
70.9K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$538K - $542K
|
10.6K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$531K - $535K
|
10.5K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.2K+ 27.65% |
$519K - $522K
|
47.2K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.2K+ 28.48% |
$516K - $520K
|
45.9K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
10.2K+ 69.24% |
$516K - $520K
|
24.9K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.82K+ 77.01% |
$498K - $502K
|
22.6K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
9.7K+ 204.34% |
$492K - $495K
|
14.4K
$736K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.53KNew |
$484K - $487K
|
9.53K
$486K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
9.3KNew |
$472K - $475K
|
9.3K
$474K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.29K+ 93.42% |
$471K - $474K
|
19.2K
$980K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
8.72KNew |
$442K - $445K
|
8.72K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.53K+ 6.0% |
$432K - $435K
|
151K
$7.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.35K+ 23.91% |
$424K - $426K
|
43.3K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.15K+ 53.69% |
$413K - $416K
|
23.3K
$1.19M
|
|
|
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 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.69K+ 16.79% |
$390K - $393K
|
53.5K
$2.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
7.56K+ 7.39% |
$384K - $386K
|
110K
$5.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
7.21K+ 5.06% |
$366K - $368K
|
150K
$7.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.95K+ 143.94% |
$352K - $355K
|
11.8K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.93KNew |
$351K - $354K
|
6.93K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
6.77K+ 4.54% |
$343K - $346K
|
156K
$7.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
6.76KNew |
$343K - $345K
|
6.76K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
6.62KNew |
$336K - $338K
|
6.62K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.04K+ 47.21% |
$306K - $308K
|
18.8K
$959K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
5.92KNew |
$301K - $303K
|
5.92K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.75KNew |
$291K - $294K
|
5.75K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.67K+ 83.22% |
$288K - $290K
|
12.5K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.32KNew |
$270K - $272K
|
5.32K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.32KNew |
$270K - $271K
|
5.32K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.28K+ 20.76% |
$268K - $269K
|
30.7K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.15KNew |
$261K - $263K
|
5.15K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.13K+ 6.65% |
$260K - $262K
|
82.2K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
5.1KNew |
$259K - $261K
|
5.1K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
5.09K+ 1.07% |
$258K - $260K
|
480K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.62K+ 56.02% |
$234K - $236K
|
12.9K
$655K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.48K+ 8.93% |
$227K - $229K
|
54.6K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.41KNew |
$224K - $225K
|
4.41K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.39K+ 2.05% |
$223K - $224K
|
219K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.27KNew |
$217K - $218K
|
4.27K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.24K+ 28.45% |
$215K - $216K
|
19.1K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
4.16KNew |
$211K - $213K
|
4.16K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.02KNew |
$204K - $205K
|
4.02K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$203K - $204K
|
4K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
3.92K+ 14.12% |
$199K - $200K
|
31.7K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.88K+ 46.39% |
$197K - $198K
|
12.2K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.85K+ 54.6% |
$196K - $197K
|
10.9K
$556K
|