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 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-967- 69.47% |
$49.2K - $49.4K
|
425
$21.7K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 20.0% |
$50.9K - $51.1K
|
4K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.06K- 16.02% |
$53.9K - $54.2K
|
5.56K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.06K- 7.08% |
$54.1K - $54.4K
|
14K
$712K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.11K- 8.91% |
$56.6K - $56.9K
|
11.4K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 21.19% |
$59.3K - $59.6K
|
4.34K
$221K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.17K- 1.49% |
$59.4K - $59.6K
|
77.3K
$3.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 3.86% |
$60.6K - $60.9K
|
29.7K
$1.51M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.28K- 1.59% |
$65.3K - $65.5K
|
79.2K
$4.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 3.05% |
$65.9K - $66.2K
|
41.1K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.3K- 1.22% |
$66.3K - $66.6K
|
106K
$5.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.36K- 13.65% |
$69.2K - $69.5K
|
8.61K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-1.37K- 3.01% |
$69.7K - $70K
|
44.2K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 18.25% |
$72.2K - $72.5K
|
6.36K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 3.89% |
$74.8K - $75.1K
|
36.3K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.48K- 9.53% |
$75.2K - $75.5K
|
14K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 3.14% |
$77.1K - $77.5K
|
46.7K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-1.57K- 3.31% |
$79.8K - $80.2K
|
45.9K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.59K- 1.85% |
$80.6K - $81K
|
84K
$4.28M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-1.6K- 81.13% |
$81.1K - $81.5K
|
371
$18.9K
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.69K- 7.93% |
$86.1K - $86.5K
|
19.7K
$1M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.72K- 0.23% |
$87.2K - $87.6K
|
748K
$38.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.72K- 5.66% |
$87.2K - $87.6K
|
28.6K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.76K- 17.55% |
$89.3K - $89.7K
|
8.25K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.78K- 6.63% |
$90.5K - $90.9K
|
25.1K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.95K- 15.1% |
$99.2K - $99.6K
|
11K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.96K- 23.57% |
$99.8K - $100K
|
6.36K
$324K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.04K- 25.18% |
$104K - $104K
|
6.07K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.28K- 16.82% |
$116K - $116K
|
11.2K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.32K- 4.76% |
$118K - $119K
|
46.5K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.48K- 6.79% |
$126K - $127K
|
34.1K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.52K- 9.95% |
$128K - $129K
|
22.8K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.53K- 3.98% |
$129K - $129K
|
60.9K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-2.99K- 4.61% |
$152K - $153K
|
61.9K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-3.09K- 14.73% |
$157K - $158K
|
17.9K
$913K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.24K- 7.93% |
$165K - $166K
|
37.6K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-3.26K- 13.35% |
$166K - $166K
|
21.1K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.26K- 10.01% |
$166K - $167K
|
29.3K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-3.47K- 50.25% |
$177K - $177K
|
3.44K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.56K- 4.15% |
$181K - $182K
|
82.3K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.6K- 10.67% |
$183K - $184K
|
30.1K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.61K- 4.87% |
$184K - $185K
|
70.6K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-3.71K- 9.36% |
$188K - $189K
|
35.9K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-3.72K- 20.13% |
$189K - $190K
|
14.8K
$753K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 25.1% |
$191K - $192K
|
11.2K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.84K- 1.43% |
$195K - $196K
|
265K
$13.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.87K- 25.77% |
$197K - $197K
|
11.1K
$568K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-4.08K- 20.06% |
$208K - $208K
|
16.3K
$829K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.33K- 12.42% |
$220K - $221K
|
30.5K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-4.86K- 17.51% |
$247K - $248K
|
22.9K
$1.17M
|