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 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3- 0.01% |
$153 - $153
|
29.6K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-170- 0.91% |
$8.65K - $8.69K
|
18.5K
$947K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-291- 28.67% |
$14.8K - $14.9K
|
724
$37K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-495- 9.96% |
$25.2K - $25.3K
|
4.48K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-727- 12.45% |
$37K - $37.1K
|
5.11K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-792- 7.39% |
$40.3K - $40.5K
|
9.92K
$506K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-800- 6.44% |
$40.7K - $40.9K
|
11.6K
$593K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-818- 2.03% |
$41.6K - $41.8K
|
39.5K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-940- 18.17% |
$47.8K - $48K
|
4.23K
$216K
|
|
|
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
$1.52M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.28K- 1.59% |
$65.3K - $65.5K
|
79.2K
$4.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.28K- 16.82% |
$116K - $116K
|
11.2K
$574K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.24K- 7.93% |
$165K - $166K
|
37.6K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-4.08K- 20.06% |
$208K - $208K
|
16.3K
$830K
|
|
|
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
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-7.44K- 4.78% |
$379K - $380K
|
148K
$7.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.55K- 4.22% |
$384K - $386K
|
171K
$8.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-7.94K- 5.01% |
$404K - $406K
|
150K
$7.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-14.6K- 51.43% |
$744K - $747K
|
13.8K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-143K- 66.33% |
$7.27M - $7.3M
|
72.5K
$3.7M
|