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
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
10.2KNew |
$520K - $522K
|
10.2K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.2KNew |
$519K - $521K
|
10.2K
$520K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
10.1K+ 6.77% |
$515K - $517K
|
160K
$8.14M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9.72K+ 3.83% |
$494K - $496K
|
264K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.59K+ 71.19% |
$488K - $490K
|
23.1K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.45K+ 17.34% |
$481K - $483K
|
64K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
9.37K+ 468300.0% |
$476K - $479K
|
9.37K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.29KNew |
$473K - $475K
|
9.29K
$474K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
9.25KNew |
$471K - $473K
|
9.25K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.22KNew |
$469K - $471K
|
9.22K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
9K+ 21.95% |
$458K - $460K
|
50K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
8.75K+ 5.77% |
$445K - $447K
|
160K
$8.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
8.58K+ 3.92% |
$436K - $438K
|
227K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.54K+ 75.89% |
$434K - $436K
|
19.8K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
8.38KNew |
$426K - $428K
|
8.38K
$427K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
8.31K+ 3.02% |
$423K - $425K
|
284K
$14.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.89KNew |
$401K - $403K
|
7.89K
$402K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.66K+ 7.1% |
$390K - $391K
|
116K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62K+ 1.99% |
$388K - $389K
|
390K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
7.6K+ 67.03% |
$387K - $388K
|
18.9K
$965K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.44KNew |
$379K - $380K
|
7.44K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.28K+ 6.5% |
$370K - $372K
|
119K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.13K+ 126.98% |
$363K - $364K
|
12.7K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.12K+ 45.08% |
$362K - $364K
|
22.9K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.07KNew |
$359K - $361K
|
7.07K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.67K+ 145.24% |
$339K - $341K
|
11.3K
$574K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.63K+ 13.08% |
$337K - $339K
|
57.3K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.58K+ 47.35% |
$335K - $336K
|
20.5K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6.57K+ 113.27% |
$334K - $336K
|
12.4K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.14K+ 4.87% |
$312K - $314K
|
132K
$6.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.14KNew |
$312K - $314K
|
6.14K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.13K+ 26.28% |
$312K - $313K
|
29.5K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.12K+ 143.35% |
$312K - $313K
|
10.4K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.1K+ 76.86% |
$310K - $312K
|
14K
$715K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.09K+ 15.14% |
$310K - $311K
|
46.3K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.02K+ 120340.0% |
$306K - $307K
|
6.02K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.02KNew |
$306K - $307K
|
6.02K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
5.93K+ 3.73% |
$302K - $303K
|
165K
$8.41M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5.93KNew |
$302K - $303K
|
5.93K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5.9K+ 4.72% |
$300K - $301K
|
131K
$6.67M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
5.78KNew |
$294K - $295K
|
5.78K
$294K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.61K+ 17.54% |
$285K - $287K
|
37.6K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.6K+ 12.44% |
$285K - $286K
|
50.6K
$2.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.53K+ 9.57% |
$281K - $282K
|
63.3K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5.44K+ 68.52% |
$277K - $278K
|
13.4K
$682K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.42K+ 104.48% |
$275K - $277K
|
10.6K
$540K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.39KNew |
$274K - $275K
|
5.39K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
5.35KNew |
$272K - $273K
|
5.35K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.32K+ 8.46% |
$271K - $272K
|
68.2K
$3.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.29K+ 49.82% |
$269K - $270K
|
15.9K
$810K
|