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 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.19K+ 5.78% |
$264K - $265K
|
95K
$4.84M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.16KNew |
$262K - $263K
|
5.16K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.14K+ 3.52% |
$262K - $263K
|
151K
$7.7M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
5.11KNew |
$260K - $261K
|
5.11K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.09K+ 13.61% |
$259K - $260K
|
42.5K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.98KNew |
$253K - $255K
|
4.98K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
4.81K+ 8.2% |
$245K - $246K
|
63.5K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.8K+ 17.14% |
$244K - $245K
|
32.8K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.68KNew |
$238K - $239K
|
4.68K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
4.67K+ 3.43% |
$238K - $239K
|
141K
$7.17M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.66K+ 21.37% |
$237K - $238K
|
26.5K
$1.35M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.58KNew |
$233K - $234K
|
4.58K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.56KNew |
$232K - $233K
|
4.56K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 13.99% |
$229K - $230K
|
36.6K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.43KNew |
$225K - $226K
|
4.43K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.3K+ 80.88% |
$219K - $220K
|
9.62K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.26K+ 24.49% |
$216K - $217K
|
21.6K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.17KNew |
$212K - $213K
|
4.17K
$213K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.13K+ 2.89% |
$210K - $211K
|
147K
$7.5M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13K+ 7.56% |
$210K - $211K
|
58.8K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.12K+ 0.99% |
$210K - $210K
|
422K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.06KNew |
$207K - $208K
|
4.06K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
4.06K+ 1407.99% |
$206K - $207K
|
4.34K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4KNew |
$203K - $204K
|
4K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.97K+ 75.71% |
$202K - $203K
|
9.22K
$470K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.85K+ 7.19% |
$196K - $197K
|
57.3K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.82K+ 8.07% |
$194K - $195K
|
51.1K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 8.15% |
$184K - $185K
|
48K
$2.44M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.54K+ 4.07% |
$180K - $181K
|
90.4K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.49K+ 4.93% |
$177K - $178K
|
74.2K
$3.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.42K+ 53.94% |
$174K - $175K
|
9.76K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.32K+ 42.86% |
$169K - $169K
|
11.1K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.26K+ 21.06% |
$166K - $166K
|
18.7K
$954K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.23K+ 16.15% |
$164K - $165K
|
23.2K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.19K+ 6.94% |
$162K - $163K
|
49.1K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.14K+ 29.63% |
$160K - $160K
|
13.7K
$700K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.07K+ 9.0% |
$156K - $157K
|
37.2K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.04K+ 26.95% |
$154K - $155K
|
14.3K
$729K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.97K+ 12.88% |
$151K - $152K
|
26K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
2.95K+ 1262.39% |
$150K - $151K
|
3.19K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.93K+ 364.88% |
$149K - $150K
|
3.73K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.88K+ 14.4% |
$147K - $147K
|
22.9K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.84K+ 35.22% |
$144K - $145K
|
10.9K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
2.8K+ 30.16% |
$143K - $143K
|
12.1K
$617K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.8K+ 26.46% |
$142K - $143K
|
13.4K
$682K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
2.8K+ 9.88% |
$142K - $143K
|
31.1K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.78K+ 19.42% |
$141K - $142K
|
17.1K
$870K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.78K+ 11.29% |
$141K - $142K
|
27.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.76K+ 2.99% |
$141K - $141K
|
95.3K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
2.72K+ 10.92% |
$139K - $139K
|
27.7K
$1.41M
|