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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76.4K+ 47.35% |
$3.89M - $3.9M
|
238K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
75.1K+ 54.15% |
$3.82M - $3.84M
|
214K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
74.6K+ 378.59% |
$3.8M - $3.81M
|
94.3K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
71.3KNew |
$3.63M - $3.64M
|
71.3K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
68.7K+ 130.95% |
$3.49M - $3.51M
|
121K
$6.17M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
68.3K+ 3.51% |
$3.48M - $3.49M
|
2.02M
$103M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
66.2K+ 140.24% |
$3.37M - $3.38M
|
113K
$5.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
64.3K+ 716.57% |
$3.27M - $3.28M
|
73.3K
$3.73M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63K+ 205.16% |
$3.2M - $3.22M
|
93.7K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
62.3K+ 2.2% |
$3.17M - $3.18M
|
2.9M
$148M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
60.8K+ 7.43% |
$3.09M - $3.11M
|
880K
$44.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60.4K+ 3.15% |
$3.07M - $3.09M
|
1.98M
$101M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
60.1K+ 10.66% |
$3.05M - $3.07M
|
623K
$31.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.5K+ 263.57% |
$3.03M - $3.04M
|
82K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
59.4K+ 1519.71% |
$3.02M - $3.03M
|
63.3K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
58.8K+ 33.49% |
$2.99M - $3.01M
|
235K
$12M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
57.8K+ 50.98% |
$2.94M - $2.95M
|
171K
$8.73M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
56.2K+ 73.51% |
$2.86M - $2.87M
|
133K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54.8KNew |
$2.79M - $2.8M
|
54.8K
$2.79M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
52.4K+ 23.06% |
$2.66M - $2.68M
|
279K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
51.6KNew |
$2.63M - $2.64M
|
51.6K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
45.9K+ 268.79% |
$2.33M - $2.35M
|
63K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
45.8K+ 3.57% |
$2.33M - $2.34M
|
1.33M
$67.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45.4K+ 36.05% |
$2.31M - $2.32M
|
171K
$8.73M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
43.8K+ 18.03% |
$2.23M - $2.24M
|
287K
$14.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.1K+ 8308.08% |
$2.09M - $2.1M
|
41.6K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
40.3KNew |
$2.05M - $2.06M
|
40.3K
$2.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
39.3KNew |
$2M - $2.01M
|
39.3K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
38.2KNew |
$1.94M - $1.95M
|
38.2K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
36.8K+ 40.51% |
$1.87M - $1.88M
|
128K
$6.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.5K+ 457.56% |
$1.86M - $1.86M
|
44.5K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34.2K+ 2.98% |
$1.74M - $1.75M
|
1.18M
$60.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
33.9K+ 12.08% |
$1.72M - $1.73M
|
314K
$16M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
33.5K+ 322.45% |
$1.7M - $1.71M
|
43.9K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.8K+ 11.07% |
$1.52M - $1.52M
|
299K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
29.7K+ 13.78% |
$1.51M - $1.52M
|
245K
$12.5M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.6K+ 108.58% |
$1.45M - $1.46M
|
54.9K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
28.4K+ 26.58% |
$1.44M - $1.45M
|
135K
$6.88M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.3K+ 4.18% |
$1.44M - $1.44M
|
704K
$35.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.5K+ 54.97% |
$1.3M - $1.3M
|
71.9K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
25K+ 5.86% |
$1.27M - $1.28M
|
452K
$23M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
25KNew |
$1.27M - $1.28M
|
25K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.8K+ 52.57% |
$1.26M - $1.27M
|
71.9K
$3.67M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.7K+ 51.06% |
$1.26M - $1.26M
|
73K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22K+ 17.19% |
$1.12M - $1.12M
|
150K
$7.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
21.8K+ 228.18% |
$1.11M - $1.11M
|
31.3K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
21.2K+ 51.74% |
$1.08M - $1.08M
|
62.2K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 34.4% |
$1.06M - $1.07M
|
81.5K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
20.8K+ 16.53% |
$1.06M - $1.06M
|
146K
$7.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
20.6K+ 18.12% |
$1.05M - $1.05M
|
135K
$6.86M
|