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 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-434- 20.7% |
$22K - $22.2K
|
1.66K
$84.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-451- 0.45% |
$22.9K - $23K
|
100K
$5.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-460- 9.64% |
$23.3K - $23.5K
|
4.31K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-461- 2.21% |
$23.4K - $23.5K
|
20.4K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-487- 1.73% |
$24.7K - $24.9K
|
27.7K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-500- 4.09% |
$25.4K - $25.5K
|
11.7K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-564- 4.0% |
$28.6K - $28.8K
|
13.5K
$689K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-570- 4.46% |
$28.9K - $29.1K
|
12.2K
$622K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-605- 5.75% |
$30.7K - $30.9K
|
9.91K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-618- 13.34% |
$31.4K - $31.6K
|
4.01K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-624- 9.9% |
$31.7K - $31.9K
|
5.68K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-688- 5.13% |
$34.9K - $35.1K
|
12.7K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-713- 3.67% |
$36.2K - $36.4K
|
18.7K
$952K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-717- 7.23% |
$36.4K - $36.6K
|
9.2K
$469K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-730- 0.9% |
$37K - $37.3K
|
80.5K
$4.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-733- 2.86% |
$37.2K - $37.4K
|
24.9K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-742- 72.04% |
$37.6K - $37.9K
|
288
$14.7K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-839- 2.4% |
$42.6K - $42.9K
|
34.1K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-845- 1.79% |
$42.9K - $43.2K
|
46.4K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-891- 2.7% |
$45.2K - $45.5K
|
32.1K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-900- 5.44% |
$45.7K - $46K
|
15.7K
$797K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-920- 14.91% |
$46.7K - $47K
|
5.25K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-940- 3.1% |
$47.7K - $48K
|
29.3K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-981- 2.78% |
$49.8K - $50.1K
|
34.2K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 16.67% |
$50.7K - $51.1K
|
5K
$255K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.06K- 2.56% |
$53.7K - $54.1K
|
40.3K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.1K- 9.91% |
$55.8K - $56.2K
|
10K
$510K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 14.28% |
$60.9K - $61.3K
|
7.2K
$367K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.38K- 36.51% |
$70K - $70.5K
|
2.4K
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.39K- 8.31% |
$70.5K - $71K
|
15.3K
$781K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.45K- 34.66% |
$73.7K - $74.2K
|
2.74K
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-1.7K- 19.95% |
$86.2K - $86.8K
|
6.82K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.84K- 3.95% |
$93.1K - $93.7K
|
44.6K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.9K- 23.06% |
$96.3K - $97K
|
6.34K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.93K- 18.84% |
$98K - $98.7K
|
8.32K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.95K- 19.94% |
$98.7K - $99.4K
|
7.81K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.98K- 7.9% |
$100K - $101K
|
23.1K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Toews Corp
|
SELL
|
- |
-2K- 5.2% |
$101K - $102K
|
36.4K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.23K- 15.27% |
$113K - $114K
|
12.4K
$630K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.24K- 21.88% |
$113K - $114K
|
7.98K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.25K- 1.33% |
$114K - $115K
|
166K
$8.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.35K- 7.44% |
$119K - $120K
|
29.2K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.37K- 6.61% |
$120K - $121K
|
33.5K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.38K- 8.58% |
$120K - $121K
|
25.3K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.45K- 18.59% |
$124K - $125K
|
10.7K
$546K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.58K- 8.03% |
$131K - $132K
|
29.5K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.58K- 14.04% |
$131K - $132K
|
15.8K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.59K- 10.5% |
$131K - $132K
|
22K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 5.96% |
$136K - $137K
|
42.4K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.83K- 16.86% |
$144K - $145K
|
14K
$712K
|