Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.54M+ 143.42% |
$78.3M - $78.6M
|
2.61M
$133M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.44M+ 3.78% |
$73.1M - $73.4M
|
39.5M
$2.01B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
975K+ 12.36% |
$49.6M - $49.8M
|
8.86M
$452M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
872K+ 58.96% |
$44.4M - $44.6M
|
2.35M
$120M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
852KNew |
$43.3M - $43.5M
|
852K
$43.4M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
723K+ 1841.43% |
$36.8M - $36.9M
|
762K
$38.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
710K+ 19.96% |
$36.1M - $36.3M
|
4.27M
$217M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
697K+ 6492.9% |
$35.4M - $35.6M
|
707K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
647K+ 13.48% |
$32.9M - $33.1M
|
5.45M
$278M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
447K+ 10.96% |
$22.8M - $22.9M
|
4.53M
$231M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
433K+ 24.72% |
$22M - $22.1M
|
2.18M
$111M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
400K+ 15.06% |
$20.4M - $20.5M
|
3.06M
$156M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
383KNew |
$19.5M - $19.6M
|
383K
$19.5M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
363K+ 2400.05% |
$18.5M - $18.5M
|
378K
$19.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
341K+ 414.94% |
$17.3M - $17.4M
|
423K
$21.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
310K+ 16.53% |
$15.8M - $15.9M
|
2.19M
$112M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
309KNew |
$15.7M - $15.8M
|
309K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
262K+ 91.66% |
$13.3M - $13.4M
|
548K
$27.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
223K+ 47.19% |
$11.3M - $11.4M
|
695K
$35.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
219K+ 30.41% |
$11.2M - $11.2M
|
941K
$47.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
217K+ 55.98% |
$11M - $11.1M
|
603K
$30.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
216K+ 1308.37% |
$11M - $11M
|
232K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
209K+ 906.34% |
$10.6M - $10.7M
|
232K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
188KNew |
$9.57M - $9.61M
|
188K
$9.59M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
181K+ 7.21% |
$9.21M - $9.25M
|
2.69M
$137M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
181K+ 3372.38% |
$9.19M - $9.23M
|
186K
$9.48M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
158KNew |
$8.06M - $8.1M
|
158K
$8.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
158K+ 43.15% |
$8.05M - $8.09M
|
525K
$26.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154K+ 15.38% |
$7.85M - $7.88M
|
1.16M
$59M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
152K+ 1063.08% |
$7.74M - $7.78M
|
167K
$8.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
151K+ 49.48% |
$7.66M - $7.69M
|
455K
$23.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
148K+ 1095.66% |
$7.55M - $7.58M
|
162K
$8.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
140K+ 30.06% |
$7.12M - $7.15M
|
605K
$30.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
138KNew |
$7.01M - $7.04M
|
138K
$7.02M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
133K+ 67.59% |
$6.77M - $6.8M
|
330K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
127K+ 14.7% |
$6.45M - $6.48M
|
989K
$50.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
123K+ 71.72% |
$6.25M - $6.27M
|
294K
$15M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
119KNew |
$6.04M - $6.07M
|
119K
$6.05M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
113KNew |
$5.75M - $5.77M
|
113K
$5.76M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
105K+ 42.74% |
$5.35M - $5.38M
|
351K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
103K+ 50.25% |
$5.26M - $5.28M
|
309K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
98.3K+ 62.53% |
$5M - $5.02M
|
255K
$13M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
97.7K+ 4.02% |
$4.97M - $4.99M
|
2.53M
$129M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
95.4K+ 14.88% |
$4.85M - $4.87M
|
736K
$37.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
91.4K+ 1710.05% |
$4.65M - $4.67M
|
96.7K
$4.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 32.79% |
$4.16M - $4.18M
|
331K
$16.9M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
80.3K+ 40.47% |
$4.09M - $4.1M
|
279K
$14.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
80.2K+ 7.78% |
$4.08M - $4.1M
|
1.11M
$56.6M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
80K+ 96.58% |
$4.07M - $4.09M
|
163K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
79.4K+ 39.36% |
$4.04M - $4.06M
|
281K
$14.3M
|