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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
341K+ 414.94% |
$17.3M - $17.4M
|
423K
$21.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
181K+ 3372.38% |
$9.19M - $9.23M
|
186K
$9.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
148K+ 1095.66% |
$7.55M - $7.58M
|
162K
$8.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
138KNew |
$7.01M - $7.04M
|
138K
$7.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
119KNew |
$6.04M - $6.07M
|
119K
$6.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 32.79% |
$4.16M - $4.18M
|
331K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
75.1K+ 54.15% |
$3.82M - $3.84M
|
214K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
64.3K+ 716.57% |
$3.27M - $3.28M
|
73.3K
$3.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
57.8K+ 50.98% |
$2.94M - $2.95M
|
171K
$8.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
45.9K+ 268.79% |
$2.33M - $2.35M
|
63K
$3.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.5K+ 457.56% |
$1.86M - $1.86M
|
44.5K
$2.27M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.7K+ 51.06% |
$1.26M - $1.26M
|
73K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
20.8K+ 16.53% |
$1.06M - $1.06M
|
146K
$7.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
19.9K+ 12.63% |
$1.01M - $1.01M
|
177K
$9.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
18K+ 20.14% |
$916K - $919K
|
107K
$5.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
16.6K+ 11.3% |
$843K - $847K
|
163K
$8.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 34.25% |
$754K - $757K
|
58.1K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11.8K+ 10.0% |
$599K - $601K
|
129K
$6.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.9K+ 7.59% |
$554K - $557K
|
155K
$7.89M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
8.31K+ 3.02% |
$423K - $425K
|
284K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.63K+ 13.08% |
$337K - $339K
|
57.3K
$2.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
5.35KNew |
$272K - $273K
|
5.35K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.14K+ 3.52% |
$262K - $263K
|
151K
$7.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.09K+ 13.61% |
$259K - $260K
|
42.5K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.98KNew |
$253K - $255K
|
4.98K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.68KNew |
$238K - $239K
|
4.68K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 13.99% |
$229K - $230K
|
36.6K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 8.15% |
$184K - $185K
|
48K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.42K+ 53.94% |
$174K - $175K
|
9.76K
$498K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.07K+ 9.0% |
$156K - $157K
|
37.2K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.58K+ 4.8% |
$131K - $132K
|
56.3K
$2.87M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2K+ 4.88% |
$102K - $102K
|
43K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.72K+ 23.86% |
$87.5K - $87.9K
|
8.93K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.45K+ 2.05% |
$73.8K - $74.1K
|
72.4K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.32K+ 165.87% |
$67.3K - $67.5K
|
2.12K
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.13K+ 19.11% |
$57.6K - $57.8K
|
7.06K
$360K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
993+ 4.36% |
$50.5K - $50.7K
|
23.8K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
469+ 7.04% |
$23.9K - $24K
|
7.13K
$364K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
301New |
$15.3K - $15.4K
|
301
$15.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
250+ 2.52% |
$12.7K - $12.8K
|
10.2K
$519K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
245+ 0.77% |
$12.5K - $12.5K
|
32K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
200+ 1.57% |
$10.2K - $10.2K
|
12.9K
$660K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196+ 1.87% |
$9.97K - $10K
|
10.7K
$544K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
116+ 0.19% |
$5.9K - $5.93K
|
59.9K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
83+ 16.31% |
$4.22K - $4.24K
|
592
$30.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
75+ 1.33% |
$3.82K - $3.83K
|
5.71K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32+ 0.75% |
$1.63K - $1.63K
|
4.28K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
20+ 0.28% |
$1.02K - $1.02K
|
7.1K
$362K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.64% |
$203 - $204
|
629
$32.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$50.9 - $51.1
|
1.15K
$58.8K
|