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 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-3K- 27.83% |
$152K - $153K
|
7.78K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-3.38K- 10.04% |
$171K - $173K
|
30.3K
$1.54M
|
|
|
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
$6.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-3.85K- 28.46% |
$195K - $196K
|
9.67K
$493K
|
|
|
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
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.58K- 2.93% |
$232K - $234K
|
152K
$7.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.68K- 5.12% |
$238K - $239K
|
86.8K
$4.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.76K- 10.58% |
$241K - $243K
|
40.2K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-5.24K- 36.87% |
$266K - $268K
|
8.97K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.33K- 39.62% |
$270K - $272K
|
8.12K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.28K- 9.8% |
$318K - $321K
|
57.8K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.8K- 4.98% |
$345K - $347K
|
130K
$6.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.39K- 59.8% |
$375K - $378K
|
4.97K
$253K
|
|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-11K- 52.37% |
$556K - $560K
|
9.97K
$508K
|
|
|
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
$4.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-11.9K- 45.94% |
$603K - $608K
|
14K
$713K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-12K- 12.54% |
$607K - $611K
|
83.4K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 46.21% |
$653K - $657K
|
15K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.1K- 11.72% |
$666K - $670K
|
98.8K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13.5K- 2.06% |
$682K - $687K
|
641K
$32.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.2K- 69.74% |
$923K - $930K
|
7.9K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-19K- 29.91% |
$963K - $970K
|
44.5K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-19.4K- 44.94% |
$984K - $991K
|
23.8K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-20.2K- 49.88% |
$1.03M - $1.03M
|
20.3K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-20.5K- 8.71% |
$1.04M - $1.05M
|
215K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-22.6K- 4.46% |
$1.14M - $1.15M
|
483K
$24.6M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-22.6K- 23.35% |
$1.15M - $1.16M
|
74.2K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-24.5K- 21.41% |
$1.24M - $1.25M
|
89.9K
$4.58M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-27.4K- 40.14% |
$1.39M - $1.4M
|
40.9K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30K- 5.98% |
$1.52M - $1.53M
|
472K
$24.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-30.1K- 27.75% |
$1.53M - $1.54M
|
78.3K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-31.6K- 16.66% |
$1.61M - $1.62M
|
158K
$8.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-51.4K- 17.26% |
$2.61M - $2.62M
|
246K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-159K- 71.16% |
$8.08M - $8.14M
|
64.6K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-286K- 12.97% |
$14.5M - $14.6M
|
1.92M
$97.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-303K- 13.46% |
$15.4M - $15.5M
|
1.95M
$99.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-322K- 92.97% |
$16.3M - $16.5M
|
24.4K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-345K- 55.14% |
$17.5M - $17.6M
|
280K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.33M- 95.02% |
$220M - $221M
|
227K
$11.6M
|