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 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5K- 21.99% |
$254K - $255K
|
17.7K
$904K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.01K- 3.63% |
$255K - $256K
|
133K
$6.79M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.05K- 1.11% |
$257K - $258K
|
451K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.08K- 3.93% |
$259K - $260K
|
124K
$6.33M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.16K- 9.77% |
$262K - $263K
|
47.6K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.36K- 2.97% |
$272K - $274K
|
175K
$8.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.46K- 14.06% |
$278K - $279K
|
33.4K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-5.48K- 17.29% |
$279K - $280K
|
26.2K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5.87K- 12.0% |
$299K - $300K
|
43.1K
$2.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-6.18K- 21.05% |
$314K - $316K
|
23.2K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.31K- 3.87% |
$321K - $323K
|
157K
$8M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.36K- 33.75% |
$323K - $325K
|
12.5K
$636K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.38K- 25.59% |
$324K - $326K
|
18.5K
$945K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.65K- 78.43% |
$338K - $339K
|
1.83K
$93.1K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-6.77K- 2.73% |
$344K - $346K
|
241K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-7K- 93.33% |
$356K - $358K
|
500
$25.5K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-7.22K- 40.83% |
$367K - $369K
|
10.5K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.38K- 6.01% |
$376K - $377K
|
116K
$5.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-7.44K- 4.78% |
$379K - $380K
|
148K
$7.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.55K- 4.22% |
$384K - $386K
|
171K
$8.72M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.76K- 61.29% |
$395K - $396K
|
4.9K
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.77K- 5.15% |
$395K - $397K
|
143K
$7.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-7.94K- 5.01% |
$404K - $406K
|
150K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.01K- 5.56% |
$407K - $409K
|
136K
$6.94M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-8.15K- 3.76% |
$415K - $416K
|
208K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.95K- 20.11% |
$455K - $457K
|
35.5K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-8.96K- 2.57% |
$456K - $458K
|
340K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-9.48K- 31.09% |
$482K - $484K
|
21K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.54K- 7.37% |
$485K - $487K
|
120K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-9.63K- 51.5% |
$490K - $492K
|
9.07K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-9.83K- 52.67% |
$500K - $502K
|
8.83K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.1K- 31.89% |
$514K - $516K
|
21.6K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 12.86% |
$545K - $548K
|
72.7K
$3.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.8K- 48.88% |
$548K - $550K
|
11.3K
$574K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.9K- 20.1% |
$555K - $558K
|
43.4K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11K- 3.1% |
$560K - $563K
|
344K
$17.6M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.2K- 87.35% |
$572K - $574K
|
1.63K
$82.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.3K- 37.01% |
$576K - $579K
|
19.3K
$983K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.1K- 36.96% |
$618K - $620K
|
20.7K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-13.8K- 58.1% |
$703K - $706K
|
9.96K
$508K
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-14.6K- 51.43% |
$744K - $747K
|
13.8K
$704K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.7K- 97.43% |
$953K - $957K
|
495
$25.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.4K- 7.76% |
$986K - $990K
|
230K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.1KClosed |
$1.02M - $1.03M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21K- 35.66% |
$1.07M - $1.07M
|
37.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.6K- 25.24% |
$1.1M - $1.1M
|
64K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Canal Insurance CO
|
SELL
|
- |
-22K- 22.0% |
$1.12M - $1.12M
|
78K
$3.98M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-23.5K- 52.21% |
$1.19M - $1.2M
|
21.5K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-26K- 67.91% |
$1.32M - $1.33M
|
12.3K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30.3K- 6.27% |
$1.54M - $1.55M
|
453K
$23.1M
|